Board Synergy Club
Florida condominiums • Shared leadership

Board Member Roles

Understand your responsibilities, share the work, and help the board make informed decisions together. An officer title adds duties; every director still contributes to oversight.

Explore officer rolesDivide the work

Start with the board’s shared responsibility

The board governs the association within applicable law and its governing documents. Individual directors contribute to those decisions; authorized officers, managers, and others carry out assigned tasks.

Florida law establishes a fiduciary relationship between officers and directors and unit owners. It requires good faith, prudent care, and action reasonably believed to serve the association’s interests. [1]

Clarify authority before acting. Check the documents and board authorizations before signing a contract, promising approval, directing a vendor, or committing association funds. A title alone does not answer every authority question.

What should every director do?

Prepare and learn

Read the governing documents, meeting materials, and reports. Keep required education current and ask for clarification when something is unclear.

Exercise judgment

Consider facts, options, costs, and effects on the association. Seek qualified advice when the decision needs legal, financial, or technical expertise.

Follow through

Track approved work and unresolved issues. Share information through agreed channels so the board has a reliable picture of progress.

These practical habits help directors participate meaningfully rather than leaving all questions and decisions to one colleague.

Directors and officers: related, but different roles

A director serves on the board. An officer holds an assigned office, such as president, secretary, or treasurer. The bylaws should specify powers, duties, and selection procedures. Section 718.112 provides default officer arrangements when the bylaws do not provide otherwise. [2]

The descriptions below are typical working responsibilities, not a substitute for your association’s bylaws or adopted authorizations. A vice-president’s office is not universal: confirm which offices your bylaws establish and how each is filled. The default offices in §718.112 are president, secretary, and treasurer. [2]

RoleTypical contributionClarify in your association
PresidentLead meetings, coordinate board priorities, and communicate authorized decisions.Signing authority, manager communications, and limits on independent action.
Vice presidentSupport the president and carry out assigned duties; provide continuity when needed.When and how the vice president acts for the president.
SecretaryOversee minutes, notices, records organization, and required director certification records.Who prepares, reviews, sends, and retains each record.
TreasurerHelp the board understand financial reports, budgets, balances, and upcoming commitments.Payment approvals, financial review routines, and reporting expectations.
Director without an officer titlePrepare, participate, vote, review reports, and contribute to assigned projects.Project responsibilities and any delegated authority.

Financial oversight belongs to the whole board. A useful treasurer’s report helps all directors understand the association’s position and the decisions ahead.

Working with the property manager

Agree on responsibilities using the management contract and board instructions. Give the manager a clear point of contact and a reliable process for obtaining decisions.

The board’s practical focus

  • Set priorities and approve authorized actions.
  • Define the requested service and expected result.
  • Review reports, costs, and unresolved problems.
  • Evaluate performance and seek advice when needed.

The manager’s assigned work

  • Coordinate contracted services and authorized tasks.
  • Organize information for board decisions.
  • Report progress, exceptions, and pending items.
  • Carry out instructions within agreed authority.

For a self-managed association, explicitly assign the administrative work and arrange professional support where needed.

A liaison coordinates; the board defines the authority.

As a recommended practice, designate one routine manager contact and a backup. Record what that person may communicate, what requires a board decision, spending limits, and how other directors receive reports. The contact should not become a gatekeeper who withholds information or makes unauthorized commitments.

Use the Management & Vendors resources and the starter kit responsibility chart to align assignments with the signed management agreement.

Board Synergy recommended practice

A sample division of recurring work

Assign a lead and backup for each task. The lead organizes the work; any required approval remains with the authorized decision-maker. Adapt this example to your documents, board resolutions, and management contract.

