Development Consulting

Windermere Strategic Partners

Enhancements for Senior Living

  Updated - 06.09.20   

For every engagement, Windermere will develop an outcomes-driven action plan that will enable a smooth, efficient process resulting in project completion within the shortest practical time at the most favorable cost. We serve as each client's representative responsible for project completion, with no conflicting business relationships, interests or agendas.

Our action plan is inclusive and team-oriented, combining the best skills of the our clients, its employees, advisors, and consultants such as accountants, architects and contractors, suppliers, lenders, government officials, regulators and others. Windermere will manage the process; however, we believe in continual communication with team members and our clients to minimize errors, misunderstandings or excess costs.

The principals of Windermere are well-experienced in all phases of project planning and development, including new “greenfield” projects, remodeling, expansion or re-purposing of existing plant.

Development Consulting Agenda


Phase I:  Project Planning

Phase III:  Pre-Development Coordination

  • Obtain or Develop a Market Study
  • Define the Project
  • Assemble the Project Team
  • Approve the Project Site
  • Initial Design & Project Cost Estimates
  • Supervise Regulatory Interactions
  • Oversee Design & Project Budget
  • Review Interactions with Lenders
  • Oversee & Assist with Value Engineering
  • Oversee Project Cost Bidding
  • Oversee Governmental Approvals



Phase II:  Project Management

Phase IV:  Construction Management

  • Organizational Structure
  • Market Definition & Evaluation
  • Debt & Capital Planning
  • Project Space & Design Discussion
  • Preliminary Financial & Operational Projections
  • Construction Process Supervision
  • Change Order Oversight
  • FF&E Selection Oversight
  • Manage Punch List Process
  • Manage Warranties & As-Built Documents
  • Oversee Inspections and Approval

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