Five practical, ready-to-use templates and checklists pulled straight from our guides — a meeting notice template, an architectural review request form, and checklists for reviewing your budget, onboarding a new board member, and hiring a reserve study firm. Enter your email to download any of them, free.
A fill-in-the-blank meeting notice covering meeting details, agenda, executive session, and notice-delivery fields — works for a regular, special, or annual meeting. See our full guide on HOA meeting rules for the notice-period rules behind it.
A homeowner-facing request form with a required-attachments checklist and a built-in board decision section. Pairs with our guide on the architectural review process.
Print-and-check line items for reviewing a proposed annual budget: operating line items, reserve funding, red flags, and questions to ask before you approve. Companion to how to read your HOA's budget.
A first-90-days checklist for anyone newly elected or appointed to a board — documents to collect, fiduciary duty basics, insurance to confirm, and who to meet.
What to ask when soliciting and comparing reserve study proposals — credentials, scope, red flags. Companion to how to read your HOA's reserve study.