facility management business plan template

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The facility management plan is the formal planning instrument used by the organization to manage the current and future operations of the club facility. The plan is to put together to make sure the efficiency of operation is increased, saving them money over the life of your facility and even expand the overall lifespan of your facility. The quality, safety, and sustainability of the plan must be in the facility management plan. And, the plan to achieve these strategies.

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Facilities Management Plan Template

What is a Facilities Management Plan?

A Facilities Management Plan outlines processes and procedures for managing a facility. It outlines strategies and goals for improving the efficiency, safety, and security of a facility and the people who work in it. It is important for facilities managers and teams to have a plan in place to ensure that the facility is managed in the most effective and efficient way possible.

What's included in this Facilities Management Plan template?

• 3 focus areas
• 6 objectives

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.

Who is the Facilities Management Plan template for?

This Facilities Management Plan template is designed for facilities managers and teams in all industries who are looking for a way to create a plan for managing their facilities. This template provides a structure for creating a plan that can be adapted to fit the needs of any facility. It can also help facilities managers and teams stay organized and on track to achieving their goals.

1. Define clear examples of your focus areas

Focus areas are the primary goals that the Facilities Management Plan is designed to achieve. These focus areas can vary depending on the goals and needs of the facility, but some common examples include enhancing facility management, optimizing maintenance processes, and enhancing facility security. It is important to clearly define these focus areas as they will serve as the foundation for the rest of the plan.

2. Think about the objectives that could fall under that focus area

Objectives are the specific goals that need to be achieved in order to accomplish the focus area. For example, under the focus area of enhancing facility management, objectives could include improving communication between Facility Managers and staff and increasing the efficiency of facility management. Objectives should be specific and measurable.

3. Set measurable targets (KPIs) to tackle the objective

KPIs, or Key Performance Indicators, are measurable targets that are designed to track the progress of an objective. For example, an objective of increasing the efficiency of facility management could have a KPI of decreasing the time spent on daily tasks. KPIs should be measurable, achievable, and relevant to the objective.

4. Implement related projects to achieve the KPIs

Projects, or actions, are the steps that need to be taken in order to achieve the KPIs. For example, if the KPI is to decrease the time spent on daily tasks, a project could be to implement a facility management software. Projects should be specific and achievable.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform helps teams create, execute, and measure their strategic plans. Cascade makes it easy to create a plan and keep track of progress, and helps teams identify areas for improvement and take action quickly. With Cascade, teams can see faster results from their strategy.

Business Plan Template for Facility Technicians

• Great for beginners
• Ready-to-use, fully customizable Subcategory
• Get started in seconds

As a facility technician, you understand the importance of meticulous planning to ensure smooth operations and maintenance of facilities. With ClickUp's Business Plan Template for Facility Technicians, you can now streamline your strategy, goals, and financial projections all in one place.

This comprehensive template empowers you to:

• Define clear objectives and strategies for facility management
• Outline financial projections and budget allocations for maximum efficiency
• Track progress and make informed decisions to optimize facility operations

Whether you're managing a single facility or a portfolio of properties, ClickUp's Business Plan Template for Facility Technicians has got you covered. Take control of your facility management business today and achieve success with ease!

Business Plan Template for Facility Technicians Benefits

A business plan template specifically tailored for facility technicians can provide numerous benefits to these professionals and their companies. Some of the advantages include:

• Clearly defining the objectives and strategies for facility management operations
• Outlining financial projections and budgeting for effective resource allocation
• Identifying potential risks and creating contingency plans for seamless facility maintenance
• Providing a roadmap for continuous improvement and growth in the field of facility management
• Enhancing communication and collaboration between facility technicians and stakeholders
• Streamlining decision-making processes by having a comprehensive plan in place.

Main Elements of Facility Technicians Business Plan Template

When it comes to managing facilities, having a solid business plan is essential. ClickUp's Business Plan Template for Facility Technicians includes:

• Custom Statuses: Keep track of the progress of each task with statuses like Complete, In Progress, Needs Revision, and To Do, ensuring that every aspect of your business plan is accounted for
• Custom Fields: Use custom fields like Reference, Approved, and Section to add important details and categorize sections of your business plan, making it easy to navigate and update
• Custom Views: Access different views such as Topics, Status, Timeline, Business Plan, and Getting Started Guide to get a comprehensive overview of your business plan and track progress
• Collaboration: Collaborate with your team members in real-time, assign tasks, set due dates, and add comments to foster effective communication and ensure everyone is on the same page
• Document Management: Utilize Docs to create and store your business plan, making it easily accessible and editable whenever needed

How To Use Business Plan Template for Facility Technicians

If you're a facility technician looking to create a business plan, you can easily get started by following these five steps using the Business Plan Template in ClickUp:

1. Define your business goals

Before you dive into creating your business plan, take the time to clearly define your goals as a facility technician. What do you want to achieve? Are you looking to expand your services, increase efficiency, or improve customer satisfaction? Defining your goals will provide a clear direction for your business plan.

Use Goals in ClickUp to set specific, measurable, attainable, relevant, and time-bound (SMART) goals for your facility technician business.

2. Identify your target market

To create an effective business plan, you need to identify your target market. Who are your ideal customers? What industries or sectors do you specialize in? Understanding your target market will help you tailor your services and marketing strategies to meet their specific needs.

Utilize the Board view in ClickUp to create cards for different target markets and track your progress in reaching each one.

3. Analyze your competition

In order to differentiate your facility technician business, it's important to analyze your competition. Take a look at other companies offering similar services in your area. What are their strengths and weaknesses? How can you position yourself as a unique and valuable option for customers?

Create tasks in ClickUp to track your competition analysis and identify strategies to stand out from the crowd.

4. Develop a marketing plan

A successful facility technician business requires a solid marketing plan. Determine the most effective channels to reach your target market, such as online advertising, trade shows, or referrals. Outline your marketing strategies and tactics, including your budget, timeline, and key performance indicators (KPIs).

Use the Calendar view in ClickUp to schedule your marketing activities and track their progress.

5. Create a financial forecast

Last but not least, include a financial forecast in your business plan. This will help you estimate your revenue, expenses, and profitability over a specific period of time. Consider factors such as equipment costs, employee wages, and overhead expenses to ensure your facility technician business remains financially viable.

