Page 26 - Lennox International - May 2020
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YEAR ROUND ACCOUNTABILITY AND GOVERNANCE
Year-round accountability and governance
Activities Service level agreements
• Review and update CRE strategic plan • Strategic plan
• Conduct portfolio review • Annual performance plan
Annual • Set annual objectives • Capital budgeting
• Review / challenge projected demand
• Annual review
• Review progress of annual objectives • Balanced scorecard dashboard • Real estate commitment report
• Review our team staffing and identify areas for • Transaction reconciliation – firm’s financial statement
Quarterly improvement • Programming exceptions report • Client inventory spreadsheet
• Deliver educational component / knowledge sharing • Remaining liability report. • Aging report (sublease collection issues)
• Quarterly business review • Critical lease date reporting
• Monthly reporting, as agreed • Real estate events report • Recurring rent schedule
• Internal monthly leadership meeting • Portfolio project report. • Sublease income vs. rent expense report
Monthly • Portfolio summary • Transaction projects update.
• Transaction and Project status calls • Active project report (transaction and project
management)
Weekly /
Bi-weekly
• Ongoing project meetings • Portfolio optimization review.
• Customized reporting as requested
Ad hoc • Specific consulting projects, as agreed
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