THJ Account Health Check - Annual

• Site conducted

  Select

• Conducted on

  Date

• Prepared by

• Location
  Address

Communication

• To your client  - Formal communication to your client  ie scope or contractual changes, budget sign off etc. Provide evidence on the last 2 communcations via 'Media'

  Yes

  No

  N/A

Finance

• Commercial training - are the key players within your team aware of key commercials (reimburs/non-reimburs,3rd part costs, fee structure, savings, glide path, management fee at risk, gain share, change process, payment terms, burden rates)

  Yes

  No

  N/A

Governance and Compliance

• MSA copy - Where is this saved and who has access?

• Have you issued contract extract for teams, bite sized high level to understand account requirements  - what format is this?

  Yes

  No

  N/A

• Did you had any downstreaming Sessions with your Account Teams to address all important areas like HSE, Engineering, Ops, Quality, Finance

  Yes

  No

  N/A

• What action plans have you closed out following a client satisfaction survey during the previous 12 months? provide tracking

  Yes

  No

  N/A

• LL Vs Client Vs JLL R&R matrix copy

  Media

Operational Excellence

• Do we have SOW's & Site Field Manuals in place and are these reviewed at least annually?

  Yes

  No

  N/A

• Have you completed an annual H&S document review? (health assurance)

  Yes

  No

  N/A

• Number of accidents and incidents in the last 12months

People

• Are your JD's being updated to the latest D&I requirements?

  Yes

  No

  N/A

Technology

• Which Internal JLL Tools are you using? Ie: Azara, Canopy, Jaggear, Corrigo, Corrigo Pro, Sharepoint

  Select Azara Canopy Jaggear Corrigo Corrigo Pro SharePoint Other (add in 'Notes')

  • Azara
  • Canopy
  • Jaggear
  • Corrigo
  • Corrigo Pro
  • SharePoint
  • Other (add in 'Notes')

Operational Excellence

• Have you reviewed your supply chain strategy at least annually and do we aim for JLL best in class / Preffered Suppliers

  Yes

  No

  N/A