OurHOA
Board & governance

How should our HOA board do a monthly walk-through of the common areas?

By OurHOA · General information · Revised

How an HOA board runs a monthly common area walk-through: who walks, a fixed route and checklist, photos, a hazard log, work orders, and the records to keep.

Part of the HOA board handbook: vendors, projects and upkeep.

The short answer

Pick one or two people, give them a fixed route and a one-page checklist, and walk the same day every month. Photograph every problem, write it in a log with a number, sort it as a hazard, a repair or a watch item, and turn each hazard into a work order before the walkers go home. At the next board meeting, read the open list aloud and close what got fixed. That is the whole system. What makes it work is doing it every month, in writing, so that a year from now the board can show what it saw and what it did about it. This guide is general education. Your governing documents and state law control who maintains what and how the board must act, so check both before you adopt a procedure.

Who walks, and why not the whole board

Send a director and one helper, such as the grounds committee chair or a longtime owner who knows where the drains back up. Two people catch more than one, and the second person can hold the phone while the first measures a heaved slab. Do not turn it into a field trip for the full board. In Florida, section 720.303(2)(a) says a board meeting occurs whenever a quorum of the board gathers to conduct association business, so three of five directors walking the pool deck and discussing repairs can be a meeting that needed notice. Texas defines a board meeting in section 209.0051(b) as a deliberation by a quorum where association business is considered and the board takes formal action, which gives a little more room, but the safe habit is the same: walkers observe and record, and the board decides at a noticed meeting. Rotate the walking director every quarter so more than one person knows the property, and so no one burns out.

Set the route and the checklist

Draw the route on the plat or a printed aerial photo and number the stops. A typical route for a 60 to 120 home community runs entrance and monument sign, perimeter wall or fence, each common tract, the pool and its equipment room, the clubhouse inside and out, the playground, mailbox kiosks, retention ponds and outfalls, trails, and any parking lot. Walking the same order every month is what lets you notice change. Keep the checklist to one page, grouped by stop, with a box for OK, problem or not checked. Lines worth including: walks and curbs with a lip or gap you can catch a shoe on, light poles with a bulb out or a missing access cover, gates that do not close and latch by themselves, fence pickets loose or missing, signs faded or down, drains and inlets clogged, standing water two days after rain, dead or leaning trees over walks and parking, erosion at pond banks, graffiti, trash and dumping, and irrigation running onto pavement. For the playground, the federal CPSC Public Playground Safety Handbook includes a general checklist in Appendix A, and section 4.3 suggests marking the right loose-fill surfacing depth on equipment posts so a walker can see at a glance when mulch has thinned under the swings and at slide exits. Take a tape measure, a flashlight, a phone with a charged battery, and the key ring.

Record every finding the same way

Each finding gets one line in the log: a number, the date, the stop, what you saw in plain words, a photo file name, who is responsible, the category, and a status. Plain words matter. 'Sidewalk by lot 42, slab heaved about 1 inch at the joint, near the bus stop' is useful a year later. 'Sidewalk issue' is not. Sort each line into one of three categories. A hazard is anything that could hurt someone or cause fast damage: a trip lip on a busy walk, a broken pool gate latch, a hanging limb, an open electrical box, exposed wiring at a light pole. A repair is something broken that is not dangerous yet, like a dead irrigation zone or a faded stop sign. A watch item is a slow change you want to see again next month, like a crack in a pond bank or a fence post starting to lean. If an item belongs to an owner or a utility rather than the association, log it anyway and note who was told. Your maintenance responsibility chart, or the declaration if you do not have one, decides which column it goes in.

