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 PresentationTRANSCRIPT
Plan Summaryfor 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
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
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
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
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.)
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
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
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
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
LAUNCH & TRAINING
First Steps:
•Broadcast of LPSG and Services to Various
Lee & Associates Offices
•Public Relations Announcements
•Launch Training Initiative to Lee Offices
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
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
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
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
LAUNCH & TRAINING
Schedule
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!
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
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
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
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
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
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
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
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
Integrated National Project Managementand Commercial Real Estate Services