Board Meeting Agenda Template Kit
5 professionally structured agenda templates for annual meetings, special sessions, budget reviews, elections, and emergencies. Plus a Robert's Rules quick-reference card.
The most common board meeting: covers officer reports, budget review, elections, and open forum.
1Opening (5 min)
Call to order: note time and confirm quorum
Roll call / sign-in sheet
Approval of previous meeting minutes
2Reports (15–20 min)
President's report: community updates and priorities
Treasurer's report: YTD financials, reserve fund status
Committee reports (Architectural, Landscape, Social, etc.)
Management company report (if applicable)
3Old Business (10 min)
Status update on previously approved projects
Unresolved items from prior meetings
4New Business (15–20 min)
Proposed budget for upcoming year
Any bylaw amendments or rule changes
New project proposals requiring member vote
Vendor contracts up for renewal
5Elections (15 min)
Announce open positions and term lengths
Candidate nominations / introductions
Conduct vote (secret ballot per governing docs)
Announce results
6Open Forum & Adjournment (10 min)
Member questions and comments
Announce next meeting date
Motion to adjourn: note time
Robert's Rules Quick Reference
| Motion | Purpose | Requires |
|---|---|---|
| Main Motion | Introduce new business | Second + majority vote |
| Amend | Modify a pending motion | Second + majority vote |
| Table / Postpone | Delay action | Second + majority vote |
| Call the Question | End debate, force vote | Second + ⅔ vote |
| Point of Order | Enforce rules | No second needed, chair decides |
| Adjourn | End the meeting | Second + majority vote |
| Recess | Take a break | Second + majority vote |
| Reconsider | Re-open decided matter | Must be on prevailing side + second |
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