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Council resource

60-Day Strata Management Transition Playbook

A fillable week-by-week handover playbook for BC strata councils switching management firms without losing records, vendors, banking control, or owner trust.

Quick answer

What should council control during a strata management transition?

Council should control the transition timeline, records inventory, banking authority, insurance broker handoff, vendor notices, owner communication, and open-file risk register.

This packet is for councils that have selected a replacement firm, or are close enough that the handover needs to be planned before notice is sent.

The PDF includes:

  • a Day -60 to Day +30 visual transition timeline
  • phase checklists for notice, records, handover control, Day 0, and the first month
  • a records handover inventory split between RESA-mandated categories and council-useful additions
  • banking, signing-authority, insurance, vendor, and owner-communication pages
  • paste-ready vendor and owner notices
  • an expanded transition risk register
  • BC-specific source notes, source links, council notes, and fillable checkboxes

If council has not picked a replacement yet, do that before sending notice.