Take on bigger, more exciting projects

Whether you’re just getting started and aspiring to take on more, or you’re looking for ways to streamline the work you’ve done for decades, this workshop will give you a modern approach to managing projects from start to finish

  • Keep track of the moving pieces, from deadlines to budgets

  • Report on progress and communicate effectively with your principals

  • Bring the best out of your staff and vendors

Every principal has dreams for their property

Whether you're building a home on a 200-acre ranch, renovating a historical house, overhauling lighting or installing a green roof, projects give estate managers a chance to stretch beyond everyday household operations and thrive in their roles, serving as the missing puzzle piece between their principals and the people who bring their vision to life. Walk away from this workshop feeling ready to turn any big idea into a reality.

Course curriculum

    1. Welcome!

    1. Session 1: Principals (part 1)

    2. Session 1: Principals (part 2)

    3. Session 1: Principals (Q&A)

    1. Homework step 1

    2. (Sample) Initial meeting minutes

    3. (Sample) Followup meeting minutes

    4. Homework step 2

    5. Homework step 3

    6. Homework step 4

    1. Session 2: Projects

    1. Homework part 1

    2. Homework part 2

    3. Homework part 3

    4. (Sample) Work pending list

    5. (Sample) Contractor to-do list

    6. (Sample) RFP

    7. (Sample) Vendor contract

    8. (Sample) Bid comparison sheet

    1. Session 3: Staff

About this course

  • $350.00
  • 21 lessons
  • 5 hours of video content

Take on bigger projects and thrive in your role

Meet your instructor

Shelby Boudreau

Instructor & Estate Management Expert

The modern household management workshops are led by Shelby Boudreau, a seasoned estate manager with two decades of experience managing luxury properties and growing estates. In these courses, she draws from her own experience scaling a 16–property estate, and shares tried and true methods for managing household operations. “As someone who has walked in your shoes, it’s my goal to teach you the importance of connecting the dots between people and properties,” says Shelby. “I want to help you elevate your skills, gain the respect of your team members, and walk away from this course with the knowledge and confidence to thrive (instead of survive) as an estate manager.”