For Board Members
Board Member Resources
Being a board member is a big job — and most of you are doing it as volunteers. We've put together guides, templates, and tools to help you lead your community with confidence, no matter how long you've been on the board.
Quick Access Templates
Need a specific template? Contact us and we'll send it right over.
Already a Wood Property Management client? If you have hired Wood Property Management as your property manager, all premium PDFs are included at no charge as part of your management contract. Contact us to access your documents.
Governance & Legal
Everything your board needs to stay compliant and run meetings by the book.
How to Run an Effective Board Meeting
Agenda templates, Robert's Rules basics, and quorum requirements.
Understanding Your CC&Rs & Bylaws
A plain-language guide to interpreting your governing documents.
Request This ResourceBoard Member Roles & Responsibilities
What each officer is responsible for and how decisions get made.
Read ArticleWisconsin Community Association Laws
Searchable database of Wisconsin statutes governing community associations — HOAs, condos, and more.
Read ArticleCode of Conduct Template
A ready-to-use template outlining expected conduct standards for board members and homeowners.
Annual Meeting Checklist
Step-by-step guide to preparing for and running your annual meeting.
Robert's Rules of Order — Simplified
A plain-language guide to running board meetings by the book. Download and keep it handy for your next meeting.
WPM Governing Guide
Your comprehensive guide to community governance with Wood Property Management. Download for board reference.
Board Roles & Responsibilities
A clear breakdown of every board officer's duties — president, vice president, treasurer, secretary, and at-large members.
Financial Management
Keep your community's finances healthy and transparent.
Reading Your Monthly Financial Report
How to interpret balance sheets, income statements, and reserve summaries.
Request This ResourceAnnual Budget Planning Guide
A timeline and checklist for building a sound community budget.
Reserve Fund Basics
Why reserves matter, how to fund them, and what happens when they run low.
Handling Delinquent Dues
Best practices for collections while maintaining community relationships.
Request This ResourceReserve Basics for Associations
A practical guide to understanding and managing your community's reserve fund — essential reading for every board member.
Annual Budget Planning Guide
A step-by-step timeline and checklist for building a sound, transparent community budget every year.
Maintenance & Vendors
Protect your community's assets with proactive maintenance planning.
Common Area Maintenance Schedule
Seasonal checklist for keeping shared spaces in top condition.
Request This ResourceHow to Solicit & Compare Vendor Bids
What to look for in a bid and how to evaluate competing proposals.
Request This ResourceEmergency Repair Protocol
Who to call, what to document, and how to communicate with residents.
Read ArticleCapital Improvement Planning
How to plan and fund major projects without surprising homeowners.
Request This ResourceElectronic Maintenance Request Form
Use this form to submit a maintenance request electronically. Download, complete, and return to your property manager.
Emergency Repair Protocol
Step-by-step guidance for handling urgent repairs — who to contact, what to document, and how to keep residents informed.
Homeowner Relations
Build a community where residents feel heard and respected.
Communicating Rule Violations Effectively
Templates and tone guidance for notices that get results without conflict.
Request This ResourceHandling Homeowner Complaints
A fair, consistent process for addressing grievances and disputes.
Request This ResourceWelcome Packet for New Residents
What to include and how to set the right tone from day one.
Request This ResourceCommunity Newsletter Best Practices
How to keep residents informed and engaged throughout the year.
Request This ResourceArchitectural Review Request Form
Homeowners can use this fillable form to submit an architectural change request to the board for review and approval.
Need More Help?
Your Management Team Is One Call Away
Whether you have a quick question or need hands-on support, Benjamin and the Wood Property Management team are here to help your board succeed.