Switching Managing Agents: A 90-Day Transition Plan

Changing managing agents is often necessary, but the transition can create chaos if you do not treat it like a project. Residents care about continuity. Contractors care about clear instructions. Committees care about data handover. A 90-day plan keeps all three aligned.

Days 0-30: Capture the baseline

• Request all current contracts, insurance, and compliance records.
• Export the open issues list with status, vendor, and history.
• Confirm all key contacts and emergency procedures.
• Announce the transition timeline and how residents should report issues.

Days 31-60: Stabilize operations

• Reassign issue owners and confirm contractor schedules.
• Publish a simple resident update on what is changing and what is not.
• Review service charge budgets and identify open commitments.
• Align the new agent on reporting cadence and communication tone.

Days 61-90: Optimize and rebuild trust

• Close out any inherited issues and document learnings.
• Publish a resident summary of what has improved.
• Set new service standards and response time targets.
• Confirm the long-term roadmap with the committee.

Data you should ask for (and actually receive)

The risk in any transition is losing institutional memory. Make sure your handover includes:

• Contractor lists with pricing, scopes, and renewal dates.
• Service charge breakdowns and prior year variances.
• Meeting minutes, historical decisions, and consultation records.
• Asset registers and maintenance schedules.

Planning a transition? Request a demo and we will help you map the first 90 days.