Templates

Downloadable-style checklists and planning templates for AGMs, elections, and proxy collection.

AGM & Meetings

Checklist for preparing and delivering compliant notice packages for Ontario condominium owners' meetings.

AGM & Meetings

A structured agenda template for Ontario condominium owners' meetings including AGMs and special meetings.

AGM & Meetings

Checklist for Ontario condominium turnover meetings — notice, first owner board election, records handover, and post-turnover planning.

Checklist for accepting, verifying, and publishing director candidate nominations for Ontario condo elections.

Voting & Elections

End-to-end checklist for planning and running director elections at Ontario condominium owners' meetings.

Voting & Elections

A formal record template for documenting vote outcomes at Ontario condominium owners' meetings.

A verification checklist for owners and managers reviewing condominium proxy forms before submission and registration.

Proxies & Quorum

A live tracking sheet for counting represented voting units toward quorum at Ontario condo meetings.

A reusable agenda template for Ontario condominium board of directors meetings.

A comprehensive step-by-step checklist for planning an Ontario condo annual general meeting from notice through post-meeting filings.

Checklist for Ontario condos preparing electronic or hybrid voting at owners' meetings and elections.