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Portfolio strategy

From a call on every site to savings delivered — on numbers the board can check.

Decide what happens to each site and when, plan headcount with its range, cost every contract under each scenario, write the business case from the same figures and track the savings until they show up in the contracts.

You make the calls. Workplacer computes every figure; AI only writes the narrative.

Talk to us →See the five steps
5 stepsstrategy to savings
Every scenariocosted contract by contract
Every savingtracked to delivery
One Nordic portfolioExample
01
Portfolio strategy
14 sites, a call on each — two to consolidate
Decided
02
Headcount growth plan
1 150 people today, 1 257 in three years
Base
03
Portfolio scenarios
Consolidate two: SEK 24.0 m → 21.1 m a year
−12 %
04
Business case
NPV SEK 14.6 m better, payback 2.3 years
Board paper
05
Initiatives
SEK 2.7 m forecast against a 2.9 m plan
Tracked
One plan, from decision to delivery. The calls you make become scenarios, the scenario becomes initiatives, and the initiatives are checked against the contracts.
The chain

From a strategy on paper to savings you can see in the contracts.

Each step works from the same sites and contracts, so the strategy, the scenario, the business case and the savings register never disagree about what the estate costs.

01
Portfolio strategy
What happens to each site?
Your priorities and a call on every site — retain, renew, exit, consolidate or expand — with its timing, turned into a board-ready summary and a three-to-five-year roadmap.
More about Portfolio strategy ↓
02
Headcount growth plan
How many people will we be?
Headcount projected year by year in conservative, base and aggressive scenarios, with targets per department — and one figure chosen for sizing the space.
More about Headcount growth plan ↓
03
Portfolio scenarios
What does each path cost?
A decision on each contract — keep, break, exit, sublet, prolong — and the whole book costed month by month for ten years, side by side with today.
More about Portfolio scenarios ↓
04
Business case
Is it worth doing?
Options compared on NPV, IRR and payback, with inputs pulled from the project's tools, sensitivity tested and a narrative for the board.
More about Business case ↓
05
Initiatives
Is the plan delivering?
Each decision as an initiative with owner and effect, plan frozen at approval, forecast and actual against it — and lease savings checked in the contracts.
More about Initiatives ↓
Each step in detail

What each step takes in, does and hands on

A portfolio strategy usually lives in a slide deck that stops matching reality the week after it is presented. Every step below stays tied to the sites and contracts. Here is what you bring, what each step does and what you get out.

01

Portfolio strategy

What happens to each site?

A decision on every site, with its timing and the reasons — the one-page view leadership asks for, built from the portfolio as it is.

A call on each siteExample
SiteCallWhen
Stockholm HQRetain—
GöteborgRetain—
OsloRenew6–12 months
Malmö 2Consolidate12–24 months
UppsalaConsolidate12–24 months

Five of 14 sites shown. Priorities: cost and flexibility.

You bring

  • What the business is trying to achieve
  • Your two or three priorities
  • A call on each site

What it does

  • Lets you choose priorities among cost, flexibility, talent, brand and sustainability
  • Records retain, renew, exit, consolidate or expand per site, with a window from 0–6 to 24–36 months
  • Puts each site's cost and benchmark next to its call
  • Writes the summary, the rationale per site and a three-to-five-year roadmap, with AI
  • Leaves every call to you — the AI explains, it does not decide

What you get

  • A board-ready view of the footprint
  • A call per site, with timing
  • The order to act in
Reads: Benchmarks, Lease expiry plannerFeeds: Headcount growth plan, Portfolio scenarios
02

Headcount growth plan

How many people will we be?

How many people the portfolio has to hold, with the range around it — so every sizing tool starts from the same number.

Headcount in three yearsExample
1 150Today
1 185Conservative
1 257Base
1 370Aggressive

3 % a year; the base case is the headcount every sizing tool uses.

You bring

  • Today's headcount, filled from site data
  • A horizon and a growth rate
  • Optionally targets per department

What it does

  • Projects headcount year by year over one, three or five years
  • Shows a conservative and an aggressive case around the base
  • Lets department targets override the rate and ramps new departments in
  • Fills department targets from team-leader survey answers
  • Lets you pick one scenario and year as the headcount to size for

What you get

  • A projection you can defend
  • The range around it
  • One headcount every sizing tool uses
Reads: Sites, Team leader surveyFeeds: Space Estimate, Space Program, Business Case
03

Portfolio scenarios

What does each path cost?

