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ForrestG (North Carolina)
Posts: 7
Posted:
I hope everyone doesn't get tried of my questions because they have only just begun.

I was elected president of our HOA. I think my next step would be to have a transition meeting with the out-going officers and the newly elected ones.

Newly elected positions: President and Vice President only.

Questions:
1. Would this be an official meeting?
2. Do I need to give so many days notice to all officers?
3. Should I invite all the officers?
4. Should minutes be kept?

Thanks!!!!

Forrest
SusanW1 (Michigan)
Posts: 5,202
Posted:
Were you a board member, now president?

If not, have a one on one with the outgoing president over coffee. Find out what the most crucial issues are, accordiing to him/her. Most important are any lawsuits or financial issues that you need to be informed about.

By studying the minutes of the meeting for the last year, you will get an idea of how the organization was run.

Be your own person. Be sure you know all your governing documents.

The most important thing is for you to know how to run a meeting.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
The operations of conducting a meeting should be covered in your documentation. It should list the responsibility of EACH office. In our HOA ONLY our Secretary could take meeting notes and post them. The vice-president's only responsibility was to either sign checks or sub for the president at meetings. It's best to KNOW what each position and what power each board members vote has.

I would conduct an informal meeting with the previous officers and current board. Just to address and answer questions. This is now your show and you got to learn who the characters are. Find ALL you can about any contracts and when they expire if you want to make proper changes.

President of a HOA they say is a thankless job. Which is true. However, if you take the job and embrace it as part of your DNA, the job is Thank-FULL. You have to realize your president of your HOA 100% of the time even in your sleep. You walk out that door you are president. Your private life is now your public life. The line tends to disapear unless you keep it drawn.

I think you will do a good job but you won't know it. Remember you represent the WHOLE and not just you. Empower the people to have a "bigger fish" in the crowd to take over when your gone. Your job as President is to guide the sinking ship to a sand bar so you can get off! LOL! Good luck!!!

Former HOA President
TimB4 (Tennessee)
Posts: 21,059
Posted:
Forrest,

The answer is yes to all of your questions. This type of meeting usually happens shortly after the new members are elected.

For my Association, we are required to have a meeting within 2 weeks following elections. This meeting consists of all outgoing officers and newly elected board members. New officers are appointed, arrangements are made for materials to be transferred to the new members and typically only essential items discussed.

Since our officers are appointed, the outgoing officers still serve in that position until the new board at this meeting appoints new officers. Therefore, the outgoing President would start the meeting off and make the agenda.

Tim

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