Utilize the Table view in ClickUp to create a financial spreadsheet and track your projected revenue and expenses.

By following these five steps and using the Business Plan Template in ClickUp, you can create a comprehensive and effective business plan for your facility technician business. Good luck!

Get Started with ClickUp’s Business Plan Template for Facility Technicians

Facility management companies and facility technicians can use the Business Plan Template for Facility Technicians in ClickUp to streamline their planning and ensure efficient operations.

First, hit "Add Template" to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you'd like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a comprehensive business plan:

• Use the Topics View to organize different sections of your business plan, such as operations, finances, and marketing.
• The Status View will help you track the progress of each section, with statuses like Complete, In Progress, Needs Revision, and To Do.
• Utilize the Timeline View to set deadlines and visualize the timeline of your business plan.
• The Business Plan View provides an overview of your entire plan, allowing you to easily navigate and make updates.
• Create a Getting Started Guide View to outline the steps and resources needed to implement your business plan.

To further customize your business plan template:

• Add the custom field "Reference" to link relevant documents or resources to each section.
• Use the custom field "Approved" to track the approval status of each section.
• Add the custom field "Section" to categorize and organize different sections of your business plan.

By following these steps, facility technicians can efficiently create, manage, and track their business plans, ensuring smooth operations and effective facility management.

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Facility Management Template

Assess the facility requirements.

• 1 Building materials
• 2 Furniture
• 3 Equipment
• 4 Utilities
• 5 Safety devices
• 3 Warehouse
• 5 Educational institution

Determine the needed resources

• 1 Human resources
• 2 Financial resources
• 3 Material resources
• 4 Technological resources
• 5 Time resources

Draft a facility management plan

• 5 Emergency

Approval: Facility Management Plan

• Draft a facility management plan Will be submitted

Generate a work breakdown structure

• 2 Procurement
• 3 Execution
• 4 Monitoring
• 5 Evaluation
• 1 Research suppliers
• 2 Obtain quotes
• 3 Select best supplier
• 4 Negotiate contract
• 5 Finalize procurement

Create a facility budget

Approval: facility budget.

• Create a facility budget Will be submitted

Allocate resources for each task

• 1 Computers
• 2 Machinery
• 5 Safety gear

Schedule maintenance activities

• 4 Quarterly

Prepare risk management plan

• 2 Financial
• 3 Operational
• 4 Environmental
• 5 Reputational
• 1 Training and education
• 2 Implementing safety protocols
• 3 Diversifying investments
• 4 Regular equipment maintenance
• 5 Environmental impact assessments

Implement the facility management plan

• 1 Not Started
• 2 In Progress
• 3 Completed
• 5 Cancelled

Monitor implementation progress

• 2 Behind Schedule
• 1 Resource constraints
• 2 Unforeseen obstacles
• 3 Budget limitations
• 4 Technical difficulties
• 5 Communication issues

Inspect completed works

Update facility management plan.

• 1 Changes in regulations
• 2 New technology
• 3 Operational improvements
• 4 Customer feedback
• 5 Safety concerns

Review facility plan with key stakeholders

Approval: stakeholders review.

• Review facility plan with key stakeholders Will be submitted

Conduct regular facility audit

• 1 Fire safety
• 2 Security procedures
• 3 Sanitary conditions
• 4 Environmental compliance
• 5 Accessibility standards

Identify potential improvements

• 1 Cost savings
• 2 Efficiency gains
• 3 Enhanced safety
• 4 Improved customer satisfaction
• 5 Environmental sustainability
• 1 Conduct a feasibility study
• 2 Allocate resources
• 3 Implement pilot project
• 4 Monitor and evaluate results
• 5 Scale up the improvement

Make required changes

Approval: changes in facility plan.

• Update facility management plan Will be submitted

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How to Develop a Successful Facility Management Plan

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Published March 3, 2023.

Facility management refers to planning and overseeing all the physical resources of your organization, such as buildings, equipment, furniture, and more. To ensure good facility management, you first need to create a plan to design, construct, maintain, and upgrade your facilities to maximize their value and achieve your business goals.

A facility management plan is a specific document that outlines the strategies and goals for managing your organization's physical resources.

A successful facility management plan can help you minimize costs and efficiently manage your physical resources. For example, a facility management plan can help in real estate decision-making by providing insight into your planning, design, and space management operations.

What Should You Consider for Your Facility Management Plan?

Developing a good facility management plan is easier said than done, as the factors around it can differ based on your company's goals. Nevertheless, you should consider these universal tips:

Provide Safety and Security

The safety and security of your employees, visitors, and assets should be your top priority when developing a facility management plan. You can achieve your organization's safety goals by implementing access control measures such as key cards, alarm systems, and CCTV cameras throughout the facility.

Another important element of creating a safe and comfortable workspace is adhering to safety regulations such as having fire extinguishers, smoke detectors, and wayfinding maps to exits in case of emergency.

■ Create an efficient wayfinding system with these best practices

Improve Communication

It's essential to ensure open communication between occupants, stakeholders, and other parties involved in your facility management. This can help clarify everyone's objectives and establish an open dialogue so that everyone's informed of any changes or improvements to the facilities.

In addition to boosting employee satisfaction , open communication will also allow your collaborators to express their concerns and doubts so you can address them before they turn into bigger issues.

Ensure Maintenance and Business Continuity

Planning for preventative maintenance, analyzing the elements that need maintenance or repair, creating budgets for these tasks, and preparing for unexpected problems are all key aspects to ensure your operations are uninterrupted.

To plan for maintenance and potential issues, you should consider implementing advanced maintenance management systems to better track and manage your assets. This will help to reduce costs and unexpected breakdowns to keep your business running smoothly.

■ Regular maintenance can allow for better facility management reports 

Optimize Space Utilization

 Space utilization is an important factor to consider when developing a facility management plan because optimizing space usage within your facility can boost employee productivity and reduce costs. Important space usage factors you should consider include:

• Office layout : Choose either an open or closed office layout based on your specific business needs.
• Design choices : Ensure your design creates an inviting environment within your facility while making the most out of the space.
• Eco-friendly spaces : Green workspaces can lower costs with more efficient energy use .
• Furniture and equipment : Make sure these elements are placed in the best positions where employees can easily access them and actually use them.
• Space flexibility : Opt for flexible workspaces that can easily be changed depending on your needs.

