Smart Building Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Smart Building 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 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Smart Building improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. Should you strive to develop it under the cover of smart organization construction wave, or discreetly construct intelligent buildings with the guidance of maximizing investment benefits?

  2. Does your building management system have the same level of support as your IT systems in terms of security, availability, disaster recovery, and maintenance?

  3. Are you able to receive notifications and alerts from your building management system regarding operation and environmental conditions in your facility?

  4. Does the management of your organization understand the mission critical role facilities provide in supporting your organizations core mission?

  5. How frequently do you analyze system logs or data to determine if there have been any changes made to the building management system?

  6. Are you a professional in the field of building or energy service providers interested in collaborating with PRELUDE partners?

  7. What solutions are perceived to be part of smart buildings and which smart products do installer have experience with?

  8. Have you implemented new technologies to increase security and threat protection of your building management system?

  9. How you can approach the concept of contemporary intelligent building to traditional construction technologies?

  10. What are cities doing to build more transparency, accountability and trust in the smart organization agenda?


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 Smart Building book in PDF containing 992 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Team Member Performance Assessment: What tools are available to determine whether all contract functional and compliance areas of performance objectives, measures, and incentives have been met?

  2. Probability and Impact Matrix: My Smart Building project leader has suddenly left your organization, what do you do?

  3. Team Performance Assessment: To what degree do team members articulate the teams work approach?

  4. Quality Management Plan: Is the amount of effort justified by the anticipated value of forming a new process?

  5. Stakeholder Management Plan: What potential impact does the Smart Building project have on the stakeholder?

  6. Stakeholder Management Plan: Is the process working, and are people executing in compliance of the process?

  7. Stakeholder Management Plan: Have the key elements of a coherent Smart Building project management strategy been established?

  8. Activity Duration Estimates: Do scope statements include the Smart Building project objectives and expected deliverables?

  9. Procurement Audit: Were the tender documents comprehensive, transparent and free from restrictions or conditions which would discriminate against certain suppliers?

  10. Lessons Learned: What were the main sources of frustration in the Smart Building project?

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

1.0 Initiating Process Group:

  • 1.1 Smart Building project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Smart Building project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Smart Building 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 Smart Building 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 Smart Building 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 Smart Building 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 Smart Building project with this in-depth Smart Building Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Smart Building 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 Smart Building 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 Smart Building investments work better.

This Smart Building 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.