Every contract in the book, costed under each path you are considering — so the choice is between known numbers, not estimates.

Consolidate two, against todayExample
MeasureTodayConsolidate two
Run rate, SEK a year24.0 m21.1 m
Area, sqm21 00018 400
Locked share78 %61 %
One-offs, SEK—2.2 m

Break Malmö 2, let Uppsala expire. Every contract costed month by month for ten years.

You bring

  • The contract book
  • A decision per contract — or a rule such as use every break within two years
  • New space you might take on
  • Assumptions for indexation and exchange rates

What it does

  • Takes keep, break, exit at expiry, assign, surrender, sublet or prolong per contract
  • Costs each contract month by month for ten years from its schedules, reviews, rent-free and indexation
  • Shows run rate, present value, one-offs, area, desks, locked share and payback
  • Compares scenarios side by side against today
  • Shows the act-by dates each scenario depends on, and warns about passed deadlines and missing break fees
  • Turns the chosen scenario into initiatives in one click

What you get

  • What each path costs and locks you into
  • The deadlines it depends on
  • Initiatives ready to run
Reads: Contracts, critical datesFeeds: Initiatives
04

Business case

Is it worth doing?

The case for the change in the form finance reviews it — options, cash flows and the risks — built from figures the project already has.

Options on seven yearsExample
OptionNPV vs todayIRRPayback
Current state———
Consolidate two+14.6 m41 %2.3 years
Renew all+3.1 m12 %5.8 years

Discount rate 8 %. Fit-out cost is the biggest swing in the sensitivity test.

You bring

  • Two to four options
  • A discount rate from Finance
  • Costs the tools don't already know

What it does

  • Compares options on NPV, IRR and payback against the first
  • Pulls inputs from the project's tools — market rents, fit-out and furniture budgets, space, growth, break costs, IFRS 16 — and shows where each came from
  • Tests sensitivity with a tornado chart and Monte Carlo
  • Scores non-financial criteria with weights you set
  • Values flexibility such as a break option
  • Writes the board narrative, with AI

What you get

  • A board paper with a recommendation
  • A cost breakdown finance can audit
  • The risks, quantified
Reads: Market comparison, fit-out budget, Space Program, Growth plan, IFRS 16Feeds: Initiatives
05

Initiatives

Is the plan delivering?

The plan as a savings register that keeps itself honest: what was promised, what is forecast and what has landed.

Nordic consolidation, SEK m a yearExample
2.9Plan
2.7Forecast
1.1Year to date

Malmö 2 verified against the contract register; Uppsala in delivery.

You bring

  • An adopted scenario, a project or an imported workbook
  • Owners and delivery dates
  • The outcomes you want to measure

What it does

  • Moves each initiative from idea to verified through set stages
  • Groups initiatives into programmes that roll up their parts
  • Freezes the plan at approval and shows forecast and actual against it
  • Checks lease savings against the contract register — three months before against three months after
  • Measures outcomes such as presence, utilisation, energy and carbon from a baseline
  • Computes the effect year by year and in total

What you get

  • A savings register no one updates by hand
  • Savings checked in the contracts
  • Delivery tracked against plan
Reads: Portfolio scenarios, Business Case, ContractsFeeds: Numbers, the quarterly report
Why one chain

The difference between a strategy deck and a strategy that delivers

01

You decide, on the record

Every site call and contract decision is yours, with its timing — the AI writes the reasoning, never the decision.

Decided
02

Computed, not estimated

Scenario costs, NPV, payback and savings are worked out from the contracts and inputs you can see. No AI sets a number.

Deterministic
03

Followed to delivery

The chosen scenario becomes initiatives, and lease savings are checked against the contracts once they take effect.

Verified
Who it's for

The people who set the course for the portfolio

Head of real estate

A strategy that stays current

A call on every site, the scenarios behind it and the act-by dates — updated as the contracts change.

CFO / finance

A case you can audit

NPV, IRR and payback from inputs you can trace, and savings checked against the contract register.

Leadership

One page, then the progress

The footprint plan in one view, then plan, forecast and actual for the savings it promised.

The full picture

Read the Workplacer product story

What Workplacer is, the value it creates, and how the platform fits together — in brief or in full. Read it online or download the PDFs.

Download the product story →
Before the next strategy review

Set the portfolio's course — and see it delivered.

Bring us your contract book. We will cost two scenarios side by side and show you the business case behind them.

Talk to us →See Workplacer Improve
Before this: Costs →After this: Finding space →See All capabilities →