Proof Before Commitment
Sample management pack
The five documents below represent the core of what a client receives from us each month, each quarter, and each year. This is what your management pack looks like — before you commit.
All figures in samples are anonymised and for illustration only.
1. Monthly Income & Expenditure Report
A sample monthly I&E report showing actual spend vs approved budget, outstanding invoices, bank reconciliation summary, and current arrears position.
- Budget line items with YTD actuals
- Variance analysis (over/under)
- Arrears by unit with ageing
- Bank balance as at report date
2. Maintenance & Works Log
A sample works log extract showing open and closed maintenance orders with contractor, category, raised date, target completion, and actual cost.
- Works order reference and description
- Category: reactive / planned / emergency
- Contractor name and appointed date
- Status and completion date
3. Compliance Dashboard Export
A sample compliance register showing all statutory certification requirements, expiry dates, renewal programme, and current status per certificate type.
- Fire risk assessment status
- Asbestos management survey
- Lift thorough examination
- Legionella risk assessment
- Electrical installation condition report
4. Quarterly Management Board Pack
A sample board pack covering the preceding quarter: KPI summary, financial forecast, major works update, and compliance certificate status overview.
- KPI scorecard with definitions
- Financial forecast to year-end
- Capital works programme update
- Compliance summary and actions
5. Resident Communication — Planned Works Notice
A sample notice to residents/leaseholders regarding upcoming planned maintenance, including access requirements, contractor details, and programme dates.
- Works description and scope
- Contractor name and contact
- Access dates and times required
- Contact for queries