Institutional file
Mandate, governance, key contacts, AGM calendar, sensitive contracts, and near-term obligations.
Transition diagnostic
The starting point for changing syndic without moving blindly.
Before changing manager, you need to know which documents are missing, which files are open, and which deadlines are approaching. The Alzette diagnostic turns those questions into priorities for the first 30 to 90 days.
This diagnostic is mainly for boards and co-ownerships that want to prepare a syndic change with more rigour and less uncertainty.
Scope
What we examine before a takeover.
The diagnostic does not produce an abstract checklist. It shows which files could be lost during the change and how they should be picked up.
Missing documents
Documents received, documents missing, overall file reliability, and what blocks a clean takeover.
Incidents and urgencies
Open matters, ongoing contractors, incomplete files, and actions that could otherwise be missed.
Finance and arrears
Balances to clarify, reconciliation, reminders, collections, and sensitive financial subjects.
Takeover load
What can be taken over quickly, what must be rebuilt, and what must be treated as a priority.
Transition risk
Missing documents, critical deadlines, upcoming AGMs, and matters that need immediate attention.
Deliverables
What the diagnostic should allow you to see.
A clear reading of the starting situation
The list of missing or to-be-checked documents
The risks to treat before or during the takeover
The priorities of the first 30 days
90 days
The logic of the first 90 days.
A successful handover is measured by how quickly the records are complete, responsibilities are clear, and next steps are agreed.
0 to 30 days
Receive the file, identify the gaps, qualify the urgencies, and bring the critical matters back under control.
30 to 60 days
Organise owner records, documents, incidents, AGMs, accounts, and reminders into usable files.
60 to 90 days
Give the board a clear status, assign open matters, and close the most important gaps.
Request
Request your transition diagnostic.
Tell us about the building, your timeline, and the issues causing problems. We will prepare an initial conversation around your priorities.
Information to prepare
- building name or address
- number of units
- current syndic
- AGM or near-term deadline
What we want to understand
- where issues are being lost today
- which matters are sensitive or already in difficulty
- which risks a takeover needs to absorb quickly
- what timeline is realistic for the co-ownership
Do you want to understand the full takeover method first?
The diagnostic frames your specific case. The method then explains how we actually run the transition and stabilisation.