The Essentials of Household & Estate Management
Q2 (May & June) Group Course
Welcome Message & Information
Key Resource Documents
Soft Skills Assessments
Essentials Group Kickoff Session: May 5th
Chapter 1 Overview
LLC or No LLC
Accounting Codes & Chart of Accounts
Vendor Management
Human Resources
Staff Leadership (No, Not Management)
Draft a Vendors Policies Document
Begin a Vendor Contact List
Essentials Group Chapter One Review: May 12th
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
Create a Housekeeping Task Sheet
Create a Principal Profile
Chapter 3 Overview
Administrative
Family, Pet, and Guest Care
Safety & Security
Template Walkthrough
Create a Guest Profile
Fill Out 50% or more of the 0-Administration Discovery document
Essentials Group Chapter Three Review: May 26th
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.
Upon successful completion of the course, you will get an additional 1-on-1 session with Peter to discuss any questions or obstacles you are facing in your career or job search.
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.