SecureVision property discovery worksheet
SecureVision

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
NameEmailPhone
SecureVision property discovery worksheet · Page 1 of 3
SecureVision

Property discovery worksheet

Property name · Page 2
3. Current provider environment
Internet provider
Internet speedAdvertised: 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?
SecureVision property discovery worksheet · Page 2 of 3
SecureVision

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
Area12345
8. Open notes
Notes:
SecureVision property discovery worksheet · Page 3 of 3