Operations Welcome Hub

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Day-1 Welcome Package

Welcome to Nomad Group.

You’re now the person who keeps our office running — and this hub is your operating system. It gathers everything a new Director of Operations needs on day one into one place you can return to any day after: who we are, what your role owns, and the daily, weekly, and monthly rhythms that keep everything moving.

Prepared for New hire name · Start date MM/DD/YYYY · Reports to Manager name & title

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Anything highlighted is a placeholder for a Nomad-specific detail — a name, tool, vendor, or figure. Replace each one with the real information from your manager or the Welcome Packet. Nothing here is invented company data.

01

The company

Nomad Group is a New York City commercial real estate firm built on one idea: Elevated Workspaces. We help fast-moving, high-growth companies find, build, manage, and operate office space that matches their ambition — pairing tech-driven tools with a genuinely human touch. Office space, reimagined.

Brokerage

Real estate guidance and leasing for high-growth teams — the right space on the right terms.

Construction Management

Buildouts delivered with clarity and function — on time and on budget.

Asset Management

Maximizing the performance and long-term value of every property we steward.

Facilities Management

The services and upkeep that keep offices running smoothly, day to day.

Flex by Nomad

Flexible, move-in-ready workspace for teams that need to scale fast.

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Years operating in NYC
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Buildings under management
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Sq ft delivered
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Team members

Drop in Nomad’s verified figures — these are the kind of numbers we lead with.

02

The industry, in brief

You don’t need to be a broker, but a working grasp of commercial real estate helps you speak the language of the team. Here’s the shape of the business Nomad operates in.

Leasing

Companies rent office space under multi-year leases. Brokers represent tenants (or landlords) to find space and negotiate terms — rent, length, concessions, and the right to sublease.

Buildouts & TI

Raw or dated space is turned into a working office through a “buildout.” Landlords often contribute a tenant-improvement (TI) allowance; construction management delivers the work.

Asset & facilities

Once occupied, buildings need ongoing management — financial performance (asset management) and day-to-day operations, maintenance, and services (facilities management).

Flexible workspace

Hybrid work pushed demand toward move-in-ready, flexible space — shorter commitments, fully serviced. That’s the gap Flex by Nomad fills.

How your role connects

Every day you’re running a live example of the product Nomad sells: a well-operated, people-first workplace. The standards you keep in our own office are the standards we promise clients.

03

Your role

As Director of Operations, you own the smooth running of the office and the experience of everyone in it. The role is deliberately hands-on and instruction-driven — the checklists below are the backbone of the job. Here are the areas you own.

Office & facilities

Open and close the office, keep spaces stocked and presentable, and act as the first point of contact for the building and maintenance.

Vendors & supplies

Manage relationships and orders with cleaning, catering, supplies, and service vendors — quality, timing, and cost.

Meetings & calendar

Keep the meeting rhythm running — rooms, AV, catering, and logistics for team meetings, leadership syncs, and visitors.

Employee experience

Support new hires, celebrate milestones, and resolve the daily needs that keep people productive and happy.

Finance & admin

Handle expenses, code invoices, and support billing workflows — including the Commission Calculator and invoice process.

Health, safety & access

Maintain building access, safety equipment, and emergency procedures so the office is secure and compliant.

The one-line version

If it keeps the office running or makes someone’s day here better, it’s probably yours. When in doubt, check the rhythm below or ask Manager name.

04

Checklists

Your whole operating rhythm in one place. Pick a tab — each list tracks its own progress as you tick items. Print any tab for a paper copy.

First week · one-time setup & onboarding
0%

Accounts & access

People & orientation

Systems & vendors

Daily · every working day
0%

Open the office

Kitchen & common areas

Mail, deliveries & front desk

Meetings & support

Close the office

Weekly · pick a consistent day, e.g. Friday
0%

Supplies & inventory

Vendors & facilities

Meetings & coordination

Finance & admin

People & experience

Monthly · schedule near the start of each month
0%

Budget & finance

Facilities & safety

Vendors & contracts

Access & security

People & engagement

Inventory & reporting

Looking further out

Keep a quarterly and annual eye on the big rocks: lease milestones and renewals, insurance renewals, deeper budget planning, seating / space planning, and a business-continuity review. Add Nomad’s specific dates with Manager name.

05

Quarterly market reports

Nomad publishes a market report every quarter. Don’t cram it into the final week — build it continuously on a daily, weekly, and monthly cadence so the quarter-end is just assembly and polish.

Next report due Q2 2026 · June 30, 2026
30Days
00Hours
00Minutes
00Seconds
Rolls to the next quarter automatically — Jun 30 → Sep 30 → Dec 31 → Mar 31.