Suggested assignments for a small association
Work areaPossible lead / supportBoard oversight and evidence
Meetings and decisionsPresident coordinates; secretary or manager prepares notices and draft minutes.Confirm the correct process; record decisions and director votes or abstentions. Meeting guide · Minutes guide
Finances and paymentsTreasurer reviews reports with the manager/bookkeeper; designated backup follows open items.The board reviews balances, variances, commitments, and funding. As a control practice, separate payment preparation from approval and review where feasible. Financial resources
Records and accountsSecretary coordinates with records custodian and authorized account administrators.Track requests, retention, protected information, and recovery arrangements. Records resources · DBPR account guide
Maintenance and vendorsAssigned director or manager tracks professional findings and approved work.Document scope, responsibility, required approvals, cost, and completion. Property & Safety · License and insurance checks
Owner communicationsDesignated contact logs and routes concerns; backup covers absences.Use consistent explanations, track required responses, and protect confidential information. Owner rights and rules
UCO coordinationAssociation delegate / alternate and designated board contact.Distinguish the delegate role from officer titles; keep representation and contacts current. Contact and access checklist

Make each assignment reviewable: name the lead, backup, authority, next deadline, report location, and evidence of completion. Revisit the chart when a director, manager, or contract changes.

Make the division of work concrete

Board Synergy recommended practice. Specific approval and procedural requirements come from the applicable source.

  1. Review the documents. Identify officer duties and existing authorizations.
  2. List recurring tasks. Include meetings, finances, records, maintenance, communications, and contract follow-up.
  3. Assign a responsible person. Specify the next step, deadline, reporting method, and backup.
  4. Separate preparation from approval. Gathering proposals or preparing a report does not itself authorize a purchase or policy change.
  5. Review progress together. Put open issues on the board’s work list and address delays.
  6. Prepare a handover. Keep records and instructions accessible through association-controlled systems.

Example: a roof repair proposal

A designated director or manager gathers information. A qualified professional advises on the work where needed. The board reviews the recommendation, funding, and approval requirements. An authorized person communicates the decision, and a designated contact reports on completion.

Meetings, decisions, and boundaries

Section 718.111 requires each present director’s vote or abstention to appear in the minutes and prohibits director proxy voting. [1] Section 718.112 permits email communication but prohibits voting on association matters by email. [2]

Keep deliberation, approvals, and follow-up consistent with applicable meeting requirements. Read the conflict-of-interest guide and obtain counsel’s advice about the required disclosure and participation process. A project assignment does not authorize private voting or bypass required approval. Use the handbook’s source guide to distinguish Florida law, governing-document requirements, UCO procedures, contractual duties, and recommended practices.

Board Synergy recommended practice

When a role changes, transfer the work too

  1. Confirm the role and authority. Record the election or appointment and review the relevant bylaws and authorizations. Distinguish a vacant officer position from a vacant director seat; they may require different procedures.
  2. Give the incoming person a short work list. Include open decisions, contracts, upcoming deadlines, unresolved maintenance, and professional contacts.
  3. Transfer authorized access securely. Update bank signers and account permissions through each provider’s process. Use individual authorized access where available; transfer association records and recovery arrangements without sharing personal passwords.
  4. Update external contacts. Notify management and the appropriate UCO, insurer, professional, and service contacts. Follow any applicable filing or contract requirements.
  5. Test continuity. Make sure the backup can locate key records, emergency contacts, and instructions. Remove obsolete access after the authorized transition is complete.

Follow the after-election and appointment checklist, DBPR account handover guide, and records-maintenance checklist. Keep owner rosters, resident information, emergency contacts, and age-verification records distinct.

Common questions

Does the president have more voting power?

Do not assume the officer title creates an extra vote or independent authority. Check applicable law, governing documents, and the procedure for the decision.

Can one person do all the work?

Concentrating knowledge and tasks in one person makes continuity difficult. Share assignments, document procedures, and maintain oversight by the full board.

Can a director disagree with a proposal?

Yes. Ask questions and state concerns respectfully. Make the vote clear so the minutes accurately reflect the decision.

Are committees a replacement for the board?

Define each committee’s scope and authority. A recommendation needs the appropriate approval; confirm any delegated final authority and applicable meeting requirements.

Choose your next practical step

Board Synergy Club · Watch & learn

Board Member Roles & Responsibilities

Clear roles help directors work together, share the workload, and give management consistent direction. Use this BrainyBoard program as a discussion resource while considering board and officer responsibilities, delegated tasks, decision authority, and continuity when directors change.

