Toolkits
The toolbox for running a building
Ready-to-use checklists, calendars, templates and kits. Explainers are always free to read; downloads unlock with your email.
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6 toolkits
Free with email
Governance & Meetings
AGM Prep Kit
The day-by-day run-up that survives a contested annual meeting.
ON
OpenFree with email
Governance & Meetings
Board Onboarding Kit
You just got elected. Now what? The starter kit for new directors.
Canada
OpenFree with email
Compliance & Regulatory
Cross-Canada Compliance Matrix
One table, three provinces. Answer “is this different where I am?” fast.
Canada
OpenFree with email
Risk & Operations
Fall & Seasonal Prep Checklist
Get the building ready for winter before the first freeze does it for you.
Canada
OpenFree with email
Compliance & Regulatory
Ontario Annual Filing Calendar
Every Ontario condo deadline, mapped across the year on one page.
ON
OpenFree with email
Financial Health
Reserve Fund Health Check
See how your reserve fund compares to similar buildings in minutes.
Canada
OpenIn the works
12 more toolkits being written
Each one gets checked against provincial rules before it goes up. Join the newsletter and we’ll send them as they land.
- Audit-Readiness Check
- Budget Season Checklist
- CAT Decisions Decoded
- Contractor Insurance Verification Checklist
- Director Liability & D&O, Plain English
- Emergency & Incident Response Plan Template
- Insurance Renewal Prep Checklist
- Meeting Minutes: What Legally Must Be Recorded
- Quorum & Proxy Troubleshooter
- Special Assessment Playbook + Cost Calculator
- Vendor RFP Template Pack
- Virtual Meetings & E-Voting: What's Allowed