Knowledgeable Occupancy Planner with over 15 years of experience bringing planning and problem-solving abilities. Focused on maximizing resource utilization to support scalable operations and increase bottom-line profitability. Organized and systematic with natural relationship-building and leadership talents.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Director, Occupancy Planning
CBRE, Booz Allen Hamilton Account
McLean, VA
10.2023 - Current
Provide formal supervision to employees
Track training and development of staff
Conduct performance evaluations and mentoring
Coordinate and supervise the team’s daily activities
Establish work schedules and assign tasks
Set and track staff and department deadlines
Improve and change existing methods, processes and standards within job discipline and aligns with client strategy
Identify and solve multifaceted, sophisticated, operational, and organizational problems leveraging the appropriate resources within or outside the department
Lead and achieve financial, operational and other measures as defined in deliverables and KPIs established
Develops project-level and portfolio-level solutions based on interpretation of the program data and preparation of recommendations
Analyze space requirements and provides conceptual space plans and recommendations to real estate team and/or stakeholders
Develop scenario space planning tools/models
Prepares forecasts and analyzes space planning trends in general business conditions
Engage with clients on programming data, program/load neighborhood tools, develop neighborhoods, adjacency diagrams, stack plans, etc.
Workplace Strategy Manager
CBRE, Booz Allen Hamilton Account
McLean, VA
04.2022 - 10.2023
Created and Maintains Tools/Templates to Support the client’s Global Workplace Space Standards
Works with Stakeholders to identify all opportunities to increase portfolio efficiency through analyzing different metrics (utilization, growth, supply vs demand, RSF/Seat)
Develops project-level and portfolio-level solutions based on interpretation of the program data and preparation of recommendations
Analyze space requirements and provides conceptual space plans and recommendations to real estate team and/or stakeholders
Prepare block plan, stack plans, and move lists
Produce presentations for internal stakeholders and client facing meetings for review and feedback; involves project management staff as appropriate for move and construction services
Conduct analysis and review of work areas affected by move planning to ensure that current location and office availability at destination locations is reflected accurately
Responsible for occupancy data within the system of record
Partner with other departments on move and relocation sequencing and execution
Develop scenario space planning tools/models
Prepares forecasts and analyzes space planning trends in general business conditions
Engage with clients on programming data, program/load neighborhood tools, develop neighborhoods, adjacency diagrams, stack plans, etc
Attends client meetings; obtain approvals to proceed when required
Conducts interviews and discussions with clients to gather, coordinate and synthesize project requirements, functional, operational, and cultural issues
Facilitate post-occupancy support and reviews to ensure deliverables were executed and client's expectations were met
Evaluate outcomes and implement procedures for improvement
Identifies opportunities for improvements by and among the clients and/or companies
Acts as a Subject Matter Expert (SME) for key systems/processes in subject teams and day-to-day functions.
Senior Occupancy Planner
CBRE, Booz Allen Hamilton Account
McLean, VA
10.2017 - 04.2022
Created and Maintains Tools/Templates to Support the client’s Global Workplace Space Standards
Works with Stakeholders to identify all opportunities to increase portfolio efficiency through analyzing different metrics (utilization, growth, supply vs demand, RSF/Seat)
Develops project-level and portfolio-level solutions based on interpretation of the program data and preparation of recommendations
Analyze space requirements and provides conceptual space plans and recommendations to real estate team and/or stakeholders
Prepare block plan, stack plans, and move lists
Produce presentations for internal stakeholders and client facing meetings for review and feedback; involves project management staff as appropriate for move and construction services
Conduct analysis and review of work areas affected by move planning to ensure that current location and office availability at destination locations is reflected accurately
Responsible for occupancy data within the system of record
Partner with other departments on move and relocation sequencing and execution
Develop scenario space planning tools/models
Prepares forecasts and analyzes space planning trends in general business conditions
Engage with clients on programming data, program/load neighborhood tools, develop neighborhoods, adjacency diagrams, stack plans, etc
Attends client meetings; obtain approvals to proceed when required
Conducts interviews and discussions with clients to gather, coordinate and synthesize project requirements, functional, operational, and cultural issues
Facilitate post-occupancy support and reviews to ensure deliverables were executed and client's expectations were met
Evaluate outcomes and implement procedures for improvement
Identifies opportunities for improvements by and among the clients and/or companies
Acts as a Subject Matter Expert (SME) for key systems/processes in subject teams and day-to-day functions.
