Minimalist Strategic Facility Planning

This month we are discussing Minimalist Strategic Facility Planning - an initial assessment used to understand the current portfolio situation, identify important facility decisions and uncertainties, and determine what more detailed planning or analysis activities are needed. This survey will help us compare how different organizations approach strategic facility planning of their property portfolios.

Please share your input! It only take a couple minutes to complete this short shared practice survey and others want to hear your thoughts. Upon completion you will get the registration email for the shared practice meeting. (All participants get the survey results after the meeting).

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2. Data availability and use show/hide

Rate your confidence in the following information across your portfolio from 1 to 5 where:
1 = No Confidence
2 = Little Confidence
3 = Some Confidence
4 = Confident
5 =Very Confident

	Ratings
	1	2	3	4	5	NA
Facility inventory
Current facility condition
Mission or operational criticality
Mission or operational suitability
Space utilization
Facility operating cost
Energy and water performance
Resilience vulnerabilities
Future business requirements
Planned capital projects
Remaining service life of major systems
Occupant satisfaction

What planning or analysis activities do you anticipate your organization doing in the next three years?

Before scheduling a major facility investment, does your organization conduct a preliminary assessment to determine the appropriate scope?

Comments

4. Some information about you show/hide

Your survey results are confidential and contact information is optional. However, if you wish to receive the results or are willing to answer questions from others, please provide your email.

Your Organization (for list of participants)

Your Name (only used to register for the meeting)

Your Email (only used to send the survey results or register for the meeting)

Check this box to REGISTER for the Shared Practice meeting on this topic -->

Any question(s) you would like to ask the group at the meeting?

Any comments for us (not included in survey results)?

Facility failure or serious deficiency.
Proposed capital project.
Executive or board request.
Regulatory or audit finding.
Operational growth or organizational change.
Security or cybersecurity concern.
Resilience or emergency-preparedness concern.
Lease expiration or real-estate decision.
High operating cost.
Space shortage or underutilization.
Sustainability or energy objective.
Merger, consolidation, or restructuring.
Other (please describe in comments)

Insufficient staff time.
Insufficient funding.
Incomplete or unreliable data.
Uncertain business forecasts.
Lack of executive sponsorship.
Difficulty engaging operations or other stakeholders.
Competing urgent projects.
No consistent planning method.
Plans become too large or complex.
Previous studies were not acted upon.
Unclear ownership of the planning process.
Regulatory or security constraints.
Other (please describe in comments)

Portfolio strategic facility plan
Facility condition assessments
Capital-renewal plan
Control-room or critical-facility plan
Resilience assessment
Physical-security assessment
Workplace or space-utilization study
Crew-facility or service-territory location analysis
Warehouse or logistics study
Energy or decarbonization plan
Real-estate consolidation or disposition plan
Site or campus master plan
Data-quality improvement initiative
Total-cost-of-occupancy or benchmarking analysis
Other (please describe in comments)

Portfolio criticality and risk map
List of facilities needing deeper assessment
Prioritized planning-needs register
Three-year planning roadmap
Facility decision calendar
Capital-project prioritization framework
Data-gap and data-improvement plan
Executive summary of major portfolio issues
Ability to gain alignment among business
units/property managers
Other (please describe in comments)