Facilities Management Toolkit

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 990 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 990 standard requirements:


1. How can internal office operations or contracted facilities management process daily mail more efficiently and securely by re designing the mailroom to become a best practice digital mailroom?
   
   

2. 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?
   
   

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

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

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

6. 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?
   
   

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 990 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. Communications Management Plan: What approaches to you feel are the best ones to use?
   
   

2. Activity Duration Estimates: Consider the changes in the job market for information technology workers. How does the job market and current state of the economy affect human resource management?
   
   

3. Cost Baseline: Eac -estimate at completion, what is the total job expected to cost?
   
   

4. Probability and Impact Assessment: Is the delay in one subFacilities Management project going to affect another?
   
   

5. Procurement Audit: Were there no material changes in the contract shortly after award?
   
   

6. Procurement Audit: In case of time and material and labour hour contracts, does surveillance give an adequate and reasonable assurance that the contractor is using efficient methods and effective cost controls?
   
   

7. Assumption and Constraint Log: Have adequate resources been provided by management to ensure Facilities Management project success?
   
   

8. Procurement Audit: Does the individual having check-signing responsibility review the use of the signature plates?
   
   

9. Procurement Audit: Did the bidder comply with requests within the deadline set?
   
   

10. Initiating Process Group: Will the Facilities Management project meet the client requirements, and will it achieve the business success criteria that justified doing the Facilities Management project in the first place?


 
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.