Workspace & Occupancy Planner or Workspace Planner Assistant Purpose of Classification: Oversees the space management system, day to day requests, workspace & real estate accommodations, and workspace & real estate inquires. Coordinates, develops, analyzes, and reports on space & real estate needs, utilization, headcount, real estate impacts, and state to their team, organization, and leadership on a determined cadence and adhoc. Assesses, maintains, and monitors team folders, SharePoint, Teams, and outlook in support of role, organization, LOB partners, and team. Maintains complete facilities inventory including but not limited to evergreen floorplan footprints, developed team material / content, and issued reporting. Develops and Maintains Dashboards & Presentations for reporting, workspace, headcount, new hire, space demand, project demand, and team workload demand. Characteristics: Self-starter and motivated with the ability to adhered and align to deadlines, timelines, and expectations. Has the ability to flourish in environments that can become tense with required results, evolving requirements & needs, and performance pressure. The Planner performs more in-depth analysis, develops strategies, and floor plan / mockups. Responsible for maintaining, correcting, and keeping Global Real Estate space documentation evergreen, adheres to utilization standards, research, acts as a point of contact for leadership, administration, staff, and peers. Examples of Duties: Interprets and adheres to policies and procedures for space requests and utilization determined by Global Real Estate (GRE) and Line of Business. Analyzes space utilization effectiveness and changing demands for space needs; recommends actions to meet new requirements. Conducts studies, research, and compiles data and prepares comprehensive workspace use and feasibility data to be used for immediate presentations / planning, near term, and long-range planning. Manages and updates comprehensive space management computer system. Identifies and resolves real estate & workspace utilization conflicts between leadership, teams, and Line of Business departments. Obtains information for updating headcount and facilities inventory. Assigns or classifies space according to pertinent standards or procedures. Attends in all relevant Global Real Estate Planning Meetings / Sessions / Trainings to maintain latest knowledge & awareness of Banking Real Estate and space tooling, modifications, and advancements Develops, analyzes, and maintains reports, presentations, or summaries of new construction, restacks, or renovations on space planning. Generates, maintains, and updates reporting dashboard. Performs administrative functions such as assisting with or coordinating presentation preparation, team, and leadership report preparation, or monitoring and ensuring compliance to departmental, Real Estate, or other organizational policies and procedures.
Knowledge, Skills and Abilities:
Knowledge of space management computer applications.
Knowledge of space utilization and facilities management.
Skill in both verbal and written communication.
SharePoint & Teams creation, development, and modification experience.
Qlik & Tableau dashboard creation and reporting experience.
Skill in analyzing and determining space utilization, assessing large corporate departmental hierarchy headcount, and facilities inventory.
Minimum Qualifications:
Associate degree or Bachelor's degree in Drafting, Architecture, Finance, Construction Science, Corporate Real Estate, Facilities Management, Business Administration or related field and 1 to 3 years of facilities space management or directly related experience minimally; OR any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.
Software Skills and Experience:
Assessing and reading floorplans, AutoCad/Architectural Desktop/BIM, Excel (Pivots, Charts, Assessing and Quantifying large amount of headcount and real estate data sets etc.), PowerPoint, Adobe Professional / Illustrator / Photoshop, Workspace Management software (Tririga, Serraview, OfficeSpace, etc.), Outlook, Microsoft Teams, SharePoint, Zoom, Microsoft Word, Teams, and Qlik and/or Tableau Dashboard utilization experience. Existing Zoom, Teams, Adobe Suite, Tririga, Qlik, and/or Tableau experience a big plus.
