Project Initiation, Transaction, and Project Planning
Project Initiation
- Aid in the development of programming requirements.
- Strategize on the overall project approach.
Transaction
- Coordinate with Transaction team on site selection and due diligence.
- Review and negotiate proposed Landlord / Tenant work and costs.
- Review and negotiate Lease and Work Letter.
- Develop high-level budget.
- Develop high-level schedule.
Project Planning
- Develop the Project Management Plan:
- Project Charter
- Stakeholder Management Plan
- Communications Plan
- Risk Management Plan
- Change Control Plan
Procurement
Procurement
- Work with Client to develop a procurement strategy for the project.
- Issue Request for Proposal documents to all applicable vendors.
- Analyze proposal responses, conduct follow up interviews, level bids, and provide recommendations.
- Review and negotiate vendor contract terms.
- Develop detailed budget for all project disciplines.
Design & Construction & Fit-Out
Design
- Ensure all programming requirements are confirmed.
- Coordinate with the Design team to ensure their milestones are met.
- Coordinate with the IT team to ensure requirements are incorporated.
- Facilitate design reviews during each phase and obtain Client approval:
- Schematic Design
- Design Development
- Construction Drawings
- Manage the Permit process.
- Issue schedule and budget updates.
- Conduct Project Team meetings.
Construction & Fit-Out
- Facilitate Value Engineering efforts if required.
- Ensure timely responses to RFI's and submittals by all team members.
- Coordinate and resolve field coordination issues.
- Ensure all project disciplines are performing as per the schedule.
- Conduct site visits and quality checks.
- Coordinate punch-list / defects walk-through.
- Issue schedule and budget updates.
- Conduct Project Team meetings.
Relocation Planning & Project Close-Out
Relocation Planning
- Develop a relocation strategy with the Client.
- Conduct Move Committee meetings.
- Coordinate with Landlord / Property Management.
- Coordinate with the relocation vendor.
- Manage decommission if applicable.
- Oversee move-in activities.
- Conduct handover walk-through and obtain sign-off.
Project Close-Out
- Ensure all punch-list items are completed for all disciplines.
- Obtain all close-out documentation:
- As-built plans
- Warranties
- O&M manuals
- Final lien waivers
- Coordinate handover to Facilities Management team.
- Close-out all financials:
- Final reconciled budget
- Close-out all contracts
- Collect Tenant Improvement Allowance
- Final project photos
- Provide key project metrics
- Conduct a Lessons Learned meeting and document findings.
Program Management
Program Management
- Develop a Project Management Playbook and associated templates.
- Provide guidance and oversight for the development of workplace standards.
- Assist in annual capital budget development.
- Coordinate with the Transaction team to align project strategies.
- Create a centralized approach to the management of individual projects.
- Develop key project metrics based on the collection of project data.
