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
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.
Starting an Estate Management Business
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.
Creating an Estate Manual with Marta Perrone
EMN
Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.
Estate Management as a Business
EMN
We’ll hear from 4 individuals offering estate management services who will discuss alternative careers in Estate Management.
Emergency Response Planning
EMN
Chris Milu will share the essentials for developing your ERP and connecting with the resources needed to execute it.
The Hierarchy of Estate Management
EMN
Our panel breaks down the key roles of Property Manager, House Manager, Estate Manager and Director of Residences and each role’s expectations of skills, education, experience, and compensation.