Written by 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
Written by 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.
Written by EMN
We received a lot of follow-up to the recent EMC23 talk ‘Estate Management as a Business’. Many of your questions were ‘How do I get started’? To address that, we’ve put together a workbook to help you organize your purpose and goals for starting your new business.
Written by Kimberly Varney
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
Written by Kimberly Varney
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.
Written by Kimberly Varney
While it may sound Bond-esque to some to have a luxury car collection strewn across the world ready for use wherever one lands, to an EM, it sounds like an asset-tracking ‘challenge’. PRO MEMBER CONTENT
Written by Kimberly Varney
I love contracts. I like knowing what I’m obligated to and what the vendor is obligated to, in very clear terms. I’m spending someone else’s money on someone else’s property, so I want to make the right decisions and I want to be covered. PRO MEMBER CONTENT
Written by Kimberly Varney
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
Written by Kimberly Varney
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
Written by EMN
Being knowledgeable of safety standards and best practices can mean the difference between a smoothly running household and accidents or injuries for yourself or your staff. As the Estate Manager, you should provide guides, instructions, and manuals as well as include MSDSs in easily accessible notebooks or your Estate Manual for your staff to access when needed. Here are some item to include in your training and manual… PRO MEMBER CONTENT
Written by EMN
ABOUT THIS TALK
What do you need in your toolbox to be a successful Estate Manager? Find out what resources are available and help us determine what is needed. The panel will be followed by a breakout Q&A / workshop that you’ll automatically be seated in when the discussion ends so that you can add to the conversation.
Written by Kimberly Varney
HomeZada is a great tool for building a home inventory. It’s cloud-based, offers a desktop client and mobile app, and is highly intuitive, cutting the time it takes to get work done. While HomeZada is very easy to navigate, we’ve put together this easy set-up guide to get you to the home inventory tool as quickly as possible. PRO MEMBER CONTENT
Written by EMN
As of January 1, 2022 all domestic worker employers in Chicago will be required to provide a written contract to their workers. Below are comprehensive sample contracts for home cleaners, nannies / childcare workers, and caregivers created by Arise Chicago. PRO MEMBER CONTENT
Written by Kimberly Varney
Of all of the things that need to be streamlined and organized, communication should be at the top of any Estate Manager’s list. Slack pulls a huge portion of minor texts and emails out of your inbox and into a repository for the entire team to reference and creates a platform for targeted group communication. Here’s how to set up Slack for your team. PRO MEMBER CONTENT
Written by Kimberly Varney
Encircle offers a variety of inventory products for all kinds of professionals from insurance adjusters to remediation specialists. Encircle is accepted as the industry standard by major insurance providers The home inventory product we’ll be discussing is a free product geared toward homeowners and property managers. In this guide we’ll show you how to get set up and start taking inventory. PRO MEMBER CONTENT
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