Plan & Build
Management Transition Planner
Turn the decision to switch managers into a clear, week-by-week plan with no surprises.
Private by design. Your inputs are processed in your browser and never stored unless you choose to email yourself a report — in which case we keep your email only to deliver it and offer a confidential consultation.
What isn't working today?
Your transition timeline
- Week –8
Notice of termination prepared for the board's signature; records request sent to current manager under the Condominium Act.
- Week –6
Confidential consultation; new manager selected; transition plan confirmed.
- Week –1
Bank signing authority changes coordinated; vendor contracts reviewed; resident welcome letter drafted.
- Day 1
Transparency portal live; maintenance calendar set; 24/7 emergency line active.
- Day 7
Financial reporting restored; emergency vendor reviews complete.
- Day 30
First board meeting with a full decision package; compliance audit underway.
- Day 60
Capital plan reviewed; reserve adequacy assessed; resident experience baseline set.
- Day 90
Standard review with the board; year-one plan in place.
Board transition checklist
- 01Review current management agreement for notice terms
- 02Hold a confidential board discussion and record the decision
- 03Approve the notice of termination (prepared by your new manager)
- 04Authorize bank and reserve fund signing-authority changes
- 05Approve the resident welcome communication
- 06Confirm the records request has been sent
- 07Set a 90-day review to measure the new standard