Property Management Assessment Report

---
name: property-management-assessment-report
description: |
  Assess landlords, tenants and leaseholders and write a defensible findings report as a property manager.
  TRIGGERS - Use when a property manager needs a assessment & findings report for landlords, tenants and leaseholders in managed properties and management offices.
category: Property Management
license: MIT
version: 1.0
---
# Assessment & Findings Report — Property Management

Assess landlords, tenants and leaseholders and write a defensible findings report as a property manager. The deliverable is a structured assessment report with findings, evidence and recommendations.
This skill is written for a property manager working with landlords, tenants and leaseholders in managed properties and management offices.

## When to use
- You are a property manager preparing, delivering or reviewing this part of your work in managed properties and management offices.
- You need a defensible, repeatable approach that produces a structured assessment report with findings, evidence and recommendations.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Service charge | leaseholders' contribution to shared building costs |
| Arrears | rent or charges unpaid after the due date |
| Section notice | a formal legal notice used in property matters in some jurisdictions |

## Workflow
1. **Step 1** - Review the intake record and tenancy agreements so the assessment builds on verified information, not assumptions
2. **Step 2** - Carry out the assessment using property management systems, following the recognised method for managed properties and management offices
3. **Step 3** - Compare findings against the benchmarks behind rent collection rates and note where evidence is strong, weak or missing
4. **Step 4** - Draft the report: findings first, then interpretation, then recommendations in priority order
5. **Step 5** - Check the draft for accuracy and for safety certificates expired; have it reviewed where the profession's standards require a second sign-off

## Profession-Specific Components
| Component | Details for Property Management |
|-----------|-------------------------------|
| Core documentation | tenancy agreements; inspection reports; maintenance requests; service charge accounts |
| Core tools & equipment | property management systems; contractor networks; payment platforms; communication apps |
| People involved | landlords, tenants and leaseholders; the property manager; colleagues and other services in managed properties and management offices |
| Primary record | tenancy agreements — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in managed properties and management offices] | **Objective:** [What this must achieve] | **Audience:** [landlords, tenants and leaseholders and other stakeholders]

The finished output is a structured assessment report with findings, evidence and recommendations, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in tenancy agreements.
2. **Short-term:** Complete the workflow steps and record outcomes against rent collection rates.
3. **Medium-term:** Review results, close actions, and update local procedures in managed properties and management offices.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| rent collection rates | Agree a local target and track the trend | Measured from tenancy agreements and reviewed on a set cycle |
| repair completion times | Agree a local target and track the trend | Measured from tenancy agreements and reviewed on a set cycle |
| tenant satisfaction | Agree a local target and track the trend | Measured from tenancy agreements and reviewed on a set cycle |
| compliance certificate currency | Agree a local target and track the trend | Measured from tenancy agreements and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: safety certificates expired.
- Never let this happen: deposit disputes.
- Never let this happen: unresponsive repairs.
- Work only within the competence and authority of a property manager; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to managed properties and management offices's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A property manager in managed properties and management offices applies this workflow for landlords, tenants and leaseholders: they open
tenancy agreements, work through the five steps using property management systems, and close by recording
the outcome against rent collection rates and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)