2. Goals and Expectations
• Foster a comprehensive understanding of the workings and operations of People & Process via
exposure to marketing materials
• Cultivate an apprehension of Strategic Consulting business lines via interviews with various
individuals within the business
• Develop materials to better unify P&P marketing approach
- Proposals
- Case Studies
- Sales Emails
- Benchmarking Data
• Create a central repository system for existing and future marketing materials
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3. Proposal Development
• Collected, inventoried, and categorized over 50
existing proposals pertaining to select product lines
• Organized guidelines for boiler plate proposals
• Developed standardize five-step approach
with MJ and Robin using Six Sigma as the
baseline for application to proposal templates
- Define
- Measure
- Analyze
- Improve
- Implement
• Worked with service line owners to produce
boiler plate templates for over 10 products
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Background
Provide background on why the client is asking for this service, what the client’s situation is, and what the value of
doing this work for the client is.
Approach
1. Define (Project Description): What do we need to know?
a. Define business case
b. Draft project scope, goals
c. Validate/quantify customer needs
d. Identify quick wins
2. Measure (Practical Problem): What information is required?
a. Decide what to measure
b. Draft data gathering plan
c. Develop operational definitions
d. Conduct measurement systems analysis
e. Calculate baseline performance
3. Analyze (Statistical Problem): What drives performance?
a. Analyze data
b. Identify/rank sources of variability
c. Discover relationships
d. Develop hypotheses
4. Improve (Statistical Solution): How can we do better?
a. Generate/rank solutions
b. Anticipate/remediate potential problems
c. Prepare organization for change
d. Conduct pilot(s) as appropriate
5. Implement (Statistical Control): How do we sustain the gain?
a. Complete implementation
b. Demonstrate improvement
c. Document improved process
d. Leverage results
e. Monitor & sustain performance
Timing
Estimated timing for the project, including beginning and end date. Include visual of the timeline.
Team
Proposed team for the project, including Engagement Manager and his/her qualifications this content.
Fee
Estimated fee for the project, either in hourly rate format or fixed rate format.
4. Case Study Work
• Read through existing case studies
• Ensured with service line owners that relevant case studies were up to date
• Wrote/edited case studies as necessary
• Packaged in a way for thoughtful review
• Supported the development and packaging of 9 case studies
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5. Sales Emails
• Collected existing sales
emails / first response
emails from People &
Process team to create
central repository
• Collected necessary
information to write sales
emails
• Developed sales emails
with service line owners for
over 10 products
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Email to prospective Capital Planning Client:
Dear <INSERT NAME>,
JLL’s Consulting group is experienced in enhancing a company’s approach to annual capital planning to
ultimately impact the C-Suite’s ability to make more informed decisions on where to allocate capital
dollars in order to maximize the impact to the businesses.
Without a holistic and structured approach to capital planning, organizations cannot effectively evaluate
allocations to determine those that will generate the most benefit for the organization and, as a result,
they end up wasting scarce funds. Research conducted by JLL on the accuracy of capital planning
execution versus the targeted plan in large corporations worldwide revealed companies frequently fall
short in establishing and adhering to their capital plan. On average, Forbes 1000 companies miss their
capital plan targets for office real estate alone by US$12.2 billion annually.
We have been able to help clients such as JPMC, NCR, and the University of Chicago enhance their
approach to capital planning and as a result they have gained:
1. More reliable capital plan inputs
2. Increased transparency into the planning process
3. A more protective vs. reactive approach to planning, resulting in better informed decision
making around where dollars should be spent to best impact the bottom line.
If you are interested in learning more about our Capital Planning Program, please call me at <INSERT
PHONE NUMBER> for more information. In lieu of your call, I will follow up with you in the next week.
Regards,
<INSERT NAME>
6. Benchmarking Data
• Collected, inventoried,
and categorized
benchmarking data from
People and Process team
• Discussed with service
line owners what
benchmarking data was
necessary for select
products
• Collected benchmarking
data accordingly
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Product Product Contact Proposal Language Sales Emails Case Studies Benchmarking Data
Capital Planning McDermott Status: Completed
Completion Date: 6/29
Comments: Uploaded to
Sharepoint Proposals
Status: Completed
Completion Date: 6/26
Comments: Uploaded to
SharePoint Sales Emails
JP Morgan Chase & Co.
