plan summary for integrating national project management and commercial real estate services

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Plan Summary for Integrating National Project Management and Commercial Real Estate Services

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Plan Summary for Integrating National Project Management and Commercial Real Estate Services. MARKET OVERVIEW. Colliers, Cushman & Wakefield, CBRE and Jones Lang LaSalle. - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

Plan Summaryfor Integrating National Project Management

and Commercial Real Estate Services

Page 2: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

MARKET OVERVIEW

Colliers, Cushman & Wakefield, CBRE and Jones Lang LaSalle

THE COMPETITION

Have all leveraged theirproject management services to win and maintain exclusive relationshipswith clients nationally

Page 3: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

FaciliNet will Assist Lee & Associates to Compete Nationally

THE FUTURE

By adding FaciliNet as its National Project Management Service Provider, Lee & Associates can compete with national firms offering project management services.

MARKET OVERVIEW

Page 4: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

OPPORTUNITY

•Lee & Associates Can Offer Clients Experienced, Quality-Level Facility Services with NO OVERHEAD COSTS

•Lee & Associates Can Match or Exceed National Competition’s Services on a Local,Regional or National Level

Partnering with FaciliNet

Page 5: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

OPPORTUNITY

Success and Growth

•FaciliNet has Provided Successful Tenant Improvement, Project Management , Move Management

and IT Management Services Nationwide.

•FaciliNet’s Primary Growth Model has been Fueled by Expanding Services within Client Facilities Portfolios, Stressing Additional Services at Each Opportunity

Page 6: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

OPPORTUNITY

FaciliNet(Potential DBA Lee Project Services Group)

•85% of All Buildings/Offices Sold or

Leased Include a “Facility Services” Opportunity

•With FaciliNet, Lee can Offer “Best of Class” Support in Pre and Post Sale/Lease Ancillary Services (Assessments, Construction Budgets, Move Management, Etc.)

Page 7: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

OPPORTUNITY

Partnering Goal

To Leverage the Strengths of Both Lee & Associates and FaciliNet to

Create One of the Strongest National Real Estate Service Providers in the United States.

THE FUTURE

Page 8: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

PROJECT SERVICES GROUP

Lee Project Services Group (LPSG)FaciliNet Services, Inc.

•Add a DBA Lee Project Services Group to Coincide with Lee & Associates National Branding

•Managed Client Budgets of Over $46 Mil in 2011

•Willing to Joint Venture to Obtain Exclusive Representation Business

•Currently Completing Projects in 4 States; Florida, New Jersey, Pennsylvania and Michigan

•FaciliNet is Housed in Lee & Associates of Michigan

Office Owned by Jon Savoy

Page 9: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

PROJECT SERVICES GROUP

FaciliNet Project Map

Los Angeles

Santa Monica

Victoria, BC

Lubbock

Denver

Minneapolis

Chicago Cleveland

Birmingham

Tallahassee

Atlanta

Princeton

Philadelphia

New York CitySE MI

Page 10: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

LPSG CORE SERVICES

LPSG Core Service Offerings

•Service Offerings Built Around

Real Estate Market

•Already Partnering Successfully in Michigan Market

•Services Include: Owner/Tenant Representation,Project Management, Move Management

Page 11: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

LAUNCH & TRAINING

First Steps:

•Broadcast of LPSG and Services to Various

Lee & Associates Offices

•Public Relations Announcements

•Launch Training Initiative to Lee Offices

Page 12: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

LAUNCH & TRAINING

Multi-Touch Approach

•For Efficiency, LPSG Will Utilize Common Technology for Launch and Training of Service Offerings Nationwide

•Methods to Consider: Lee & Associates New Website and Lee InsiderFocused Webinars, Online Video Case StudiesStandard Electronic PresentationsMonthly E-mail Blast Case Studies and Service UpdatesSite Visits to Certain OfficesE-mail and Phone Communication

Page 13: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

LAUNCH & TRAINING

Existing Lee Venues

•LPSG Will Share Information at Lee President’s Meetings and at the Annual Lee & Associates Summit

Lee Website and Insider

•Provide an LPSG Section on the new website with contact

requests forwarded to LPSG in a timely manner

Page 14: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

LAUNCH & TRAINING

Development of Services and Qualifying Content

•Developing the “Why” a Client Requires Our Services and

How to “Qualify” the Opportunity is Essential

Webinar Training

•For Efficiency, LPSG Will Utilize Webinar Virtual Training Technology for Lee & Associates Offices

