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Meetings 1: creating a meeting and its agenda

Create an AGM, general or committee meeting, add motions, and make sure every required AGM motion is there.

Strata & committee 5 minProOpen in StrataWorx
Recorded in StrataWorx with test data. Captions are on; the steps below say the same.
What it's forBuild a lawful agenda with the right resolution types, so the notice, voting and minutes all follow from it.
Who it's forStrata managers, portfolio managers and committee liaisons (anyone whose persona can edit meetings).

Step by step

  1. Step 1: Create the meetingStrata & committee › Meetings › New meeting. Choose the Scheme, Type (Annual general meeting, General meeting, Strata committee meeting), Date and time and Location or video link. Press Add meeting.
  2. Step 2: Open the meeting consoleExpand the meeting and press Open the meeting console. Tabs: Agenda, Notice, Proxies & votes, Attendance, Minutes.
  3. Step 3: Add the required AGM motionsFor an AGM a banner says the agenda is missing required motions. Press Add the required motions to add them all: confirm last minutes, financial statements, auditor, budgets and levies, insurances, capital works fund plan, committee size and election, agent agreements, matters the committee can't decide, and the fire safety statement. They carry a Required chip.
  4. Step 4: Add your own motionsPress Add a motion: Motion title, Type (Procedural, Ordinary, Special, Unanimous, Committee decision, Committee election) and Wording. Tick A poll is demanded to count by unit entitlement.
  5. Step 5: Know the pass rulesOrdinary: more for than against. Special: no more than 25% against. Unanimous: no vote against. One vote per lot unless a poll is demanded. Committee decisions: a majority of members present.
  6. Step 6: Order and tidyReorder with the arrows, Edit pending motions, Withdraw (stays on the record) or Remove (only before any votes). Press Write the agenda text to build the agenda wording.
Tips
  • Change the required motions list in Governance › Settings, including Your own required motions.
  • Committee meetings only allow Committee decision and Procedural motions.

Common problems

I can't remove a motion.

It already has votes. Withdraw it instead; it stays on the record.

Related guides

Meetings 2: sending the noticeMeetings 3: proxies and electronic pre-meeting votingMeetings 4: attendance, quorum and votesMeetings 5: minutes

Previous and next follow the Strata & committee section.