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Outsourcing Your Self-Storage Manager Training and What to Expect

By Anne Ballard Comments
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What to Expect

Many industry trainers offer a basic, two-week program that covers all the duties and functions related to managing a self-storage property. Often, the first week of instruction is held at a specialized training site, with the second week conducted at the trainees’ facility. Here’s a list of commonly addressed topics and tasks:

  • Human resources
  • Office overview
  • Product overview
  • Property layout
  • Computer basics
  • Management software
  • Office filing system
  • Operating funds
  • Opening procedure
  • Overnight payments
  • Morning walk-through
  • Daily checklist
  • Phone and walk-in sales
  • Leases and addenda
  • Charges and fees
  • Vacate process
  • Closing procedure
  • Evening walk-through
  • Electronic forms
  • Merchandise/retail inventory
  • Supply ordering
  • Vendor invoices
  • Incident reports
  • Delinquencies/auctions
  • Space audits
  • Unit cleaning
  • Site maintenance
  • Curb appeal/maintenance
  • Basic marketing
  • Property layout
  • Standard office equipment
  • Operation systems
  • Access-control system
  • Competition report
  • Revenue management
  • Rental-truck program or other ancillary sales (if applicable)

Once basic training is complete, a mentor is usually assigned. A third phase of training is often done to cover more marketing as well as social media use.

Training Pays

Whichever path you choose, training has big rewards for everyone. Increased income, reduced delinquencies, improved operational efficiencies and happier employees will immediately impact your bottom line. Turnover is reduced when managers feel well-trained and supported by ownership. So, get out to the next industry event in your area or attend a national conference to see how formal training can benefit your organization.

M. Anne Ballard is president of training, marketing and developmental services for Universal Storage Group and the founder of Universal Management Co. She’s past president of the Georgia Self Storage Association and has served on the national Self Storage Association’s board of directors. She’s also participated in the planning, design and operation of numerous storage facilities. For more information, call 770.801.1888; visit

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