Page 15: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

LAUNCH & TRAINING

Video Case Studies

•LPSG to Provide Video Case Studies forEach Key Service Offering for Inclusionin the Lee Insider

Monthly Updates and Case Studies

•Monthly E-Mail to Each Sales Agent Outlining Updates

to New Service Offerings, Content Enhancements or Project Case Studies

Page 16: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

LAUNCH & TRAINING

Schedule

Page 17: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

PROJECT FULFILLMENT

Exceeding Expectations

•FaciliNet has Completed 250+ SuccessfulProjects Since 2005

•LPSG will not allow for a project to be considered anything but a success!

Page 18: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

SALES SUPPORT

•Bob Nagle or Gordon SommervilleWill Provide Executive Oversightto Each Project

•An Experienced Project Managerwill be Assigned at Project Start

•General Expected Process in Identifying and Closing a LeeClient Opportunity:

1. Lee Client Needs LPSG Services2. Lee Qualifies Opportunity3. LPSG Provides Statement

of Work or Proposal4. Coordination of Lead Contact

Page 19: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

CENTRALIZED FULFILLMENT

•LPSG’s Centralized Location Allows Clients to Obtain Full Benefits of Services without On-Site Commitment

•Minimal Travel is Required to Effectively and Efficiently Manage Projects

•LPSG Will Maintain Communication with LeeAgent throughout Project

Page 20: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

ON-SITE PROJECT STAFFING

•On-Site Project Staffing is Rarely Required

•Will be Provided at Client Site or Lee Office as Needed

for Projects Requiring Full Time On-Site Support

Page 21: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

SALES & REVENUE FORECASTS

•LPSG Conservatively Projects Sales Forecasts for First Year – 26 Projected in Total

•More Important that Sales Agents UnderstandServices and Value Added to Clients

•Conservatively, LPSG Expects ~5-10% of Agentsto Include Services in Initial Client Offering

•Number Expected to Grow Significantly Each Year

Page 22: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

CASE STUDIES

Community Choice Credit Union•Consolidation of Various Facilities Into

New 42,000 SF Building.

•Managed Full Interior Build-Out in a Phased Construction Schedule

•Participated in Interviews and Design Reviews to Determine Space Allocation and Furniture Placement

•Lead Weekly Cross-Functional Team Meetings to Ensure All Groups Were on Task and Maintaining Project Timing

•Brought Project in Under Budget and Maintained Zero Downtime Project Goal

Page 23: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

CASE STUDIES

Jackson National Life Insurance

•Maintained Strong Positive Communication Across Each Divisionof Jackson During Project

•Lowered Overall Costs by Consolidating Phases

•Relocation of Over 700 Staff and Assets to New 280,000 SF Facility

•Planned and Executed Two Phase Move, Exceeding Clients Expectations

•Achieved Zero Downtime Project

Page 24: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

CASE STUDIES

Henry Ford OptimEyes

•Performed Weekly Cross-Functional Team Meetings for Consistent Communication and Timely Decision Making

•Maintained Aggressive Construction Timeline, Ensuring Every Party Completed Tasks Prior to Due Dates

•Developed detailed Move Sequence to Guarantee Organization and Timeliness of Move Vendor, Allowing OptimEyes Staff Time for Unpacking and Space Setup Prior to Grand Opening

•Renovation of 25,000 SF Facility

•Merged Three Locations into One Super Vision Center

•Developed Strong Relationshipswith Integral Personnel

Page 25: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

CASE STUDIES

NSF International

•Built Consensus Based on Lab Demands Throughout Project

•Met Weekly with Lab to Incorporate New Client Business Demands and Facilitate Relocation with Different Testing Schedules

•Interpreted Cross Functional Lab Demands into One Seamless Plan

•Addition of 50,000 SF Lab Space to World Headquarters

•Relocation of Existing Chemistry, Engineering, Micro Labs and Warehouse into New Facility

•Incorporated Union & Non-Union Functions in Move RFP for Cost Savings

Page 26: Plan Summary for Integrating National Project Management and Commercial Real Estate Services

Integrated National Project Managementand Commercial Real Estate Services