Taking these factors into account when calculating your space utilization rate can help ensure all areas of your facility are used to their full potential.

■ Ensure maximum space utilization using these key metrics 

4 Basic Steps for a Successful Facility Management Plan

If you're not sure where to start, take a look at these four basic steps for creating a successful facility management plan:

1. Identify the Current State of the Facility

By identifying the current state of the facility first, you create a baseline from which you can make decisions about budgeting, repair needs, and space utilization. It also provides insight into areas that need improvement, enabling you to focus your efforts on these critical points and maximize efficiency.

2. Prioritize Objectives

When developing a facility management plan, it's important to ensure it aligns with your overall business objectives to prevent wasting resources and halting progress.

If your business goal is to become more energy efficient, any facility improvements you make should reflect this goal. This could involve changes to the facility layout and implementing green workspaces.

By prioritizing your objectives, you can make sure your organization's efforts are focused on the right areas and your facility management contributes to your goals.

■ Improve your facility management with these essential KPIs 

3. Create and Implement a Plan

Once you've identified your objectives, you should conceive an actionable plan and set achievable timeframes.

If one of your goals is to switch to an open layout due to the benefits of open-space offices , your plan should outline the design choices, budgeting requirements, and furniture and equipment placement while specifying the expected completion dates for each point.

Once you have a plan in place, you should communicate it to everyone involved so they can perform their duties mindfully and with clear direction, thereby maximizing productivity and ensuring your objectives are met within the established timeline.

4. Monitor the Plan

Regularly monitoring the facility management plan is important to identify any shortcomings or inefficiencies and establish a success rate. This should involve regular check-ins with employees, creating maintenance reports, and changing the layout as necessary.

These steps will ensure that you can identify any issue early on and take corrective action quickly and efficiently while allowing for better decision-making in the future.

Automated Software Can Assist In Your Success

POC System: Office Space Management

When implementing a facility management plan, automated software like POC System's Space Management Software can be an invaluable asset. This useful tool offers the following features:

• Visual simulations to help with floor plan design 
• Streamlined booking of desks and meeting rooms
• Creating custom seating plans for maximum employee productivity
• Advanced analytics to evaluate the success of your objectives
• Real-time tracking of your current seating and office layout

These features can provide you with the tools you need to maximize space utilization and ensure your objectives are met within the set timeline.

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Easily Create a Successful Facility Management Plan

Creating a successful facility management plan that aligns with your overall business objectives can be highly beneficial to your organization's bottom line. This process should involve prioritizing objectives, creating and implementing an actionable plan, and regularly monitoring the facility space usage.

While this can be a daunting task, automated software like POC System's Space Management Software can make it a whole lot easier. With this tool, you can quickly develop an effective facility management plan and ensure your resources are being used in the most efficient manner.

■ Book a demo to explore POC's features

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How to Develop and Write a Facility Asset Management Plan

 We’re here to ensure that doesn’t happen to you. In this article, we’ll explain what a facility asset management plan is and show you how to create one, covering helpful examples along the way. 

The purpose of a facility asset management plan

A hierarchy of asset management documents begins with an asset management policy , flows into an asset management strategy , and ends with a series of asset management plans.

Each document level serves a particular purpose, which, when combined, supports a business’s asset purchase, use, care, and disposal expectations.

An asset management plan is a document detailing a department’s process to turn a defined strategy into actionable steps. Unlike policy or strategy documents, the wording and focus are short-term, measurable, and dynamic .

A company will have only one asset management strategy but may have multiple asset management plans. It’s common for each internal department to have a plan that focuses solely on the assets and particular context within the department.

Developing an asset management plan

A facility asset management plan is an operationally focused document that has no room for aspirational statements. Think of it as a tactical checklist, listing tasks to achieve within a certain timeframe and budget. The goal of this document is to implement the higher-level objectives outlined in the asset management strategy document .

The following steps will help you gather the data you need to write an effective facility asset management plan.

1. Complete an asset inventory

Asset inventory requires more data than just asset location. A detailed asset inventory should contain the following information (estimate the following information where it’s available):

• Asset location: If you have an asset tracking system in place , you should already have this information.
• Asset condition: Don’t simply cover asset operation and maintenance in this assessment. Check whether the asset is clean and cosmetically well-maintained, is it compliant with safety requirements, is it experiencing performance issues, etc.
• Asset value: The finance department should list depreciated values for each company’s asset . Note down if this theoretical value contradicts the asset’s condition.
• Remaining life: This estimate is very subjective, but consider how long the equipment will go on performing its function before a replacement is needed. We’re not talking about economic life; we’ll cover that soon. Just quantify its mechanical life if maintained to its current standard.

Checklist for Creating a Preventive Maintenance Plan

Following a consistent preventive maintenance plan can make life easier. use this checklist to create your own.

2. Identify critical assets

The most straightforward way to identify assets is to perform a criticality analysis . You’re looking to analyze how each asset failure impacts your costs, operations, environmental complaints, and safety.

Create a scale with metrics to rank the severity. For instance, equipment failure with a low severity may rank at 1 and cost the business less than $10,000, but a high severity of 5 may be over $500,000 or even potentially close the business.

This criticality ranking helps you rank the assets and identify those that deserve more attention from your maintenance team.

3. Identify asset performance

The goal is to understand how well each asset performs its role in making the company profitable, compliant, and safe.

Keep in mind that even newer assets in good operating condition can perform below the expected standards or require very high maintenance expenditures to function optimally.

The easiest way to gauge asset performance is to consult your computerized maintenance management software (CMMS). Check the asset’s maintenance costs, as well as its reliability and performance metrics.

Compare these in-service results with industry norms to understand how well your assets are performing.

4. Carry out a gap analysis against strategy expectations

Steps one through three will provide insight into your asset performance, useful life, criticality, and costs. With this foundation, you can compare the current asset state and capability against the objectives of the asset management strategy.

Suppose the asset management strategy states that asset lifecycle costs must get reduced by 25%, production efficiency should improve by 30%, or the non-conforming product metric must reduce from 9% to 3%.

