Whether you manage a small 12-unit building or a 120-unit high-rise, use this checklist to make sure your community is running smoothly, efficiently, and stress-free. Download a PDF.

1. Governance & Board Management

Ensure your board roles are clearly defined (President, Treasurer, Secretary, etc.)

Schedule regular board meetings with agendas and minutes

Review and update your community bylaws and policies

Implement board training or orientation for new members

Maintain transparent communication with owners

2. Financial Management

Maintain an up-to-date budget and track expenses

Set aside reserve funds for major repairs

Ensure timely collection of condo fees

Conduct annual financial audits or reviews

Use digital tools to track and report finances

3. Maintenance & Operations

Keep a preventive maintenance calendar for all building systems

Schedule regular inspections (HVAC, plumbing, elevators, roofing)

Track vendor performance and contracts

Plan seasonal maintenance tasks (snow removal, landscaping, cleaning)

Have a maintenance request system for residents

4. Legal & Risk Management

Ensure insurance coverage is up-to-date and adequate

Review legal obligations and compliance (provincial/federal)

Maintain records of incidents and resolutions

Have a plan for emergency situations (fire, flood, power outage)

5. Community & Communication

Implement a resident communication plan (email, newsletter, portal)

Track resident concerns and feedback

Host annual or semi-annual community meetings

Use digital platforms or apps for community engagement

Foster neighborly initiatives (clean-ups, social events)

6. Tools & Technology

Use digital dashboards for finances, maintenance, and communications

Implement document storage and record-keeping systems

Track vendor management and contracts online

Utilize reporting tools for board accountability

Explore energy efficiency and sustainability programs

Want a Smarter, Turnkey System for Your Building?

Converge can help you implement every item on this checklist — customized to your building size and needs. From small communities to large, we provide the tools, programs, and support to make your community management easier and more efficient. Request a proposal today.