Fall Changeover Workshop

As the summer season comes to a close, it’s time to prepare for the end of the year and the winter ahead. Mastering the fall changeover can help you preserve a property and everything within it — from home systems to outdoor furniture — and ensure that systems that are used year-round are in good shape for the transition between seasons.

Enroll in our on-demand Fall Changeover Workshop to learn how to effectively bridge the transition between summer and winter.

Whether you’re managing a 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.

"Shelby and the Nines team have been instrumental in helping me set up all the properties. I'm new to household management, and her guidance has been gold. With the processes set up, organized and in one place, my team and I are set up to succeed — we're prepared for anything that comes our way."

Jenny, Chief of Staff (CT)

"Shelby is great to work with, she’s patient, knowledgeable and understands what is required to successfully operate in private service. Shelby’s knowledge is broad - she knows a lot about many subjects that are required to successfully manage a complicated and sophisticated estate; service, personnel management, construction management, dealing with principals, proper care and cleaning of fine household furnishings and goods."

Jared, Director of Residences (TX)

"Shelby’s knowledge and understanding of household/ estate management is unparalleled. We had an opportunity to work with Shelby for a short time and everyone on our team was extremely impressed. Clearly her past work experience is broad and her ability to grow with the organization is outstanding."

Mark, CEO (GA)


This workshop is designed for estate managers, private service professionals, and homeowners who want to master fall changeover and develop an organized process to transition a property into the winter season, manage annual end-of-year tasks, and prepare for the year ahead.

The fall workshop is part of a two-part seasonal transition series — we’ll offer part two on spring changeover in January 2024.

Where: Wherever you want to be! This workshop is virtual.

When: Whenever you want to watch! This recorded workshop is now on-demand.

Admission: $150 for the fall workshop; or, you can enroll in the two-part set of seasonal transition workshops for $250 (the spring changeover workshop will be held on January 24, 2024)

Format: This workshop is 2 hours, with instruction and Q&A. All registrants will also receive access to relevant templates and worksheets.

During this workshop, we’ll cover:

Fall closing and winter prep

No matter where you’re managing properties, it’s important to know how to transition a property between seasons and navigate the changeover from the high season to the offseason. In this workshop, you’ll learn how to shut down systems that are only used in the summer and start up systems used in the winter, and how to prepare properties for winter weather so you can reduce risk, preserve the property and its assets, and save time year after year.

Recurring seasonal tasks

Seasonal transitions give your team a chance to tackle common tasks that fall on the backburner during the high season, from deep cleanings to annual servicing. This is also the time to take care of critical end-of-year tasks, like reporting your utility numbers. Learn what should be on your radar as winter approaches, when to schedule tasks (related to plumbing, heating, snow prep and more), and how to guide your staff and vendors through these projects. Walk away with a plan that helps you get ahead of tasks and ensure nothing slips through the cracks.

Pacing and planning

In the past, you might have had 4-5 quiet months to tackle off-season tasks. But now, as principals have more flexibility to visit second homes at any time of the year, private service teams must find new ways to balance annual recurring tasks with year-round interruptions from principals and guests. Learn how to effectively pace the work, plan around your principals’ calendars, and avoid surprises during last-minute visits.

Meet your instructor

Shelby Boudreau is a seasoned estate manager with two decades of experience managing luxury properties and growing estates. In this course, she’ll draw from her own experience scaling a 16–property estate, and share her own 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.”

Meet your household operations workshop instructor, seasoned estate manager Shelby Boudreau

Manage fall changeover with ease

Enroll in the workshop

Be a part of the mission

At Nines, we’re on a mission to simplify and elevate household life. Managing the operations of any home is too complex — and we want to make it easier. Our household management app is designed for managing properties and assets, keeping track of vendors and tasks, and accessing critical checklists and documents. Meanwhile, our Easemakers community gives private service professionals connections and resources to grow their skills and careers.

With our modern household management workshops, our goal is to give you the knowledge, tools and confidence you need to streamline the ins and outs of your household operations.

“Our principals add to the list of seasonal changeover tasks every year, so if you don’t get better at it, you can’t manage it. Five years from now, you’re doing 10 times more than what you’re doing today, and you’ll be doing it in half the time.”


— Shelby Boudreau, Instructor & Estate Management Expert