FM Assessments

performance

Is your FM organization and systems giving you what you need? Are you up-to-date on the leading practices and what you could be doing differently? A review can help you fine-tune or completely revamp your organization and systems.

Operational & Organizational Reviews

Do you have a good handle on your real estate assets with solid information you can use to make strategic decisions that maximize the value of your assets while minimizing costs?

A review can help you fine-tune or completely revamp your organization and systems. With in-house and outsourcing experience managing large portfolios working with the largest FM outsource provider in Canada, you get Best Practices and balanced advice from Strategic Advisor.

Mini ChecklistYou can get started by using our free Mini FM Assessment Checklist. It gives you a high-level comparison of your own operations with best practices. You can download a PDF version.

After using the Mini FM Assessment Checklist, contact us about how we can help you with a further assessment and implementation of additional best practices that provide improved service, efficiency and reduced cost to your organization.

The Assessment Program provides insight into your operations compared to best practices and delivers clear, actionable information you can use to identify and prioritize strategies for your operations. Our Approach Our approach is objective and measureable.

It is a non-judgmental comparison of your specific organization structure, systems, access to expertise, service delivery models, practices and procedures, systems, information and functionality. We can also focus on areas you identify.

We can conduct the full Evaluation Assessment or just a shorter Checklist Assessment.

Checklist Assessment (FMAP-C)

This short assessment involves on-site interviews with FM staff and a review of the documents, processes and systems used to deliver services.

This is a low cost option that compares the combined best practices from successful Facility and Property Management companies and leading in-house organizations. The checklist covers areas such as communications, customer service, asset management, emergency, energy and environmental management, lease management, occupancy management, project management, maintenance, performance management, quality assurance, HR practices, Health & Safety, standards, practices and policies.

The result is a Checklist Assessment report which identifies all areas where current practices match best practices and also identifies where gaps exist in the current organization or operational models. The report provides a % rating in major categories against best practices and provides a short summary on each of the 14 main categories.

Evaluation Assessment (FMAP-E)

This in-depth assessment includes the Checklist described above, however it involves a more involved review and assessment of current organization and support structure effectiveness. The Evaluation goes deeper into the delivery of service and provides a longer written report that identifies opportunities for change in a prioritized list .

This lets you assess and implement based on your specific requirements and organizational needs. We can even help you with a presenation to your organization on the results. This involves on-site interviews with staff, customers/occupants and senior management in addition to a detailed review of documents, processes, procedures and systems used to deliver services.

The result is a detailed report that identifies strengths of the current organization, gaps relative to industry practices and provides prioritized recommendations for improvements and changes. The evaluation and recommendations take into account the realities of your current operational situation and provide you with an external viewpoint you can use for internal business cases to support your initiatives.

