5 Tips for Your First Owners Meeting

1. Send the Agenda Early

Send the agenda at least 3 weeks before the meeting. Every owner should have enough time to prepare. WEGly automatically creates the invitation with all legally required information.

2. Ensure Quorum

Check beforehand whether enough owners will attend. Without quorum, the effort is wasted. In WEGly, you can see confirmations and cancellations at a glance.

3. Prepare the Minutes

Designate a note-taker in advance. Use a template with all required fields: date, attendees, resolutions with vote counts. WEGly offers a ready-made minutes template.

4. Present Finances Transparently

Prepare the annual statement and budget plan. Show income, expenses, and reserves clearly. With the WEGly ledger, all numbers are at your fingertips.

5. Document Resolutions Properly

Every resolution needs: exact wording, vote count, and whether it was adopted. Record resolutions directly in the resolution book. This way you can find them even 3 years later.

Conclusion

The first meeting is easier than you think. Good preparation is key. WEGly supports you at every step -- from invitation to minutes.