Changing property manager: what the condo board should prepare
A manager change needs preparation: needs assessment, comparable proposals, a handover file, and decision follow-up.
Changing property manager is about more than comparing fees. The board should identify needs, compare candidates on the same basis, and prepare a handover that leaves no key file behind.
Start with a clear assessment
- List what works and what must improve.
- Compare included and additional services.
- Review communication tools, responsiveness, and comparable experience.
- Check contract terms and transition conditions.
Prepare the handover file
Centralize contracts, accounts, meeting minutes, contractor contacts, open claims, and deadlines. A clear handover list supports continuity.
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CoproHarmony centralizes documents, decisions, issues, and contracts so the board maintains continuity regardless of the manager in place.
Before going that far, exhaust the remedies: the escalation method when the manager does not reply resolves most situations without changing provider.
Before considering a change, start with the review: fee, extras and charges.
If the term is still running, the route differs: see removing the manager mid-term.
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