Custom House Management System
SITE ASSESSMENT
Conduct a property walk-through and interview staff and principals to learn about service preferences and challenges related to property maintenance, teamwork, communication, training, policies, and procedures.
HOUSEHOLD CONTENT INVENTORY (Based on a 2,000-item inventory)
Building a database and photo inventory that includes item location, description, quantity, color, brand, and general condition.
Individual Images and Descriptions
Furniture, accessories, musical instruments, artwork, and antiques
Jewelry and watches
Dishware, glassware, silverware, and serving pieces
Housekeeping and personal preferred products
Regularly stocked food and beverages (excludes quantities of consumable products)
Mechanical equipment and appliances (Make, model, year, serial number)
Vehicles (Year, make, model, VIN, tag number, registration, and insurance card)
The client to provide:
Up to two-year maintenance history
Warranty information
Maintenance recommendations and frequency, special-order parts, and supplies
Preferred service provider, contact information, insurance certificates, licenses
Item cost and source.
MEMORANDUMS OF UNDERSTANDING
Based on interviews, conversations, and recommendations, EMS will create (1) draft document each for personnel and contractors with pertinent information relating to their work hours, property protection, communication, accidents, phone usage, dress code, site photography, inappropriate actions, invoice submissions, parking, and anything else that they need to know to be successful working on your property. The client will provide final edits.
12-MONTH MAINTENANCE CALENDAR
A maintenance database will be created from the household inventories for client approval. The database will include the item, maintenance task, frequency, and service provider (staff or sub-contractor). Once the client approves this document, EMS will create a 12-month maintenance calendar with daily, weekly, monthly, seasonal, and annual tasks.
EMERGENCY PREPAREDNESS PLAN
In addition to medical and natural disaster emergency procedures and supply lists, we’ll develop the following resources:
Fire extinguisher location map
Utility shut-off instructions
Evacuation map including local gas stations, ATMs, shelters, and emergency facilities
The client to provide:
Floor and site plans
Emergency contact information, grab-and-go evacuation list, and family plan
YOUR HOUSEHOLD OPERATING SYSTEM
(30) EMS templated boards for luxury home and lifestyle management
(100+) House manual templates
Links to training videos
(1) hour of 1-on-1 training or customization
NOTE: Ongoing cost include an annual subscription fee of $120/year/user.
Schedule your Household Management Assessment and let Kelly ease the burden from your shoulders to hers. 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.
Contact Kelly for variations such as additional staff training or specific policy development.
SITE ASSESSMENT
Conduct a property walk-through and interview staff and principals to learn about service preferences and challenges related to property maintenance, teamwork, communication, training, policies, and procedures.
HOUSEHOLD CONTENT INVENTORY (Based on a 2,000-item inventory)
Building a database and photo inventory that includes item location, description, quantity, color, brand, and general condition.
Individual Images and Descriptions
Furniture, accessories, musical instruments, artwork, and antiques
Jewelry and watches
Dishware, glassware, silverware, and serving pieces
Housekeeping and personal preferred products
Regularly stocked food and beverages (excludes quantities of consumable products)
Mechanical equipment and appliances (Make, model, year, serial number)
Vehicles (Year, make, model, VIN, tag number, registration, and insurance card)
The client to provide:
Up to two-year maintenance history
Warranty information
Maintenance recommendations and frequency, special-order parts, and supplies
Preferred service provider, contact information, insurance certificates, licenses
Item cost and source.
MEMORANDUMS OF UNDERSTANDING
Based on interviews, conversations, and recommendations, EMS will create (1) draft document each for personnel and contractors with pertinent information relating to their work hours, property protection, communication, accidents, phone usage, dress code, site photography, inappropriate actions, invoice submissions, parking, and anything else that they need to know to be successful working on your property. The client will provide final edits.
12-MONTH MAINTENANCE CALENDAR
A maintenance database will be created from the household inventories for client approval. The database will include the item, maintenance task, frequency, and service provider (staff or sub-contractor). Once the client approves this document, EMS will create a 12-month maintenance calendar with daily, weekly, monthly, seasonal, and annual tasks.
