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Drafting, approving, and correcting minutesLesson 10 of 28

Academy/Minutes & Official Records

Approving minutes

The vote that turns a draft into the official record.

The board approves minutes, not the chair. At the next meeting, the secretary presents the draft, members correct it on the spot, and the body votes to approve. Only after that vote do the minutes stop being a draft and become the association's official record.

01

Who has the authority to approve

The secretary drafts the minutes. The board approves them. Those are two different jobs, and a board president who simply reads last month's minutes aloud and declares them approved is skipping the step that actually matters, the vote.

"Ultimate and final approval lies with the body itself. The president or chair does not have the parliamentary authority to direct the secretary how to correct meeting minutes."

Source: Who may correct meeting minutes?, Jurassic Parliament

This matters because a motion is only official once the body that has to live with it has actually agreed the record is accurate.

02

Draft until approved

What the secretary hands out after a meeting is a first pass, not a record. Draft minutes only become official once the board reviews and approves them, usually at the next meeting.

"[Draft minutes] remain a draft until they have been reviewed and approved by the organization, board or other governing body."

Source: Draft vs. Approved Minutes: What's the Difference?, MinutesSolutions

Good practice is to mark the file "DRAFT" at the top and in the filename until approval, then remove that label and add the approval date.

03

Corrections: at the meeting versus after

If a director spots an error while the board is approving the minutes, that correction goes straight into the text before the vote. It is not the case once the minutes are already approved. Fixing an approved record takes its own motion, called Amend Something Previously Adopted, voted on separately.

"If a correction to previously approved minutes is adopted, the secretary does not actually alter the content of the original minutes, but may make a marginal notation indicating the corrected text or referring to the minutes of the meeting at which the correction was adopted."

Source: Robert's Rules of Order Newly Revised, Frequently Asked Questions, The Robert's Rules Association

The original text stays intact. The correction is layered on top of it, with a record of when and how it was made.

04

Why the approval date matters

Approval is not just a formality, it can start a clock. In California, board and committee minutes with decision-making authority must be made available for inspection within 15 calendar days of approval, and must then be kept permanently. Other states set their own timelines and retention periods, so check your own state's statute and your governing documents.

Check yourself

Answer before you read the explanation, recalling it is what makes it stick.

The board president skims last month's draft minutes and says, "Hearing no objection, minutes stand approved," without asking the board. What is wrong with this?

A homeowner emails asking for last month's minutes. The secretary has a draft ready, but the board has not yet met to approve it. What should the secretary do?

The board already approved March's minutes last month. In April, a director realizes the vote count recorded in March's minutes was wrong. How is this fixed?

Sources

Minutes & Official Records

Once minutes are approved, a different question comes up: what happens if someone finds a mistake months later? See Correcting minutes.

How quickly minutes must be made available after approval, and how long they must be retained, varies by state and by your governing documents. Check your own state's statute and your bylaws.