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

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

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

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  1. Plan Summary for Integrating National Project Managementand Commercial Real Estate Services

  2. MARKET OVERVIEW Colliers, Cushman & Wakefield, CBRE and Jones Lang LaSalle Have all leveraged theirproject management services to win and maintain exclusive relationshipswith clients nationally THE COMPETITION

  3. MARKET OVERVIEW FaciliNet will Assist Lee & Associates to Compete Nationally By adding FaciliNet as its National Project Management Service Provider, Lee & Associates can compete with national firms offering project management services. THE FUTURE

  4. OPPORTUNITY Partnering with FaciliNet • 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

  5. 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

  6. 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.)

  7. OPPORTUNITY Partnering Goal To Leverage the Strengths of Both Lee & Associates and FaciliNet toCreate One of theStrongest National Real Estate Service Providers in the United States. THE FUTURE

  8. 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

  9. PROJECT SERVICES GROUP FaciliNet Project Map Los Angeles Victoria, BC Lubbock Birmingham Denver New York City Atlanta Santa Monica Philadelphia SE MI Princeton Cleveland Chicago Minneapolis Tallahassee

  10. 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

  11. LAUNCH & TRAINING First Steps: • Broadcast of LPSG and Services to Various Lee & Associates Offices • Public Relations Announcements • Launch Training Initiative to Lee Offices

  12. 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 Insider Focused Webinars, Online Video Case Studies Standard Electronic Presentations Monthly E-mail Blast Case Studies and Service Updates Site Visits to Certain Offices E-mail and Phone Communication

  13. 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

  14. 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

  15. LAUNCH & TRAINING Video Case Studies • LPSG to Provide Video Case Studies for Each Key Service Offering for Inclusion in 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

  16. LAUNCH & TRAINING Schedule

  17. PROJECT FULFILLMENT Exceeding Expectations • FaciliNet has Completed 250+ Successful Projects Since 2005 • LPSG will not allow for a project to be considered anything but a success!

  18. SALES SUPPORT • Bob Nagle or Gordon Sommerville Will Provide Executive Oversight to Each Project • An Experienced Project Manager will be Assigned at Project Start • General Expected Process in Identifying and Closing a Lee Client Opportunity: • 1. Lee Client Needs LPSG Services • 2. Lee Qualifies Opportunity • 3. LPSG Provides Statement of Work or Proposal • 4. Coordination of Lead Contact

  19. 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 Lee Agent throughout Project

  20. 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

  21. SALES & REVENUE FORECASTS • LPSG Conservatively Projects Sales Forecasts for First Year – 26 Projected in Total • More Important that Sales Agents Understand Services and Value Added to Clients • Conservatively, LPSG Expects ~5-10% of Agents to Include Services in Initial Client Offering • Number Expected to Grow Significantly Each Year

  22. 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

  23. CASE STUDIES Jackson National Life Insurance • 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 • Maintained Strong Positive Communication Across Each Division of Jackson During Project • Lowered Overall Costs by Consolidating Phases

  24. CASE STUDIES Henry Ford OptimEyes • Renovation of 25,000 SF Facility • Merged Three Locations into One Super Vision Center • Developed Strong Relationships with Integral Personnel • 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

  25. CASE STUDIES NSF International • 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 • 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

  26. Integrated National Project Managementand Commercial Real Estate Services

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