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Category: Pro Blog

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.

2023 Board of Directors // Lisa Desboines-Murray

We are pleased to announce that Lisa Desboines-Murray has joined our Board of Directors. Lisa will serve as an industry advisor for 2023.  Lisa’s experience working with candidates and and building a mentorship program will guide the network in our mentorship endeavors.

Starting an Estate Management Business

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.

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

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.

Managing a Luxury Car Collection

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

Cover Your Assets // Understanding Service Contracts

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

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

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

Household Safety Training

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

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