By understanding the current conditions on your plant floor, you will immediately see if you can reach those goals. If not, you should also be able to identify problematic assets and processes you need to improve to get where you need to go.

5. Determine tactics to close the gap between performance and expectation

Once you know where you’re falling short, you can develop a list of tactics to help fix these issues.

These tactics will often be wide-ranging and may include:

• Improving operator performance
• Implementing more equipment redundancy
• Investing in asset modifications
• Revising existing or implementing new maintenance programs
• Changing maintenance contractors and vendors.

6. Develop an annual works plan

Now it’s time to break down the tactics you identified in the previous step and outline a plan for their implementation. Think of this as a project plan with costs and justifications.

Look three to five years ahead and consider the following (don’t forget to define the starting and completion dates):

• Prioritize quick wins: You identified glaring deficiencies or easy fixes during your analysis. Focus on the easy ones first to start generating rapid results and increase worker and management support.
• Identify maintenance modifications: Changing a maintenance plan requires careful consideration and planning to prevent disruption. Collaborate with the engineering and maintenance teams to gain agreement on actions, dates, and resource requirements.
• Allocate the needed resources: Training existing employees, modifying schedules, or implementing new hires all require coordination and planning. Don’t forget to communicate these changes before they happen, and involve HR in the discussion. Also, define the costs of these changes.
• Highlight changes to the asset lifecycle: Discuss, plan, and define costs of any equipment modification, disposal, and new purchases. Communicate those to your procurement team.
• Plan operational changes: List the required operational changes (shift amendments, upskilling plans, involving operators in equipment maintenance). Discuss changes with all stakeholders. 

7. Estimate the budget

Estimate all changes and capture the direct costs for implementation, along with its effects on:

• Asset longevity
• Capital apportionment
• Spare-holding costs.

Remember, the cost of an asset usually forms only about 20% of the total cost of ownership , with the rest being the remainder of the lifecycle costs.

Use net present value (NPV) calculations to support major investments.

8. Conduct regular reviews

Make sure to schedule regular reviews of the asset management plan. Check if everything is on schedule and within the estimated budget, and whether the changes are leading to the desired outcomes.

A typical structure of an asset management plan document

You will never find two identical asset management plans. They vary by industry and the specific context within the department.

However, the following structure can be used as a guide when writing such a document.

The summary should highlight the key takeaways from the gap analysis and subsequent tactics, actions, timeframes, and expected outcomes.

As a concise overview, it should give the reader a taste of what’s to follow.

2. Purpose and scope

This chapter aligns the actions in the plan with the objectives of the overarching asset strategy.

It should place a boundary around the plan’s impact by describing the departmental or geographical limits it applies to, and the time span over which the plan will be relevant.

3. Current assessment

Explains the major roadblocks or restrictions that make strategic objectives difficult to achieve.

Group the identified issues under common headings. It could be poor critical equipment reliability, sup-optimal skill levels, or a lack of resources.

4. Future performance

This chapter links the successful corrections of the current deficiencies to positive changes supporting the objectives from your asset strategy.

Explain — in measurable terms — the benefits that will accrue to the business.

5. Maintenance program

Changes in operating philosophy, equipment modifications, new assets, or reliability initiatives will require a review and adjustments to the maintenance program.

The shift may be:

• A transition from planned maintenance to total productive maintenance (TPM)
• Revised shift pattern
• New tooling
• Improved spare holdings.

Detail what must change to accommodate or promote improved asset performance and longevity.

6. Financial calculations

If you spend a dollar in business, you must be sure you’ll get at least two back.

In this section, lay out the budget for your plan, show how that expenditure will repay itself through performance in line with strategic objectives, and set the timescale within which you expect to see a result.

7. Improvement action plan

This section is the monthly project plan that shows the start and completion date of each initiative and, preferably, those responsible and accountable for the event.

This chapter will be your roadmap with which you can build key performance indicators and reward successful implementation.

A few examples of different asset management plans

Finding examples relevant to the private industry is a challenge. Most private companies keep such plans confidential.

Still, we can find examples from public utilities, which help show the wide differences in format and style:

• Cheshire East Council : The UK city’s council plan dives a little more into strategy than an internal departmental action plan usually would. It has a good three-year action plan stipulating when tasks or review activities will begin and finish.
• Auckland Council : This New Zealand city’s council plan is far more comprehensive than the one expected from a department in a manufacturing company. However, it discusses the strategic aim of the council and the gap analysis against current performance. There are also extensive CAPEX and OPEX calculations, with timelines of specific initiatives.
• Thunder Bay : Canadian city’s plan has useful examples of asset condition estimation, age, estimated useful life, and service levels received from the assets. As this is a first-stage plan for asset management, rather than discreet actions for each asset, it lays out a timetable for the next stage of asset analysis and evaluation. Appendix F also shows how the plan aligns with other corporate planning departments. 

Get the most out of your assets

Facility asset management plans are essential components of an organization’s asset management initiative. They are short-term tactical plans that:

• Indicate the steps a business or department will take to meet the objectives of their asset management strategy
• Justify budget spending
• Set key performance indicators (KPIs) to track.

Creating an asset plan that follows your policy and strategy documents can help you get the most out of your assets, maximize operational effectiveness, and can give you an edge over your competitors. To learn more about asset management and maintenance, keep browsing the Limble blog .

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Facilities Management Template

Track every detail with the easy-to-use facilities management plan template from Wrike. 

Monitor details and centralize resources

Working in facility management typically involves engaging in the complicated task of collecting and monitoring a wide range of details and resources. Are critical pieces of information falling through the cracks?

Does your team ever struggle with:

• Tracking every project?
• Completing tasks?
• Visualizing the big picture?

Eliminate these obstacles with Wrike’s facilities management template .

• Track every step of your facilities management process 
• Provide visibility for your entire team with project and request details so everyone stays on the same page
• Gauge progress by centralizing project information in a single, secure place 

Why you need this facilities management template

Centralize information.

When requests and details are communicated via email, they’re often missed or forgotten. With a facilities management template, you can centralize your communication and gather all the information your team will need in one secure hub.

Prioritize projects and tasks

Are important facilities tasks getting overlooked because of your team’s busy workload? Wrike’s template allows you to stay on top of tasks and their associated due dates, ensuring things don’t slip through the cracks.