Senior Occupancy Planner
Jones Lang LaSalle, MITRE Account
Bedford, MA
08.2016 - 10.2017
Summarizes findings and recommendations for action or consideration by the client
Develops migration plans and sequencing of group-level and individual moves
Facilitates and/or resolve planning issues identified in the client planning meetings
Ensures planning is aligned with corporate guidelines, and that all scenarios maximize use of space
Makes recommendations, educate, and enforce space policies/standards, procedures and protocols and notifies client of customer requested exceptions
Measures, monitor, and report cost saving and value-added contributions
Assists in developing site-specific Planning Strategies with Senior Leadership
Assembles, update and report the top-down and bottoms-up seat count projections collected at the group-level for an annual planning horizon and work with the client to reconcile discrepancies with tops-down projections
Tracks and report actual seat demand at the group level
Reports actual seat demand versus projected seat demand at the building level
Compares over time, actual seat demand versus projected seat demand at the building and business unit level
Reports the current supply and capacity, and forecasts inventory changes
Works with the Move Coordination team to review and approve moves, develop migration plans, and conduct facility audits
Works with the Business Unit leadership to collect headcount forecasts, resolve headcount forecast discrepancies between leadership’s numbers and those collected at the group-level
Works with Corporate Finance and HR groups to gather forecast plans and Top-Down projections
Works with Corporate Services to review/resolve planning forecasts, needs, concerns, and issues
Collaborates with Project Management and Facility Management to review stacking strategies and provide workload forecast related to project moves that are planned to occur based on occupancy plans/strategy
Collaborates with the Workplace Strategy team to understand workplace initiatives and strategies
Teamwork with internal client teams participating in space and portfolio strategies
Works with internal OP team members to ensure cross campus/portfolio strategy plans are developed.
Occupancy Planner
Jones Lang LaSalle, MITRE Account/BMS Account
Bedford/Devens, MA
10.2014 - 08.2016
Manage the supply, capacity, and demand of client’s portfolio of space
Track and reports projected versus actual seat counts
Provides geographic stacking diagrams by location, building and floor
Reports the current supply, capacity, and forecasts inventory changes for a rolling 3-year timeframe
Develops preliminary program requirements for each department within MITRE
Develops migration plans and sequencing of group-level moves and relocations
Educates local contacts on planning and space standards/policies, procedures, and protocols
Forecast’s order of magnitude scopes, schedules, and budgets for project moves planned to occur based on stacking plans
Ensures planning is aligned with corporate guidelines and that all scenarios maximize the use of space
Participates in Audits including seat assignments, occupancy, vacancy, labs, and equipment
Measure, monitor, and report cost saving and value-added contributions
Assisted client with Space Plan Strategy & implementing new space standards to the site.
Project Manager
Furniture Consultants
Boston, MA
07.2014 - 10.2014
Assisted Salespersons, Designers, Coordinators, and other company personnel in all scheduling, delivery, labor, and site coordination aspects of projects, relating to successful installation of furniture and wall components
Communicated the project parameters and logistically manage large and small-scale projects from initial consultations, through to order placement, to receipt of goods and services, through punch list resolution, to Day Two, ongoing support
Engaged in all aspects of furniture projects effectively, while meeting the project expectations
Communicated and documented projects during all stages of the project using various tracking mechanisms and status reports
Acted as the liaison between Sales and Customer
Visited and checked site &/or confirmed with Bldg
Manager/Client, loading dock area & access
Determined availability of staging and equipment areas and total number of deliveries required to reserve elevators
Confirmed construction is on time with GC
Field surveyed electrical locations prior to installation
Reviewed Acknowledgements and issued delivery tickets
Conducted pre-installation walk-throughs to verify any damages by other trades
Confirmed all necessary wall and floor protection was completed and checked daily
Worked with Sales Coordinator to issue back charges, freight, and deficiency claims
Confirmed installation was completed as per plans and specifications
Interfaced with installation companies and manufacturers regarding scheduling
Developed and maintained project schedules
Attended design/sales meetings and seminars
Assisted in furniture specifications and design.
