Looking to make a transition in private service? Use this handy skills checklist to help you identify your marketable skills.

1. Estate Management Skills Assessment
In the grid, please put a "star" or asterisk (*) next to any skill you possess. If it is a real area of
expertise, put two **. Next, if you want to do this work in your next position, put a "plus" + in
the right hand column. Some duties ask how often/ how many hours a week you are willing
to provide the service.
Want some help with your career planning? Contact us at PersonalTouchCareerServices.com
1. Administrative / Management/ Household Organization:
Skill Next job? Frequency?
Household Staff management (1-3 persons)
Household staff management (4+ persons)
Negotiate contracts with vendors
Supervise vendors on property
Source and screen new vendors
Budget creation
Budget management
Household payables/ Pay bills
Payroll
Staff benefits management
Staff scheduling, including vacations
Hire and fire staff
Train staff
Create household management manual
Records management
Liaison with family office/ business office
Physical organization of home
Management of multiple properties (1-3)
Management of multiple properties (4+)
Catalog of household items/ fine furniture
Fine art collection management/ rotation
Manage fleet of luxury vehicles (1-4)
Manage vehicles (5+)
Manage yacht or private jet
Coordination of travel (domestic, ground)
Coordination of international travel
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2. 2. Housekeeping Standards:
Skill Next job? Frequency?
Provide housekeeping (10,000 sf or LESS)
Provide housekeeping (11,000 - 20,000 sf)
Housekeeping (25,000 sf +)
Help picking up, such as in child's room
Train housekeepers
Supervise housekeepers
Proper care of silver, china, serving items
Fine linen care
Deep cleaning
Seasonal deep cleaning
Care of special surfaces (hardwood, granite,
marble, glass, crystal)
Care of special items (fine furniture, antiques,
art)
Challenging environments (sea side,
mountains, dry climates)
Cleaning for outdoor areas
3. Culinary:
Skill Next job? Frequency?
Prepare simple, family-style meals
Dinner service only
Prepare children's meals
Create special meals for guests
Menu planning
Grocery shopping / provisioning
Possess formal culinary training
Family-taught / self-taught
Service styles - Circle each that you know:
Plated, French, English, Russian, mirrored,
buffet, tray service, TV tray
Culinary styles - please only list those that you
would present to a principal...
Wine and food pairings
French
Italian
American Regional favorites
Home-style cooking
Mexican, Tex-Mex and Southwestern
Russian
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3. Indian
Chinese
Japanese, including sushi
Thai or other specialty (list)
Kosher
Mediterranean / Greek
Spa / California style
Paleo diet
Organics / vegetarian / vegan
Farm-to-table sourcing
Raw foods
Child-friendly favorites
Low fat, low calorie / Atkins
Diabetic or special diet
Recipe adjustments
Specialty desserts
Baking arts (simple - cookies anyone?)
Baking arts (good - you can make tasty bread)
Baking arts (master - you put the Cake Boss to
shame...)
Other:
4. Wardrobe Care:
Skill Next job? Frequency?
Basic laundry care, standard fabrics (cotton, etc)
Children's laundry only
Care of delicate, hand-wash items
Dry cleaning service (find the best one)
Care of luxury brands/ designer labels
Expert clothing care (suit with 24kt gold thread
in the fabric? no problem...)
Wardrobe organization - basic
Wardrobe management - seasonal turns
Wardrobe management - large (1,000 sf closet +
200 shoes...)
Pack / unpack services
Other:
5. Event Production:
Skill Next job? Frequency?
Arrangement of simple get-togethers (under 20)
Coordination of children's parties
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4. Formal events and dinners (under 25 guests)
Formal events and dinners (26- 50)
Formal events and dinners (50 - 300)
Large fund-raisers or other public event
Complex events such as wedding + reception
Complete event planning - concept to clean-up
Manage guest list / invitations
Hiring caterers, special vendors
Coordinate additional staff for event
Security concerns for high profile guests
Other:
6. Security / Smart Home Technology / IT and A/V Systems:
Skill Next job? Frequency?
Comfortable with security systems
Oversee installation of security systems
Monitor security systems
Hire and manage security personnel
Personal safety awareness / conscious of
surroundings
Personal security training
Martial arts training
Trained in Defensive driving techniques
Familiar with Smart Home Technology
Oversee installation of Smart Home Technology
Adjustments/ refinement of Smart Home Tech
(or work with vendor on the adjustments)
Program the Smart Home Tech
Fight with the Smart Home Tech
Manage the IT needs for the home (computers,
DSL, high speed internet, wireless)
Trouble shoot IT systems
Advanced computer abilities
Installation of Audio / Visual (A/V) systems
Trouble shoot A/V Systems
Can find the remote
7. Grounds care/ Landscaping/ Gardening:
Skill Next job? Frequency?
Personal grounds care
Personal gardening - flowers and seasonal
Gardening - vegetables or herbs (for kitchen use)
Plan seasonal gardens and landscaping
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5. Supervise grounds men or gardener
Work with landscape architect
Manage small grounds (under 1 acre)
Manage medium grounds (5 - 20 acres)
Manage large grounds (25+ acres)
Ranch management
Orchard care and oversight
Seasonal requirements (leaves, snow)
Manage water features (natural or man-made)
Pool care and maintenance
Additional features (tennis courts, sea side,
extensive driveways)
8. Building or Property Maintenance:
Skill Next job? Frequency?
Vendor Management (1-10 vendors)
Vendor management (11-40 vendors)
Vendor management (40+)
Construction management
Remodeling planning
Regular and annual maintenance
Maintenance for historic properties
Hands-on handyman work
Insurance claims / policy management
Emergency repairs/ response
Interior design skills
Install major systems (HVAC, water heater)
9. Personal Care:
Skill Next job? Frequency?
Care of infants (1 yr and under)
Care of toddlers (18 months - 3 yrs)
Care of preschoolers (3 - 5 yrs)
Care of school-age (6 - 12 yrs old)
Care and supervision of older/ teens
Care of special needs children
Tutoring and area of expertise:
Arts & crafts or educational activities:
Special outings:
Elder care
Medication
Pets:
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6. Supervise grounds men or gardener
Work with landscape architect
Manage small grounds (under 1 acre)
Manage medium grounds (5 - 20 acres)
Manage large grounds (25+ acres)
Ranch management
Orchard care and oversight
Seasonal requirements (leaves, snow)
Manage water features (natural or man-made)
Pool care and maintenance
Additional features (tennis courts, sea side,
extensive driveways)
8. Building or Property Maintenance:
Skill Next job? Frequency?
Vendor Management (1-10 vendors)
Vendor management (11-40 vendors)
Vendor management (40+)
Construction management
Remodeling planning
Regular and annual maintenance
Maintenance for historic properties
Hands-on handyman work
Insurance claims / policy management
Emergency repairs/ response
Interior design skills
Install major systems (HVAC, water heater)
9. Personal Care:
Skill Next job? Frequency?
Care of infants (1 yr and under)
Care of toddlers (18 months - 3 yrs)
Care of preschoolers (3 - 5 yrs)
Care of school-age (6 - 12 yrs old)
Care and supervision of older/ teens
Care of special needs children
Tutoring and area of expertise:
Arts & crafts or educational activities:
Special outings:
Elder care
Medication
Pets:
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