1 · Money & banking

Bank access transferred: outgoing signers removed, incoming signers added (do this in person at the bank).
Current balance documented for every account — operating and reserve.
Reserve fund balance and the most recent reserve study or funding plan.
This year's budget plus actual income and expenses to date.
Outstanding dues and delinquencies — who owes what, and any payment plans.
Recurring bills and any unpaid vendor invoices.
Dues-collection and payment logins (bank bill-pay, Zelle, Venmo, Stripe, etc.).
EIN, tax filings, and CPA / bookkeeper contact.

2 · Documents & records

Declaration / CC&Rs, bylaws, and the current rules and regulations.
Full meeting-minutes archive (board and annual meetings).
Insurance policies — property and Directors & Officers (D&O) — with agent contact and renewal dates.
Contracts, warranties, and manuals: roof, elevator, boiler, HVAC, landscaping, snow removal.
Vendor list with contacts and account numbers.
Permits, inspection reports, and any open code items.

0–5 min — Walk the money: balances, budget, and delinquencies.
5–15 min — Hand over every login and confirm each one works, together.
15–22 min — Review open items and name who owns each next step.
22–30 min — Confirm where every document lives and how the next person finds it.