Latest report

Keep the most recent published report linked here so the team always works from the current version — add link to latest market report. Use it as the template and baseline for the next quarter.

How to build it — the cadence

Daily

Capture

  • Log notable deals, signings, and move-ins as they happen
  • Save comps, listings, and asking rents to the data folder
  • Clip market news, rate moves, and policy headlines
Weekly

Organize

  • Update the data tracker; reconcile this week vs. last
  • Write a three-line “what mattered this week” note
  • Flag data gaps to chase before month-end
Monthly

Draft

  • Compile the month-in-review; refresh charts and tables
  • Draft narrative for each section while it’s fresh
  • Review trends with the team; capture their read
Quarterly

Assemble & ship

  • Merge three months into the full report; write the analysis
  • Apply Nomad branding; proof every figure against sources
  • Route for review, finalize, publish, and distribute

Q2 2026 game plan — 30 days to June 30

Weeks 1–2 (now)

Backfill April–May data, lock the section outline, and confirm which charts and metrics make the cut. Pull last quarter’s report as your template.

Week 3

Draft every narrative section against the data. Chase missing comps or figures now — not in the final days.

Week 4

Assemble the full report, brand and lay it out, fact-check every number, and circulate for review.

Final days

Apply edits, finalize, and publish ahead of June 30. Archive sources and open the Q3 folder.

06

SOP library

Tap any SOP to expand. Each one names its purpose, trigger, steps, escalation path, and SLA so nothing lives in someone’s head.

Purpose

Prepare an accurate commission worksheet for review and payout processing.

Steps
  1. Pull the signed agreement and internal commission card
  2. Verify deal facts against the source documents
  3. Enter approved inputs into the commission worksheet
  4. Attach supporting documents in one packet
  5. Mark status: Draft → Review Pending → Approved → Payable → Paid
  6. Route to founder or finance approver
  7. Archive approved worksheet in the deal folder and update payout tracker
⚠ Escalate when

Split is missing, document conflicts, house exception requested, clawback may apply, or deal economics don’t match the internal card.

Trigger

Signed deal milestone or collection event that requires a commission calc.

⏱ SLA

Draft worksheet within 1 business day of trigger.

Purpose

Send accurate invoices quickly and maintain a consistent follow-up cadence on open balances.

Steps
  1. Confirm billing trigger and source backup
  2. Draft invoice using approved naming convention
  3. Send through required platform (and email if needed)
  4. Log sent date, due date, counterparty, entity, amount, supporting docs
  5. Run follow-up cadence at 7 / 14 / 21 / 30+ days past due
  6. Record every touchpoint in the tracker
  7. Escalate strategic, disputed, or aged invoices per authority matrix
⚠ Escalate when

Invoice is disputed, materially aged (30+ days past due), tied to a key client relationship, or may require collections or legal action.

Trigger

Approved invoice event, milestone reached, or fee now billable.

⏱ SLA

Invoice sent within 1 business day of the billable event.

Purpose

Keep the office consistently stocked without emergency ordering.

Steps
  1. Maintain top-items list with par level, reorder point, preferred vendor, pack size
  2. Review on-hand quantity weekly
  3. Submit replenishment order at reorder point
  4. Log expected delivery and receipt
  5. Reconcile spend to approved office budget
  6. Review quarterly for dead stock or better vendors
⚠ Escalate when

Replacement item changes guest/team experience, spend exceeds approved threshold, or vendor problem affects continuity.

Trigger

Weekly inventory review or item falling to reorder point.

⏱ SLA

Reorder at par level — no critical-stock gaps.

Purpose

Make client events, team outings, and charity events feel intentional and execution-ready.

Steps
  1. Confirm objective and sponsor
  2. Confirm budget and approval path
  3. Lock date, venue, and guest list
  4. Build run-of-show with minute-by-minute ownership
  5. Confirm food, beverage, signage, tech, gifts, arrival instructions
  6. Send confirmations 48 hours prior
  7. Day-of: arrive early, verify setup, capture issues live
  8. After event: thank-you notes, receipts submitted, budget closed out, learnings logged
⚠ Escalate when

Spend exceeds approved range, guest sensitivity is high, landlord/client politics, or branding needs approval.

Trigger

Approved event request.

⏱ SLA

Brief and budget confirmed at least 7 days before event.

Purpose

Keep people records orderly, accessible to the right people, and easy to audit.