Designer
Red Thread
Boston, MA
11.2013 - 06.2014
Worked closely with Sales, Account Managers, Project Managers, and customers to ensure conformance to customer requirements, high quality implementation and customer satisfaction
Provided design services to customers, including site and inventory verifications, programming, typical development, renderings, installation drawings and specifications
Developed/executed concepts, space plans, product application drawings, specifications, and installation plans in AutoCAD/CAP software
Led client presentations and engaging in consultative selling
Attended customer planning meetings; presented plans and information to customer for review and approval
Reviewed and conducted field measurements and plan-to site adherence checks
Conducted programming by interviewing customers/end/users and produces reports
Developed and presented block/space plans; obtains customer approval
Selected, developed, and presented color/finish boards; obtain customer approval
Developed finished working drawings for specification and installation; validate plans against construction, electrical and A & D drawing set; obtain customer approval
Developed product specifications; verify specifications against plans; produce order-ready specifications utilizing technology; verify accuracy and correctness
Managed changes and revisions
Conducted field review during/after installation with Project Managers &/or installation crew
Provided design budgets for projects; maintains daily timesheets; manages actual time against budgets
Maintained detailed project documentation including records of key decisions, approvals and signoffs and notes from customer/internal meetings
Managed adherence to project schedule and budgets and communicated regularly on assignment status
Prepared plotting, printing, color board requests
Ensured complete and accurate plans/specifications are order ready
Provided programming, layouts and designing services for functional, efficient, and aesthetically pleasing spaces for departments supporting ESPN’s daily businesses in all locations within North America
Specified furniture and finishes from small renovations to new construction in all locations
Manage furniture and artwork inventories throughout headquarters
Created AutoCAD standards to accomplish consistency throughout the drawing library to led to efficiencies within the facilities department
Assisted in managing and implementing all furniture/furnishing requests for repair, replacement, and modifications
Supported and maintained furniture and space standards to ensure consistency throughout the company
Managed the space management software to keep track of space occupancies and vacant ices throughout the entire ESPN portfolio to ensure accuracy in reporting
Trained coworkers on how to use the space management tool to create efficiency across the department
Created and provided 3D renderings in project documents to help end users understand the furniture selected and the overall layout of the space
Developed understanding of project submittals as part of project process
Attended workshops/seminars to stay on top of current office design and furniture design trends
Provided knowledge and guidance pertaining to Sustainable Design on project
Managed the design and build of the space management software, Manhattan
Managed, coordinated and implemented space planning services along with moves/adds and changes
Met with vendors and manufacturers to build and maintain an in-house materials library
Surveyed industry for innovation in design and space utilization
Coordinated activities with all service providers on large projects and large moves throughout campus
Met with end users about space needs/requirements to come up with best way to utilize the space for function and efficiency
Assisted Space Planning Manager in keeping track of furniture inventories around headquarters.
Space Planner/AutoCAD Operator/Move Coordinator
Johnson Controls- Bristol Myers & Squibb Account
Wallingford/Devens, CT/MA
09.2010 - 04.2011
Managed, coordinated and implemented space planning services and moves, adds, and changes
Moved lab equipment, relocations, and furniture requirements accordance with BMS needs strategies and procedural documents
Managed tactical implementations of laboratory and office assignments
Coordinated activates with all service providers (tele/data communications, security, maintenance, housekeeping, lab asset management, EHS)
Ensured accurate space occupancy/utilization data & records were maintained
Ensured all vacated and available workspaces were ready for use within defined standards
Supported and maintained furniture and space standards
Consulted on interior finishes and furniture
Met with end users to align business and space strategies
Surveyed industry for innovation in design and space utilization
Provided project plan with milestones and timelines for delivery of implantation plans and programs from BMS derived strategies and programs
Managed and implemented all furniture/furnishing requests, for repair, replacement, and modification
Stored and tracked on site furniture with an inventory system.