Act on hazards the same day

Do not wait for the next board meeting to deal with a hazard. Before leaving, mark it or close it off: cones or spray paint on a trip lip, the pool closed with a sign if the gate will not latch, caution tape around a hanging limb. Then call the vendor or text the director with spending authority. Most boards give the president or treasurer authority to approve urgent repairs up to a set amount between meetings; if yours does not, adopt that resolution before you need it, and ratify the spending at the next meeting. Some items have their own monthly cycle. Federal OSHA rules at 29 CFR 1910.157(e)(2) require employers to visually inspect portable fire extinguishers monthly. An association with no employees may not be covered, but the monthly glance at the gauge, pin and tag in the clubhouse and pool room costs nothing and fits the walk. Our guide on scheduling HOA fire extinguisher and fire alarm inspections covers the annual service side. Raised slabs that keep turning up are a sign you need the sidewalk trip hazard repair program described in our separate guide, not one-off patches.

Turn findings into work orders and close the loop

Within two days of the walk, send each repair to the right vendor in writing with the photo and the log number, and ask for a completion date. Items under the landscaper's contract go to the account manager; items outside every contract go out for quotes. The CPSC handbook says it plainly in section 4.2: inspections alone do not make a maintenance program, and problems found should be fixed as soon as possible. The log is only worth keeping if every line ends in a status of fixed, scheduled with a date, deferred by board vote, or referred to an owner or utility. On next month's walk, check the fixed items first and photograph them. A repair the vendor marked done but that was not done is the most common gap, and the walk is where you catch it. Any item that shows up three months running gets its own line on the board agenda.

A sample month and wording to copy

Day 1, first Saturday: the walk, about 90 minutes for a mid-size community. Day 1, evening: hazards marked and the urgent vendor called; the log and photos saved to the shared association folder. Day 3: work orders sent. Day 10: board packet goes out with a one-page walk report. Day 14: board meeting reviews open items. Day 30: next walk starts with the fixed list. A report paragraph: 'Monthly walk-through, [date], by [names]. 14 items logged: 2 hazards, 7 repairs, 5 watch items. Both hazards were secured the same day (pool gate latch replaced [date]; tree limb over Oak Trail removed [date]). Seven work orders sent; three complete. Open items attached.' A motion to make the walk official: 'Moved that the association conduct a monthly common area walk-through on the first Saturday of each month, using the attached route and checklist; that findings be logged and kept with the association's records; and that the president may approve repairs to secure a hazard up to $[amount] per item between meetings, to be reported at the next board meeting.'

Keep the log as an association record

The walk log, photos and work orders belong to the association, not to the director's phone. Save them to a shared folder the next board can open. In Florida, section 720.303(4) requires official records to be kept for at least seven years and includes a catch-all for the association's other written records, so plan on owners being able to ask for the walk logs. In Texas, section 209.005(m) requires associations with more than 14 lots to adopt a records retention policy, with set periods such as seven years for minutes and financial records and four years after expiration for contracts of a year or more; add the walk log and photos to your policy with a stated period. Colorado's records statute, section 38-33.3-317, lists the records an association must keep, including minutes and records of board actions, and lets owners examine them. For the playground, the CPSC handbook recommends keeping records of all maintenance inspections and repairs, with the inspector signing and dating each form, and keeping a record of any reported injury. A dated, signed log is also what the insurer will ask for if someone is hurt.

Mistakes boards make

Walking only when something breaks. A walk after a complaint finds the complaint; a monthly walk finds the next one. Logging a hazard and then doing nothing. A record that shows the board knew about a raised slab for six months is worse than no record. Either fix it, close it off, or vote to defer with a reason. Letting the walker give orders to the crew in the field. Findings go through the one contact named in the contract, in writing, or the vendor gets three sets of instructions. Keeping the photos in someone's camera roll. When that director moves, the history leaves too. Skipping winter. The months when the pool is closed are when the board finds the cracked deck, the dead lights and the fence that blew down.

Sources

These guides are general education for HOA boards and residents, not legal, tax, or financial advice. Rules vary by state and by your community's governing documents - check with a professional for your situation.

More from the board handbook

Track every request from report to done

Assign maintenance requests to a board member, email vendors a work order with photos, and keep the history. Free to start.