You have a new Homeowners Association Board of Directors. The fact that you and the other Board members have served on multiple boards doesn’t mean that you don’t need training.  Even if some of your Board members are experienced in leading your community, you still need training.  Why? Every Board has a different chemistry among the members.


With a new HOA Board come shifting responsibilities, different strengths and different experience and knowledge.  Training can help your Board members acquire the skills and knowledge they need lead and make decisions effectively.


Providing new board members with the information they need to perform effectively is a critical step in developing a strong Board.  Some people may not be familiar with non-profits, parliamentary procedures, and the responsibilities of their office.  Lack of knowledge can be intimidating and create less member participation, especially if you have one or two Board members who dominate the meetings.


Experienced Board members can assemble transition training that helps new Board members get off to a good start.  Some items to include are:


  • Parliamentary procedures used for your Board meetings
  • Homeowner Association bylaws and governing documents
  • HOA budget and financial review
  • State rules and legal regulations that affect your HOA
  • Review of standing committees in your association


In addition, it’s critical that the outgoing officer(s) provide an orientation that includes responsibilities for new member(s) assuming an officer position on the Board.  This discussion helps new officers understand not only the tasks associated with a specific office such as treasurer, but provides an opportunity to understand unique elements of the community.


Blogs and newsletters are an excellent reference resource.  At Wise Property Solutions, we post many tips and information that cover a variety of challenging issues that HOA Boards encounter.  Sign up for our newsletter to stay informed or check back here often for updates. We cover topics such as conflict resolution, ethics, budgeting tips, reserve funds, productive meetings and more.  Another great resource for general information on leading your homeowner association is the Community Associations Institute


Do you have professionals supporting your association, such as an attorney or CPA?  Asking an experienced professional to speak about how to deal with challenges within their areas of expertise can be excellent training for the Board.  They have seen most situations, and they often know the best way to deal with them.


Of course, training differs from one HOA Board to another based on their experience, knowledge and chemistry. But, it’s important to be aware of some training options that can help your Board run as efficiently and smoothly as possible. 

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