The worst time to organize information is the moment a committee member steps down. Yet that is when most handovers happen. A simple handover playbook keeps the estate running even when people change.
Build a shared handover pack
A handover pack is not a single document. It is a structured set of assets that tell the story of how the estate runs.
- Decision history: Key votes, meeting minutes, and policies.
- Operational runbook: Regular tasks, schedules, and checklists.
- Vendor directory: Contractors, pricing, and service scopes.
- Open issues list: Current status, owners, and next steps.
Run a structured handover meeting
A one-hour meeting with the right agenda saves months of confusion. Focus on:
- What is time-sensitive in the next 60 days.
- What risks or disputes are unresolved.
- Where the full history is stored.
Make the record resident-readable
The best handovers reduce dependence on any one person. If a resident can find the answer without sending an email, the handover has worked.
How OpenCourtyard helps
OpenCourtyard keeps handover assets in one place. Issues, decisions, documents, and contacts stay searchable, even when committee members change.
Use the Document Repository and Issue Tracking as the core of your handover pack.
If you want a handover template, request a demo and we can share a starter structure.