Taking stock of the received file
Establish the state of the file handed over by the previous manager: document quality, missing elements, sensitive subjects, calendar, upcoming AGM, open incidents, and arrears.
Method
A good handover protects open files, documents, and deadlines.
Changing property manager transfers documents, decisions, incidents, accounts, and active obligations. We check each area so nothing is lost during the handover.
Three phases
A successful handover has three stages.
After the vote, taking stock of the file, putting it in order, and stabilisation should be kept separate.
Putting the received file in order
Bring the file back into working order: owners, units, documents, incidents, AGMs, finances, reminders, and points of vigilance. If documents or accounts have to be reconstructed, that work is quoted separately before it starts.
Stabilisation
Assign every priority, set the next action, and give the board a clear status from the first weeks.
First 90 days
What we bring back under control immediately.
A serious takeover does not stop at document transfer. It has to clarify what requires priority action.
Incidents and open matters
What must be taken over immediately, what is blocked, and what can already be put back into active handling.
Deadlines and AGMs
Upcoming AGMs, decisions to implement, documentary send-outs, and obligations already in motion.
Finance and collections
Sensitive points, arrears, reminders, cash-flow balances, and financial matters that need a rapid review.
Board visibility
A clear reading of what has been taken over, what is still missing, and what the next priorities are.
Effect
What this method changes.
A good takeover does not only produce cleaner files. It restores control.
Less dependence on memory and scattered follow-ups
A clear list of what has already been received
More control over open matters
Open files carried into day-to-day management without interruption
Do you want to understand how your building would actually be taken over?
It all starts with a written proposal, sent by 18:00 on the next business day: price, scope and how the takeover of your building would be organised, with no call or visit required. For residences with more than 15 units, we also offer a first in-person introductory meeting.