Governance and meeting compliance
Quorum Planner is the governance document desk for community association managers. One record per association drives the notice calendar and every board and membership document, and nothing goes out as final until a named manager has read it against the record and attested.
01Why it exists
A community manager produces the same governance documents for every association, every cycle: the board meeting notice and agenda, the annual meeting notice, the candidacy notice, ballots and proxies, minutes, the monthly report to the board. Most are rebuilt from last year’s file, and the lead time is measured against the meeting date rather than the statute.
Leadership finds out a notice went out late after the meeting, if at all. The record of who produced what, and whether anyone checked it, lives in inboxes.
Quorum Planner replaces that with a single association record, a calculator built from the statute text, a versioned template set, and a verification gate that a person has to pass.
02How it works
Record
Board members and terms, meeting cadence, governing facts, the manager of record, management start. An incomplete record blocks generation instead of producing a document with blanks.
Generate
Every document is filled from the record and the meeting, on the association’s own letterhead, with the template version stamped on it. Statutory disclosure text is a literal in the template, not something a manager retypes.
Attest
Generated files carry a draft watermark until a named manager completes the per-document checklist and attests. The ledger records who, when, and which template version.
The document set
03Meeting compliance
The notice calculator carries a rule set per jurisdiction, written from the statute text and cited on every timeline it produces. For a Texas board meeting under Property Code Chapter 209 that means notice 144 hours ahead for a regular meeting and 72 hours for a special meeting; Colorado communities run on a rule set written from the Common Interest Ownership Act.
An internal lead time sits on top of the statutory deadline. Generate inside it and the document records the violation instead of refusing the date, and leadership sees it as a red flag alert the same day.
Board records get the same treatment: no president of record, seats short, a term with no end date, a board that has not been updated. Each one is a flag on the association, visible by region.
Rule sets are planning tools that cite the text they were written from. They are not legal advice and do not replace the governing documents, the statute, or association counsel.
04Leadership visibility
Regional leadership sees every association, every document generated and attested, and every community that has not produced a packet in sixty days. The ledger filters by region and manager; the packet report exports to a spreadsheet.
Leadership can view the desk as any manager to see exactly what that manager sees, and add a community the day it is signed so its first notice runs on the right clock.
05Data posture
Quorum Planner holds governing facts, board and candidate names and roles, meeting dates and notice periods, generated documents for a bounded retention window, and the record of who verified what.
It never holds homeowner ledgers, account balances, delinquency or collection detail, banking data, or owner contact rosters. Nothing is fed in from your accounting system on a schedule and nothing is sent back to it. Records are entered and maintained in the desk.
Access is by named account. Sign-in is by emailed code today; single sign-on through a Microsoft tenant is supported so IT can disable a user centrally. No model provider touches your documents.
