Facilities Management Toolkit

Downloadable Resources, Instant Access

Make sure that your organization performs a variety of warehouse duties as pull/assemble customer orders, check outbound orders for accuracy, quality and completeness, inventory stock checks, restock and label vendor product, maintain displays (tools), move, store, and replenish material, and conduct daily cycle counts.

More Uses of the Facilities Management Toolkit:

  • Ensure you allocate; lead, manage, and direct staff and technical service personnel to deliver responsive, quality, and cost effective facility maintenance services.

  • Recognize crisis/dangerous situations and avoid/defuse through application of appropriate procedures/processes.

  • Ensure all internal manufacturing, Materials Management, technical operations and Facilities Management with limited exposure to support groups validation, Quality Control, Process Development and health, safety and environment.

  • Formulate: work closely with Communications Management through planning process and update them regularly to handle Resource Allocation and changes.

  • Drive: specific expertise with safeguarding system Data Security and integrity, Dashboard Development and maintenance, work Process Flow review, report design/generation, and Data Analysis to support the Program Planning and budgeting process.

  • Confirm your team establishes, track and communicates facilities reporting and metrics to ensure visibility to and empower Decision Making regarding workspace Strategy And Tactics.

  • Perform Work Management functions by checking work in progress through assigned supervisors; ensure production and Quality Standards are met and objectives accomplished.

  • Follow organization policies and procedures; ensure uniform and personal appearance are clean and professional; maintain confidentiality of proprietary information; protect organization assets.

  • Lead investigations of lost time accidents and recommend improvements to prevent future reoccurrence.

  • Be accountable for outsourcing Facilities Management/Transaction Management/space and occupancy planning/Lease Administration support, contract terms analyses and Vendor Selection.

  • Govern: monitor department operations daily to identify violations and ensure adherence to organization policies regarding safety, property, and personal hazards.

  • Secure that your venture understands and uses financial indicators/other metrics to measure the success of departmental processes or investments.

  • Communicate with local organization leaders and administrators to determine Customer Requirements and expectations.

  • Perform routine audits on hardware and electronic systems to prevent future problems to address existing/potential problems.

  • Connect with cross functional and production partners to share updates during communications development phase.

  • Maintain project Management Processes, procedures, templates and databases for the Facilities Management department.

  • Drive project milestones with team from project approval, through Strategic Development, Content Development and production to completion.

  • Secure that your organization provides Technical Support for day to day manufacturing and translates technical knowledge to functional groups and Training Requirements.

  • Establish and maintain effective working relationships with other members, professional groups, Public Safety departments and the general public.

  • Inspect deliveries and date times to verify freshness, cleanliness, consistency, and quality throughout case lots.

  • Head: Customer Service management; budget and Facilities Management; Human Resource Management; contractual agreements; accounting principles; Inventory Control management; Data Analysis and evaluation techniques.

  • Arrange that your enterprise complies; this field of work is distinguished from Management Support functions as personnel, budgeting or other administrative type tasks which are designed to facilitate the activities of other employees providing direct services.

  • Head: review operating results of individual stores, identifies problem areas and causes, and makes necessary changes to improve performance.

  • Formulate: administrative principles and practices related to budgetary control, Facilities Management, contractual agreements, and human Resources Management.

  • Make sure that your team complies;
  • Drive your organization toward key initiatives to help balance Supply And Demand, eliminating excess and obsolete inventory, and reducing overall costs to your organization.

  • Ensure your venture complies; address and delegate user concerns dealing with facilities, staff, communication, and scheduling to determine needed course of action.

  • Diagnose, troubleshoot, and maintain various issues with the small tools, light equipment, and other rental items.

  • Formulate: research and recommend procedures, processes and services for Continuous Improvement in the delivery of results.


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 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 Facilities Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What resources go in to get the desired output?

  2. Think about some of the processes you undertake within your organization, which do you own?

  3. How are you verifying it?

  4. How sensitive must the Facilities Management Strategy be to cost?

  5. What knowledge or experience is required?

  6. What are current Facilities Management paradigms?

  7. Who needs to know about Facilities Management?

  8. Will there be any necessary staff changes (redundancies or new hires)?

  9. Do Facilities Management rules make a reasonable demand on a users capabilities?

  10. What area needs the greatest improvement?

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 994 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. 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 Facilities Management project issues be unconditionally tracked through the Issue Resolution process?

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

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



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.