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1. THOROUGHLY
REVIEW THE
GOVERNING
DOCUMENTS
Before making any changes, thoroughly review
the governing documents and identify the
parts that are unclear or no longer serve the
community. Evaluating the documents every
three to five years is usually a reasonable
timeframe to catch matters such as:
• Outdated language
• Legal compliance issues
• Rules that require clarification
• Gaps in procedures that use new technology
• Obsolete rules that can be removed
• Resident restrictions that no longer apply
The governing documents also outline who
is permitted to review and how to make
changes. For smaller associations, the board of
directors may conduct this review, while larger
communities may assign a board member-
inclusive document review committee for the job.
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