Banking Institutions & Credit Unions

In 2018, we will be offering benchmarking for financial service facilities.

About this group…

This benchmarking group is designed for intermediate banks and credit unions who wish to manage their building expenses.

New participants will receive benchmarking consulting services along with participation in the annual program. These services will include 3 consulting sessions with your team:

  1. A one-on-one session with your team to start with a review of the data you have and guidance on internal analysis you can start right away (This consulting session alone typically costs more than our basic benchmarking program).
  2. A one-on-one session with your team at the start of the program to help you get organized and review your data.
  3. A one-on-one session with your team to walk through the final report results and their implications for your organization.

How the survey is developed…

We will start with a common set of definitions that have been used over many years of benchmarking facility performance in other industries. Each year, this group reviews and refines the benchmarking topics and definitions used in an online survey. The survey is designed to measure the operating costs of the properties and other topics of interest to group members. We also link the results with a standardized Performance Survey, which provides a subjective evaluation on the quality of the services.

How you get the survey results…

We incorporate data from all participants into a combined report that anonymously compares your costs and practices with those of other organizations so you can understand the best practices of high-performing organizations. We will also review the results on a web meeting where participants can ask questions and share information; the value of a face-to-face meeting will be discussed with the group.

What we measure…

We measure costs and best practices for utilities, building maintenance, janitorial services, parking, grounds maintenance, building security, projects, facilities engineering, fixed occupancy, environmental health and safety, and sustainability measures.

Other surveys…

We also offer occupant satisfaction surveys that allow you to collect data from your staff and building occupants for comparison with your peers and practices.


Not Ready to Benchmark ?

We can help you put together your internal facility metrics to give you an easy-to-update scorecard of the facility data that you probably already have somewhere in your various data systems.  Contact us to chat about what you would like.