Resources & Downloads
We have three levels of resources available.
1Resources you can download directly from this page using the links below. Documents are typically 1 page quick-reference guides in Adobe Acrobat pdf format.
2Our premium downloads only available if you join our mailing list. They are usually longer documents and may be provided in editable files (i.e MS Word or Excel) so you can customize them.
3Paid resources available to purchase. Currently, this includes the book "Managing Facilities & Real Estate" and the FM Pie mousepad. Both of these are available on our companion Blog site Managing The Built Environment. Scroll down for a link.
Free Downloads
This is a range of resources, mostly 1 page quick references with techniques you can implement. Click on the link to download the files.
Communicate to Influence - Communication tips that will help you be more influential. Includes steps to write better.
FM Systems - Selection and implementation processes to improve your chances of success.
Intelligent Benchmarking - how to perform focussed benchmarking, along with a 10 step process.
Leading Practices from Outsourcing - Key practices FM outsourcing companies use to be successful.
Walk of the VIP - A simple form and process to help you look for thing to improve.
Mini FM Assessments - Test your organization with these 14 key practices.
Procuring FM Services - Techniques to improve procurement of FM services using RFP's.
Mission Statements - An introduction on how to develop Mission, Vision and Value statements.
Wringing Out Performance - Several techniques for improving performance.
Free Webinars
We've started presenting webinars, with our first one hosted by Planon Software. Our future Webinars will be on a range of topics, including some with Guests. Our first Webinar, on the topic of Information Based Decisions, is available to watch for free on Planon's website.
Webinar - nformation Based Decisions
Free Premium Downloads
These downloads include a variety of useful forms and guides, including our White Papers. Some of the documents are editable (i.e. MS Word) so you can customize them to your specific needs.
The download includes all of these documents in one zip file. It includes:
One-Page Strategic Plan
This includes a single page, 3-step form to start your strategic plan. By starting simple and keeping it simple, you are more likely to develop and use your plan. It also includes a single page, 5-step form for to start your implementation plan.
Supplier Management
This includes processes and forms, including management review and service inspection checklists you can modify to your own requirements. Also included is a 'Corrective Action' form you can use to document issues and problems with your supplier, and requires their written response about how they will correct the problem.
Supplier Review Meeting
this includes forms, processes and a model agenda you can use for supplier meetings to get more from your performance management processes with your supplier. Use it in conjunction with the Supplier Management process above.
White Papers
This includes our current White Papers. They are companions or expanded information and processes to some of the one-page downloads in the standard resources section above. You can read more about them on our White Papers page.
The White Papers include:
- "Drive Results with an FM System"
- "Intelligent Benchmarking"
- "FM Health Check"
Writing Newsletters
This two-page guide give you suggestions and techniques for writing and distributing effective FM Department newsletters. They are an excellent way to communicate your department's accomplishment and promote yourself. If you don't already do a newsletter, start one soon and use this guide to help you deveop it.
The FM Pie
Our FM pie is quite simply a full-colour, pie-shaped diagram with all the various roles that make up the FM professon, including the main areas of Real Estate, Operations & Maintenance, Technology, Planning, Projects, Finance & Budgets, Auxiliary services, Management & Leadership.
Each of these main areas is broken down into the typical responsibilities, representing the slices in the pie. Already downloaded over 1000 times, this has been a very popular tool for FM's to explain the scope of their role. You can also buy a mousepad with the FM Pie image as well. See further below.
Paid Downloads & Products
Currently, we have 2 products available. This includes the book "Managing Facilities & Real Estate" as well as our FM Pie mouse pad.
Managing Facilities & Real Estate
With a focus on management and leadership in FM, you will benefit whether you manage a single building or a portfolio and whether you are the senior FM in your company or are part of the FM department.
You get 50 strategies, techniques and approaches you can use to improve results and build on your technical knowledge. They include checklists, forms, tools and ideas you can use immediately. They are all self contained and easy to read and reference, yet are assembled in specific areas. You don’t need to read it back-to-back. Use your limited time to focus on specific initiatives and benefit from the leading practices and ideas you need to get results.
FM Pie Mouse Pad
This is a Mouse Pad with the FM Pie graphic on it. It’s 7.5? diameter round super thin mouse pad with a hard surface and non-slip backing. Price includes shipping via letter mail. Limited quantity available.






