Professional Documents
Culture Documents
Must have at least an associate degree in courses such grief counseling and funeral
service education.
Must have positive communication skills.
Can keep or protect the confidentiality of client’s information.
Have an active listening skills to clearly hear what heartbroken or emotionally charged
individuals are saying.
Verbal communication skills to respond to client’s questions in a clear and
understandable manner.
Can hold face-to-face conversations with the bereaved to give them the physical comfort
and attention, which helps to boost emotional reassurance.
ACCOUNTANT
CASHIER
CREMATORIUM MANAGER
Must have a high school diploma and a working knowledge of cremation and crematory-
related rules and regulations.
Ability to communicate effectively.
Willingness and ability to earn the certification required to operate crematory equipment.
Responsible for scheduling crematory activities, maintaining the crematory’s record and
documents, maintaining crematory equipment and ordering urns and other supplies.
CREMATORY OPERATOR
EMBALMER
CEMETERY CUSTODIAN
CEMETERY WORKER
SECURITY GUARD
Applicants must have a flexible schedule, professional appearance, good attitude, and be
a team player. The candidate must share in the idea of growing market and maintaining a
premier level of customer satisfaction
Good written and verbal communication skills
Attention to detail
1+ years of funeral industry experience
Knowledge of current federal, state and local regulations related to the funeral industry
JANITOR
Topics:
Staff Appearance – Personal appearance, including dress, grooming and hygiene, reflect the
funeral profession’s high standards and the pride in the services we provide. It is an expression
of the way we conduct business and helps us establish and maintain a high level of credibility
with families.
Value Statements – These are 30 second sound bites of the company and the services provided!
Value Statements set the tone for both in person conversations as well as taking a first call. Think
of the Value Statement as verbal marketing statement (WE ARE…)
Phone Etiquette and Taking First Calls – Our conduct on the phone greatly impacts the perceived
professionalism of the funeral home. The way we conduct ourselves on the phone during the first notification
of death greatly impacts how both the funeral home and our services are perceived.
Making a First Call – When we are in the private homes of families, we treat everyone with respect. We take
the time to listen and understand their pain. We offer support and guidance throughout the first call visit.
Visiting a Family’s home following the Removal and before the Arrangements – This builds trust with the
family and helps prevent errors.
Greeting Families for Arrangements – Visiting the funeral home and cemetery to make arrangements is very
difficult for most families. Anything that can be done to comfort them through this process shows the family
our focus on their needs.
Greeting Families for the First Viewing – Families come to the funeral home for a visitation with anxiety.
This is a very emotional time. Death is visually acknowledged and it has become real. A comforting and
professional staff member needs to guide families through this “transition.”
Greeting Families and Guests for Visitation – A well prepared Visitation ensures everything is ready for the
family and guests. This shows the family that they are our priority and we are committed to looking after their
needs. The role of the funeral home staff is to offer support and ease the family into the room, so that their
guests can find comfort in the words from clergy, family and friends.
Visitation – Each and every task, no matter the size, is performed for the family. By providing an effortlessly
run visitation, we are providing the families peace of mind that we truly care about their needs. Ensuring that
the families are taken care of here sets the stage for the balance of the service.
Funeral Services – Ensuring the team is working together to provide a funeral service that exceeds the
family’s expectations, guarantees the family will be able to focus on the celebration and not the details.
Committal Services or Farewell – The committal service or as we call it, “The Farewell” is an important part
of the funeral ritual. This is a place for the family to say their final goodbye and a place to visit and remember
their departed family member.
Topics:
Community (Leadership) Influencers – Use the community leadership program to build relationships with
influencers and increase the funeral home or cemetery’s role and visibility in the community.
Community (Leadership) Events – By hosting events for the general public we are building long-term
relationships, future prospects, as well as raising the funeral home’s profile within the community.
Community (Leadership) Tools for Events – This portion of the community leadership training focuses on
the use of social and media relations to communicate the event to the community.
Community (Leadership) Sponsorship – Sponsorship provides organizations within the community with a
financial contribution, a donation, or time. Sponsorship can be an effective way for the funeral home or
cemetery to be involved in community without fully participating or organizing the event.
