Facilities Management Toolkit

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Radically transform your organizations facilities management program with improved visibility into the repair and maintenance process and data integration across departments

 

Does your organization have an existing project management software solution in place?

What value does the IT in use give to your organization?

How many people work in your organization?

Have service level baselines been established for your area of support?

How do you feel that facilities contributes to the overall goals and mission of your organization?




...Find the answers to these, and more, questions with this Facilities Management Toolkit:

  • Reduce Operating Costs at your Current Facilities with Lifecycle Costing.
  • Get information about work that requires your attention.
  • Always keep your employees work in check.
  • Offer innovation to your established and new customers.
  • Use the differences between your planned work and your accomplished work to better plan your work schedule for next year.
  • Communicate to your security staff during incidents.
  • Query your buildings open Work Orders.
  • Use your organization Maintenance Plan.
  • Smooth out the rough places on your customer interaction map.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Facilities Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Facilities Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Facilities Management specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Facilities Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Facilities Management improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. Have the operations team or facility manager, as appropriate, and end users been instructed on how to use, operate and maintain the building services engineering systems?

  2. Have you been experiencing issues like poor facilities management, ineffective system, inefficient infrastructure, under performance and substandard productivity?

  3. Will the zone supervisors have the knowledge of individual staff abilities and maintenance techniques necessary to wisely schedule, budget, and advise employees?

  4. Are you looking to have one on one interactions along with access to high quality data center and mission critical facilities management decision makers?

  5. How much compensation do you need to reflect your value to your employer, or to quit a temporary or maintenance job to work full time for yourself?

  6. How do fms with responsibility for health and safety ensure the buy in of senior management, and establish a positive health and safety culture?

  7. Will equipment failures have an adverse effect on environment, health, safety, security, cost, or have a direct impact on facility mission?

  8. How do you take advantage of emerging technologies to enhance user experience and protect your customers from emerging security threats?

  9. What role does the facility/ facilitation manager have to play in helping your hero achieve higher levels of engagement with the people?

  10. Are there specific performance requirements for the asset/facility that will help to meet end users and other key stakeholders needs?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Facilities Management book in PDF containing 991 requirements, which criteria correspond to the criteria in...

Your Facilities Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Facilities Management Self-Assessment and Scorecard you will develop a clear picture of which Facilities Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Facilities Management Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Facilities Management projects with the 62 implementation resources:

  • 62 step-by-step Facilities Management Project Management Form Templates covering over 1500 Facilities Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Assumption and Constraint Log: Have the scope, objectives, costs, benefits and impacts been communicated to all involved and/or impacted stakeholders and work groups?

  2. Procurement Management Plan: Is pert / critical path or equivalent methodology being used?

  3. Stakeholder Management Plan: Does the detailed work plan match the complexity of tasks with the capabilities of personnel?

  4. Risk Audit: Has everyone (staff, volunteers and participants) agreed to a code of behaviour or conduct?

  5. Stakeholder Analysis Matrix: Who is influential in the Facilities Management project area (both thematic and geographic areas)?

  6. Risk Audit: Does the adoption of a business risk audit approach change internal control documentation and testing practices?

  7. Scope Management Plan: Is the steering committee active in Facilities Management project oversight?

  8. Stakeholder Management Plan: Is there general agreement & acceptance of the current status and progress of the Facilities Management project?

  9. Probability and Impact Matrix: What are the probable external agencies to act as Facilities Management project manager?

  10. Project Scope Statement: Relevant - ask yourself can you get there; why are you doing this Facilities Management project?

 
Step-by-step and complete Facilities Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Facilities Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Facilities Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Facilities Management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Facilities Management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Facilities Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Facilities Management project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Facilities Management project with this in-depth Facilities Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Facilities Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Facilities Management and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Facilities Management investments work better.

This Facilities Management All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:Facilities Management Checklist Report on FACILITIES.pdf

Checklists:Facilities Management Checklist Report on PERFORMANCE.pdf

Checklists:Facilities Management Checklist Report on FACILITY.pdf

Checklists:Facilities Management Checklist Report on DATA.pdf

Checklists:Facilities Management Checklist Report on BUSINESS.pdf

Checklists:Facilities Management Checklist Report on PLAN.pdf

Checklists:Facilities Management Checklist Report on MANAGEMENT.pdf

Checklists:Facilities Management Checklist Report on WORK.pdf

Checklists:Facilities Management Checklist Report on ORGANIZATION.pdf

Checklists:Facilities Management Checklist Report on INFORMATION.pdf

Checklists:Facilities Management Checklist Report on EQUIPMENT.pdf

Checklists:Facilities Management Checklist Report on SPACE.pdf

Checklists:Facilities Management Checklist Report on MAINTENANCE.pdf

Checklists:Facilities Management Checklist Report on PROCESS.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Facilities_Management_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Facilities Management Self-Assessment Pre-Filled EXAMPLE.xlsx





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Facilities_Management.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Facilities Management Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

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