BOARD TRANSITIONS
Keep the property history when the board changes.
A useful handover connects the property’s records to the open questions, earlier decisions, and actions the next board will need to review.
Prepare a handover the next board can use.
- A short property overview and a consistent building and asset index.
- Current condition findings and their supporting evidence.
- Open actions, responsible parties, target dates, and status.
- Maintenance and investigation priorities with the basis for each recommendation.
- Recent completed work, service reports, and unresolved questions.
- Key warranties, service agreements, and relevant decision records.
- An index showing where the records are kept and who administers access.
Walk through the open items.
Explain what is established, what remains unknown, and which actions require the next decision. Link each item to its source record so the incoming board can continue the work.
Make access part of the handover.
Confirm the appropriate people can retrieve the records, preserve originals, and update working files. Review permissions when responsibilities change. Keep a clear record of who maintains the archive.
Build continuity into stewardship.
ASG’s Property Baseline organizes available history, findings, and evidence into a record current and incoming board members can use. Ongoing updates are available through a separately agreed Ongoing Stewardship scope.
