The Essentials of Household & Estate Management course will be offered in partnership with Estate Management Solutions.
This course will provide concrete and proven methods to help you manage your service environment & become a better professional. Upon completion, you will have the skill set and resources needed to create a Household Manual.
Peter Van Ryder of Estate Management Solutions has designed this training with the understanding of the ever-changing nature of our profession. Content has been developed based on real life Estate and Household Management experiences and input from a variety of industry professionals. This class will continue to change as our industry evolves.
The Essentials Course will take place over two days and span fourteen-hours, 9 am – 5 pm each day. Based on class attendance and interaction this time can shrink or grow. However, all information will be covered in a reasonable time. Your class will begin by covering intangibles that no one covers in the industry. Moving forward into the rest of day-one and day-two you will learn how to compartmentalize the estate or residence in which you work. Specifically, we will tackle the integration of this information to help with: accounting, task sheets, punch lists, administrative duties, and creating the components of a Household Manual.
Space is limited to 8-10 to facilitate interaction.
What Will Be Covered?
Day 1
Starting Your New Job
Ego vs. Confidence
Start Preparing For Your Departure Now
Communication Is Key
Find Your Place In The Home
Working With Your Principal
Remember: You Are Never Alone
Managing Staff
Principal & Household Profile
Vendor Management
Day 2
Estate Compartmentalization
Components of a Household Manual
Human Resources
Accounting
Setting Up a Chart of Accounts
Reporting
Establishing a Budget
Task Sheets
Project Punch Lists
“How-To” Documents
What is Included?
- Course Book
- Copy of the PowerPoint presentation in PDF format
- Copies of Trainer’s Resume for Your Reference
- Copy of Trainer’s Full Disclosure Document
- Preferred Placement Agency List
- Employment Agreement Template
- Separation Agreement Template
- I-9 & W-4 Forms
- IRS Publication 926 – Household Employer Tax Guide 2016
- Budget Comparison Spreadsheet
- Environmental Goals template
- Estate Compartmentalization Discovery Questions
- Basic Housekeeper Job Description
- Employee Information Questionnaire
- Hypoallergenic Cleaner Recipe