The setting is Ancient Rome, in the Colosseum. After two gladiators have fought, the winner looks to Caesar to make a decision. Should the loser live, or die? The crowd goes wild. Holding out their thumbs with their vote—up to say live, down to say die. Caesar raises his arm, and makes the gesture. Just like that, the decision is made. If only it were that straightforward in modern times, we wouldn’t need Robert’s or Martha’s Rules of Order to maintain meeting decorum.
Perhaps the most universally dreaded aspect of community association management is the meetings. Monthly board meetings, annual general membership meetings, even committee meetings can produce a sense of dread in the pit of your stomach. Usually it’s not the actual meeting itself that causes you pain, but the fact that there are humans involved—humans who all have unique opinions, and all wish to be heard.
It was because of one such meeting of the Board of Directors for his church that prompted Brigadier General Henry Martin Robert to pen his book, “Robert’s Rules of Order,” and for the same reason later on, “Martha’s Rules of Order” have come to be known as well.
Robert’s Rules of Order: The Standard
Robert’s Rules of Order were first published in 1876, as a method of conducting orderly meetings in business and other ‘ordinary societies’. The alternative, Martha’s Rules, wouldn’t show up until the 1970’s.
The original rules were loosely modeled after the parliamentary procedures used by US House of Representatives.
In the nearly 140 years since Robert’s Rules was published, the document has undergone 11 revisions, and has earned the distinction of being the most highly adopted parliamentary procedure in the United States.
That said, with 11 revisions under its belt, and a methodology that was designed for every kind of organization, Robert’s Rules is a pretty hefty book these days, with a lot of strict processes and procedures for every imaginable kind of circumstance. This can make following Robert’s Rules in Community Association Management challenging at best.
While many of the problems stemming from Robert’s Rules in community association governance are simply due to misinterpretation, the sheer volume and complexity of Robert’s Rules can actually contribute to these delays.
Some management companies have even resorted to requiring managers to get parliamentary training to prevent misinterpretation issues. And while parliamentary training can be helpful in a number of circumstances, I cannot help but feel that, as adults, we ought to be able to conduct a civil, functional, BRIEF meeting without requiring specialized training. Perhaps something easier like the thumb vote of ancient times?
Martha’s Rules of Order: An Alternative
You hear the name Martha these days, and Martha Stewart immediately comes to mind. But it’s really Martha’s Rules of Order that can lead us to achieving success.
And searching Google for “Martha’s Rules” will likely net you a number of results for her book “Martha Rules: 10 Essentials for Achieving Success an You Start, Grow and Manage a Business” which (although I must admit I haven’t read it) is probably a great discussion for another day! But I actually want to talk about a different Martha.
Martha’s Rules of Order were originally published in the 1970s in a paper entitled “Suggestions for Harmonious Meetings” by a student and low-income housing cooperative in Madison, Wisconsin. The paper stated the premise: “We recognize that consensus decision making, while it takes a lot of time, makes for high quality decisions. But some decisions are not worth the effort. So we developed a way to decide whether or not an issue was important enough to warrant taking the extra time to reach consensus.”
This simple idea spawned an entirely new consensus-based parliamentary procedure that is simple, and easy to understand. Because it was designed specifically for a housing co-op, it is particularly well suited to HOA and Condo meetings. It works great for board meetings, committee meetings, and especially General Membership meetings.
TOPS Founder, Jeff Hardy, used Martha’s Rules in more than 90 communities his company managed: “To me, Martha’s Rules of Order seem to make the most sense for Condo/HOA BOD meetings. There is really no reason for a board meeting to go longer than 2 hours. In fact, most board meetings could be done in an hour or less if they followed Martha’s Rules and observed the recommendations for effective meetings.”
Conducting a Meeting Under Martha’s Rules
Before each meeting, anyone who wishes may sponsor a formal proposal. The proposal follows a standard format, stating a summary, the full text of the proposal, background, pros and cons, and possible alternatives. This proposal must be submitted prior to the meeting, and is included in a meeting packet that is distributed to the entire group prior to the meeting.
“There is really no reason for a board meeting to go longer than 2 hours. In fact, most board meetings could be done in an hour or less if they followed Martha’s Rules” – Jeff Hardy
Once a person has sponsored a proposal, they are responsible for it. The group may not discuss or vote on the issue unless the sponsor is present. The sponsor is also responsible for presenting the item to the group.
After the sponsor presents the proposal, a pre-vote is cast for the proposal, prior to ANY discussion. This vote is called a “sense” vote, wherein the group can get an idea of how everyone feels about the issue. The Sense vote is very simple (back to the Romans again):
- Who likes the proposal? (represented as a thumbs up)
- Who can live with the proposal? (represented as a sideways thumb)
- Who is uncomfortable with the proposal? (represented as a thumbs down)
The surprising result of a straw vote such as this is that it helps move the group toward action much more quickly.
- If all or most of the group likes or can live with the proposal, it is immediately moved to the next stage, a formal vote, with no discussion necessary.
- If most of the group is uncomfortable with the proposal, it is postponed for further rework by the sponsor.
- If some members are uncomfortable, they can state their objections, and the clock for a brief (10 minute) discussion begins. At the conclusion of the timer, the meeting facilitator calls for a vote on the following question: “Should we implement this decision over the stated objections of the minority, when a majority of the group feels it is workable?” A “yes” vote would lead to a majority rule, and a no vote would postpone the decision for future rework by the sponsor.
Just as Robert’s Rules has gone through a number of revisions, so too have Martha’s Rules. The latest version is posted on the website of the Madison Community Cooperative. Here is their miniature toolkit for shorter and more focused board meetings:
Staying on Track
In the end, the most important elements of keeping a board meeting short, on track and helping board members make decisions or give management guidance on issues relies on the following:
- An effective meeting leader who keeps control of the meeting.
- A written agenda published in advance and distributed to board members, and where required, to the community members too.
- Setting time limits for each item on the agenda.
- Voting or making some kind of a decision on an issue when it is first discussed and not putting off a decision till later in the meeting when a second discussion would likely happen again.
- Prevent members from expressing the same opinion already expressed by another member. (This is where taking a straw “sense” vote could move an issue towards resolution, like an official vote.)
Martha’s Rules of Order is one option of how you can conduct faster, more efficient meetings, but there are other alternatives. Even if you are locked into Robert’s Rules due to constraints in the community documents, incorporating the above steps can help make meeting time a little less painful for you. Thumbs up for that!
- Building United Judgement: A Handbook for Consensus Decision Making
- Democracy in Small Groups: Participation, Decision Making, and Communication
- We, the Students and Teachers: Teaching Democratically in the History and Social Studies Classroom
- Consensus Decision Making and its possibilities in Libraries
- Madison Community Cooperative
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Jeff Hardy is the founder of TOPS Software. Jeff Hardy was the owner of a very successful management company with a portfolio of over 90 community associations. Feeling that a better solution needed to be made available to serve Community Association Management, Jeff began work on Condo/HOA management software. Today, TOPS is the industry leading Community Management software solution. TOPS is in use in over 2,400 organizations to manage millions of homes. TOPS is a complete accounting and property management system that brings all facets of community management together into one, integrated system.