Facility Management Toolkit

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Collect and support customer inquiries in an expeditious manner, enforces and updates building standards, identifies facility and Control System deficiencies and recommends upgrades to enhance equipment reliability, overall Safety And Security.

More Uses of the Facility Management Toolkit:

  • Be accountable for the day to day operations, adhering to Standard Operating Procedures, Service Level Agreements, procurement, and Facility Management.

  • Manage work with safety and Facility Management Team to develop and deliver function specific training and ensure all employees are appropriately trained.

  • Standardize: from Building Maintenance to janitorial services, you are your one source for comprehensive Facility Management services and Cost Savings.

  • Coordinate with operational and Facility Management Teams to assess the physical and Operational Security and Internet Of Things systems.

  • Be accountable for establishing Process Performance metrics; tracking, analyzing, and reporting performance in terms of quality, safety, costs and Customer Satisfaction.

  • Supervise the cashing handling practices and ensure necessary communications to the corporate finance department.

  • Confirm your corporation ensures that the Facility Management group is updated with regard to Product Development changes and technological advances.

  • Manage work with suppliers, architects, designers, building owners, Facility Management and general contractors to choose products that fit budget.

  • Perform periodic planned and random site evaluation inspections to continuously monitor front line performance.

  • Identify, purchase and maintain inventory of supplies, equipment and parts for housekeeping, maintenance and grounds.

  • Be certain that your corporation makes routine contacts with other departmental employees and the general public in connection with Office Operations.

  • Secure that your enterprise oversees administrative support functions related to budget formulation and execution, accounting, procurement, property, personnel, safety, and space and Facility Management.

  • Communicate and maintain relationships with the Sales Team to drive increased engagement with your department by using your services.

  • Ensure adherence to pertinent Regulatory Requirements and to departmental policies, practices and procedures SOPs, safety procedures and biosafety protocols.

  • Be accountable for working closely with the Customer to ensure alignment with contract requirements and facility operational policies.

  • Establish that your team leads assigned facilitys Management Method efforts by functioning as your organization partner with each Method Pillar.

  • Confirm your venture oversees Management Team practices on employee selection, training, and control, and assures that all supervised employees comply with the appropriate Policies and Procedures.

  • Evaluate: work closely with internal parties as Lease Administration, Project Management, Facility Management, and finance/accounting teams.

  • Manage work with vendors and contractors to represent the maintenance and Facility Management interests of your organization.

  • Collect and quantify detailed facility assessment information per location, identify immediate replacement and repair actions and prepare budget estimates to capitalize aging equipment.

  • Assure your venture responds to emergency situations during and after hours for the purpose of resolving immediate safety concerns.

  • Confirm your strategy identifies and recommends improvements in divisional and departmental operations to ensure functions are efficient and cost effective.

  • Manage knowledge and mastery of commercial/industrial practices, competitive sourcing, performance based procedures, and market conditions applicable to program and Technical Requirements.

  • Arrange that your design communicates frequently with customers, employees, vendors and contractors to develop and maintain effective relationships.

  • Ensure Client Satisfaction with delivery of Facility Management services and provide support in monitoring and increasing Customer Satisfaction.

  • Interact with local Health And Safety inspectors during inspection surveys or implementing health or safety programs.

  • Manage work with each Facility Management and/or operations staff to trouble shoot issues and implement improvements.

  • Develop Best In Class practices and support roll out and adherence of policies and process across all sites.

  • Supervise: conduct routine facility inspections, collect information on equipment and systems and document information in a consolidated database.

  • Ensure your organization analyzes problem areas in building operations and Facility Management to revise and implement improved procedures.


Save time, empower your teams and effectively upgrade your processes with access to this practical Facility Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Facility 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 Facility Management specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Facility 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Facility Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Can you break it down?

  2. What is the smallest subset of the problem you can usefully solve?

  3. What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Facility Management?

  4. Who will be using the results of the measurement activities?

  5. Who is involved with workflow mapping?

  6. What Facility Management coordination do you need?

  7. Does Facility Management appropriately measure and monitor risk?

  8. Is maximizing Facility Management protection the same as minimizing Facility Management loss?

  9. Do several people in different organizational units assist with the Facility Management process?

  10. What are the Operational Costs after Facility Management deployment?

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 Facility Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Facility 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 Facility Management Self-Assessment and Scorecard you will develop a clear picture of which Facility 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 Facility 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 Facility Management projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Facility Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Facility Management Project Team have enough people to execute the Facility Management Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Facility Management Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Facility 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 Facility Management project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Facility 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 Facility 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 Facility Management Investments work better.

This Facility 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.