Regional Portfolio Planner

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The Regional Planner will be a key team member of the Strategy Team who will drive regional occupancy strategy development and implementation across Client’s Regional portfolio, including managing the supply, capacity, demand, and vacancy in support of short term and long-term headcount projections. In this role, you will be the initial point of contact with functional area lines of business to understand the business requirement space needs and working with other stakeholders to develop recommended solutions and the supporting business case. Strong communication skills with the functional area line of business and key stakeholders throughout the project life cycle will be necessary for success.

Client Relationship Management and Strategy Development

• Serves as the Client Relationship Manager for the CRE Team, analyzing the client’s portfolio and identifying opportunities to optimize space for all organizations within the existing and committed portfolio (office and operation areas).

• Develops regional, city, and site-specific occupancy strategies with CRESS Leadership and Portfolio, Strategy, and Occupancy Planning teams.

• Applies and validates the finance-approved top-down headcount projections by business unit for a rolling 1-3 year planning horizon, partnering with the Client’s Strategy team and key functional area business units.

• Tracks and reports projected versus actual headcount by organization.

• Reports the current and forecasted supply and capacity for a rolling three-year timeframe.

Planning and Implementation

• Collects preliminary program requirements for each Functional Organization/Functional Area (by site, if necessary).

• Develops migration plans and sequencing of organizational-level moves with the Occupancy Planner.

• Develops building or campus stacking diagrams of current and future states based on the three-year headcount forecast.

• Obtains alignment on organizations’ agreement to migration and stacking plans.

•  Coordinates high-level scope and phasing schedules for project implementation based on stacking plans and migration strategy.

• Ensures planning is aligned with corporate guidelines, supporting forecasted growth and organizational requirements.

Policy Compliance and Education

• Recommends and applies space policies, standards, procedures, and protocols.

• Educates stakeholders on planning and space policies, standards, procedures, and protocols to ensure compliance.

Space Management and Analysis

• Maintains organizational-level space allocation plans on CAFM in a timely manner.

• Conducts and reviews Site Audit Data (including seat assignments, occupancy, vacancy, space categories & types) in partnership with local Facilities Mechanics & IRG for validation and remediation.

• Supports the Hybrid Workplace program through analysis of badge data and utilization studies to inform planning recommendations.

Communication and Collaboration

• Facilitates frequent and clear communication between other occupancy planners, relocation project managers, and facilities supervisors.

• Ability to drive to client sites within the region as needed (up to 60% travel).

Reporting/Deliverables

• Regional (by site/building) Occupancy Plan of Record reflective of forecasted supply and demand

• Leads development of long-range strategy incorporating occupancy strategy at a building and org level into overall planning narrative

• Migration and Stack Plans by City and Site Level

• Current and Forecasted Headcount

Key Interactions

• VP or Sr. Director of Functional Area / Lines of Business

• CRE Executive Leadership

• Transaction Management / Brokers

• Occupancy Planners

• Facility Management Teams

• Relocation / MAC te