CAI-NJ May 2020 (w)

a. Current budget b. Most recent reserve studies c. Rules & regulations of the community d. Community calendar; taking special note of elec- tions, annual meetings and budget dates e. A list of open action items, with descriptions of each f. All community contracts, with their expiration dates g. A full list of all contacts for the community; this should include the cell phone numbers you use to quickly reach your favorite vendor h. A list of the current sitting board members, and their contact information

i. Any pending proposals or bids j. Passwords and log-ins for any systems you use k. Keys – label all keys if possible l. Committee lists and review of what, if any, interac- tion you have with each m. A map of the community n. A snow map if you have one, and snow removal procedures o. Pool dates, and pool pass procedures 5. Exiting managers should try to plan a meet and greet with the community and the new manager. This gives residents a chance to say goodbye to the outgoing manager, meet the new manager, and feel more confident in the change. An endorsement from a liked exiting manager of the incoming manager goes a long way with residents! 6. Incoming managers, it is okay to feel overwhelmed! Take notes! Listen carefully! You may know manage- ment, but you don’t know this community — yet! The exiting manager is your best resource! CONT I NU E S ON PAGE 18

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“Exiting managers should try to plan a meet and greet with the community and the new manager.”

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