Household Management Training

Essentials of household & estate Management

This course will give you the skillset and resources to organize your service environment, write an household manual & become a better private service professional. 

I designed this training with the understanding of the ever-changing nature of our profession. Content was developed based on real life Estate Management experiences and input from a variety of industry professionals.  

The Essentials Course will take place over two days and span fourteen-hours:

Saturday, 9 am – 5 pm and Sunday, 9 am – 5 pm

"Essentials" will begin by covering the intangibles that no one in the industry covers. You will learn how to compartmentalize the estate or residence in which you work.  We will tackle the integration of this information, including accounting, task sheets, punch lists, administrative duties, and creating the components of a Household Manual. 

Covered in this workshop:

  • Starting Your New Job
  • Ego vs. Confidence
  • Start preparing for your departure now
  • Communication is Key
  • Find Your Place in the Home
  • Working with Your Principal
  • Remember: You are Never Alone
  • Managing Staff
  • Estate Compartmentalization
  • Components of a Household Manual
  • Human Resources
  • Setting Up a Chart of Accounts
  • Establishing a Budget
  • Reporting
  • Principal and Household Profiles
  • "How-To" Documents
  • Vendor Management

Included in the workshop:

  • Course Book
  • Copy of the PowerPoint Presentation (PDF)
  • Sample Résumé For Your Reference
  • Sample Full Disclosure Document
  • Preferred Placement Agency List
  • Employment Agreement Template
  • Separation Agreement Template
  • Estate Manual Index
  • I-9 & W-4 (current year)
  • IRS Publication 926 – Household Employer Tax Guide (current year)
  • Budget Comparison Spreadsheet
  • Environmental Goals Template
  • Estate Compartmentalization Discovery Questions
  • Basic Housekeeper Job Description
  • Hypoallergenic Cleaner Recipe

What is the refund policy?

50% refund up until 30 days before the event.  25% refunded from 30-10 days before the event.  No refund offered inside of 10 days.

Is lunch included?

Lunch is NOT included with this course.  This gives students time to stretch their legs and take a break outside of the training area.


Estate Management Training Class set-up in Baltimore at Precise Home Management's facility.

Estate Management Training Class set-up in Baltimore at Precise Home Management's facility.