image image image image image image image image image image image image image image image image image image
Benchmarking Even if you think you are doing everything right, how do you know unless you compare? No organization is the best at everything and the same is true for yours. So, if you aren’t benchmarking, you can’t possibly be doing everything you should be doing.
Service Contract Reviews A Service Contract Review by an independent third party can help you ensure that you are getting the services you expect, that your contract documentation, including procurement, pricing, measurement and management, are delivering the best value and even establish the best approach for a renewal or re-bid.
Personal Coaching Coaching is a standard business approach to help managers and leaders with their development and with specific elements of their job. A confidential third party who isn’t invested in the organization’s politics or imbedded culture guides you or your staff through ideas and options with an un-biased, broad based view that helps you look at things more objectively.
Training & Education Are you holding a quarterly or annual meeting with your global, regional or local Facilities team? Need something to pump up your staff, give them training on strategic, leadership or management approaches in FM or help them collectively deal with an issue?
FM Systems Implementation Implementing Property Management and Facilities systems including CAFM, CMMS, Work Order management and Help Desks can sometimes be the single most important thing you can do to improve service, reduce costs and preserve your assets, including reducing future costs.
Team & Meeting Facilitation Finding solutions,developing ideas, brainstorming or holding an annual staff session is easier with an external facilitator to draw out results and shephard discussion, giving your better value, less wasted time and full participation.
Business Cases Effective Business Cases that get the results you need are not easy. They take research, analysis and strategy, not to mention a well crafted and written document that gets the point across and influences your boss, board of directors, council, CFO and anyone else who has the ability to accept or reject your business case.
Satisfaction Surveys Satisfaction Surveys provide you with key information about your FM services to help you make decisions and improve services. Strategic Advisor develops and implements surveys for Facility and Property Managers. This includes Customer Satisfaction Surveys, Employee Satisfaction surveys, Tenant opinion surveys and more.
Asset Management Services Asset Management delivers results by integrating all aspects of managing properties It provides overall management of the facility maintenance, capital planning, repair and replacement strategies, energy cost reduction strategies and more. It helps you develop a strategy to manage your facilities and maintain asset value, minimize costs and ensure your facilities serve your core business effectively.
Writing & Presenting for FM Communicating clearly is important to get your ideas across, influence others, look professional and get better results. Yet most Facility Managers and Property Managers have never had formal training in this important area. Get better results by understanding how to create clear, compelling and influencial communications.
Transition & Change Transitioning can include internal organizational changes, implementation of systems, outsourcing, out-tasking or subcontracting initiatives.
Strategic Planning Strategic planning implies looking at the future, but most managers are so busy dealing with operational issues, personnel issues, customer service and the day-to-day facility requests and issues. If you want to improve or change your organization or your facilities and buildings, you need a solid strategic plan that maps the requirements, benefits, risks, issues and implementation plan so you can get approval and move forward.
RFQ / RFP Procurement Well structured Request For Proposals (RFP) get the best results for your contracting initiative. They are harder to develop than it seems, and often internal staff are too busy with other initiatives or are too close to the services to effectively develop the RFP's. You end up living with your service contracts for several years at a time, so you want things to go smoothly.
Customer Service Customer service is just as important in an internal service delivery model as it is with externally facing services. It's often even harder to achieve, however, and can have a significant impact on the customer satisfaction food chain, since what you deliver affects the productivity and success of those receiving your services.
FM Assessments Is your FM organization and systems giving you what you need? Are you up-to-date on the leading practices and what you could be doing differently? A review can help you fine-tune or completely revamp your organization and systems.
Policies & Procedures Consistent and effective results require well developed policies and procedures that not only meet the needs of the service, they are easy to understand and implement. The benefit of documenting them is to provide training material, consistency and an auditable process you can measure for performance.
Performance Management Managing performance is the most important thing you can do to improve your service and processes. If you don't measure results, you don't have solid management information that enables you to make decisions and improvements that lead to your success.

The problem is identifying the right measures that won't drive the wrong behaviours and then effectively reporting, analyzing and acting upon the results.
Outsourcing Decision Outsourcing can be a viable business model. Your organization may or may not benefit from outsourcing, however your success depends on effective analysis, decision-making and implementation. We help you assess the benefits and identify the costs and risks of this important decision. The exercise can also help you identify what you can do internally instead of outsourcing.

You can download brochures from our main Services page.

Facilities Leadership : Webinar Series

Not Sure what you Need?

If you are not sure what you need or how we can help you, send us a quick note and we can arrange a no-commitment discussion.
Send Michel a Note

Free FM Resources

Get our free premium FM resources in a download link when you sign up to our list. Then you'll receive our newsletter and bulletins periodically.

E-mail Address:

First Name:

The FM Pie
Download Your Copy

Latest FM Blogs

Where is Michel Next?

  • 22 Jun 2012
    Seminar @ SIMA 22 Jun 2012 03:00 PM to 04:00 PM

    "Winning Enough Business? Write Better Proposals" This seminar is essential for suppliers in the FM industry.

  • 08 Jul 2012
    FM Workshop @ Singapore 08 Jul 2012 to 10 Jul 2012

    "Facilities Management - From Maintenance to Management" 2 Day Workshop with strategies, approaches and Leading Practices

  • 19 Jul 2012
    Seminar @ Total Facilities Live 19 Jul 2012 04:00 PM to 05:00 PM

    "Strategic Facilities Management - Get Results" This seminar covers 4 key topics to success: communicating to Influence,