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New Board Member? Here's What to Expect in Your Orientation Training

The beginning of a year signals many things but in many community associations, it signifies the start of a new relationship with recently elected board members. Volunteering to serve your community in the capacity of an elected board member is exciting but it can also be a bit intimidating. The new responsibility can feel like a heavy weight on your shoulders or lead to a feeling of being stranded and alone in your crusade to make your community a better place. Luckily, if your community is managed by a community management company, you are fortunate enough to be surrounded by a network of seasoned professionals that will support and guide you through comprehensive orientation training.

You’re not expected to know everything about corporate governance on day one of your tenure, so here’s how you can expect to start learning:

Reading Governing Documents - The initial orientation includes learning about the governing documents for the community that you serve. This means lots of reading to get familiar with articles, bylaws, CC&Rs, rules, policies and resolutions. After you’ve read all that, you’ll also need to go over past meeting minutes to become acclimated with the current business affairs of the association.

Learning the Fundamental Aspects of Community Management - After you get a comprehensive background on your community by reading about it, your community management professionals can then guide you through the next step in your orientation training, which includes:

  • Understanding your financials
  • Conducting meetings
  • Dispute resolution
  • Understanding your reserve study
  • Building community

But even after you’ve completed this step, your training isn’t over. As you continue to serve as a board member, in addition to the basics above, you’ll also need to learn about new challenges that will come up for your community along the way.

Continuing Your Education – Community management professionals often provide continuing education, customizing educational seminars on industry hot topics, such as legislative changes, to keep board members informed. Because your membership elected you to represent their interests, it’s important to take advantage of this free training often and empower yourself to be the best board member you can be.

The end goal is to educate board members with tools to assist them in making decisions for their communities from an informed perspective. Those decisions made at meetings affect the entire community so it’s crucial that every board member is equipped to lead their community responsibly and effectively. Educational opportunities are the key for making this happen, and getting into the habit of learning as a new board member will set you up to become more and more knowledgeable the longer you serve your community.


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