Estate Management Network

From the Author -

The Exit Interview

The best method for letting a staff member go is to conduct an exit interview as part of off-boarding. We’ve created a guide and templates that will explain the process.

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House Hacked (Yes, That’s a Thing Now)

As we begin a discussion on cybersecurity, where do ‘smart homes’ fit in? While I love the ease of resetting the alarm or  adjusting the lights the from my phone after hours, I have to consider how to mitigate the risks if my phone (or anyone on staff who had controls) was lost or hacked.

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Presenting Candidates to Your Principal

After a successful round of interviews, have you wondered how to present candidates to your principal without overwhelming them with a file of résumés, references, and recommendations? I’ve found that writing a brief of candidate sketches is the first step. PRO CONTENT

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Does Your Event Need a Waiver?

Each time our principals host a party, they’re exposed to certain liabilities ranging from accidental injury to the responsibilities of an open bar and privacy concerns. At what point do you need to cover your events with a waiver of liability?

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Event Planning Workbooks

Events require detailed tracking and organization. You need to be able to track your budget, Vendors contacts, guest lists, seating arrangements, to-do lists and ideas all in one place.

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Lead Time Realities

Once you’ve chosen frames and fabrics for custom furniture, you’ll be given a ‘lead time’, meaning the amount of time from the payment receipt to delivery of the furniture. This timing can be critical.

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Outsourcing Grounds Services

Most estate properties employ a small crew in-house to do the everyday maintenance and care for the grounds. When it comes to big projects or specialty services, however,  it may be necessary to outsource landscape needs. PRO MEMBER CONTENT

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Estate Staffing Design

A staffing design plan can be used to pitch your plans to the family office, the Chief of Staff, or whoever will need to approve your hiring. This exercise can also be the basis for your staffing budget, job descriptions, and scheduling.

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Cross-Training Household Staff

Cross-training among staff members is a great way to get everyone on the same page and to build consistency with service delivery. The experience provides an opportunity for employees to grow professionally while expanding their skill sets and strengthening their bond with the team.  PRO MEMBER CONTENT

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