Community (Leadership) Memberships – Membership is a way to create awareness of the funeral home or
cemetery. It is an opportunity to network and make personal contact with members of the community by
joining and participating in district organizations.
Community (Leadership) Community Seminars – Within the community there are numerous opportunities
for partnership with community leaders to highlight the funeral home’s services and the benefits of advance
planning seminars. This section of your training offers guidelines on how to prepare and follow-up on
community seminars.
Topics:
Facilities Maintenance – The appearance of the funeral home and cemeteries is an invitation for customers to
visit our facility and showcases our commitment to the community. We are in the memory business! The
program is designed so location managers can meet company expectations, using the facilities maintenance
checklists on a daily, monthly, quarterly and annual basis.
Topics:
Arrangement Conference – This section will equip target positions with skills and knowledge required to use
the arrangement conference and selection room to help families create complete, meaningful and personalized
tributes to their loved ones.
Product Knowledge – Provide target positions with the knowledge required to explain the features and
benefits of all merchandise available.
Collections and Accounts Receivable – This section will provide target positions with ideas on how to
approach the family to collect payment for products and services and to adhere to the funeral home’s payment
policy in a way that is comfortable for both the funeral director and the family.
Floral Tributes – This section will equip target positions with the skills and knowledge required to provide
families with the option of selecting their floral tributes from our funeral homes in one seamless transaction.
Markers and Monuments – This section will equip target positions with the skills and knowledge required to
provide families with the option of selecting their memorial from our funeral homes in one seamless
transaction.
Topics:
Coaching for Accountability – This section will equip managers with skills and knowledge required to set
expectations and provide feedback and coaching to their direct reports to meet the company’s goals and
commitments.
Goal Setting and Action Plans – The steps contained in the goals setting and action planning section are the
foundation for achieving goals on both a personal and professional level. Learners will be able to write their
goals, action plans and prepare action plans to achieve the company objectives.
Recruitment and Selection – This section will equip managers with skills and knowledge required to source,
interview, qualify and select suitable employees.
Change Management – The future holds uncertainty! There will be changes at the company that will plunge
employees into transition. This transition requires specific techniques for disengaging people from their old
ways and provides them with support and assistance for them to adapt.
Respectful Workplace – The most effective way to reduce respectful workplace violations is to ensure that
the company’s managers and employees know what is expected in order to create a workplace free of
harassment.
Topics:
Staff Appearance – Personal appearance, including dress, grooming and hygiene, reflect the funeral industries
high standards and the pride in the services we provide. It is an expression of the way we conduct business and
helps us establish and maintain a high level of credibility with families.
Value Statements – These are 30 second sound bites of the Company and the services provided! Value
statements set the tone for both in person conversations as well as taking a first call. Think of the value
statement as verbal marketing statement (WE ARE…)
Phone Etiquette and Taking First Calls – Our conduct on the phone greatly impacts the perceived
professionalism of the funeral home. The way we conduct ourselves, on the phone, during the first notification
of death greatly impacts how both the funeral home and our services are perceived.
Greeting Families and Guests – Visiting the funeral home and cemetery to make arrangements is very
difficult for most families. Anything that can be done to comfort them through this process shows the family
we are organized and focused on their needs. Guest arriving at our location should always be treated equally,
whether they are there for an arrangement conference, visitation, funeral, meeting, or just dropping something
off.
The Selling Model – This section will train sales professionals on the Selling Model, including the sales and
purchase processes.
Product Knowledge – This section will provide sales professionals with the knowledge required to explain
the features and benefits of the merchandise offered during a pre-need arrangement.
Lead Generation – Learners will discover the steps necessary to build a lead generation system which fits the
funeral home’s values and provides qualified leads.
After Care – We are provided access to potential customers by the families we serve. They believe in our
product and services because we have established a long-term trusting relationship with them on behalf of the
company.
Coaching for Accountability – This section will equip sales managers with the skills and knowledge required
to set expectations, provide feedback, and coach their direct reports to meet company goals and commitments.
CONSTRUCTION PRODUCTIVITY
ANALYSIS