Summerizing a Seasonal Home
Kimberly Varney
It’s that time of year again….It’s HOT in South Florida. Many of my fellow Estate Managers have headed north while we’re left to close up homes for the summer.
The Beauty of a Virtual Closet System
Kimberly Varney
A virtual closet allows an HM, Butler or Valet to create a comprehensive inventory of the principal’s wardrobe, making it easier to locate specific pieces when styling outfits, packing, or moving items between residences.
Appraising the Value of Art
Kimberly Varney
Knowing the value of a work of art is essential to properly protect and insure a piece for display, storage, loan, donation, or sale. The best way to get an accurate value is to commission an appraisal.
High Profile Privacy // An Intro to Nondisclosure Agreements
Kimberly Varney
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.
Standardizing Service with Task Sheets
EMN
Creating repeated task sheets can help streamline and automate routine tasks, saving time and reducing the likelihood of errors or missed details.
Do you Need a Company Vehicle Use Policy?
Kimberly Varney
A company vehicle policy outlines the rules and guidelines for the use of vehicles owned or leased by a company or principal. Having a company vehicle policy can help establish guidelines for the proper use and maintenance of company vehicles. PRO Content.
Writing a Request for Proposal
Kimberly Varney
Whether you’re building a custom home, commissioning a portrait, or planning an event, the RFP (Request For Proposal) should be your first step. The RFP provides background information and expectations to potential vendors and invites them to submit a proposal for the project. PRO MEMBER CONTENT
Creating a Punch List
Kimberly Varney
A punch list is a document that outlines the remaining tasks or issues that need to be addressed before a project is considered complete. It typically includes minor repairs, touch-ups, and other small items that must be finished or corrected before the project can be officially closed out. We’ll explain the process and have created a template for you.
The Exit Interview
Kimberly Varney
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.
Employee Expense Policies
Kimberly Varney
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. PRO Content