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Practical guide

How to Keep Owners Informed on the Progress of Works

Keeping owners informed on the progress of works is what separates a site managed with transparency from one experienced with anxiety and suspicion. An extraordinary maintenance job lasts weeks or months, involves significant outlays and affects daily life in the building. Those who pay want to know where the works stand, how much has been spent against what was approved and whether variations are underway. This guide explains how to set up regular updates, what information to include in each communication, how to document progress reports and payments and how to handle unexpected events and variations without losing the meeting's trust.

Checklist for works updates

  1. Set a fixed update cadence from the start of the site
  2. State in each communication the percentage of progress and completed phases
  3. Compare spending incurred with the amount approved by the meeting
  4. Document the works progress reports and the related payments
  5. Report variations, unexpected events and time slippages promptly
  6. Attach photos or certifications when useful to attest progress
  7. Track the tax deductions and related obligations

Establishing an update cadence

The first mistake is communicating only at the start and the end of the works, leaving owners in the dark for the whole intervening period. Silence during the site generates phone calls, individual requests and the feeling that something is not going as planned. A fixed update cadence prevents all this.

The frequency must be calibrated to the duration and complexity of the intervention. For a site of several months a monthly update, or one tied to the completion of each phase, is reasonable. What matters is that the cadence is stated in advance, so that owners know when to expect news and do not have to chase it.

What to include in each update

An effective update always answers the same underlying questions: where the works stand, how much has been spent, whether the timeline is being met and whether there is any news. Answering these questions in a structured way makes each communication comparable with the previous one and shows the progression over time.

The essential information concerns the progress of the phases, the spending incurred against the approved amount, adherence to the schedule and any issues that have emerged. An update that merely says the works are proceeding, without figures and references, does not inform: it only reassures on the surface.

  • Completed phases and current phase, with percentage of progress
  • Spending incurred to date against the approved amount
  • Status of the schedule and forecast completion date
  • Variations, unexpected events and decisions to be taken

Documenting progress and payments

Transparency on works rests on documents. The works progress reports, the payment certificates and the contractor's invoices must be kept and made available, so that the owner can verify the correspondence between what has been paid and what has been done. This verification is the heart of oversight of the management.

It is good practice to link each payment to the contractor to the relevant progress report, avoiding advances not justified by works actually carried out. Documenting this link protects both owners and the manager, because it makes it immediately demonstrable that the funds have been used according to the meeting's resolution.

Handling variations and unexpected events

In condominium works unexpected events are frequent: irregularities emerging during the job, the need for additional interventions, cost increases. Hiding them or communicating them only at the end of the works is the sure recipe for dispute. The rule is timeliness: as soon as a significant variation emerges, it must be communicated.

Variations that substantially change the object or the cost of the intervention may require a new resolution of the meeting, according to the powers set by Articles 1135 and 1136 of the Italian Civil Code. Communicating in good time allows the meeting to be called when needed, avoiding proceeding with unauthorised expenses that an individual could later challenge.

Tools for orderly updates

Managing the communication of a site with scattered emails and separate spreadsheets is tiring and disorderly. Management software lets you keep the specifications, progress reports, payments and communications in one place, and publish them in the owners' private area in real time.

AmministraPro lets you link payments to the phases of the works, archive the intervention documents and inform owners through the private area and communications. On the /funzioni page you can see how maintenance, accounting and the owner portal work together, while /prezzi describes the plans suited to a firm or a single manager.

Frequently asked questions

How often should owners be updated during works?

There is no frequency set by law, but good practice suggests a regular cadence declared at the start of the site. For interventions of several months a monthly update, or one tied to the completion of each phase, is reasonable. The aim is to avoid long silences that generate individual requests and suspicion. Communicating predictably, even when there is no significant news, reassures owners and reduces phone calls to the manager.

Must the manager show the works progress reports?

The works progress reports, the payment certificates and the contractor's invoices are documents supporting expenses and fall within the owner's right of access. Making them available during the site, and not only when the works are finished, is the most concrete form of transparency. Linking each payment to the actual progress demonstrates that the funds are being used according to what the meeting resolved.

Does a variation to the works require a new resolution?

It depends on the scope of the variation. Marginal changes ordinarily fall within the management of the already approved intervention. A variation that substantially changes the object of the works or entails a significant cost increase may instead require a new resolution of the meeting, according to the powers of Articles 1135 and 1136 of the Italian Civil Code. Communicating the variation in good time allows the meeting to be called before proceeding with unauthorised expenses.

How do you communicate a time slippage?

A slippage must be communicated as soon as it becomes foreseeable, explaining its cause and stating the new forecast completion date. Hiding it until the last moment aggravates the dispute, because it adds the delay to the lack of information. An honest and timely communication, distinguishing causes attributable to the contractor from external ones such as weather conditions or supply delays, maintains owners' trust even when the timeline is not met.

How do you track the tax deductions tied to the works?

Interventions that give the right to tax deductions entail specific obligations, such as traceable payments and related communications. The manager must keep the necessary documentation and pass to owners the data useful to claim the benefits according to their respective shares. Keeping this documentation orderly and linked to the progress reports facilitates both the obligations and the subsequent verification by owners and their tax advisers.

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