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This powerpoint describes how effective strategic planning can imporve Corporate Real Estate Services Processes
Citation preview
Sample
Presentation to Client
National Corporate
Real Estate Services
Agenda
What Needs to be Done Who We Are How We Can Help Get Things Done
Best
Feedback, Queries and Comments Welcome At Any Time
What Needs to be Done
The Strategic Change Process
The deliberate and coordinated actions taken to transform an organization to achieve its objectives
Shapes and prepares an organization to address the challenges and demands to be faced in the future.
Is a bold and strategic approach to achieving excellence.
Innovation is encouraged. Re-evaluation of the traditional way of doing things is necessary. An honest diagnosis of the organization is needed. Decision are made on facts, not impressions.
Action plans, Resources and Accountability have to be built in.
Examples of Potential Outcomes
The Steps
Determine A Strategic Vision Identify Strategic Objectives
That will cause great positive change if achieved
Design an Action Plan Tasks, Accountability, Resources
Execute and Measure
Determine a Strategic Vision
Example for Client Real Estate Program To reorganize the Client real estate portfolio
and management process to contribute substantially to the growth of revenues and reduction of costs while providing a superior platform for client attraction and employee satisfaction.
Identify Strategic Objectives
Examples Optimize and Grow the Real Estate Portfolio by
X# stores by 200? Reduce Overall Real Estate Operating Costs by
15% by 200? Implement a Centralized Real Estate
Management Structure supported by a single outsourcer by end of 2006
Implement standard processes for all tasks and projects supported by a comprehensive web-based technology solution by end of 2006
Optimize and Grow Real Estate Portfolio by X# stores by 200?
Design Action Plan: Tasks, Accountability, ResourcesTask End Date Accountability Resources
Identify and confirm outsourcers June 30 2006 Management Management time
Database all existing operating premises, their leases and their demographics
Sep 30 2006 Outsourced Fee for Service TBD
Develop Site Parameters Aug 31 2006 Management & OutsourcerTime & Fee for Service TBD
Identify priority new locations Sep 30 2006 Outsourced Fee for Service TBD
Identify prospective corporate acquisitions
Dec 31 2006 Management Management time
Design & Implement Management Process Dec 31 2006 Management & OutsourcerTime & Fee for Service TBD
Design & Implement Space Strategy Dec 31 2006 Management & OutsourcerTime & Fee for Service TBD
Select, acquire and implement technology platforms
Sep 30 2006 ManagementManagement time, Training by outsourcer TBD
Implement Portfolio Optimization Strategy Mar 31 2007 Management & Outsourcer Time & Commissions
Who We Are
Differentiators
Work with standardized processes from detailed critical paths, accountability built in
No one else has our technology platform Custom Program for Client
One Size Doesn’t Fit All Non-Bureaucratic
Flexible, Nimble, Entrepreneurial Used to working with owned & franchised
operations
Fees Market Rates Advisory Services
Hourly Fees charged against monthly retainer
Technology Platforms Available for sale or per project or property
Transactions Standard commissions usually paid by landlord
Property / Facility Management Assessed on square footage basis and markup and
pass-on of procured items
How We Can Help
Services Subset Advisory
Strategic Consulting GIS and Demographic Modeling & Analysis Site Identification
Technology Total Platform for Corporate Portfolios
Transactions Acquisition & Disposition
Facility & Property Management Client Services Extension
Platform for Client to sell services thru us (i.e. Small Business Services, Commercial Mortgages)
Identify co-location opportunities
Approach Planned, Organized and Accountable
Develop Strategic Plan: Structures, Processes, Tools, Critical Paths, Objectives, Action Plans, Measurements
Start at the Beginning Detailed diagnosis
Collaborative Structure We become a reliable extension of Client
Use Productivity and Efficiency Tools & Processes New Locations in Right Places
GIS Mapping & Demographic Analysis Deliver Locally
Strategic Planning
Vision Objectives Action Plan
Tasks, Accountability, Time Frame, Resources
Diagnosis
Collect premises & lease information Office by office
Database on web Premises Info Lease Info
Establish Improvement Objectives Define best practices and create success
templates Compare performance Set objectives
Collaborative Structure
Productivity & Efficiency Technology
Lease Administration Portfolio Administration & Planning, Premises
Databasing, Lease Abstract & Administration, Space Management, Move Management, Others
Collaborative Web Management Project Management & Reporting
Procedures Standardized Project Initiation and Process
Financial Analysis Tools Lease and Financial Analysis
Local Performance
Transactions 2/3 person teams in each major market All projects managed on Web Critical paths, standardized documentation,
collaboration, real time reporting 4 levels of oversight on performance
Integrating GIS Systems
A strategic approach for Client to examine the number of outlets they need by market & city
Stores modeled to determine market expectation & ideal client mix
Location analysis (new & closures)
Market penetration information Trade area delineation Target marketing Network Optimization
We can start tomorrow . . .