Board Member Roles
& Responsibilities
Watch on BrainyBoard ↗

This program opens on BrainyBoard. Access is subject to the provider’s current sign-in and viewing requirements.

Education, not an individual decision. This externally hosted program is offered as a discussion resource; its contents have not been independently verified for this webpart. Confirm authority and responsibilities against current law, your governing documents, board approvals, and management contract. Seek qualified Florida counsel for association-specific legal questions. Viewing this program does not by itself establish completion of any required director certification or education. An embedded video does not establish official UCO or WPRF policy.

Clear roles. Shared responsibility. Effective boards.

Board Synergy Club · Watch & learn

Community Association President

An effective president helps the board prepare, work together, and follow through on its decisions. Use this BrainyBoard program as a discussion resource while considering meeting leadership, communication with owners, coordination with management, delegated responsibilities, and succession planning. Discuss how to share the workload while keeping board decisions and individual assignments clear.

Community Association
President
Watch on BrainyBoard ↗

This program opens on BrainyBoard. Access is subject to the provider’s current sign-in and viewing requirements.

Education, not an individual decision. This externally hosted program is offered as a discussion resource; its contents have not been independently verified for this webpart. Confirm authority and responsibilities against current law, your governing documents, board approvals, and management contract. Seek qualified Florida counsel for association-specific legal questions. Viewing this program does not by itself establish completion of any required director certification or education. An embedded video does not establish official UCO or WPRF policy.

Lead the discussion. Share the work. Strengthen the board.

Board Synergy Club · Watch & learn

Community Association Treasurer

An effective treasurer helps the board understand the association’s finances and ask informed questions. Use this BrainyBoard program as a discussion resource while considering budgets, financial reports, bank reconciliations, reserve planning, and payment controls. Discuss how the treasurer, manager, accountant, and full board can coordinate their work with clear assignments and independent review.

Community Association
Treasurer
Watch on BrainyBoard ↗

This program opens on BrainyBoard. Access is subject to the provider’s current sign-in and viewing requirements.

Education, not an individual decision. This externally hosted program is offered as a discussion resource; its contents have not been independently verified for this webpart. Confirm authority and responsibilities against current law, your governing documents, board approvals, and management contract. Seek qualified Florida counsel for association-specific legal questions. Viewing this program does not by itself establish completion of any required director certification or education. An embedded video does not establish official UCO or WPRF policy.

Understand the numbers. Strengthen controls. Protect shared funds.

Board Synergy Club · Watch & learn

Community Association Secretary

An effective secretary helps the board maintain clear records and dependable follow-through. Use this BrainyBoard program as a discussion resource while considering meeting minutes, notices, correspondence, document organization, and handover between boards. Discuss how the secretary, manager, and other directors can coordinate preparation, review, storage, and access with clear assignments and backup arrangements.

Community Association
Secretary
Watch on BrainyBoard ↗

This program opens on BrainyBoard. Access is subject to the provider’s current sign-in and viewing requirements.

Education, not an individual decision. This externally hosted program is offered as a discussion resource; its contents have not been independently verified for this webpart. Confirm authority and responsibilities against current law, your governing documents, board approvals, and management contract. Seek qualified Florida counsel for association-specific legal questions. Viewing this program does not by itself establish completion of any required director certification or education. An embedded video does not establish official UCO or WPRF policy.

Clear minutes. Organized records. Lasting continuity.

Official sources & scope

  1. Florida Statutes § 718.111 — fiduciary duties and board voting records.
  2. Florida Statutes § 718.112 — officer provisions and meeting requirements.

Updated October 16, 2026. Statutory role and voting references checked against the Florida Legislature’s current text. Officer descriptions and sample work assignments are practical examples, not uniform legal job descriptions. Academy participation does not by itself establish satisfaction of required director education; consult the Board Certification guide. General education for Florida condominium boards. Actual duties and authority depend on applicable law, governing documents, and valid authorizations. Consult association counsel for specific legal questions.