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CBRE BTMM I 2
PROVEN PROCESS
CBRE uses standard Project Management Institute (PMI) methodology – the
U.S. standard for the project management profession – to maximize project
control and minimize project error. This system of practices, techniques,
procedures and rules allows us to deliver our services in a consistent manner
across a variety of organizations regardless of their core business
CBRE MANAGES OVER 300,000 MOVES ANNUALLY
BENEFITS: Minimized Relocation Costs | Downtime
Avoidance | Reduced Risk & Stress | Positive, Consistent
Staff Experience
 Project Kick-off
Meeting and
Information Review
 Service Line
Meetings
 Department
Operations
Questionnaire
 Relocation Charter
 Project Team
Development
 Relocation Budget
 Relocation Schedule
 Project Meetings
 Move/Change
Management
Communications
 Technology
Management
 Move Coordinator
Program
 Clean-up
Campaign
 Move Database
 Data Management
Process
 Physical Move RFP
 Move Labels,
Signage and
Drawings
 Physical Move
Preparation
 Move Logistics
Plan
 Move Supervision
 Cost Control and
Budget
Management
 Quality Assurance
 Performance
Measurements
 Post-Move
Command Center
 Post-Move Survey
 Vendor Invoice
Reconciliation
 Information Transfer
 Internal Close-out
CBRE BTMM I 3
WHY INTRODUCE
BTMM?
 Completes end-to-end service for
your customer from Transaction through Occupancy
• Proven process which with an end user communications focused delivery model –
everyone is impacted by the move
• Each staff member relocating is immediately back to work – 90%+ end user
satisfaction
 Risk reduction for customers considering a relocation
• ‘An International Facilities Management Association (IFMA) study found that 2/3 of
those assigned to manage an office relocation were either fired, quit or demoted
after the move.’
 Hard cost savings & validation of relocation budget/vendors for your customers
 Protect your client’s asset with a strong set of suppliers along with a proven a
delivery method
CBRE BTMM I 4
END USER FOCUSED
COMMUNICATIONS
CBRE BTMM I 5
END USER FOCUSED
COMMUNICATIONS
CBRE BTMM I 6
END USER FOCUSED
COMMUNICATIONS
CBRE BTMM I 7
WHAT OUR CLIENTS
ARE SAYING
“I think the employee survey
results and comments speak
the loudest. I’ve never been
involved with a move that
achieved over 98% highly
satisfied results. I heard only
praises for your team during
the entire process starting
with the first move in
November to the last in
February - again, an unheard
of accomplishment.”
Bob O’Brien, GMAC Global
Facilities Mgt.
“I have nothing but the highest
praise for Eric Stang and the
work he did. It was a difficult,
complex move. We were a
difficult, anxious and hard to
please group of attorneys and
staff. Our attorneys and staff
could not have been more
pleased with the move.”
J. David Evans, Executive
Director, Bass, Berry & Sims,
PLC
“Excellent job! Monday was
one of the worst days in stock
market history and proved to
be a very challenging day for
our staff. The move could
have posed serious issues,
but the execution was perfect
and it was seamless to our
staff and customers.”
Barbara Hampton, The
Hartford
“The project was completed
with customer satisfaction
scores averaging 96%. The
outcome exceeded all of our
expectations and was the
result of expert planning and a
professional communications
strategy. We highly
recommend this team and will
utilize their services in the
future.”
Lynn Veilleux, Aetna Real
Estate
“Healthways began a journey
into a whole new work
environment. The team from
CBRE move management
was selected to implement
this very important mission for
Healthways and they
exceeded our expectations.
CBRE move management
was truly the key partner in
accomplishing this successful
transition.”
Dennis Jackson,
Former Vice President -
Sourcing and Real Estate,
Healthways World
Headquarters
“At the close of the roughly ten
month long project, the CBRE
Team and BayCare had not only
executed what was close to a
flawless relocation process, but
did so on-time and on-budget. It
was truly a pleasure working with
Bill, Eric and Katy throughout the
entire project and I would not
hesitate to recommend CBRE to
others in the industry seeking
similar such corporate services
support.”
Terry McLaughlin, Regional
Director – Real Estate &
Development, BayCare Health
System
CBRE BTMM I 8
Value …..
 Proven Processes and Playbook Approach Identifying Potential Pitfalls
 Removing Angst from the Real Estate, Facilities and Project Team
 Augmenting Internal Resources – You have an Organization to Run!
 Experienced Team Members Utilizing Best Practices and Lessons
Learned
 Significant Cost Effective Solutions Including Nationally Negotiated Rates
for Relocation Service Providers
 Personable, Professional and Experienced Staff to Blend with your Team
Driving a Single Point of Accountability for the Move
 Minimize Risks – Day One Operational with Minimal Downtime
QUESTIONS &
ANSWERS
Relocations are always challenging and moving a fully
operational business can present a unique set of requirements.
CBRE’s Business Transition & Move Management Team will work with you
to put together a plan that will ensure a seamless transition.
CBRE BTMM I 9
20+ YEARS OF EXPERIENCE
All marks displayed on this document are the property of their respective owners
Amy L Huber
Business Transition & Move Management Services
312.718.5153
amy.huber@cbre.com
Let us help you make the move with ease.
