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STRATEGY STATEMENT OF QUALIFICATIONS

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Page 1: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

STRATEGYSTATEMENT OF QUALIFICATIONS

Page 2: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

Energy AnalysisLife Cycle Cost Analysis

STOK IS YOUR VALUES- ALIGNED PARTNER IN THE DISCOVERY, CO-CREATION, AND DELIVERY OF HIGH-PERFORMANCE SPACES

Salesforce TowerSan Francisco, CA

SERVICESLEED Platinum ConsultingSustainability Strategy

Page 3: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

ABOUT US

945 Front Street ZNE headquarter office of DPR Construction & stok

Our interdisciplinary team of specialists provide our partners with a comprehensive approach to real estate services. We balance financial and performance goals with social and environmental needs, resulting in restorative buildings, exceptional workspaces, and high-performance systems.

In everything we do, we take a broad-thinking, partner-focused approach in order to solve complex challenges and build lasting relationships.

SERVICES:• Strategy• Tenant Representation• Project Management • Performance Design• Certifications & Branding• Quality Assurance

stok pushes the boundaries of what’s possible when it comes to finding, designing, building, and supporting our partners’ spaces.

Page 4: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

THE STOK DIFFERENCE

Real estate services for conscious brands.

We are passionately committed to our mission, and it goes beyond just being a job. We see that we can use our skills and focus to positively affect the world, and this commitment overflows into everything we do—from the dedication we put into solving complex problems to how we approach relationships with partners and each other.

At stok, social justice is an important piece of our vision statement, and it was important for us to build into our business practices as well. As a part of our commitment to an equitable workplace, we published a JUST label to disclose our progress as a socially responsible organization, and our B-Corp certification allows us to not only maximize profits, but also maximize activities that benefit the greater social and environmental good.

Page 5: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

107Million square feet of impact

6Of Forbes’ top 15 most valuable brands are among our clients

9Countries with stok projects

29Dog lovers

BY THE NUMBERS

7Net zero energy projects

2Architecture At Zero awarded zero energy building designs

Zero Net Energy CenterSan Leandro, CA

107Million square feet of impact

6Of Forbes’ top 15 most valuable brands are among our clients

9Countries with stok projects

29Dog lovers

BY THE NUMBERS

13Net zero energy projects

2Architecture At Zero awarded zero energy building designs

Page 6: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

STRATEGY

We provide data-driven solutions that address social, environmental, and financial impacts across an organization’s assets.

We see opportunity in industries that have the ability and desire to scale their sustainability efforts. Whether identifying a vision for sustainability, implementing strategies across a portfolio, or initiating small-scale operations that provide long-term value, we guide teams in achieving the ambitious outcomes they aim to reach.

Services:• Stakeholder Engagement• Baseline, Analysis & Communications• SMART Goal Setting• Action Plan Development

SF Public Utilities CommissionSan Francisco, CA

SERVICES

Strategy As-Needed Energy & Sustainability Services

Page 7: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

… as more people arerecognizing the socialand environmentalimpacts of their organization, businesses and government are understanding the need to respond.

Our partners want to push the status quo when it comes to their impact on the world. They’re seeking innovative solutions to complex problems—and a desire to bring heart and humanity into real estate.

THERE’S A SHIFT ...

Salesforce TowerSan Francisco, CA

SERVICES

LEED PlatinumSustainability StrategyEnergy AnalysisLife Cycle Cost Analysis

Page 8: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

WE TACKLE COMPLEX SUSTAINABILITY PROBLEMS FOR THE BUILT ENVIRONMENT WITH CUSTOMIZED, DATA-DRIVEN SOLUTIONS

Page 9: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

Our process is seamless from vision to execution.

As you will see on the following pages, our systems thinking approach decodes the challenges to define a focused vision, align goals, and create meaningful results.

STRATEGY SERVICESINSPIRE. EDUCATE. ENGAGE. EMPOWER.

Page 10: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

STAKEHOLDER ENGAGEMENT• Facilitate workshops to inspire

& identify philosophy, vision &mission

• Conduct market research & analyzeindustry landscape

• Perform risk assessment & climateaction plan analysis

• Compare relevant sustainability &resiliency frameworks & programs

• Conduct creative community &stakeholder engagement interviews& surveys

BASELINE, ANALYSIS & COMMUNICATION• Calculate current performance,

addressing multiple drivers(financial, environmental, social,health)

• Identify greatest impact areas &opportunities for improvement

• Conduct case study analysis• Share findings with stakeholders &

leadership• Develop communication tools for

knowledge management & sharing

SMART GOAL SETTING• Engage key team members &

stakeholders to identify priorityimpact areas

• Set & prioritize SMARTsustainability goals within impactcategories

• Capture & create the value-impactof each SMART goal

• Develop communication tools forbuy-in & capacity building

• • •

ACTION PLAN DEVELOPMENT• Identify strategies & tactics to meet

SMART goals• Determine success measurement

mechanisms & KPIs• Create & communicate

sustainability action plan• Establish timeline & set

implementation plan• Develop communication tools &

resources for capacity building &long-term planning

STRATEGY SERVICESINSPIRE. EDUCATE. ENGAGE. EMPOWER.

Page 11: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

“We have engaged stok on several projects over the last multiple years. Their team is engaging, energetic, and informed to the many elements of the tasks at hand. It has been, and continues to be, a real pleasure to work with this group of people to advance our sustainability positions over multiple properties and adjust operating styles and philosophies from the lessons learned.”

Danny M.Vice PresidentBoston Properties

Page 12: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

OUREXPERIENCE

Page 13: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

SUSTAINABILITYACTION PLAN

CASE STUDY

CLIENT NDA OR LOCATION

SUSTAINABILITYACTION PLANNDA CLIENT

Page 14: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

SUSTAINABILITYACTION PLAN

stok led the strategy, design, and implementation of a global retail Sustainability Action Plan (SAP) for one of the world’s largest and most innovative tech companies.

stok helped this top 10 - Fortune 500 client define and align sustainability, understand their vision and goals, and identify their big dreams. We developed an expert-informed Sustainability Action Plan, and performed stakeholder engagement for corporate buy-in, the development of 2016 goals and new design processes.

NDA CLIENT

• Stakeholder engagement, designcharrettes & sustainabilityworkshops

• Establishing performancebaseline

• Case studies report• Strategic visioning & SMART

goal setting• Environmental, social & financial

impact assessment• Designing & execution of

energy, waste, water, materials &community design innovations

• Executive communicationmaterials & resources

• Developing sustainabilitysymposium for leadership teamsthroughout the corporation

• LEED consulting

SERVICES

Page 15: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

GREEN BUILDING ANALYSISDSW INC. (DESIGNER SHOE WAREHOUSE)

Page 16: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

GREEN BUILDING ANALYSIS

stok conducted in-depth research and analysis of the impacts of implementing Green Building rating systems (LEED Volume, Living Building Challenge, Green Globes, etc.) on a fleet of ~450 retail stores in North America.

Additional analysis included development of a tailored approach for implementing sustainability over the entire retail fleet based on corporate values and strategic vision.

DSW INC. (DESIGNER SHOE WAREHOUSE)

• LEED volume & portfoliofeasibility study

• Strategic visioning & workshopfacilitation

• Financial analysis & impactanalysis

• Implementation planning• Executive communication

materials & resources

SERVICES

Page 17: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

DATA CENTER SUSTAINABILITY STANDARD NDA CLIENT

Page 18: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

DATA CENTER SUST. STANDARD

stok understood the client’s need to build low impact data centers, and guided the process from start to finish.

stok worked with the client to solidify the “why,” ensuring the client's vision and definition of success and sustainability was never lost. We first calculated the environmental impact of their Mission Critical facilities to date, and then supported the team in identifying specific, measurable, achievable, realistic, and time oriented ("SMART") goals within priority environmental impact focus areas. From there we set out to create an action plan to meet those goals - ultimately, a Design and Construction Sustainability Standard for short and long term projects within their global pipeline. The Standard encompasses

new innovative priorities and existing, ad hoc sustainability initiatives internal to the organization. Overall, the end product created a succinct and robust sustainability program within the client's Infrastructure Department.

stok is currently in the fourth phase of this project, Implementation, where we are piloting the Standard on strategically selected projects. As members of the project team, we educate and consult with design and construction teams to ensure compliance with the client's new design standard. Additionally, we are evaluating the resource, cost and schedule impacts of the Standard to determine feasibility and timeline for implementation on all new Mission Critical construction projects.

NDA CLIENT

• Stakeholder engagement & interviews• Calculating environmental performance

baseline• Philosophy, vision, mission workshop

facilitation & development• Strategic visioning & SMART goal setting• Authoring a Sustainability Action Plan (Data

Center Design & Construction SustainabilityStandard)

• Creation of project team supplementalguidance & compliance tracking tools

• Executive level communication materials &resources

SERVICES

Page 19: STRATEGY STATEMENT OF QUALIFICATIONS - stokstok.com/public/stok_Strategy_SOQ_2017.pdf · our vision statement, and it was important for us to build into our business practices as

LET’S TALKSOON

[email protected](415) 329-7100

stok Net Zero Energy office945 B Front StreetSan Francisco, CA 94111