A property manager's hands handing documents to a second pair of hands

This course is designed to help managing agents and senior leaders develop and implement robust mobilisation processes when taking on new estates. Effective mobilisation not only sets the tone for long-term management success but also ensures that vital information is collected early, risks are identified, and operational issues are minimised. Poor mobilisation can lead to delays, compliance issues, and reputational damage—this course aims to help you avoid those pitfalls.

Presenter

John Ward

Insight Property Consultancy
John Ward is the founder of Insight Property Consultancy and a MTPI qualified residential and leasehold property manager with over 19 years’ experience in the sector. His career has been shaped by working across complex and mixed use developments, supporting clients with service charge budgeting, managing agent tendering, compliance, and bespoke training.
John Ward

What You'll Learn

• The importance of a structured mobilisation process
• Key information requirements for new site handovers
• How to set up a site for long-term operational success
• Compliance essentials during mobilisation
• Common pitfalls and how to avoid them
• Developing a practical mobilisation checklist
• Questions to ask during handover to uncover hidden issues
• Tools and strategies for ensuring nothing is missed during mobilisation

Who Should Attend?

• Managing Agents responsible for new site mobilisations
• Senior leadership involved in estate management and operational oversight

Delivery Format

Online: One half-day session (3 hours)

Level / Qualification Mapping

General Level:
Intermediate

TPI Qualification Mapping:
The learning outcomes in this course would be helpful for those taking their Level 3 Qualification, especially in reference to Unit 3

Any further queries about this course please email: [email protected]

Fees

Membership levelPrice
Members £60.00
Non Members £100.00

Interested in attending?

Unfortunately this course isn't scheduled to run at the moment, but please register your interest and we will email you as soon as new dates are arranged.

Register Interest