FM Metrics Workshops

We are focused on facility-related data but we understand that you are probably not.

  • You want to make better use of your current benchmarking activities.
  • You want/need to make the best use of the multitude of data available to you.
  • You do not have a dedicated analyst or much analyst support (if any).
  • You don’t have a lot of time to fuss with data assembly.
  • You are new to facility metrics.
  • You would like your staff to get better with pulling together and using your data.
  • You want an integrated department scorecard that doesn’t take a team to manage.
  • You want to use simple software that you already have (e.g. Microsoft Excel) and not invest in a new system (yet).

If more than one of the statements above apply to you, one of our training workshops may be right for you.  Better understand the data side of benchmarking.  Understand how to build or manage a facility scorecard.   Our workshops overview the key data concepts, explain how to approach your benchmarking or scorecard, and show you how to setup files that reduce your data processing time to just minutes per month.

These workshops are designed to be one-day sessions. They will be full-day online versions in 2021 – each day has six modules (about a hour each with 20 minute presentation 15 minute exercise, 20 minute discussion and 5 minute stretch break) and one hour lunch break.

Group sizes will be kept small to allow for sufficient interaction among workshop participants. There are pre-requisites for participation because we will expect you to be familiar with Excel and facility data.  Bring your data because the last section of the workshop is hands-on where you will apply the workshop lessons.


Introduction to FM Metrics and Benchmarking

Be a more informed benchmarking participant!  This workshop will help you more easily put together your facility benchmarking data and use the results.

What you will learn:

  • How to review a benchmarking report and create a draft action plan in under 2 hours.
  • How to identify metrics that matter to you and your organization.
  • How to identify data sources of potential value.
  • A general understanding of data concepts and data shaping.
  • The ability to prepare your Facility Issues benchmarking submission in under 2 hours (applies to other benchmarking programs as well).

Workshop Agenda:

  • Introduction
  • Overview of Benchmarking
  • Metrics that Matter
  • FM Related Data
  • Data Shaping
  • Hands on – Setup Your Benchmarking Data Collection Templates

Advanced FM Metrics and Scorecards

Be a more informed user of dashboards and scorecards!  This workshop will help you understand issues with assembly of metrics and how a integrated FM scorecard can be useful, either as your solution or a pilot for larger (expensive) new system project.

What you will learn:

  • The ability to plan an effective scorecard for your organization or evaluate your existing dashboards and reports.
  • How to identify data sources of potential value.
  • A general understanding of data modeling and visualization.
  • The understanding of how to have a scorecard that takes less than 2 hours per month.

Workshop Agenda:

  • Introduction
  • Dashboards & Scorecards
  • Metrics & Data
  • Data Visualization
  • Models & Measures
  • Hands on – Setup a Simple Scorecard With Your Data

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