Yes
CRM Development Jordan Status: Completed
Targeted Completion: 7/1
Comments: Uploaded to
SharePoint Proposals
Status: Completed
Completion Date: 6/23
Comments: Uploaded to
SharePoint Sales Emails
No
Transactions/Process
Improvement
Farrell Status: Final draft in progress
Targeted Completion:
Comments: Sent to Meaghan on
7/16 for final review
Status: First draft in progress
Targeted Completion:
Comments: Sent to Meaghan on
7/16 for final review
Training Jordan/McDermott/McCarthy Status: Completed
Completion Date: 7/10
Comments: Uploaded to
SharePoint Proposals
Status: Completed
Completion Date: 7/6
Comments: Uploaded to
SharePoint Sales Emails
Ernst & Young
No
Workshops Jordan
Capital Projects McDermott Status: Completed
Completion date: 7/9
Comments: Uploaded to
SharePoint Proposals
Status: Completed
Completion date: 7/8
Comments: Uploaded to
SharePoint Sales Emails
FedEx Office
ExxonMobill GPMM
The University of Chicago
Yes
Facilities Management Fenwick Status: Final draft in progress
Targeted Completion:
Comments: Sent to Bayard on
7/22 for final review
Status: First draft in progress
Targeted Completion:
Comments: Sent to Bayard on
7/22 for final review
Strategic Alignment/Goal Setting McCarthy/Jordan Status: Completed
Completion date: 7/10
Comments: Uploaded to
Sharepoint Proposals
Status: Completed
Completion date: 7/10
Comments: Uploaded to
Sharepoint Sales Emails
Cost Blitz McDermott Status: Completed
Completion Date: 7/8
Comments: Uploaded to
Sharepoint Proposals
Status: Completed
Completion Date: 7/8
Comments: Uploaded to
SharePoint Sales Emails
Novartis, Broomfield CO
Adventis Health
HSBC
Yes
Technology Gottschalk/Lance Status: Completed
Targeted Completion:
Comments: Uploaded to
SharePoint Proposals
Status: First draft in progress
Targeted Completion:
Comments: Sent to Leila on 7/22
for final review
Kaiser Permanente (Project Red)
CHS
Green Leasing Farrell Status: Completed
Completion Date: 6/24
Comments: Uploaded to
SharePoint Proposals
Status: Completed
Completion Date: 6/26
Comments: Uploaded to
SharePoint Sales Emails
Zurich
Deutsche Bank
Merger & Acquisition Gottschalk Status: Final draft in progress
Targeted Completion:
Comments: To meet with
Gottschalk for final review
Status: First draft in progress
Targeted Completion:
Comments: Sent to Gottschalk for
review
QBE
Comcast
Risk Management Jordan Status: Final draft in progress
Targeted Completion:
Comments: Sent to Jordan on
7/13 for review
Status: First draft in progress
Targete Completion:
Comments: Sent to Jordan on
7/13 for review
No
Process Documentation Robin Status: Completed
Completion Date: 6/29
Comments: Uploaded to
Sharepoint Proposals
Status: Completed
Compeltion Date: 6/29
Comments: Uploaded to
SharePoint Sales Emails
Citizens Financial Group
GE
Kaiser Permanente
Starbucks Coffee
No
7. Organization of Existing and Future Materials
• Inventoried past proposals, boiler plate proposals, and Sales Emails in R-Drive and Sharepoint
• Case Studies inventoried in Sharepoint
- R:StrategicConsultingPeople and Process
- https://connect.joneslanglasalle.com/CorporateSolutions/AM/SCON/peopleprocess/Pages/defau
lt.aspx
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8. Client Work
• Capital One (Kelly McDermott and Jonathan Wilkins)
- Developed Process Map Status Tables
- Organized Manhattan Project Life Cycle & Capital One Phase Labels Comparison
• Chick-Fil-A (Kelly McDermott and Sam Greely)
- Proposed solutions to Tririga Technology Review
- Organized results from Work Self-Assessment interviews into charts
• USAA (Kelly McDermott)
- Reorganized USAA Project Plan and Timeline
• Information Management 2020 (Chelsea Indelicato)
- Conducted 3 Voice of Costumer Interviews with key JLL stakeholders
• BP plc. (Erik Munck)
- Conducted 2 Functional Interviews with BP HR team for BP Chicago Workplace Study
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9. Lessons Learned
• Better grasped inner-workings of Corporate Real Estate and the role that it plays in everyday life
- CRE Teams
• Developed an extensive understanding of JLL and the role that Strategic Consulting plays in
serving clients
- Client accounts
• Established and expanded comprehension of People & Process practice with the help of
marketing development project, relevant reading materials, interviews, client work, and much more
• Understood the needs that People & Process requires to better improve and expand its practice in
the future
- Internal vs. external
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