Household Operations Assessment

In addition to a house manual, most homes with full-time staff need the structure of a not-so-small business:

Defined Service Expectations, Policies and Procedures

Shared Calendars and Document Storage

Staffing Hierarchy, Assessments, and Job Responsibilities

Risk Management

Financial Tracking and Recordkeeping

Leadership Expectations

Beyond your property's housekeeping and mechanical service needs, reducing staff turnover and ensuring a return on your investment often become areas of focus for homeowners. A well-thought-out business structure can help. Most Estate and House Managers don't have the time to address these issues and meet their day-to-day demands. Kelly will work with your leadership to evaluate your household operation for missing pieces that, once resolved, will ease day-to-day operational challenges and create a path forward toward strategic service and property improvements.

Within ten working days of her visit, you’ll receive:

  • A Discovery Summary with issues and challenges

  • An Action Plan with step-by-step solutions

  • House Manual Templates to complete initiatives

  • A Trello Board to track progress on Action Plan Initiatives

Schedule a call with Kelly to discuss your household operational needs and let her ease the burden from your shoulders. With her support, you can be confident that your daily service will stay on track, allowing you to focus on other important aspects of your life.

Here are some areas to explore:

    • Service and Operations Preferences

    • Communication Flow

    • Standard Operating Procedures

    • House Manual System Functionality

    • Financial Recordkeeping, Budgets, and Expense Reporting

    • Software, Apps, Document Naming and Storage, and File Sharing

    • Strategic Planning

    • Work Flow Chart

    • Job Descriptions

    • Business Policies

    • Training, and Cross-Training

    • On-/Off-Boarding, Coaching, Action Plans, and Disciplinary Notices

    • Emergency Preparedness

    • Privacy and Security

    • Contractor Policies and Documentation

    • Defining Leadership

    • Weekly Property Reporting

    • One-on-one and Team Meeting Criteria