AGM Agenda Template for UK Residential Blocks
Free AGM agenda template for RMCs and RTM companies. Standard running order — approval of minutes, director reports, finances, elections and AOB — ready to circulate before your annual general meeting.
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General information only — not legal, financial or professional advice. You are responsible for how you use these templates. Full disclaimer
AGENDA — ANNUAL GENERAL MEETING Block / Estate: _________________________ Date: __________ Time: __________ Location: __________ 1. Welcome and apologies 2. Confirm quorum 3. Approval of minutes of previous AGM 4. Chair's / Directors' report 5. Treasurer's report and service charge accounts 6. Appointment / re-election of directors 7. Appointment of auditor / accountant (if applicable) 8. Resolutions 9. Any other business 10. Date of next AGM
Circulating an AGM agenda a week or two before the meeting sets expectations, helps leaseholders prepare questions, and makes the meeting run faster. Without one, you spend the first twenty minutes deciding what to talk about.
This free AGM agenda template follows the standard running order for UK resident management companies and RTM companies. Download the PDF, fill in your block details, and send it with the notice of meeting.
What to attach to the agenda
- Draft minutes of the previous AGM (for approval).
- Service charge accounts or summary from your accountant.
- Director report covering major works, insurance and disputes.
- Proposed budget for the coming year.
- Any resolutions requiring a vote (with the exact wording).
Notice period reminder
Private companies must give at least 14 days' clear notice of an AGM (21 days if your articles require it). Check your company's articles of association and send the agenda with the formal notice to all members.