EMERGENCY PREPAREDNESS PLAN
In addition to medical and natural disaster emergency procedures and supply lists, we’ll develop the following resources:
Fire extinguisher location map
Utility shut-off instructions
Evacuation map including local gas stations, ATMs, shelters, and emergency facilities
The client to provide:
Floor and site plans
Emergency contact information, grab-and-go evacuation list, and family plan
YOUR HOUSEHOLD OPERATING SYSTEM
(30) EMS templated boards for luxury home and lifestyle management
(100+) House manual templates
Links to training videos
(1) hour of 1-on-1 training or customization
NOTE: Ongoing cost include an annual subscription fee of $120/year/user.
Schedule your Household Management Assessment and let Kelly ease the burden from your shoulders to hers. 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.
Contact Kelly for variations such as additional staff training or specific policy development.
SITE ASSESSMENT
Conduct a property walk-through and interview staff and principals to learn about service preferences and challenges related to property maintenance, teamwork, communication, training, policies, and procedures.
HOUSEHOLD CONTENT INVENTORY (Based on a 2,000-item inventory)
Building a database and photo inventory that includes item location, description, quantity, color, brand, and general condition.
Individual Images and Descriptions
Furniture, accessories, musical instruments, artwork, and antiques
Jewelry and watches
Dishware, glassware, silverware, and serving pieces
Housekeeping and personal preferred products
Regularly stocked food and beverages (excludes quantities of consumable products)
Mechanical equipment and appliances (Make, model, year, serial number)
Vehicles (Year, make, model, VIN, tag number, registration, and insurance card)
The client to provide:
Up to two-year maintenance history
Warranty information
Maintenance recommendations and frequency, special-order parts, and supplies
Preferred service provider, contact information, insurance certificates, licenses
Item cost and source.
MEMORANDUMS OF UNDERSTANDING
Based on interviews, conversations, and recommendations, EMS will create (1) draft document each for personnel and contractors with pertinent information relating to their work hours, property protection, communication, accidents, phone usage, dress code, site photography, inappropriate actions, invoice submissions, parking, and anything else that they need to know to be successful working on your property. The client will provide final edits.
12-MONTH MAINTENANCE CALENDAR
A maintenance database will be created from the household inventories for client approval. The database will include the item, maintenance task, frequency, and service provider (staff or sub-contractor). Once the client approves this document, EMS will create a 12-month maintenance calendar with daily, weekly, monthly, seasonal, and annual tasks.
EMERGENCY PREPAREDNESS PLAN
In addition to medical and natural disaster emergency procedures and supply lists, we’ll develop the following resources:
Fire extinguisher location map
Utility shut-off instructions
Evacuation map including local gas stations, ATMs, shelters, and emergency facilities
The client to provide:
Floor and site plans
Emergency contact information, grab-and-go evacuation list, and family plan
YOUR HOUSEHOLD OPERATING SYSTEM
(30) EMS templated boards for luxury home and lifestyle management
(100+) House manual templates
Links to training videos
(1) hour of 1-on-1 training or customization
NOTE: Ongoing cost include an annual subscription fee of $120/year/user.
Schedule your Household Management Assessment and let Kelly ease the burden from your shoulders to hers. 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.
Contact Kelly for variations such as additional staff training or specific policy development.
Operational issues to explore:
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Service and Operations Preferences
Communication Flow
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Standard Operating Procedures
House Manual System Functionality
Financial Recordkeeping, Budgets, and Expense Reporting
Software, Apps, Document Naming and Storage, and File Sharing
Strategic Planning
Landscaping and Irrigation Evaluations
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Work Flow Chart
Job Descriptions
Business Policies
Training, and Cross-Training
On-/Off-Boarding, Coaching, Action Plans, and Disciplinary Notices
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Emergency Preparedness
Privacy and Security
Contractor Policies and Documentation
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Defining Leadership
Weekly Property Reporting
One-on-one and Team Meeting Criteria