Management Toolkit

Selecting a management company is a critical step that many community associations repeat at least once every 5 years, 

yet most community association volunteer Boards approach management transitions without a clear plan.  While it is not entirely unreasonable to rely on the outgoing and incoming management companies to sort out their transition, that approach ignores the practical reality of almost all management changes: some things fall apart and it takes time to pick up the pieces.  Most associations can benefit from professional assistance to coordinate management transitions.

Whether or not your association chooses to  obtain professional transition assistance, here are eight high-level essentials for every transition:

Read Great Expectations: What to Expect from your Management Company to learn more about preparing for a management company transition and general management services expectations.  

The Management Evaluation Toolkit includes four resources:

You pay for what you get is meaningless if you don't understand what you're paying for, nor what you're actually getting. 


High-Level CMRAO Competencies

CMRAO Competencies (Detailed)

From the CMRAO Competency Profile Report

CMRAO Competencies


Consider this excerpt from the Condo Law Handbook (page 105):

...I have also counseled many clients who were unhappy with their manager’s performance that they can, and should, change managers or management companies to get better performance, but they have been unwilling to consider a change, and were unwilling to even express their dissatisfaction with the manger because of concerns that a change would cost more money, or would be disruptive to the communityEven if you don’t want to change managers, providing constructive feedback to your manager, or asking them to modify their conduct to better meet your needs, should be a routine part of the relationship between a Board and its manager.


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