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.

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 worksheet has two tabs and is intended to pair with the Example CIC Management RFP


🛒 Purchase the Management RFP Checklist

Management Toolkit.pdf
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