Running Effective Board Meetings: A Practical Guide
Practical strategies for HOA and condo board meetings that respect everyone's time, make real decisions, and keep your community moving forward.
We've sat through hundreds of board meetings. Some are efficient, focused, and productive. Others drag on for hours while little gets decided. The difference usually isn't the issues being discussed. It's how the meeting is run.
Effective meetings don't happen by accident. They require preparation, clear procedures, and a willingness to keep things on track. The good news: running a better meeting isn't complicated. It just takes intention.
This guide covers the practical elements of productive board meetings, from preparation to follow-up.
Before the Meeting: Preparation Is Everything
The quality of a meeting is largely determined before anyone sits down. Proper preparation sets the board up for productive discussion and informed decisions.
Create a clear agenda:
- List specific topics, not vague categories. "Approve pool resurfacing contract" is better than "pool discussion."
- Include time estimates for each item to keep the meeting on track.
- Mark items as "Discussion," "Decision Required," or "Information Only" so board members know what's expected.
- Put the most important items early when energy and attention are highest.
Distribute materials in advance:
- Send the agenda and supporting documents at least 3-5 days before the meeting.
- Include financial reports, bids being considered, and background on any decisions.
- If materials are lengthy, provide a one-page summary of key points.
A Franklin-area board president told us she started putting time limits on the agenda after meetings routinely ran past three hours. "Once people knew we planned to spend 15 minutes on landscaping and 30 minutes on the budget, they came prepared to make decisions. We finish in 90 minutes now."
During the Meeting: Structure and Flow
Every board should establish a consistent meeting structure. Predictability helps members know what to expect and allows the meeting to move efficiently.
A typical meeting flow:
- Call to order: Confirm quorum, note attendees.
- Approve prior minutes: Quick vote, not line-by-line review.
- Officer/committee reports: Brief updates, longer discussions scheduled for later.
- Old business: Items continued from previous meetings.
- New business: New items requiring discussion or decision.
- Homeowner forum: Time for resident questions/comments (if applicable).
- Adjournment: Confirm next meeting date before ending.
Keep things moving:
- Use a timer for agenda items. When time is up, decide: vote now, table for more information, or schedule a special meeting.
- Table discussions that require information no one has. Assign someone to research and report back.
- Limit comments to the topic at hand. The president should redirect tangential discussions.
Making Decisions: Motions and Voting
Decisions should be clear, documented, and properly made. This protects the board and ensures actions are valid.
Basic motion procedure:
- A board member makes a motion: "I move that we approve the landscaping contract with ABC Company for $24,000."
- Another board member seconds the motion.
- The president opens discussion on the motion.
- When discussion is complete, the president calls for a vote.
- The result is announced and recorded in minutes.
Best practices for voting:
- Be specific about what you're approving. Dollar amounts, contractor names, and terms should be clear.
- Record vote counts (3-2, 4-0, etc.) and note any abstentions.
- Board members with conflicts should recuse themselves before discussion begins.
You don't need to follow strict Robert's Rules for small board meetings, but you do need a consistent process that creates clear decisions. The goal is knowing exactly what was decided and by whom.
Homeowner Participation
Tennessee doesn't require HOA board meetings to be open to homeowners (unlike some states), but many associations allow it. Whether required by your Bylaws or by choice, homeowner participation requires clear guidelines.
Setting expectations:
- Establish and communicate ground rules: when homeowners may speak, time limits, topics appropriate for the forum.
- A "homeowner forum" segment works better than interruptions throughout the meeting.
- Consider a sign-up sheet if many want to speak, to ensure fairness.
Managing difficult situations:
- For lengthy or complex issues, invite the homeowner to submit concerns in writing or schedule a separate meeting.
- Personal attacks or inappropriate language warrant ending the comment and moving on.
- The board doesn't need to respond immediately. "Thank you, we'll discuss that and follow up" is appropriate.
Some topics shouldn't be discussed in open meetings: legal matters, personnel issues, contract negotiations, and collections on specific accounts. Your Bylaws may allow executive session for these sensitive matters.
Meeting Minutes: Your Legal Record
Minutes are the official record of board decisions. They should be accurate, concise, and focused on what was decided rather than everything that was said.
What minutes should include:
- Date, time, location, and attendees
- Confirmation of quorum
- Each motion made, who made it, the vote count, and whether it passed
- Key points of discussion (not a transcript)
- Action items with assigned responsibility
- Date of next meeting
What minutes should not include:
- Verbatim transcripts of discussion
- Personal opinions or characterizations
- Names of homeowners discussing personal matters
- Details that could expose the association to liability
Minutes should be approved at the next meeting and retained permanently. They're legal documents that may be requested by homeowners or referenced in disputes.
Virtual and Hybrid Meetings
Many boards now conduct meetings virtually or in a hybrid format. These meetings can be just as effective as in-person gatherings with proper planning.
Making virtual meetings work:
- Check your Bylaws for any requirements about meeting format or notice.
- Test technology before the meeting. Have a backup plan if video fails.
- Establish protocols: mute when not speaking, use raised hand features, address speakers by name.
- Record the meeting for minute-taking accuracy (check state laws on recording consent).
Hybrid meeting considerations:
- Ensure remote participants can hear and be heard clearly.
- Repeat in-room comments for virtual attendees.
- Display documents on screen so all participants see the same information.
Virtual options can increase participation, especially for younger homeowners or those with busy schedules. Many Middle Tennessee communities now offer hybrid options for annual meetings, which has improved turnout.
Key Takeaways
- 1Distribute agenda and materials 3-5 days before the meeting
- 2Use time estimates on agenda items to keep meetings focused
- 3Follow a consistent meeting structure every time
- 4Make clear motions and record specific vote counts
- 5Keep minutes concise, focusing on decisions rather than discussion
- 6Establish clear guidelines for homeowner participation
Frequently Asked Questions
- How often should an HOA board meet?
- Most boards meet monthly, though some smaller communities meet quarterly. Your Bylaws may specify a minimum meeting frequency. More frequent meetings generally lead to better decisions and faster response to community issues.
- Do HOA meetings have to follow Robert's Rules of Order?
- Not unless your Bylaws require it. Many boards use simplified procedures that maintain order without strict parliamentary formality. The key is having a consistent process for making and recording decisions.
- Can board meetings be held virtually in Tennessee?
- Tennessee law generally allows nonprofit boards to meet electronically if the Bylaws permit. Check your specific Bylaws and ensure proper notice is given. Virtual meetings must allow all participants to hear each other.
- What's a quorum and why does it matter?
- A quorum is the minimum number of board members required to conduct business, typically a majority of the board. Without a quorum, no official decisions can be made. Your Bylaws specify your quorum requirements.
- How long should board meeting minutes be retained?
- Minutes should be retained permanently as part of the association's official records. Tennessee's Nonprofit Corporation Act requires corporations to keep meeting minutes as permanent records.
- Can homeowners record HOA board meetings?
- Tennessee is a one-party consent state for recordings, meaning a participant can generally record without others' consent. However, the board can establish meeting rules, including policies about recording. Check your Bylaws and consult legal counsel.
Disclaimer
This content is provided for general informational purposes only and does not constitute legal advice. Meeting procedures should comply with your specific governing documents and applicable Tennessee law. Consult with a licensed Tennessee attorney for questions about meeting requirements.