Property discovery worksheet
Property name · Prepared
1. Property information
| Property name | |
| Property address | |
| Total units |
Property type:
Occupancy type:
Common areas:
2. Key stakeholders
| CAM / property manager | |
| CAM email | |
| CAM phone | |
| Property advocate | |
| Advocate email | |
| Advocate phone |
Board members / decision makers
| Name | Phone |
|---|
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Property discovery worksheet
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3. Current provider environment
| Internet provider | |
| Internet speed | Advertised: Actual: |
| Internet cost | |
| TV provider | |
| TV package | |
| TV cost | |
| Phone provider | |
| Existing contract end date |
Contract auto-renews:
4. What's driving the change?
Primary pain points:
Why are you considering a change now?
What do residents and leadership like about the current service?
What do they like least?
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Property discovery worksheet
Property name · Page 3
5. Success criteria
Additional notes or priorities:
6. Timeline and decision process
| Target go-live date | |
| Next board meeting | |
| Other board meetings | |
| Additional stakeholders |
Competitive bids expected:
7. Discovery scorecard
| Area | 1 | 2 | 3 | 4 | 5 |
|---|
8. Open notes
Notes:
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