Subject
Meetings and decisions
158 lessons across 6 courses. Each one is about three minutes, cites its sources, and stands on its own.
Course
Board Meetings
- What is a board meeting?
- Board meeting vs membership meeting
- Regular meetings
- Special meetings
- Emergency meetings
- Executive/closed sessions
- Organizational meetings
- Annual meetings
- Meeting notice requirements
- Creating an agenda
- Consent agendas
- Adding agenda items
- Who controls the agenda?
- Calling a meeting to order
- Establishing quorum
- Losing quorum during a meeting
- Remote participation
- Hybrid meetings
- Virtual meetings
- Electronic board action
- Meeting decorum
- Owner participation periods
- Keeping meetings on track
- Handling disruptive attendees
- Adjournment
- Recesses
- Meeting scripts for chairs
- How to chair your first meeting
Course
Motions & Parliamentary Procedure
- What is a motion?
- Anatomy of a motion
- Motion vs resolution
- How to make a motion
- What makes a motion valid?
- What is a second?
- Does seconding mean you support it?
- What happens when nobody seconds?
- Stating the question
- Debate
- Calling the question
- Voting on a motion
- Withdrawing a motion
- Amending a motion
- Primary amendments
- Secondary amendments
- Substitute motions
- Friendly amendments
- Motions to table
- Postponing consideration
- Reconsidering a vote
- Rescinding previous action
- Points of order
- Appeals from the chair
- Privileged motions
- Incidental motions
- Procedural vs substantive motions
- Unanimous consent
- Robert's Rules explained
- When Robert's Rules applies
- When Robert's Rules does not control
- Simplified procedure for small boards
- Common parliamentary mistakes
Course
Voting & Board Decisions
- Who gets to vote?
- Majority explained
- Majority of those present vs majority of entire board
- Supermajorities
- Tie votes
- Chair/president voting
- Abstentions
- Recusals
- Proxy voting
- Written consent
- Electronic voting
- Secret ballots
- Roll-call votes
- Voice votes
- Voting by show of hands
- Recording dissent
- When a vote becomes effective
- Revoting
- Correcting an improper vote
- Invalid board actions
- Ratification of prior action
Course
Minutes & Official Records
- What are minutes?
- Why minutes matter
- What minutes should contain
- What minutes should not contain
- Minutes vs transcript
- Recording motions
- Recording votes
- Recording recusals
- Draft minutes
- Approving minutes
- Correcting minutes
- Amending previously approved minutes
- Executive-session minutes
- Who owns board notes?
- Meeting recordings
- Email as an association record
- Text messages as association records
- Document retention
- Record destruction
- Legal holds
- Owner inspection rights
- Responding to records requests
- Redacting records
- Privileged documents
- Personnel information
- Centralizing HOA records
- Records-retention schedules
- Transitioning records to a new board
Course
Membership & Annual Meetings
- What is a membership meeting?
- Annual meeting requirements
- Special membership meetings
- Member quorum
- Meeting notices
- Owner voting rights
- Eligible voters
- Joint owners
- Trust-owned properties
- LLC/company-owned properties
- Powers of attorney
- Proxies
- Ballots
- Nominations
- Floor nominations
- Candidate statements
- Inspectors of election
- Counting ballots
- Election recounts
- Election challenges
- Failed quorum
- Adjourned membership meetings
- Owner motions
- Owner resolutions
- Parliamentary procedure at annual meetings
Course
Elections
- HOA election lifecycle
- Director eligibility
- Candidate nominations
- Candidate qualification
- Campaigning
- Association resources in elections
- Election notices
- Ballot design
- Secret-ballot systems
- Electronic elections
- Proxy elections
- Cumulative voting
- Acclamation
- Uncontested elections
- Election inspectors
- Ballot custody
- Election results
- Ties
- Recounts
- Challenges
- Recall elections
- Filling vacancies
- Election records retention