Guides, checklists, and whitepapers to help your board manage capital projects, protect against disputes, and keep records that hold up under scrutiny.
This free checklist helps property and portfolio managers score their governance health across 7 critical areas — from decision records to manager transition readiness. Identify gaps before they become disputes.
A 15-point self-assessment for board members to evaluate record-keeping practices — from email access to dispute readiness.
A plain-language summary of what personal liability board members carry, what the Business Judgment Rule requires, and what happens when records don't exist.
End-to-end guide for managing capital projects from bid to completion — covering vendor selection, scope approval, change orders, board turnover, and dispute-ready documentation.
Side-by-side comparison of managing capital project records in shared Google Drive folders vs. a purpose-built governance system.
Evaluation framework and criteria matrix for boards shopping for project governance tools — with 10 questions to ask in any demo.
Best practices for board vendor payment workflows — approval tiers, segregation of duties, documentation requirements, and audit trail standards.