GUIDES & EBOOKS
Original, practical reading for HOA, POA, and condominium boards. Choose a topic, read online, and download the workbook to use with your team.
← Back to the Resource CenterSTART HERE · BOARD ESSENTIALS
Find the records, responsibilities, financial questions, and first-month priorities that help a new volunteer get oriented.
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YOUR BOARD’S PRACTICAL LIBRARY
10 guides
Board essentials · FREE PDF
Build a practical first-month plan: learn what the association is responsible for, find its records, understand its finances, and agree on how the board will make and track decisions.
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Money & planning · FREE PDF
Build the budget from actual obligations and realistic assumptions. Separate routine operations from long-term capital needs, explain changes clearly, and keep the adopted plan connected to monthly reporting.
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Money & planning · FREE PDF
Connect the asset inventory, condition information, maintenance plan, and reserve funding plan. Use this guide to prepare better questions for qualified professionals, not to replace an engineering assessment or reserve study.
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Money & planning · FREE PDF
Create a consistent, private process for accurate balances, routine reminders, disputes, and professional escalation. This guide provides operational tools; it does not authorize fees, liens, foreclosure, or a legal demand.
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Board essentials · FREE PDF
Prepare the decision, not just the calendar invitation. Organize agendas, notice research, packets, participation, vote records, minutes, and follow-through around your association’s applicable rules.
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Community operations · FREE PDF
Replace scattered announcements with a dependable communication routine: identify the audience, explain the action, choose an appropriate channel, and keep a clear record of questions and follow-up.
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Community operations · FREE PDF
Give each request a clear path from intake to assignment, decision, completion, and record keeping. Keep architectural review, ordinary maintenance, emergencies, and accommodation requests on the right paths.
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Transitions & tools · FREE PDF
Evaluate capacity before changing the contract. Build a transition plan for money, records, systems, service providers, resident communication, and the work that still needs professional help.
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Transitions & tools · FREE PDF
Preserve the association’s knowledge without passing around unsafe passwords or exposing owner files. Build a handoff packet that connects documents, decisions, money, access, and unfinished work.
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Transitions & tools · FREE PDF
Compare software against real work, not the longest feature list. Use consistent demo scenarios, verify service scope and total cost, and test reporting, data export, privacy, and board continuity before deciding.
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Free, direct downloads. Each guide includes a practical checklist, a worksheet, clearly labeled examples, and linked research sources. Published October 29, 2026.