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Keeping Records Your Board Can Rely On

A board runs on its records. Here is how to keep ones that actually help.

Keeping Records Your Board Can Rely On
Photo: jgonzales2401 via Openverse (CC0)

Records are institutional memory

Board members change, but the community's history should not be lost with them. Good records are the institutional memory that lets a new board pick up where the last left off, consistently.

Make them complete and dated

A record is only useful if it captures what happened and when. Complete, dated entries for each violation and its resolution turn scattered recollection into a reliable account the board can stand behind.

Keep them accessible

Records buried in one person's inbox help no one. Keeping them in a shared, organized place means any board member can find the history of a property when they need it, especially during a dispute or a meeting.

Bring them to every decision

The value of good records shows at decision time. A board that can quickly see a property's full history decides consistently and defensibly, rather than guessing or relying on memory.

Key takeaways
  • Records are the board's institutional memory
  • Keep entries complete and dated
  • Store records in a shared, accessible place
  • Bring the history to every decision
Julien Jimenez
Written by

Julien Jimenez

Julien Jimenez is an independent software builder based in Paris. He designs, ships, and operates focused SaaS products for small businesses and independent professionals. Read the full author page.

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