Before election day
- [ ] Confirm open seats and term lengths on ballot
- [ ] Verify all candidates meet eligibility requirements
- [ ] Prepare ballots with correct number of selections allowed
- [ ] Appoint inspectors of election or tellers if required
- [ ] Confirm proxy rules for director votes in your state
- [ ] Prepare sealed ballot collection process
During the election
- [ ] Confirm quorum before opening election
- [ ] Distribute ballots to verified voters and proxy holders
- [ ] Explain how many candidates each voter may select
- [ ] Collect ballots before opening and counting
- [ ] Count votes in observable process
- [ ] Record results for each candidate
After the election
- [ ] Declare winners and document vote totals
- [ ] Handle ties per governing documents
- [ ] Obtain written consent to serve from elected directors
- [ ] Enter results in meeting minutes
- [ ] Retain ballots per association policy
- [ ] Update owner portal and board roster
Run the Election Readiness Check before opening nominations.