Free FM tool · Excel template
New Building Takeover Checklist
Everything to collect when you take on a building, so nothing gets lost in the handover and you know exactly what you're inheriting.
What's inside
- 37 handover items across 8 categories, each with a note on why it matters
- Compliance essentials: compliance schedule, BWOF and Form 12As, evacuation scheme, asbestos and seismic information
- Contracts, access, tenant contacts, utilities, budgets and maintenance history
- A status for each item (Received, Requested, Missing or Not applicable), plus where it's kept
- A summary showing how complete the handover is, by category
How to use it
- 1Add the building details at the top of the checklist.
- 2Work through each item and set its status.
- 3Record where each document is kept.
- 4Chase anything marked Missing in your first two weeks.
How Drone Group helps
Get a visual baseline on day one
When you take on a building, Drone Group can capture high-resolution and thermal imagery of the whole exterior, giving you a clear record of its condition from the start.
More free FM tools
BWOF & Compliance Schedule Tracker
Specified systems, IQP inspection dates and renewals across all your buildings.
Exterior Condition Inspection Template
Walk a building's exterior, rate every element 1–5 and get an automatic summary for the owner.
Questions
When should I use this checklist?
As soon as you know you're taking over a building, ideally before the previous manager moves on. Missing documents are much easier to find while they're still involved.
What does it cover?
37 items across compliance, building documents, contracts and suppliers, access and security, tenants, utilities, finances and the building's condition history.
How do I track progress?
Mark each item Received, Requested, Missing or Not applicable. The summary sheet shows how complete the handover is for each category.
Provided free by Drone Group as a general guide. Requirements vary by building; check compliance obligations with your council and specialists.