Enable a 360° perspective

Gain a full view of all your facility requests and resources by storing them in one place. The facilities management template offers a range of views that allow you to understand the breadth of your organization’s needs.

A streamlined approach to facility management

How to use the facilities management template 

Does your team struggle to manage multiple facility requests on top of busy schedules? Do important event details often get overlooked? 

Wrike’s facilities management template offers a central location for storing requests, task details, and even contractor details. 

• Add facilities request and contractor details with custom request forms
• Store facilities tasks in folders and projects
• View upcoming tasks with dashboards
• Evaluate facilities usage with a pre-built report

Managing multiple facilities usually involves collecting information from various departments and prioritizing resources to make sure every task is accomplished on time. Ensuring facilities are managed effectively requires a robust and user-friendly process. 

Wrike’s facilities management template sets up an efficient system for collecting key details and prioritizing tasks and resources. 

Step 1: Collate details with a request form 

Use the custom request form designed to collect information from other departments and teams about their facilities needs. Simply have requesters input critical information, including contact details and resource requirements. These requests will be automatically turned into tasks that are stored in projects depending on the service required. 

Step 2: View facilities tasks with a dashboard

Manage facilities with a custom dashboard that allows you to view tasks in progress. Tasks will be divided into categories, including custodial services, special events, and more. You can view requests by category, or by tasks that are outstanding. Easily visualize each due date so you can prioritize resources to accomplish each task on time. 

Use the in-built report to assess facilities usage and team progress for future improvements. 

Step 3: Access contact details in a single folder

When you need to access information about third-party vendors or contractors, simply navigate to the Resources folder and view their contact details, the services they provide, and any details that will be important to your ongoing relationship. 

Make Wrike work for you

Wrike is designed to streamline and simplify other areas of your work, improving processes across your team, department, or company. Discover features such as:

• Customizable workflows
• Versatile Gantt charts
• Time tracking

Wrike can be easily adjusted to meet any of your team’s needs. Our user-friendly features help bring efficiency and productivity to your daily work.

Resources for project management teams

Find out how walmart canada streamlines processes with wrike, read this round-up of 21 use cases to discover why pmos trust wrike, learn how abus uses wrike for user-friendly project management.

Keep track of multiple facilities with Wrike

The facilities management template includes a custom request form, pre-built report, dashboards, folders, and projects.

Any team that manages facilities or needs to manage one or more locations can benefit from this template.

The facilities management template helps teams collect and store facility requests and details, allowing them to easily visualize tasks and resources.

How to install this template in your account

You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard . When you opt to create a new space, the template gallery opens by default.

• Click the ‘+’ button in the upper-right corner of your workspace.
• Select ‘Space’.
• On the page that opens, hover over the use case you want and click ‘Preview’. You can use the search bar above the list to look for the required template.
• Now, you can see more information about the use case. Click ‘Select’ to create a space.

Yes, there are.

• To use this template, you need to have at least the Business plan or up. Check our plans here .
• This template is available only to account owners. Check your role in your account .
• To use this template, you need the following features available in your account: folders, tasks, dashboards, request forms, reports, custom fields, custom workflows.
• This template is available in English only.

Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the template, feel free to reach out to the Wrike support team .

Facilities Management Template Set

A streamlined approach to submit and track facility work orders, as well as manage the portfolio of facilities and keep track of items by priority and urgency

Product Instance :

Capabilities

• *Submit and track work orders throughout your process lifecycle in one place
• Have a portfolio-level view of all work orders, high priority items, workload by resource, and more
• Get automatically notified when new work orders are submitted

Enhance Your Template Set

Achieve more, faster by building easy-to-navigate apps using your sheets, forms, dashboards, and more — with WorkApps.

Dynamic View

Enable business owners to share information to the right people at the right time for viewing or editing with Smartsheet Dynamic View.

• Job Management Platform
• Field Service Management Platform
• Company Size
• Integrations

• FieldInsight Blog
• Video Libary
• Request Demo

Facility Maintenance Plan Template (Free To Download)

September 6, 2021 Paul Tyrrell

Feeling at a loss for how to create your ultimate facility maintenance plan? In this guide we will take you through the steps for how you can improve your productivity and maintenance schedule with an effective facility maintenance plan.

With building and facility maintenance software you gain more options while reducing your admin time. Even for experienced facility managers, creating an efficient maintenance plan can be a struggle. With so many aspects to balance from technicians to safety plans, you need a fool-proof system in place for your maintenance program. For the best facility management plan in your business, here are the top factors you need to know.

Table of Contents

Facility Management Template – Key Takeaways

• Facility preventive maintenance involves pre-emptive actions to prevent defects or costly breakdowns, ensuring optimal asset and equipment performance.
• A maintenance checklist helps reduce the chance of unplanned breakdowns, creates accountability among technicians, and promotes consistent, accurate reporting.
• Key aspects to consider when creating a checklist include technician numbers and training, exterior and interior building maintenance, landscaping, lighting, electrical, plumbing, HVAC, and safety and fire protection.
• Facility maintenance checklists are crucial for ensuring smooth operations, consistent work, and meeting service level agreements.
• FieldInsight, an all-in-one field service software, helps manage checklists, customer details, asset history, technician timesheets, and safety documentation, making preventive maintenance easier and more efficient.

What is Facility Preventive Maintenance?

Facility preventive maintenance is all about pre-emptive actions to stop the occurrence of defects or costly breakdowns. For facility maintenance , a preventive maintenance plan can help major unplanned downtime and ensure that your assets and equipment are performing at their peak. While there are many different types of maintenance plans, preventive maintenance , unlike predictive or corrective maintenance, relies on a set schedule and checklists to regularly upkeep equipment and assets.

A great preventive maintenance plan will also help balance your business. Regular preventive maintenance will help to balance your work schedule and provide more stability for your technicians. With regular maintenance, you will ensure that your schedule isn’t constantly interrupted by emergency breakdowns because you have already pre-emptively repaired them. It is also a great way to fill in space in between busy seasons when you might have little to no work. Preventive maintenance work is a great way to balance your work schedule and provide a steady and reliable income year round.

