Free Tools & Templates for HOA Board Members
Everything you need to manage your community effectively without the overwhelm. Download professional templates, checklists, and guides created specifically for small to mid-sized HOAs.
New Board Member Resources
Get up to speed quickly with these essential guides
Board Member Survival Kit
Complete guide covering your first 90 days, key responsibilities, and common pitfalls to avoid.
View GuideMonthly Board Checklist
Never miss important tasks with our monthly checklist covering financial review, maintenance, and communication.
Get ChecklistHOA Legal Basics
Indiana-specific guide to HOA laws, board responsibilities, and compliance requirements.
Read ArticleFinancial Management Tools
Templates and calculators to keep your finances on track
Budget Planning Template
HTML template with sample budgets for creating annual budgets, tracking expenses, and reserve planning.
View TemplateReserve Fund Calculator
Determine appropriate reserve funding levels for your community's long-term maintenance needs.
Read GuideExpense Tracking Sheet
Simple template to track and categorize HOA expenses for better financial oversight.
View TemplateMeeting & Communication Tools
Run efficient meetings and maintain clear communication
Meeting Agenda Template
Professional agenda format that keeps meetings focused and productive.
View TemplatesMeeting Minutes Template
Structured format for recording accurate, compliant meeting minutes.
Get TemplateResident Communication Templates
Professional templates for newsletters, announcements, and violation notices.
View TemplatesCrisis Management Resources
Be prepared for unexpected situations
Emergency Response Plan
Template for creating your community's emergency procedures and contact lists.
Read GuideBoard Resignation Guide
What to do when board members resign and how to maintain operations during transitions.
Read ArticleWhen to Call for Help
Decision framework to determine when your board needs professional management assistance.
Take AssessmentGet Your Free Resources
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Related Articles & Guides
Learn from our library of practical HOA management articles.
HOA Board Burnout: When Simple Help is All You Need
Recognize burnout signs and discover how basic administrative support can restore balance.
Read Article →Small HOA Management: Getting the Basics Right
Simple, affordable solutions for smaller communities that need professional support.
Read Article →Signs Your HOA Needs Professional Help Now
Key indicators that it's time to consider professional management assistance.
Read Article →
Resources
- Annual HOA Budget Review: Spring Financial Health Check
- When Board Volunteers Become Unpaid Employees: The Hidden Cost of Self-Management
- 5 Common HOA Board Mistakes and How to Avoid Them in Michiana
- The Complete Guide to HOA Reserve Fund Management: Avoiding Special Assessments Through Strategic Planning
- Digital Transformation in HOA Management: Technology Trends for 2025
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