Free resource

The Condo Annual Planner Guide

120 tasks across 13 categories, marked for townhouse, low-rise and high-rise properties, with a blank column to enter your own dates. Built from years of working with condo boards and management teams, and from sitting on the board side ourselves.

What's inside

  • AGM and audit milestones, mapped as a working-backward sequence
  • Regulatory filings and information certificates
  • Fire safety, HVAC, plumbing and building inspection cycles
  • Contract expiries, with a reminder to track notice deadlines, not just end dates
  • Budget, insurance and reserve fund checkpoints
  • Seasonal work, amenities and cleaning cycles

Each item is marked for the property types it typically applies to, so a townhouse board isn't wading through cooling towers and garbage chutes, and a high-rise team can see its full mechanical year at a glance.

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This guide is provided for informational purposes only. Every condominium corporation is unique, so tailor and supplement these items with your management company and qualified professional advisors.