Training Resources
Practical templates, checklists, and tools included with the training program to support your work as a consortium administrator.
Practical Materials You Can Use Immediately
Each module includes editable templates and tools designed for real consortium management work. These resources save preparation time while helping you maintain professional standards.
Legal & Compliance
Templates and checklists to help you track documentation requirements and maintain proper records.
- Legal compliance checklist
- Documentation tracking system
- Record-keeping templates
- Quick reference guide for regulations
Expense Management
Ready-to-use formats for preparing and presenting expense statements clearly and professionally.
- Expense statement templates
- Calculation worksheets
- Presentation formats for owners
- Supporting documentation checklists
Supplier Management
Tools for evaluating, selecting, and monitoring service providers for building maintenance.
- Supplier evaluation checklist
- Contract review template
- Service quality tracking forms
- Vendor communication templates
Payment Tracking
Systems and templates for monitoring payments and managing communication about late payments.
- Payment tracking system
- Communication templates for defaults
- Documentation checklists
- Follow-up scheduling tools
Assembly Management
Complete set of tools for planning, conducting, and documenting productive owner assemblies.
- Assembly agenda templates
- Meeting facilitation guides
- Minute-taking formats
- Post-meeting follow-up checklists
Financial Reporting
Templates for creating clear financial reports that demonstrate transparency and responsible management.
- Financial report templates
- Supporting documentation organization
- Presentation guides
- Owner communication formats
Designed for Practical Use
All templates and tools are provided in editable formats that work with commonly used software. You can customize them to match your consortium's specific needs and preferences while maintaining professional presentation standards.
The resources are designed to be immediately usable - not theoretical examples requiring extensive adaptation. They reflect actual documents and systems administrators use in real consortium management work.
Templates include guidance on customization and use, helping you understand how to adapt them appropriately for different situations while maintaining their effectiveness.
How Resources Support Learning
The templates and tools work together with the explanatory content and exercises in each module. As you learn concepts, you have ready-to-use materials that help you apply that knowledge in your actual consortium management work.
Rather than needing to create documents from scratch, you can focus on understanding the underlying concepts and adapting proven templates to your specific situation. This approach saves time while helping ensure you're following appropriate practices.
Case studies throughout the training materials show how other administrators have used these same resources in real situations, providing context for effective use and adaptation.
Ongoing Reference
Once you have access to the training materials and resources, you can refer back to them as needed throughout your work as an administrator. The templates and tools remain useful reference materials as you encounter different situations and need to prepare various documents.
This ongoing access means you're not limited to using materials only during initial training. You can return to specific templates, review relevant guidance, and refresh your knowledge on particular topics as circumstances require.
Get Access to Training Resources
Contact us to learn more about the training program and included materials.