HOA Board Member Onboarding Kit: New Director Orientation, Roles, Conflict of Interest, Confidentiality + Handoff Checklist

New board members usually get a stack of documents and a meeting date. This kit gives them a real orientation. It includes a 30-day plan, a plain-English overview of officer roles and board ground rules, a conflict of interest disclosure, a confidentiality and code of conduct agreement, an officer handoff checklist so passwords, contracts and records do not get lost, and a reading log for the governing documents. Hand it to every new director after each election.

What's inside:

• 30-day new director plan

• Roles at a glance and ground rules

• Conflict of interest disclosure

• Confidentiality and code of conduct

• Officer handoff checklist

• Document reading log

Good to know:

• Templates only, not legal advice.