Title Page
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Site conducted
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Conducted on
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Prepared by
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Location
Health Check
Finance
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Cost saving initiatives – Do you have an up to date tracker in place? Have you leveraged ideas from another account? - If so what was the outcome?
Operational Excellence
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Do we have a 52 week PPM calendar of planned maintenance activity and have all PPM's been done timely?
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What is our level of consistency across countries, services and property types? Have we rolled out SOP/Digital Playbook?
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Where are your vendor contracts saved?
People
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Grade / Compensation in line with other accounts and reviewed twice annually? - what format is this in?
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Succession plans in place - How often is this reviewed? provide evidence via 'Media'
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Induction process and overview - Induction copy, induction forms – both client and JLL examples
Strategy
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How often do you review client and account goals - How have these changed over time, what drivers?, what is the format?. Review goal/tracking template.
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Cross-pollination of services - What additional JLL services are you utilising ie PDS, Tetris
Operational Excellence
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Do you have a full understanding of the client sustainability targets, who the stakeholders are, and how JLL can support and have you discussed this with the client? Have you engaged with Client Growth or Consulting to see how they can support with any client engagement on this topic?