Steps
  1. Create employee folder before start date using naming convention
  2. Save signed docs with consistent filenames
  3. Update onboarding checklist as documents/accounts are completed
  4. Hold a biweekly check-in with each staff member — log notes and action items in their file
  5. Restrict access to sensitive folders
  6. On exit: move folder to inactive archive, run offboarding checklist, confirm access removal
  7. Retain required records per applicable rules (I-9: 3 years from hire or 1 year from exit, whichever is later)
Biweekly check-ins

Sit down with each team member every two weeks; capture notes and action items in their file.

Calvin BruwelheideNicholas HeinKyle TsangMegan GallagherGraham Janovic
⚠ Escalate when

Policy issue, legal question, or termination sensitivity.

Trigger

New hire, contractor, or exit.

⏱ SLA

File complete within 3 business days of start or exit; staff check-ins held every two weeks.

Purpose

Give every new hire a confident, ready-to-work first day — and every departure a clean, secure, and respectful exit.

Steps — onboarding
  1. Pre-boarding: send the offer packet, collect signed docs, confirm start date
  2. Order equipment and create accounts (email, SSO, tools) before day one
  3. Prep the workspace, building access / badge, and a day-one schedule
  4. Day one: I-9 / tax forms, payroll, benefits enrollment, and office orientation
  5. Assign a buddy or mentor and share the 30 / 60 / 90-day plan
  6. Check in at 30 / 60 / 90 days to confirm ramp and gather feedback
Steps — offboarding
  1. On notice: confirm last day; notify HR, IT, payroll, and the manager
  2. Plan knowledge transfer and reassign open responsibilities
  3. Last day: collect equipment, badge, and keys; run the exit interview
  4. Revoke all access (accounts, building, systems) on the exit date
  5. Process final pay and PTO payout; send benefits / COBRA details
  6. Archive the employee file, update the org chart, remove from lists
⚠ Escalate when

Involuntary or disputed exit, legal / compliance question, equipment or access not recovered, or any sensitive termination.

Trigger

Signed offer or confirmed start date — or a resignation / termination notice.

⏱ SLA

Onboarding setup complete before day one; all access revoked on the exit date.

Exact formulas, split percentages, referral rules, and budget thresholds live in Nomad’s signed policy documents — those always override the general template above.

07

Invoice tracker

Restricted brokerage-team workspace. Sign in to request an invoice number, attach the deal docs, and submit for approval. Only the admin (Tanner) can approve and issue.

Restricted · Brokerage team

Sign in to continue

Enter your work email. Brokers can request a number and submit invoices for approval; the admin (Tanner) reviews, approves, and issues.

Not on the list? The admin can add your email under Manage broker access. Set the admin & broker emails near the top of the script

08 — Brokerage fee calculation

Commission Calculator.

Build a brokerage fee calculation for any lease deal. Enter deal basics, the rent schedule, and commission rates by year — the table below auto-calculates. Once reviewed, click Create Invoice to generate a branded invoice and push it into the tracker.

Draft
Saved
Brokerage fee calculation Direct

Small Door Vet

31 East 32nd Street · Entire 11th Floor

Deal type   Direct deal: free rent is back-ended within the total lease term. The total term includes the free months at the back end.
Annual rent (1–5)$0.00
Annual rent (6–LXD)$0.00
Total free rent$0.00
Total commission$0.00
YearAnnual rentAnnualized free timeMonthsNet annual rentRateCommission
Totals$0.00$0.000.00$0.00$0.00
Total commission due to Nomad Property Group, LLC$0.00
1
Drafter
Director of Operations
2
Broker review
Deal broker
3
Admin approval
Founder
Layer 1 · Drafter (Director of Operations)
Layer 2 · Broker review
Add your drafter email in Layer 1 above before sending — the broker needs to know who the sender is.
Broker completes this section
Layer 3 · Admin approval (Founder)
Invoice unlocks after admin approval.
09

Tools, systems & documents

The systems you’ll use daily and the reference shelf behind them. Record the specific tool and link as you get access — this becomes the single front door to everything.

Systems

Email & calendare.g. Google Workspace
Team communicatione.g. Slack
Ops & task trackinge.g. Asana / Notion
HR & payrollsystem
Expenses & invoicingsystem
Commission Calculatorfile / link
Access & badgingsystem
Building / tenant portallink
Document storageDrive / SharePoint
Visitor managementsystem

Key documents

PDF

Director of Operations Welcome Packet

The full role handbook — add link

XLS

Commission Calculator

Billing & commission workflow — add link

DOC

Invoice templates & process

How invoices are raised and approved — add link

MAP

Floor plan / seating chart

Current office layout — add link

DOC

Vendor contracts & COIs

Active agreements and insurance — add link

SOS

Emergency & evacuation plan

Safety procedures and exits — add link

$

Expense & reimbursement policy

What’s covered and how to file — add link

N

Nomad brand assets

Logos and templates — add link