Weekly National Team Call Agenda

A standardized, recurring agenda format used for Friday morning calls across the JLL Affordable Housing national team. The structure ensured every active deal received a status update, accountability was maintained across the team, and event logistics were tracked alongside active transaction pipelines.

Agenda Framework Design

Built a repeatable weekly call structure that organized deal reviews, pipeline updates, and event planning items into a single consistent format.

National Deal Tracking

Structured the agenda to ensure no active deal was overlooked week-to-week, giving the full national team visibility into every transaction regardless of market.

Event Integration

Incorporated event planning and client coordination updates into the weekly format, keeping outside initiatives on track alongside ongoing business.

Team Alignment Tool

The agenda served as the team's operational backbone, keeping producers, analysts, and support staff aligned across time zones and deal types throughout the year.

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