The Essentials of Household & Estate Management
Private 1-on-1 Coaching
Course Overview, Manual Introduction, and Key Concept
Soft Skills Assessments
Chapter 1 Overview
LLC or No LLC
Accounting Codes & Chart of Accounts
Vendor Management
Human Resources
Staff Leadership (No, Not Management)
Book your 1-on-1 to review Chapter 1
Draft a Vendors Policies Document
Begin a Vendor Contact List
Chapter 2 Overview
Profiles
Profile Examples Video
Policy Documents
Checklists & Task Sheets
Checklist & Task Sheet Samples Video
After-Action & Incident Reports
How-To Documents
How-To Documents Samples Video
Site Plans
Site Plans Guide Video
Household Manual Index, Manual Template Inventory, and Manual Template Download
Book your 1-on-1 session to review Chapter 2
Create a Housekeeping Task Sheet
Create a Principal Profile
Chapter 3 Overview
Administrative
Family, Pet, and Guest Care
Safety & Security
Template Walkthrough
Book your 1-on-1 session to review Chapter 3
Create a Guest Profile
Fill Out 50% or more of the 0-Administration Discovery document
Chapter 4 Overview
Housekeeping & Laundry
Household Mechanicals & Technology
Food & Beverage
Template Walkthrough
Book your 1-on-1 session to review Chapter 4
Fill Out 50% or more of the 0 - Housekeeping Discovery document
Create a Arrival & Departure for a staff member of your choice
Chapter 5 Overview
Property & Grounds
Fleet Management
Events & Entertainment
Template Walkthrough
Book your 1-on-1 session to review Chapter 5
Create a Vehicle Profile
Create Three HVAC System Inspection Checklist Tempaltes
Hard Skills Assessments
The Keys Class is where we discuss the soft skills needed to balance friendly and professional behavior and when to draw boundaries and define priorities.
You will have six 1-on-1 sessions with Peter to discuss your assignments and review any questions you have about the preceding chapter.
You will receive over 250 templates and resource documents in Word, Excel, and PDF format. Delivered upon completion of Chapter 2.
Have tangible examples to demonstrate your capabilities!