Estate strategy and planning


Estates Strategy and Planning

Management and maintenance of any organisation’s estate is often the second largest cost after its people. These key areas play a critical role in enabling strategic transformation, while the cost efficiencies will have a major impact on your organisation’s long term performance and sustainability.

An estates strategy forms an integral part of service planning and must not be viewed in isolation, but in conjunction with ongoing service needs and strategic objectives.

Put simply, we break this down into three main areas:

  • Where are we now? Together we look at your current position and performance to establish a baseline against which development planning can take place.
  • Where do we want to be? We review your estate requirements, including financial management and the rationalisation of space, hand in hand with your service ambitions, to produce a realistic estates strategy.
  • How do we get there? The strategy is then transferred into a deliverable framework which the organisation can continually review alongside the changing needs of the business, giving clear operational direction and enabling performance management every step of the way.
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Our estates team were empowered through the process to make some positive changes to what they do and how they do it, which will help us in our efforts to continually improve and develop our services for our communities in an efficient and sustainable way.

Mark Brooks, Chief Financial Officer, Southern Health NHS Trust May 5, 2016

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Jo Barnes

Managing Director