A successful handover between outgoing and new condo board members

A good handover stops the board from rediscovering the same problems and lets new members contribute from day one.

Every board renewal can put the property’s memory at risk. Without a handover, contracts, decisions, and sensitive files become scattered. A structured transfer creates continuity.

Prepare a welcome file

• Useful contacts: manager, contractors, insurer, and board members.
• Reference documents: bylaws, recent minutes, contracts, and budget.
• Open files: projects, claims, arrears, and deadlines.
• Important dates and confidentiality rules.

Transfer context, not just files

For each important matter, add why it exists, what has been decided, who is acting, and what comes next.

Make handovers easier with CoproHarmony

CoproHarmony keeps documents, history, and actions in one place so new members can get up to speed without relying on personal archives.