The Main Benefits Of Using A Maintenance Checklist

One of the best things about having a facility management preventive maintenance plan, is that you won’t get caught off guard again. With a preventive maintenance program, you will significantly reduce the chance of unplanned breakdowns occurring . With a maintenance checklist you reduce the chance that your technicians will miss any steps in their service. This creates accountability in your team and allows work to be completed more efficiently.

Do you have accurate reporting in your business? If you don’t have a checklist in place for your technicians to use, you may find that your reporting isn’t accurate. If your technicians aren’t following the same steps for every service, your reporting will not be an accurate measure of your asset’s performance. Having a preventive maintenance checklist will create consistency in your work.

What you should include in the checklist

While every maintenance checklist will be different, there are a few key steps you need to take into consideration when creating your perfect preventive checklist. Your field service management checklist will include factors to help you achieve your business goals, whether this is to boost efficiency, cut costs or create higher accountability.

A general facility maintenance checklist can look something like this:

• Has the warranty details been checked?
• Clean drains
• Inspect for flashings or eaves that have come loose
• Check any previous repaired areas
• Check for corrosion on roof
• Inspect outdoor HVAC units for corrosion
• Note any other observations

To create your checklist you will need to consider these key points:

Technician Numbers & Training

For your building maintenance costs , you will need to know how many technicians you will need on the job. For smoothly flowing operations, you will need to do some research into how many technicians will be required on the jobsite and what resources they might need. This will be an important factor to include in your checklist preparation. When talking about your technicians, you will also need to consider the level of skill your team has. Will they need further training or do you already have the in-house skills?

Exterior of Building

You will need to include the outside of your building as well as the interior for your facility maintenance to be complete. To create your checklist for your facility, you will need to include:

• Check roofing condition
• Inspect windows
• Remove debris from gutters and around building
• Check for leaks
• (If applicable) Spray for pests and rodents

Lawns or Landscaping

For some facilities, you will have to consider the maintenance of lawns, gardens and landscaping as well as the actual building. Typical maintenance checklists for this will include:

• Weekly – mow lawn
• Remove weeds and dead plants
• Seasonally- Prune plants
• Inspect sprinkler system for leaks or corrosion
• Fertilize gardens

Lights will be a common occurrence in most facility maintenance checklists. For regular inspections you can include tasks such as:

• Check all light switches working
• Replace globes
• Inspect transformers
• Remove excess dust or debris from lights
• Check gaskets are sealed and seated

Electrical tasks are important when creating your checklist as it can be difficult to repair damages and you will end up with costly repair fees if left unchecked. It is important to have the right technicians on the job that have been trained in electrical procedures. Some key items to add to your maintenance checklist can include:

• Check for frayed or loose wires
• Add lubricant to necessary units
• Check for fire hazards around electrical equipment
• Test outlets
• If necessary replace any fuses
• Clean exhaust fans

Like in any building, plumbing needs to be maintained, because let’s face it, no one wants to deal with busted taps or a leaking toilet. For your checklist, consider:

• (If necessary) Shut off water for any repairs
• Inspect drains for blockages
• Check both hot and cold taps are functioning
• Inspect ejection pumps are working (replace as needed)
• Check condenser fan, lubricate as needed

Most HVAC units will require a separate checklist of their own. You will find that your HVAC units will have warranty agreements and recommendations from the manufacturer for their regular upkeep. To create your HVAC checklist, you will need to consider points like:

• Lubricate pump bearings
• Check drain pans working
• Replace air filters
• Listen for vibrations or rattling
• Clean ducts
• Ensure all fixings tightened
• Check thermostat is operational
• Remove mineral build up
• Clean debris and dust from around unit

General Safety & Fire Protection

Safety and fire protection is vital to check regularly as it can save lives when operating. Some important steps to track in your checklist include:

• Replace smoke alarm batteries
• Clean respirators
• Ensure fire exits are clear
• Restock first-aid kits
• Check safety signs easily visible
• Check expiry on protection equipment (fire extinguishers)

Your Preventive Maintenance Checklist

Facility maintenance checklists are vital to keeping a smoothly running schedule in your business and ensuring that you have consistency in your work. For your preventive maintenance checklist you need to do the research behind what is needed of you for your facility SLAs (Service Level Agreements). Keeping track of your facility and building maintenance checklists can be hard, especially if you don’t have the right system in place.

With FieldInsight you gain an all-in-one field service software. It is easy to keep track of checklists, customer details, asset history, technician timesheets and safety documentation with FieldInsight. For your ultimate maintenance software solution , FieldInsight makes preventative maintenance easy. When you have the right software solution in place, you gain more visibility over your workflow and maintenance activities.

To learn more about how you can improve your facility maintenance for your company, book a demo today.

What You Should Do Now

• Book a Demo . You’ll be in touch with an automation expert who has worked in this space for over 5 years, and knows the optimal workflow to address your needs.
• If you’d like access to free articles about managing HVAC workflows, go to our blog .
• If you know someone who’d enjoy reading this page, share it with them via email, Linkedin, Twitter, or Facebook.

Related Posts

The Ultimate Guide to Preventative Maintenance for Fire Safety Assets

Building Long-Term Client Relationships in the HVAC Industry

Geothermal System Maintenance Guide: A Comprehensive Approach

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Manufacturing Business Plan PDF Example

• May 7, 2024
• Business Plan

Creating a comprehensive business plan is crucial for launching and running a successful manufacturing business. This plan serves as your roadmap, detailing your vision, operational strategies, and financial plan. It helps establish your manufacturing business’s identity, navigate the competitive market, and secure funding for growth.

This article not only breaks down the critical components of a manufacturing business plan, but also provides an example of a business plan to help you craft your own.

Whether you’re an experienced entrepreneur or new to the manufacturing industry, this guide, complete with a business plan example, lays the groundwork for turning your manufacturing business concept into reality. Let’s dive in!

Our manufacturing business plan covers all essential aspects necessary for a comprehensive strategy. It details operations, marketing strategy , market environment, competitors, management team, and financial forecasts.