Furniture Coordinator
Johnson Controls- United Technologies Account
Farmington, CT
03.2008 - 09.2010
Developed and coordinated furniture installation packages and managed deliveries
Established and maintained vendor relationships and evaluated vendor performance
Assisted in the development and management of furniture budget per project
Solicited furniture quotes from multiple vendors, evaluate proposals, develop recommendations, and obtained all required approvals and coordinated purchase orders between client and furniture vendors
Developed an understanding of multiple furniture manufacturer products, systems furniture applications, components, and specification knowledge
Met with clients and project team members to determine needs and solved problems
Developed a “Green Library” for use and reference on projects interested incorporating sustainability
Assisted UT Realty in administration, management, and policy compliance of the UT500 Office Furniture Procurement Process.
Education
Women in Leadership Certificate -
University of Delaware
10.2021
Diversity, Equity & Inclusion in the Workplace Certificate -
University of South Florida
05.2021
Professional Certificate Sustainable Design -
University of Hartford- Construction Institute
08.2013
Certificate Architectural Drafting -
Porter and Chester Institute
04.2006
Skills
AutoCAD 2012 and later
Vector Works
Adobe Photoshop & Illustrator
Google Sketchup
MS PowerPoint
MS Access
MS Outlook
Serraview
Manhattan Software & FMS
Center stone
MS Excel
MS Word
Power BI
Adobe Acrobat
Sequentra
FacIT Move Manager
Maximo Work Order System
Captivate Software
CET Designer
2020 Worksheet
Tableau
Space Planning/Design
Project Management/Deliverables
Strategic Thinking
Analytical Thinking
Problem Solving
Budget Control
Project Coordination
Strategic Planning
People Management
Affiliations
Member of USGBC Connecticut Chapter
Recognitions Awards
CAPM, will acquire 2023
LEED AP ID&C Accreditation, April 2013, Renewed April 2023
Q3 Quarterly All-Star Award, 2021
Emerald Coin Award, recognized for outstanding client support, CBRE 2020
Cornerstone Award, recognized for work and teamwork, CBRE 2018
VIP Award, recognized for excellence in client focus, JLL 2015
Recognized for demonstrating best practices to the client, UTC 2010
Johnson Controls Employee Recognition Award, 2009
Certification
QPCR Qualification, CoreNet, will acquire 2025
CAPM, will acquire 2024
LEED AP ID&C Accreditation, April 2013, Renewed April 2023
Accomplishments
signoffsCoreNetecognized for demonstrating best practices to the client, UTC 2010
· Johnson Controls Employee Recognition Award, 2009
References
References available upon request.
Timeline
Director, Occupancy Planning
CBRE, Booz Allen Hamilton Account
10.2023 - Current
Workplace Strategy Manager
CBRE, Booz Allen Hamilton Account
04.2022 - 10.2023
Senior Occupancy Planner
CBRE, Booz Allen Hamilton Account
10.2017 - 04.2022
Senior Occupancy Planner
Jones Lang LaSalle, MITRE Account
08.2016 - 10.2017
Occupancy Planner
Jones Lang LaSalle, MITRE Account/BMS Account
10.2014 - 08.2016
Project Manager
Furniture Consultants
07.2014 - 10.2014
Designer
Red Thread
11.2013 - 06.2014
Space Planner
ESPN
04.2011 - 11.2013
Space Planner/AutoCAD Operator/Move Coordinator
Johnson Controls- Bristol Myers & Squibb Account
09.2010 - 04.2011
Furniture Coordinator
Johnson Controls- United Technologies Account
03.2008 - 09.2010
Women in Leadership Certificate -
University of Delaware
Diversity, Equity & Inclusion in the Workplace Certificate -