STRATA TEMP CO | PORTFOLIO HANDOVER CHECKLIST
Scheme / portfolio:
Outgoing contact:
Incoming contact:
Handover period:
Escalation contact:

NEXT TWO WEEKS
For each item: matter | next action | owner | due date | record link
Meetings and notices:
Urgent repairs / access:
Insurance matters:
Approvals needed:
Unanswered correspondence:

SCHEME CONTEXT
Committee and authorised contacts:
Agreement / records location:
Major projects and disputes:
Commitments already made:
Contractors and current works:

ACCESS AND RESPONSIBILITY
Approved system accounts arranged:
Authority limits explained:
Decision maker and backup contact:
Walkthrough booked:
Items not yet checked:

RETURN / END OF ASSIGNMENT
Completed work:
Outstanding work and next owner:
Access closure / transfer arranged:

Do not record passwords, bank details or unnecessary personal information here.
Guidance: https://stratatempco.com.au/strata-manager-handover-checklist
Staffing enquiry: https://stratatempco.com.au/businesses#enquiry