• Executive Summary : Provides an overview of the manufacturing company’s business concept, market analysis , management, and financial strategy.
• Facilities & Equipment: Describes the facility’s capabilities, machinery, and technological advancements.
• Operations & Supply: Outlines the production processes, supply chain logistics, and inventory management.
• Key Stats: Offers data on industry size , growth trends, and market positioning.
• Key Trends: Highlights significant trends impacting the industry, such as automation and localization.
• Key Competitors : Analyzes primary competitors and differentiates the company from these rivals.
• SWOT: Analyzes strengths, weaknesses, opportunities, and threats.
• Marketing Plan : Outlines tactics for attracting new contracts and maintaining client relationships.
• Timeline : Sets out key milestones from inception through the first year of operations.
• Management: Information on the management team and their roles within the company.
• Financial Plan: Projects the company’s financial performance over the next five years, detailing revenue, profits, and anticipated expenses.

Manufacturing Business Plan

Fully editable 30+ slides Powerpoint presentation business plan template.

Download an expert-built 30+ slides Powerpoint business plan template

Executive Summary

The Executive Summary introduces your manufacturing business plan, offering a concise overview of your manufacturing facility and its products. It should detail your market positioning, the range of products manufactured, the production process, its location, size, and an outline of day-to-day operations.

This section should also explore how your manufacturing business will integrate into the local and broader markets, including the number of direct competitors within the area, identifying who they are, along with your business’s unique selling points that differentiate it from these competitors.

Furthermore, you should include information about the management and co-founding team, detailing their roles and contributions to the business’s success. Additionally, a summary of your financial projections, including revenue and profits over the next five years, should be presented here to provide a clear picture of your business’s financial plan.

Make sure to cover here _ Business Overview _ Market Overview _ Management Team _ Financial Plan

Dive deeper into Executive Summary

Business Overview

Facilities & equipment.

Describe your manufacturing facility. Highlight its design, capacity, and technology. Mention the location, emphasizing accessibility to transport routes. Discuss advantages for efficiency and cost management. Detail essential equipment and its capabilities.

Operations & Supply Chain

Detail product range. Outline your operations strategy for efficiency and scalability. Discuss supply chain management. Highlight sourcing of materials, inventory control, and logistics. Emphasize strong partnerships with suppliers and distributors.

Make sure to cover here _ Facilities & Equipment _ Operations & Supplies

Market Overview

Industry size & growth.

Start by examining the size of the manufacturing industry relevant to your products and its growth potential. This analysis is crucial for understanding the market’s scope and identifying expansion opportunities.

Key Market Trends

Proceed to discuss recent market trends , such as the increasing demand for sustainable manufacturing processes, automation, and advanced materials. For example, highlight the demand for products that utilize eco-friendly materials or energy-efficient production techniques, alongside the rising popularity of smart manufacturing.

Key Competitors

Then, consider the competitive landscape, which includes a range of manufacturers from large-scale enterprises to niche firms. For example, emphasize what makes your business distinctive, whether it’s through advanced technology, superior product quality, or specialization in certain manufacturing niches. This section will help articulate the demand for your products, the competitive environment, and how your business is positioned to thrive within this dynamic market.

Make sure to cover here _ Industry size & growth _ Key competitors _ Key market trends

Dive deeper into Key competitors

First, conduct a SWOT analysis for your manufacturing business. Highlight Strengths such as advanced production technology and a skilled workforce. Address Weaknesses, including potential supply chain vulnerabilities or high production costs. Identify Opportunities like emerging markets for your products or potential for innovation in production processes. Consider Threats such as global competition or economic downturns that may impact demand for your products.

Marketing Plan

Next, develop a marketing strategy that outlines how to attract and retain customers through targeted advertising, trade shows, digital marketing, and strategic partnerships. Emphasize the importance of showcasing product quality and technological advantages to differentiate your business in the market.

Finally, create a detailed timeline that outlines critical milestones for your manufacturing business’s launch, marketing initiatives, customer acquisition, and expansion goals. Ensure the business progresses with clear direction and purpose, setting specific dates for achieving key operational and sales targets.

Make sure to cover here _ SWOT _ Marketing Plan _ Timeline

Dive deeper into SWOT

Dive deeper into Marketing Plan

The Management section focuses on the manufacturing business’s management and their direct roles in daily operations and strategic direction. This part is crucial for understanding who is responsible for making key decisions and driving the manufacturing business toward its financial and operational goals.

For your manufacturing business plan, list the core team members, their specific responsibilities, and how their expertise supports the business.

Financial Plan

The Financial Plan section is a comprehensive analysis of your financial projections for revenue, expenses, and profitability. It lays out your manufacturing business’s approach to securing funding, managing cash flow, and achieving breakeven.

This section typically includes detailed forecasts for the first 5 years of operation, highlighting expected revenue, operating costs and capital expenditures.

For your manufacturing business plan, provide a snapshot of your financial statement (profit and loss, balance sheet, cash flow statement), as well as your key assumptions (e.g. number of customers and prices, expenses, etc.).

Make sure to cover here _ Profit and Loss _ Cash Flow Statement _ Balance Sheet _ Use of Funds

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Maintenance plan template: Maximum effectiveness and time savings in one document

Let us help you to make the maintenance process more efficient and less stressful. In our article, you will learn why it is so important to have a maintenance plan template and checklists and how you can benefit from them.

Keep the overview: Download your free maintenance plans, logs and checklists now! Get access to an extensive selection of Excel and Word templates to cover all important maintenance topics.

Maintenance plan template: Origin and definition

Unfortunately, company managers, facility managers and owners often find that neglected building maintenance leads to the deterioration of their property over time.

Machinery, building infrastructure and technical equipment represent long-term investments that are often associated with considerable acquisition costs.

Regular preventive maintenance and timely repairs protect your employees, your investment and create safe and welcoming buildings.

The maintenance plan helps you to coordinate the regular maintenance and servicing of technical systems, devices or buildings.

A maintenance plan shows in a document which work orders the maintenance team should complete in a certain time. This describes who takes on which tasks and when.

The maintenance plan template is used by companies and professionals in the field of technology and  facility management .

The plan serves as a work order, schedule and checklist for the main maintenance players, such as electrical engineers, facility management teams, building technicians or janitors.

Maintenance and service plans are important tools for timely and efficient maintenance. They are usually provided in the form of a calendar, PDF or Excel spreadsheet. Take a look at our diverse selection of maintenance plan templates for Word and Excel at the end of the article!

In addition, digital solutions such as facility management software or asset management software are particularly attractive.

