Run Your HOA or Condo: Meetings, Budgets & Templates

Practical guides and free templates for meetings, minutes, budgets, reserves, and elections — for self-managed boards.

Free templates for self-managed boards

Editable starting points — always adapt them to your bylaws and state law.

Agenda

Annual meeting agenda

A ready-to-edit agenda covering notice, quorum, reports, and elections.

Minutes

Meeting minutes

Capture attendance, motions, and votes cleanly and defensibly.

Spreadsheet

Annual budget worksheet

Operating expenses + reserves worksheet that sets your dues.

Proxy

Proxy appointment form

Help owners assign their vote so you actually reach quorum.

How to Create an HOA Budget (Step by Step)

A step-by-step guide to building an HOA or condo budget — operating expenses, reserve contributions, setting dues, and a free budget worksheet for self-managed boards.

The HOA Annual Meeting: Requirements, Agenda & How to Run One

A practical guide to the HOA annual meeting — when it's due, notice and quorum requirements, a sample agenda, elections, and free templates for self-managed boards.