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This template illustrates the
standard presentation structure through which projects may be
profiled after they are officially announced.
Follow this link for an explanation, below.
We selectively list major projects as they are announced to
share such knowledge for the convenience of the executives, business advisors,
and communities we serve. The summaries and more detailed Profiles of
project announcements become easy to find through our search process. They
may identify the economic development organizations and service providers known
to be involved in a project, generally without elaborating on what they did for
the project, since that may remain confidential. This simple process to
identify which organizations helped to support the planning of a major project,
however, may be very helpful to other executives who would like to contact such
professionals about their own future project needs.
GUIDE
Project Profiles are an optional service (small fee for the work involved),
typically in cooperation with local area representatives or professional service
providers who are able to provide some information about the work they have done
for a client project, such as to illustrate their own service capabilities,
within any client confidentiality constraints.
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Company Name, Industry Sector, Project Type, Project Location
Example : Company name - Industry name - European
regional headquarters, Zurich Switzerland |
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Highlights : What factors drove the project decision process? |
Reasons given for final location and service selections |
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Outcome : What happened after the initial investment? |
Lessons learned, proven solutions, testimonials |
| Company project name |
if authorized to identify |
name of
operation, division of company, etc. |
| Location selected |
city or local area, and
region |
address |
| Type and function, strategic
impact of the project |
type of operation - new,
expansion, consolidation, relocation, M&A, etc. |
purpose for the
company - strategic significance and nature of business to be performed at
this location (manufacturing, customer contact, HQ, etc.) |
| For more details contact |
if authorized to identify |
at
the company or local area representatives (link to GUIDE Area Profile) or
service provider |
| Scope of support by GDI
Solutions |
summary : what we did for
them |
summary : who we
introduced, why (areas, service providers, other sources) |
| Timing of support by GDI
Solutions |
when our involvement started |
when we finished |
relationship leader |
| Project timing |
when active planning started |
when location was chosen |
occupancy |
| Project scale |
site and facility size |
employees at time of
occupancy |
total employees expected,
when |
| Capital investment (if
disclosed) |
site and facility |
total capital investment at
occupancy |
expected total capital
investment |
| Alternatives evaluated during
the planning process |
locations (long list) -
places, not sites or premises |
locations (short list) -
places, not sites or premises |
service providers evaluated
but not selected, and reason if significant |
| Critical factors for
selection |
At the long list stage |
At the short list stage |
In the final choice |
| Location or incentives
consultant |
company, if used and
identifiable, with link to GUIDE Service Profile, if any |
lead consultant, if known |
biographic profile link, if a
participant |
| Project finance, tax
planning, or legal support services, etc. |
company, if used, identified,
etc. |
as above |
as above |
| Project design, project
management, and construction services |
company, if used, identified,
etc. |
as above |
as above |
| Area representatives involved
(not just introduced by us, or just for the chosen area, as in "for more
details" above) |
as above |
as above |
as above |
| Corporate real estate
advisors or brokers representing the company |
as above |
as above |
as above |
| Feedback - "lessons learned" |
summary and links, if
applicable |
Feedback - "proven solutions" |
summary and links, if
applicable |
| Summary of
significant details from the selection process and original project
announcements, or where to find information (such as members of the project
team who would know what happened, if identifiable). Links to press
releases or media archives may be used, if authorized, but these may not be
durable since such information may routinely be purged or moved while it
otherwise would still be useful for reference by executives facing similar
future decisions. |
Summary of
"aftercare" or "business retention / expansion" contacts or available news
about what happened after the investment decision was made.
In short, did
it actually develop later as expected? Better? Worse? Did
unforeseen developments make the project more or less important than had
been foreseen, or change the viability of the investment after the fact?
Were important issues overlooked during the planning process?
Consequences? |
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Explanation of the GUIDE Project Profile Template
The table above shows the typical topics to be addressed by the
research work involved in the preparation of a GUIDE Project Profile. Not
all topics will apply to all projects. The Project Profile is intended to
provide a well-structured and consistent overview of projects, regardless of
location anywhere in the world, with links to available sources for additional
details.
The presentation format of the GUIDE Project Profile will
include an Executive Summary to highlight the key points beyond the basic
factual attributes of the project. The table above just outlines the
typical topics which may be covered when doing the research work to prepare a
GUIDE Project Profile.
The Project Profile is intended to be a summary of potential
interest to future investors as they face their own decisions, rather than an
open record of all project details. The focus is not the same as a
self-congratulatory press release about a recent project announcement.
Instead, one focus of this work is on sharing information, including "lessons
learned", which other executives might want to know as a potential factor in
their own business plans.
One of the roles of the Project Profile is archival, since
reliable knowledge about a project decision may not even be maintained within a
company, and key contacts may change after the project is implemented.
Perceptions of the critical issues and reasons for choices may change in
hindsight, or be distorted by some reports (as in the case of media reports
which may be biased or sometimes get the facts wrong, or exclude useful
details).
The Project Profile should, in effect, be a "snapshot" to
reliably report what happened at the time when the project decisions were made
and announced, or as the project was being implemented. They involve
research work with the people who were directly involved.
Subsequent performance in the area can be reported separately
through the GUIDE Testimonials, Area Profiles, or other services, thereby avoiding confusion between the original
investment decision and the subsequent flow of events, plans, and perceptions.
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How will executives find
these Project Profiles?
The Google site search (button at upper right of every page)
is a fast and intuitively easy way to find almost any content on this
website. The same capability is readily available to executives and
their professional location advisors through
www.OnTheShortList.com Project Profiles will be typically be found on this website by investors and
their professional advisors through search engines or various relevant
directories and navigational links :
- The regional table of contacts, under the Experience Report column through a highlighted link by
company name. This should make it easy to see at a glance when such
Project Profiles (or GUIDE Testimonials) are available for any area within
the region.
- The GUIDE Area Profile for the area where the project is
located.
- The GUIDE Service Profile for a service provider who supported
the project.
- The list
of all available Project Profiles, which will be organized by region
or other attributes, such as industry or project type.
- The list of major companies in the region, through a
highlighted link from the company name. This should make it easy to
see when such Project Profiles are available, and easy to identify other
leading companies in the area, including any GUIDE Testimonials, Area
Profiles, Area Surveys, etc.
Area representatives may also link to GUIDE Project Profiles (and GUIDE
Testimonials) from their own websites. This is analogous to providing a
link to a published article, rather than just the project press release.
Unlike news media summaries of a project press release, this service is intended
to maintain such information for quick reference as other executives and their
business advisors consider future business location decisions.
For example, they may want to know where key customers or
suppliers have set up their operations, whether or not the result is to consider
setting up an operation nearby now. This information may be useful for
reference long before a project of their own is planned.
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