Business Transition & Move Management Services is a group dedicated to
helping organizations plan
and execute multi-phased and complex relocations.
CONTACT:

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CBRE BTMM Overview Huber

  • 1.
  • 2. CBRE BTMM I 2 PROVEN PROCESS CBRE uses standard Project Management Institute (PMI) methodology – the U.S. standard for the project management profession – to maximize project control and minimize project error. This system of practices, techniques, procedures and rules allows us to deliver our services in a consistent manner across a variety of organizations regardless of their core business CBRE MANAGES OVER 300,000 MOVES ANNUALLY BENEFITS: Minimized Relocation Costs | Downtime Avoidance | Reduced Risk & Stress | Positive, Consistent Staff Experience  Project Kick-off Meeting and Information Review  Service Line Meetings  Department Operations Questionnaire  Relocation Charter  Project Team Development  Relocation Budget  Relocation Schedule  Project Meetings  Move/Change Management Communications  Technology Management  Move Coordinator Program  Clean-up Campaign  Move Database  Data Management Process  Physical Move RFP  Move Labels, Signage and Drawings  Physical Move Preparation  Move Logistics Plan  Move Supervision  Cost Control and Budget Management  Quality Assurance  Performance Measurements  Post-Move Command Center  Post-Move Survey  Vendor Invoice Reconciliation  Information Transfer  Internal Close-out
  • 3. CBRE BTMM I 3 WHY INTRODUCE BTMM?  Completes end-to-end service for your customer from Transaction through Occupancy • Proven process which with an end user communications focused delivery model – everyone is impacted by the move • Each staff member relocating is immediately back to work – 90%+ end user satisfaction  Risk reduction for customers considering a relocation • ‘An International Facilities Management Association (IFMA) study found that 2/3 of those assigned to manage an office relocation were either fired, quit or demoted after the move.’  Hard cost savings & validation of relocation budget/vendors for your customers  Protect your client’s asset with a strong set of suppliers along with a proven a delivery method
  • 4. CBRE BTMM I 4 END USER FOCUSED COMMUNICATIONS
  • 5. CBRE BTMM I 5 END USER FOCUSED COMMUNICATIONS
  • 6. CBRE BTMM I 6 END USER FOCUSED COMMUNICATIONS
  • 7. CBRE BTMM I 7 WHAT OUR CLIENTS ARE SAYING “I think the employee survey results and comments speak the loudest. I’ve never been involved with a move that achieved over 98% highly satisfied results. I heard only praises for your team during the entire process starting with the first move in November to the last in February - again, an unheard of accomplishment.” Bob O’Brien, GMAC Global Facilities Mgt. “I have nothing but the highest praise for Eric Stang and the work he did. It was a difficult, complex move. We were a difficult, anxious and hard to please group of attorneys and staff. Our attorneys and staff could not have been more pleased with the move.” J. David Evans, Executive Director, Bass, Berry & Sims, PLC “Excellent job! Monday was one of the worst days in stock market history and proved to be a very challenging day for our staff. The move could have posed serious issues, but the execution was perfect and it was seamless to our staff and customers.” Barbara Hampton, The Hartford “The project was completed with customer satisfaction scores averaging 96%. The outcome exceeded all of our expectations and was the result of expert planning and a professional communications strategy. We highly recommend this team and will utilize their services in the future.” Lynn Veilleux, Aetna Real Estate “Healthways began a journey into a whole new work environment. The team from CBRE move management was selected to implement this very important mission for Healthways and they exceeded our expectations. CBRE move management was truly the key partner in accomplishing this successful transition.” Dennis Jackson, Former Vice President - Sourcing and Real Estate, Healthways World Headquarters “At the close of the roughly ten month long project, the CBRE Team and BayCare had not only executed what was close to a flawless relocation process, but did so on-time and on-budget. It was truly a pleasure working with Bill, Eric and Katy throughout the entire project and I would not hesitate to recommend CBRE to others in the industry seeking similar such corporate services support.” Terry McLaughlin, Regional Director – Real Estate & Development, BayCare Health System
  • 8. CBRE BTMM I 8 Value …..  Proven Processes and Playbook Approach Identifying Potential Pitfalls  Removing Angst from the Real Estate, Facilities and Project Team  Augmenting Internal Resources – You have an Organization to Run!  Experienced Team Members Utilizing Best Practices and Lessons Learned  Significant Cost Effective Solutions Including Nationally Negotiated Rates for Relocation Service Providers  Personable, Professional and Experienced Staff to Blend with your Team Driving a Single Point of Accountability for the Move  Minimize Risks – Day One Operational with Minimal Downtime QUESTIONS & ANSWERS Relocations are always challenging and moving a fully operational business can present a unique set of requirements. CBRE’s Business Transition & Move Management Team will work with you to put together a plan that will ensure a seamless transition.
  • 9. CBRE BTMM I 9 20+ YEARS OF EXPERIENCE All marks displayed on this document are the property of their respective owners
  • 10. Amy L Huber Business Transition & Move Management Services 312.718.5153 amy.huber@cbre.com Let us help you make the move with ease. Business Transition & Move Management Services is a group dedicated to helping organizations plan and execute multi-phased and complex relocations. CONTACT: