Strategic planning

Critical to a thorough space evaluation process is a strategic plan. We analyze your mission, goals, and daily workflow to develop goals. Considerations include:

• Your mission: We understand that your space should reflect and enhance your organization’s mission. How does/should your space relate to fundraising, retention, recruiting, daily workflow, programs, events and outreach?

• Revenue/funding: How is your organization funded? Is it consistent, cyclical, influenced by specific events, etc.? How will this impact your real estate costs?

• Accounting: What accounting procedures do you use for your real estate costs and furniture/equipment? How are operations funded (revenue, reserves, etc.)?

• Flexibility: How can the real estate solution provide future flexibility to meet changes to your organization or the broader business climate?

Evaluation process

After establishing goals and developing a strategic plan, our United Commercial Realty professionals help you evaluate your options.

• Lease versus buy: We understand that this is an important consideration for organizations like yours. We create financial models to help you determine which option makes more sense.

• Decision makers: Who will be involved in making the real estate decisions? In our experience, the process includes staff, internal committees and/or your Board. We create deliverables and tailor our process to ensure each constituency is part of the process – and ultimate decision.

• Specialized uses: Whether it’s programming, events, training or client interface, we make sure we advocate for the unique ways in which you may need to use your space.

• Funders/members: How will funders and/or members view and/or use your space? Our evaluation process keeps these important groups in mind.

• Your time: We want you to focus on your mission. We work hard to protect your time throughout the process so you can concentrate on your organization and team.