INDEPENDENT SUPPORT FOR YOUR ASSOCIATION
Protect. Integrate. Verify. Oversee. Transition.
Know where things stand. Focus on what needs your decision.
See How P.I.V.O.T. WorksP.I.V.O.T. Transition Command Center
PIVOT helps your Board understand how the Association is governed and managed, address concerns with its current management company, and coordinate a change if your Board decides one is needed.
We organize the information, coordinate agreed follow-up, and explain what is complete, what is outstanding, and what needs your attention.
Your Association stays in control—whichever management company your Board chooses.
THE PACT FRAMEWORK
Partner. Assess. Consult. Transition. Four distinct ways to help Associations and the organizations that serve them.
For management companies and related providers
We help build repeatable onboarding, offboarding, records and administrative processes, with agreed tools, staff guidance and technology support.
Agreed methods, tools and support for repeatable work.
For Associations
We review agreed areas of governance, management, operations and readiness. You receive a clear summary of what is working, what needs attention and practical next steps.
A dated picture of strengths, gaps and priorities.
For Associations
We look into specific management concerns and help establish measurable improvement actions. Keeping a management relationship that improves can be a successful outcome.
Clear findings and a practical improvement plan.
For an authorized Association handoff
We coordinate the records and financial-information handoff, track missing items, and keep responsibilities clear. You receive progress updates and a final summary of completed and outstanding work.
A documented handoff, with remaining matters visible.
Not sure where to begin? Take the HOA Health Check to identify topics worth a closer look.
WHEN YOUR ASSOCIATION CHOOSES CHANGE
When the Board authorizes a management change, PIVOT helps organize the records, responsibilities, financial information and unresolved matters involved.
Establish the agreed scope, responsibilities and authorized participation.
Organize records and coordinate information from the participating teams.
Review what has been received and make gaps and outstanding questions visible.
Coordinate follow-up, responsibilities and progress throughout the transition.
Document the handoff, acceptance and any work that remains outstanding.
Oversight and coordination continue throughout the transition. Do you need to know where you stand? Take the HOA Health Check.
Agreed responsibilities and the next person who needs to act.
Received records, missing items, outstanding questions and follow-up.
What was delivered, what was accepted and what remains open.
FOR COMMUNITY ASSOCIATION MANAGEMENT COMPANIES
Whether your company is taking on an Association or handing one off, PIVOT provides independent transition coordination centered on the Association.
Know what has arrived, what is missing, and what your team needs to review before accepting the handoff.
Work from clear requests and responsibilities, document what you provide, and identify items needing clarification or follow-up.
PIVOT is independent of the management company selected by the Board. A company’s role as payer or service partner does not replace Association authority.
Enter the Transition Command Center to sign in and continue your authorized work.
P.I.V.O.T. Transition Command Center