Whether you’re managing a seasonal changeover for the first time or looking for ways to streamline your end-of-year operations, this workshop will give you the intel and tools you need to get better at navigating the transition year after year

  • How to shut down winter systems and start up systems used in the summer

  • Get ahead of maintenance and housekeeping tasks now allows you to focus on caring for principals and guests during each of the seasons

  • Help everyone on your team prepare for the busiest times of year

  • Pace and plan changeover tasks

  • Ensure your vendors are available when you need them

Manage seasonal changeovers with ease

Enroll today

Course curriculum

    1. Welcome!

    1. Fall Changeover

    2. Fall changeover master task list and checklists template

    3. Sample fall changeover maintenance task list

    4. Sample fall changeover master task list for contractors

    5. Sample fall changeover master task list for housekeeping

    6. Sample winter maintenance task list

    7. Sample winter inspection checklist

    1. Spring Changeover

    2. 2024 sample calendars

    3. Annual contractor planner template

    4. Guest arrival checklist template

    5. Spring changeover master task list template

    6. Sample spring cleaning task list

    7. Sample spring-summer contractor task list

    8. Sample spring-summer inspection list

    9. Sample spring-summer maintenance task list

    10. Sample planners

About this course

  • $250.00
  • 18 lessons
  • 3.5 hours of video content

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.”