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 . . .