• Facility Management Software: Optimum control of buildings and facilities
• CMMS: Manage maintenance requirements efficiently
• CAFM: Sustainable building management through intelligent planning

9 Advantages of a maintenance plan template

Templates for maintenance plans offer a number of advantages. We have listed the 9 most important ones for you.

1. Time saving

By using a ready-made maintenance plan template, you can save valuable time by not having to create a new plan from scratch on every occasion. You can simply use the existing template and customize it.

2. Structured organization

A maintenance plan template helps you to organize all important information in a structured way. You can clearly display relevant data such as defect status, responsibilities, maintenance lists and deadlines.

3. Consistency and standardization

A template ensures that maintenance plans are uniform and standardized. This ensures that all maintenance is carried out to the same high standards.

4. Overview and tracking

With a maintenance plan template, you can keep track of all upcoming maintenance work. You can track which tasks have already been completed and which are still outstanding.

5. Compliance with regulations and laws

By using a maintenance plan template, you can ensure that you comply with all legal and official regulations with regard to regular maintenance. You can analyze important aspects such as compliance and operator responsibility into the template.

6. Effective use of resources

By having a detailed maintenance plan in advance, you can use resources such as manpower, materials and equipment more efficiently. This increases productivity and minimizes unnecessary downtime.

7. Extended service life of systems

Maintenance plans are part of the operational maintenance and servicing strategy. Maintenance and preventive maintenance allow potential problems to be identified and rectified in good time.

8. Cost savings

Timely maintenance and servicing can prevent expensive repairs and downtime. A maintenance plan template helps you to keep track of costs and save money in the long term.

9. Safety in the workplace

Regular inspections and maintenance measures minimize the risk of accidents or damage and thus create a safer working environment for everyone involved.

The key components of an effective maintenance plan

A professional maintenance plan contains precise information about upcoming maintenance tasks. This information includes:

• Identification of the systems, objects or machines to be checked.
• Names of the specialists responsible for maintenance.
• Date of maintenance and time interval for recurring maintenance .
• Type and purpose of the measures, such as inspections, monthly maintenance or replacement of defective parts.
• List of required spare parts, materials and tools.
• Determination of the priority level, whether it is a preventive measure, an urgent repair or a critical condition.

To ensure that your maintenance plan contains all the important information, we offer you three free maintenance plan templates.

Our basic maintenance plan template is available for a compact calendar view of all measures:

➡️Click here to get the free Maintenance plan Excel template! 🔗 

For a detailed insight into the maintenance plans for each device, we recommend our template with separate calendars per system and maintenance report:

➡️Click here to get a free Maintenance plan Excel per Asset! 🔗

➡️Click here to get a free Maintenance report Excel template! 🔗 

Read on to get our maintenance checklists and maintenance logs!

Our free checklists and maintenance logs

Our comprehensive checklists and detailed maintenance logs guide technicians through every step of the process. They ensure comprehensive control of all types of buildings and their specific devices.

Download our free maintenance logs and checklists now.

➡️Click here to download Inspection checklist in PDF now!🔗

Use of digital tools for optimal organization of the maintenance plan

As a rule, the complexity of maintenance management increases with the size of the company. In such cases, a digital maintenance planner offers considerable advantages compared to a maintenance planner for Excel.

Software enables the customization of templates, the marking of attachments and the automatic planning of tasks. A maintenance planner in Excel can become confusing over time.

With Wowflow, you can add multiple data sheets, checklists and images without compromising clarity.

Even if you have good checklists and templates, you still have to fill out the documents, carry them, bring them to the office and then scan them.

This process may be acceptable for a few inspections per year, but it becomes increasingly complex as responsibility increases.

Wowflow digitizes your inspection forms: Eliminate the hassle of paperwork in just three simple steps.

Follow these three simple steps to optimize your maintenance management:

1. Create a maintenance checklist

a. Customize as desired.

b. Define different checklists for different measures.

2. Create a maintenance task with a predefined checklist:

a. Your maintenance team has all the information in the mobile app.

b. Your team uses the checklist to carry out the maintenance task.

c. And best of all: any additional images or comments are automatically saved in the maintenance task.

3. Generate automated maintenance reports in PDF format:

a. Once the task is complete, you can create professional PDF reports at the touch of a button.

b. Do you need a signature as official proof? We take care of it.

c. Save your reports in Wowflow with advanced filters or upload them to your ERP / CAFM tool.

No more mountains of files. Structure your workflows with Wowflow.

Try Wowflow now for free!

Conclusion: Maximum effectiveness and time savings with a well-structured, customizable maintenance plan template

Maintenance plan templates can be used to standardize and optimize the entire maintenance process, from planning to documentation.

All details relevant to maintenance, such as device data, persons responsible, intervals and checklists, can be recorded in the template.

At the same time, companies can adapt the template to their specific requirements. Different machine parks or building types can be mapped with their own checklists and protocols.

The templates thus ensure transparency and process stability in day-to-day maintenance. However, creating and updating them manually can be time-consuming. This is where digital tools such as the Wowflow maintenance plan software offer great added value.

How do I create a maintenance plan?

To create a maintenance plan, you must first identify the objects/machines to be maintained, define the maintenance intervals and assign responsible persons.

You can fill in our professional templates, create your own maintenance plans or use a digital solution such as Wowflow.

What does a maintenance plan include?

A maintenance plan includes important information about machines in the company, such as name, location, time of purchase and use. Also included are details of the last and next maintenance, time intervals and contact details of the responsible service person.

Detailed information on the planned maintenance work and inspection points resulting from the design and functions of the appliances is particularly important.

What is a maintenance log template?

A maintenance log template is a document that documents the maintenance work that has actually been carried out. It contains the data of completed maintenance work and is used for complete documentation of past maintenance work.

Wowflow ensures a high level of transparency. Your information can be retrieved at any time for control purposes. Discover all the benefits with our free demo!

What is the difference between a maintenance plan and a maintenance log?

The maintenance plan defines the content and timing of future maintenance work. The maintenance log documents in detail the maintenance measures that have already been carried out.

Mehr zum Thema

• • Facility Management
• • Technisches Facility Management
• • Instandhaltung
• • Gebäudemanagement
• • Auftragsmanagement
• • BIM Software

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