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Category: Estate Admin

Documenting Employee Disciplinary Actions

Documenting disciplinary actions for domestic employees is necessary to comply with labor laws, ensure fairness and consistency, and provide a record for performance evaluation and improvement. An Estate Manager should include a progressive discipline policy in their Employee Handbook and Estate Manual. PRO Content

Estate Manual Essential: The Organizational Chart

Providing luxury service in a HNW residence demands highly-personalized attention to detail. One of the most effective tools for an estate team to deliver on that expectation is an organizational chart

Standard Operating Procedures

SOPs provide a common set of expectations for all stakeholders by establishing uniformity in task execution. With clear, step-by-step instructions, SOPs minimize variations in performance regardless of who is carrying out the task.

Emergency Communication

Effective emergency communication is a crucial aspect of property management and safety. When crises strike, whether natural disasters, security breaches,

Using Canva for Design Materials

Most of our templates are based in Google Suite or Canva; a free, cloud-based, entry-level, graphic design tool one can use to create a variety of content from flyers to guides and manuals.

Employee Expense Policies

A good employee expense policy and proper tools to facilitate expense reporting can lead to many positive outcomes, such as increased trust and productivity, improved morale, and easier financial management.

Navigating the Process of Requesting Additional Staff

Approaching the owner and/or their financial manager to discuss additional staffing needs requires a tactful and strategic approach. We’ve created a guide for Estate Managers with some key points to effectively communicate the need for expanding household staff, ensuring a successful outcome for all parties involved.

High Profile Privacy // An Intro to Nondisclosure Agreements

An individual may require a Non-Disclosure Agreement (NDA) to protect their privacy and personal confidential information. By having an NDA in place, they can legally require anyone who interacts with them to keep this information confidential. PRO Content.

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