Post-AGM council transition
How Pleno helps hand the strata to a new council after the AGM.
What it is
After an AGM, roles change. Pleno’s council transition tools help you rotate seats, keep a short overlap for outgoing executives, and avoid a hard cut that loses context.
What you can do
- Set or update the AGM date in the Council term card in Settings → People
- Start and complete a transition from the same Council term card
- Bring incoming council in from Settings → People, either by a council invite (as a council member or property manager) or by promoting an existing resident
- Assign a permanent role to anyone sitting in a transition member seat
- Keep outgoing executives in a temporary read-only overlap window
- Use the AGM banner prompts when rotation is due
Who can do it
Admins (president, VP, delegated PM) start and complete the transition. Council invites and role assignment are the president’s alone, and promoting a resident into council is the president or vice president. Transition members participate in confirming a president when that step applies.
Limits and things to know
- A transition can be started within 6 weeks before the AGM, or any time after the AGM date has passed.
- Overlap read-only still allows viewing maintenance and reports for 90 days from the AGM date.
- The outgoing vice president and treasurer keep their roles during the overlap. Before assigning the incoming council's roles, the incoming president moves them to another role with Change role in Settings → People:
- The strata can have only one vice president, so a new one can't be assigned while the outgoing one still holds the role.
- The outgoing treasurer keeps billing access (it isn't affected by read-only), so move them too unless they're staying on as treasurer.
- Anyone left in those roles becomes a full executive again once the 90 days end.
- Billing and admin powers follow the new role assignments — finish role transfer deliberately.
- Assigning a role to a transition member also moves their council term to the new role (or starts one) and clears any pending promotion, all in one step. If someone else changed them first, such as the president confirmation making them president, nothing changes and you're asked to refresh and try again.
- History on cards and documents stays with the strata regardless of who is on council.
- If your council passes role logins from person to person, record each hand-over with Change who uses this account.