What is a Strategic Facilities Plan (SFP)?

Transcription

1 What is a Strategic Facilities Plan (SFP)? IFMA San Diego March 10, 2010

2 IFMA defines the Strategic Facility Plan: A Strategic Facility Plan (SFP) is defined as a 2 to 5 year facilities plan encompassing an entire portfolio of owned and/or leased space that sets strategic facility goals based on the organization s strategic (business) objectives. The strategic facilities goals, in turn, determine short-term tactical plans, including prioritization of, and funding for, annual facility related projects.

3 Consolidation Growth or Downsizing WHY HAVE A STRATEGIC OCCUPANCY PLAN? Reorganization Acquisitions Facility Efficiency Relocation

4 Unreliable Data Disconnected from Senior Management WHY DON T YOU HAVE A STRATEGIC FACILITIES PLAN? Too Busy Lack of Experience Band Aid Approach Can t Afford It!

5 WE SAY YOU CAN T AFFORD NOT TO

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8 The SFP identifies the type, quantity and location of spaces required to fully support the organizations business initiatives and should be framed within the organization s vision.

9 The SFP includes 3 primary components: An understanding of the organization s culture and core values.

10 The SFP includes 3 primary components: An analysis of how existing and new facilities must manifest that culture and core values within the physical space or support their change.

11 The SFP includes 3 primary components: An in depth analysis of existing facilities including location, capability, utilization and condition.

12 SFP / MASTER PLAN / TACTICAL PLAN Strategic Facility Plan Master Plan Tactical Plan Existing condition analysis Organizational needs statement (linking FM to strategy) Gap analysis Recommendations for new spaces/buildings Facility cost projections/ life cycle cost analysis Capacity analysis and use recommendations Site-specific physical plan for buildings Infrastructure and systems within the site Aesthetics of buildings and grounds Phasing plans for building sequencing Construction estimates Engineering assessments Maintenance schedules/plans Operational plans Building floor plans Architectural design/configurations Operating budget Floor plans or occupancy charts Stacking plans

13 Specific Analysis Often Incorporated into an SFP Feasibility Analysis Lease vs. Own Analysis Buy/Build/Expand/Renovate Analysis Merger/Acquisition Facility Study Analysis of Highest & Best Use Consolidation Study Decentralization Study Space Optimization Plan (Restacking Plan) Project Estimating and Scheduling Stay/Move Analysis

14 How might you approach a Strategic Facilities Plan?

15 Strategic Panel Eric Baugh, BAE Susan Jentzsch, Qualcomm

16 When should you start a SFP?

17 Raytheon s Strategic Journey What we are? Where we are? Next Steps Mike Burmood, CFM

18 RAYTHEON PROJECT IDENTIFICATION FLOWCHART YOU ARE HERE MAY 4, 2009 JUNE 2009 JULY 2009 NOV JAN FEB Visioning Project 1 Strategic Business Planning Project 2 Project 3 Project 4 STRATEGIC FACILITIES PLANNING PROCESS APPROVAL SFP PROCESS Gap Analysis STRATEGIC FACILITIES PLAN 5 YEAR APPROVAL SFP DIRECTION ANNUAL FACILITIES PLAN 1 YEAR APPROVAL AFP TACTICAL PLANNING & MGMT. RESULTS Evaluate Implementation ONGOING Long Range Planning Update QUARTERLY REVIEW Data Data ANNUAL REVIEW

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20 For more ideas on how to get started contact: Thank You IFMA! Ir² - Interior Resource Kristine O Hollearn k.ohollearn@ir2.com