What are the best practices for staying organized when managing a large commercial real estate project?

This requires a healthy mixture of previous experience and a mindset of continually assessing the potential risk factors of each project. Here are a few questions to ask yourself as you’re planning: - Have all roles been defined, and are all tasks efficiently allocated to the appropriate team member? - Where do the schedule risks lie? Is the critical path identified, and all key milestones recognized? - Does your budget cover the entire project, including scope gaps, potential unforeseen issues, and contingencies? Have the costs been adequately vetted by a local authority or contractor?

Contingency planning is critical. Assume something will go wrong and create a realistic back up plan. Constant client communication is essential.

Crafting an effective plan is instrumental in conveying your expectations, efficiently distributing resources, and overseeing your advancements. Utilizing diverse tools like Gantt charts, spreadsheets, or specialized software enables you to develop and continually refine your plan.

It helps to write things down or create a timeline you can physically review. This will aid in organization as well as keep you on the rails. Once I begin my timeline, I begin my research. Take notes and organize the notes after the research is complete. File dump as you do and do not make edits until you are preparing the final draft of the project. Finally, stick to the plan and aim for the finish line! Success will come when you hold yourself accountable and press forward one step at a time.

Always plan ahead ... failure to plan os planning to fail. Taking your time early doors to set our a plan of action will pay dividends in the long run

ou're not a one-person band, so let's get the party started by passing the mic! Delegate tasks to your awesome team, contractors, and vendors. Be the maestro and make sure everyone knows their groove – roles, deadlines, and expectations. Jam with your clients, investors, lenders, and other project pals. Keep the communication dance alive – share your updates, shout about any hiccups, and strut your stuff with changes. Teamwork makes the dream work, so let's rock this project together!

You can't do it alone One good habit to have is sending an email or update whenever you stop working on something It could be to yourself but it can be helpful to que up other team members to give it a second look or next steps This leads to a good flow where projects can get exchanged and sped up because there is almost always someone looking over the project It also helps prevent things falling through the crack (usually) as there is always a trail where things were left

Have milestones and regularly weekly catch ups plus a whatsapp group where real time updates can be posted helps you deal with any hiccups and it means things can be corrected and back on track in a short space of time

When delegating or collaborating in commercial real estate projects its very vital to take note of the following : 1. You have to clearly communicate tasks, expectations, and deadlines to ensure everyone is on the same page. 2. Have Tasks assigned based on team members' strengths. 3. Give team members autonomy and trust their abilities, fostering a sense of responsibility. 4. Maintain open communication through regular check-ins. People don't do what you expect. They only do what you inspect. This is vital 5. Ensure proper documentation of tasks, responsibilities, correspondences and progress. 6. Always Have contingency plans in place for unforeseen challenges to maintain project momentum.

Your success will be the result of the sum of all parts. Recognize where your strengths and where your weaknesses reside. Your team can help off set those weaknesses and you must develop trust. Communication is key.

Google docs and dropbox is really good and also having videos to update each party when they're not on-site is great. Videos are great to keep investors updated too...

Project management tools like Asana, Trello, and Monday.com offer task organization through boards, cards, or lists, allowing users to allocate tasks, set deadlines, and track progress visually. These platforms facilitate collaboration among team members, ensuring everyone stays aligned on project goals. For document and file organization, cloud-based services such as Google Drive, Dropbox, or Microsoft OneDrive provide robust solutions. They allow for folder structures, file labeling, and categorization, enabling easy access, and sharing among team members. Employing a combination of these technologies and software systems allows individuals and teams to effectively organize, prioritize, and manage tasks, information, and deadlines.

I leverage AI automation and tools like PipeDrive, Monday, and Notion to keep everything streamlined. These platforms are my go-to for organizing everything from deal management to market analysis. By categorizing tasks and setting strategic reminders, I ensure that I’m always focusing on what drives growth.

I find it very helpful to keep a to-do/list of tasks in an organized notebook for everything that needs to be done so that I'm not relying on trying to remember what I need to do. Update your lists with notes as tasks progress. Also, get creative and use different color ink, making it easier to read what's more important first.

You have to prioritise the tasks that is going to move the needle the most so move the project forward the most... Once you do that the rest fall around it

I appreciate your advice on organizing and prioritizing tasks and information. I agree that having a system in place can help one stay focused and avoid distractions and delays. I've actually started implementing some of the techniques you mentioned. I've been using folders and labels to sort and group my files and documents, and it has made a big difference in keeping things organized. I've also been using calendars and reminders to schedule my activities and deadlines, which has helped me stay on track. .

Also have a plan B and plan C for large projects so if plan A goes wrong you many back ups. Never expect everything to go to plan... plan for unexpected mishaps so your never surprised or get thrown out by curve balls.

In my experience, doesn’t matter how good you have planned, in sales if you won’t review and change your strategy according to the outcomes. You are just a robot not a salesperson.

No matter how foolproof or perfect you may perceived your plans, thorough checking and reviewing is a must. In my experience, every plans or conducts can be further improved when I look through everything whether when the plan has or has not been put into motion. Uncertainty is always a component in our daily life no matter how big or small, it cannot be completely mitigated but simulating it will make you be more prepared for it when it happened.

Make sure you have the right people on the bus from the start. And I'm not talking only about vendors such as architects, market and workplace strategy experts. It's crucial that ALL stakeholders within the company, from the C suite to the group leaders who will utilize the facilities, are engaged and stay informed. Including the right people in the entire process will not only minimize the number of curveballs you see, they will help you solve for them.