Advisory Transformation Overview

TRANSFORMATION ADVISORY

Sample Playbook

We deliver the greatest value by designing fully custom solutions that align with our client’s unique business strategy and internal objectives. A Strategy + Transactions Playbook may include:

STRATEGIC PLANNING

PROJECT INITIATION

MARKET SURVEY

• Plan of Record Template • Annual Portfolio Plan • New Market Balanced Scorecard

• Project Kickoff Template • Engagement Letter • Preferred Partner Log

• Project Brief • Market Survey Template • Stakeholder Inform Deck

TOUR | SHORT LIST

NEGOTIATION

LEGAL REVIEW

• Tour Book & Feedback Form • Tour Protocols • NDA & NDA Process

• RFP/LOI Templates • Financial Analysis Models • Due Diligence Checklist

• Lease Review Checklist • Critical Lease Terms • Stakeholder RACI (Insurance/Procurement)

TRANSACTION CLOSEOUT

LEASE & FINANCIAL MGMT

EXECUTION

• Execution DOA Process Map • Execution Technology, Workflows & Protocols (eg. DocuSign, Adobe Sign)

• Closeout Checklist • Completed Transactions Log • Stakeholder Inform Deck

• Lease administration & Financial mgmt. Protocols • Stakeholder Next Steps RACI & Checklists

BAU ACTIVITIES

GOVERNANCE • CRE Mission & Org Structure • Internal & External KPIs • Client Satisfaction Survey • QBR/ABR Template & Protocols • Variable Staffing Time Logs • Client internal stakeholder RACI & Process Maps

OTHER • Technology User Guides • Change Management Communication Plans & Schedules • Site Selection ESG Goals/Criteria • Space Programming Calculator • Workplace Guidelines

• Reporting (Purpose, Responsibility, Format & Cadence) • General templates (PPT, Style Guide, Letterhead, Timelines) • Employee Commute & Portfolio Distribution

Contact advisorytransformation@cushwake.com

ADVISORY TRANSFORMATION