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Category: Project Management

Post-Hurricane Property Inspection

As we face increasingly severe hurricanes due to climate change, it becomes critical to have a plan in place for post-storm recovery. We’ve updated our guide to incorporate new technologies and considerations that have emerged to enhance your efforts. 

EM Templates: Maintenance Planner

If you’ve ever received a call asking ‘Where are we on fixing the _____ “ you’ll understand the value of having the answer immediately available. A simple spreadsheet can provide a quick reference that can be used for answering that question, as well as planning, budgeting, tracking and reporting status and outcomes.

Ask an Expert – Leo Crane on Owner’s Representation.

For our inaugural ‘Ask an Expert’ chat, I had the opportunity to speak about Owner’s Representation with Leo Crane, the founder of Summit Point Consulting. Our conversation shed light on the role of an owner’s representative and the multifaceted challenges and strategies inherent in project management.

The EM Role in Construction Project Management

An Estate Manager can play a critical role in ensuring the success of a residential construction project. With their experience and expertise, they can help ensure that the project is completed on time, within budget, and to the satisfaction of the property owner. PRO content

Ensuring a Smooth Event // Run of Day Planning

A busy Estate Manager needs to be able to delegate and track the different stages of an event to be sure that all goes well. A simple template for writing down and sharing all of the details can be the key to a successful season.

Creating a Punch List

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 have created a template to organize the process.

Coastal California Story Pole Surveys

If you have managed a construction project in Los Angeles County, particularly in Malibu, you may have been asked to submit your ‘story pole survey’ to the Planning and Zoning Committee. So, what’s a story pole?

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