Compliance Checklist
Printable meeting checklist
Download a printable checklist to ensure compliance before, during, and after board meetings.
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Complete checklist online and download a filled-in PDFChecklist Scope
Before the Meeting
- Notice posted within required timeframe
- Agenda distributed to board
- Financial reports prepared
- Prior minutes ready for approval
During the Meeting
- Quorum verified and documented
- Minutes being recorded
- Motions properly made and seconded
- Votes recorded with counts
After the Meeting
- Minutes drafted within required timeframe
- Minutes approved at next meeting
- Records stored per retention policy
Disclaimer: This checklist provides general guidance. Consult your governing documents
and state law for specific requirements.