HOAleader.com - Tip of the Week - December 23, 2010
Published: Fri, 12/17/10
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How to Achieve a Well-Planned Annual Meeting
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In a new article, we offer six recommendations for ending your
history of boring and poorly attended annual meetings.
In this edition of the HOAleader.com "Tip of the Week", we offer
one of those six tips. Hint: It's all in the planning.
"I've seen associations do well, and I've seen them stumble with
annual meetings," says Robert M. DeNichilo, an attorney at
DeNichilo & Lindsley LLP in Irvine, Calif., who specializes in
representing community associations. "The key is preparation.
Those who have a checklist and act on it tend to do well. Those
who say, 'Oh, my gosh, we have an annual meeting!' tend to
flounder."
Tip number 1: Send notice early and often.
"Well in advance," suggests DeNichilo, "check your governing
documents for your association's notice requirements for an
annual meeting."
You may be surprised to learn that smart planning starts as early
as a year in advance. "The important point is to start the
process as early as possible, which in some communities could
mean 12 months in advance, but in most it's six months in advance,
" says Debra A. Warren, principal of Cinnabar Consulting in San
Rafael, Calif., which provides training and employee development
services to community association management firms and training
and strategic planning sessions for association board members. "
You sit down, verify the notice requirements in your governing
documents, pick the date, and back plan from there.
"You want to have the first mailing go out 60 days in advance,
and then send another notice 30 days in advance," advises Warren.
"Maybe you also put a 'save the date' notice in your association
newsletter. It's a matter of getting started early, getting the
date selected, and getting the location secured if you have to
find one."
Also pay attention to election details. "Get a call for board
candidates out early," adds DeNichilo. "Also set a closing date
for nominations, though check your governing documents because
they or your state law may require that the board allow
nominations from the floor."
For all 6 Tips for Planning a Successful HOA Annual Meeting, see
our new article, http://www.hoaleader.com/members/522.cfm
Best regards and happy holidays to you and yours,
Matt Humphrey
President
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