Free documents for your board
Cheat sheets, checklists, and worksheets for self-managed HOA and condo boards. Every one comes as a fill-in Excel workbook and a print-ready PDF, both downloaded straight from this page — no email address, no signup.
Nobody trains an HOA board. You get elected at an annual meeting, someone hands over a box of paper or a shared drive, and from that point you are responsible for a multi-hundred-thousand-dollar operation using documents nobody has explained to you. The questions that follow are always the same ones — who maintains what, how much can we raise dues, what does it take to pass this, are we insured for that — and the answers are always buried somewhere specific.
These worksheets are the answers-in-one-place version. Each one accompanies an episode of HOA Essentials, our video series for self-managed boards, and each is built to be filled in once and then referenced for years. They are deliberately plain: printable, fillable, and specific to your building rather than generic advice.
Every one comes in two formats. The Excel workbook is the version you type into — formulas, dropdowns and print setup already in place — and the PDF is generated from that same workbook, so it's the one to print and fill in by hand. Both are direct downloads from this site. Neither one is a link to somewhere else.
Everything here is free and ungated. No email address, no account, no “enter your details to download”. Click the file and it downloads. We build software for self-managed associations, and boards find us when they're ready — putting a form in front of a worksheet would just be one more thing asking something of a volunteer who is already doing unpaid work.
Governance
Documents, meetings, and board authority
What your governing documents actually say, what the board can decide on its own, and how meetings and elections have to run.
Governing Documents Cheat Sheet
One page with the four documents, the order they rank in, the sections that decide things, and space to write in your own amendments.
Who it's for: Board members who inherited a stack of documents nobody explained, and owners trying to find out what their association can and can't do.
New Board Member Document Checklist
One page, in request order, plus a copy-paste email for requesting all of it from the outgoing board or your management company.
Who it's for: Anyone just elected who hasn't been handed anything yet — or who was handed a box and doesn't know what's missing from it.
Money
Budgets, assessments, and vendor costs
Where the money goes, what you are being charged, and how to tell whether a number is reasonable.
Operations
Insurance, maintenance, and running the year
The recurring work of keeping a building covered, maintained, and out of avoidable trouble.
8 Mistakes Self-Audit
The eight mistakes as yes/no questions against your own association, each with the one action that fixes it.
Who it's for: Boards that are functioning well enough that nothing looks urgent — which is exactly when these accumulate.
Board Coverage Template
Map the three areas across your board and see what nobody currently owns.
Who it's for: Small boards where the titles were assigned at the annual meeting and the actual work has never been divided up.
More free tools