Templates & Tools
AGM Checklist
A step-by-step checklist for planning an Ontario condo annual general meeting.
Use case: Use this checklist when preparing notice, agenda, and logistics for an upcoming AGM.
Before you start
Confirm your meeting date, location or virtual platform, and whether elections or special business are on the agenda.
Checklist
- Confirm meeting date and location
- Draft preliminary agenda
- Prepare notice package
- Confirm quorum requirements
- Arrange proxy collection process
- Prepare candidate nomination process (if applicable)
- Test electronic voting setup (if applicable)