AGM Preparation Checklist for Strata Teams

Before building the agenda, confirm the decisions that must be made, the records that must be available and the owners who need to participate.

A clear preparation process reduces last-minute administration and helps the meeting chair focus on decisions instead of missing information.

Review owner contacts, voting eligibility, financial-owner status and proxy requirements before notices are sent.

Where a matter is uncertain, mark it for review rather than relying on meeting-day correction.

Store agenda items, motions, documents, owner communications and meeting status in one organised workflow.

This article is general information only and should be reviewed against the relevant scheme requirements and professional advice.