Interactive Tools for Ontario Condominium Boards

Tools that give your board the edge — before you ever speak to us.

Thirteen premium, genuinely useful tools to assess your community, plan a change, and hold any manager to a standard. Free, private, and downloadable — no email required to start.

Assess & Diagnose

Board Readiness Assessment

Measure how well your board is set up to lead — and where to focus next.

Inputs

10 yes/no questions on meetings, finance, governance, communication, and manager oversight

Outputs

A readiness score out of 100 · A tier (At Risk → Exemplary) · Strengths, gaps, and recommended next steps · A downloadable report

Governance Health Check

Pressure-test the governance practices that protect your corporation and your directors.

Inputs

10 yes/no questions on bylaws, AGM, minutes, conflicts, D&O insurance, records, and reserve planning

Outputs

A governance health score · A tier with priorities · A downloadable governance report

Emergency Preparedness Checklist

Find out whether your community is ready for the emergency you hope never comes.

Inputs

12 checks across fire, flood, power, life-safety, communications, and vendor readiness

Outputs

A preparedness level (Prepared → Needs Immediate Attention) · Gaps to close first · A downloadable readiness report

Condominium Operations Checklist

See how your operations measure against the standard — across six areas in one view.

Inputs

16 checks across governance, finance, maintenance, safety, communications, and records

Outputs

An operations maturity score · Gaps by category · A downloadable operations report

Plan & Build

Management Transition Planner

Turn the decision to switch managers into a clear, week-by-week plan with no surprises.

Inputs

Building type, unit count, current pain points, notice period, and target start date

Outputs

A personalized timeline from week -8 to day +90 · A risk and handover checklist · A downloadable transition plan

Reserve Fund Timeline Visualizer

See your reserve fund projected over 30 years against planned major replacements.

Inputs

Current reserve balance, annual contribution, and major components with remaining life and replacement cost

Outputs

A 30-year projected balance chart · A funded-ratio indicator · A downloadable reserve report

Capital Project Planner

Scope a capital project with phases, funding sources, and a cashflow view the board can approve.

Inputs

Project name, scope, estimated cost, funding mix (reserve / special assessment / loan), and phase timeline

Outputs

A phased project plan · A funding breakdown and feasibility indicator · A downloadable project brief

Board Meeting Agenda Builder

Build a decision-ready board agenda with timings — the kind that lets a board lead, not just meet.

Inputs

Agenda sections, custom items, and time allocations

Outputs

A formatted agenda with timings and owners · A printable/downloadable agenda

Annual Maintenance Calendar

Generate a month-by-month preventive maintenance calendar for your building's systems.

Inputs

Your building's systems and key dates

Outputs

A 12-month maintenance grid · Seasonal reminders · A downloadable calendar

Interactive RFP Builder

Build an RFP that surfaces the real difference between managers — instead of one every company answers identically.

Inputs

Building information, scope of services, requirements, and evaluation criteria weights

Outputs

A formatted, ready-to-issue RFP document · Weighted evaluation criteria · A downloadable RFP

Status Certificate Information Centre

Understand what's in a status certificate, how long it should take, and what your board should have ready.

Inputs

Unit count, expected turnaround, and your current process

Outputs

An estimated prep timeline · A required-documents checklist · A downloadable prep guide

Evaluate & Compare

Vendor Evaluation Scorecard

Score a vendor objectively on the criteria that determine whether they're board-worthy.

Inputs

Vendor name and service, plus 1–5 ratings across six weighted criteria

Outputs

A weighted score out of 100 · A vendor tier (Not Recommended → Preferred) · A downloadable scorecard

Proposal Comparison Worksheet

Compare up to three management proposals against weighted criteria — and get a ranked recommendation.

Inputs

Up to three company names and 1–5 scores across seven weighted criteria

Outputs

A ranked comparison with weighted scores · A clear recommendation · A downloadable comparison report

Not sure which tool to start with?

Book a confidential consultation and we'll help your board pick the one that moves the needle most.

Request a Confidential Consultation Explore Services