Defining high-performance What is FM Diagnostics? A demonstration An application Benefits Today’s Agenda

Goal: Create a high-performance FM organization that enables you to achieve your mission

How do you know if your FM organization is high- performance?* If it is not, how do you get there? How do you measure, monitor, and improve performance? How can you quantifiably report your FM/SRM requirements and gain the needed resources to meet the high-performance definition? *As defined by the United States Energy Independence and Security Act 2007, a high performance building is: “A building that integrates and optimizes on a lifecycle basis all major high performance attributes, including energy [and water] conservation, environment, safety, security, durability, accessibility, cost-benefit, productivity, sustainability, functionality, and operational considerations” Defining high-performance

What is fmDiagnostics? fmDiagnostics (FMD) is a process that evaluates management performance by: Evaluating key characteristics of how the organization functions Quantitatively scoring performance Comparing to industry best practices Identifying strengths and weaknesses Creating a process for continual improvement

What is fmDiagnostics? The FMD process utilizes the fmDiagnostics TM software evaluation tool to: Assist in the prioritization of FM related decisions Evaluate and implement best practices Identify strengths and weaknesses Streamline process improvement opportunities Monitor facility performance to achieve operational excellence

From Overholdt, Granell, Jargon (AMA. 2007) A Model of High-Performance Organizations Strategic Approach Values & Beliefs Processes & Structure Customer Approach Leadership Approach The framework for fmDiagnostics AMA Global Study

1.Develop strategies that are consistent, clear, and well thought out 2.Develop a superior service attitude that goes above and beyond for our clients 3.Adhere to high ethical standards throughout the organization 4.Provide leadership that is clear, fair, and talent-oriented 5.Provide clear performance measures, training employees to do their jobs, and enabling employees to work together 6.Promote the organization as a good place to work 7.Allow employees to use their skills, knowledge, and experience to create unique solutions for our clients Creating a High-Performance FM Organization The framework for fmDiagnostics AMA Global Study

1. Core Competencies for Federal Facilities Asset Management Through 2020: Transformational Strategies (NRC 2008) The framework for fmDiagnostics Drivers: Changing environment Re-defining core competencies for FMs Strategy for workforce development

Baldrige National Quality Program Framework The framework for fmDiagnostics

Leadership Planning Customer Focus Workforce Development Measurement & Analysis Process Management Performance Results Performance Categories The framework for fmDiagnostics

The FMD process 1.Senior leaders select questions based on desired information 2.Facilities personnel answer questions 3.FMD processes the responses 4.FMD determines recommendations and maturity scores 5.Assessment report provided to senior leaders 6.Leaders evaluate, prioritize, and implement recommendations The framework for fmDiagnostics

Uses a standardized FM evaluation system Measures and benchmarks FM performance against industry standards Repeatable and systematic Scalable for any number of locations or size of organization How does FMD work? FEA provides the consolidation of decades of experience The framework for fmDiagnostics

Powered by A Demonstration Access demo at: Click FM Diagnostics icon

1. Register 2. Complete user profile 3. Select and assign modules 4. Complete questions for each module 5. Generate report 6. Review report 7. Evaluate, prioritize and implement recommendations Steps: A Demonstration

1. Register

2. Complete User Profile

3. Select and Assign Modules FMD includes a “module” for each performance category. The modules must be assigned to the individual(s) who will answer the questions. Operations and Maintenance Workforce Customer Planning Measurement Leadership Operations and Maintenance Workforce Customer Planning Measurement Leadership

3. Select and Assign Modules To assign the modules click on the “Users” tab.

3. Select and Assign Modules The drop-down menu will include those individuals. Simply choose who you want each module.

4. Respond to Questions for Each Module Glossary Notes entered by user Information explaining the question

Example button “More Info”: Defining job descriptions that include roles and responsibilities within a facility management organization is a key of creating a professional work environment. Clearly defined roles and responsibilities delineate authority and document who is responsible for different tasks and how all the tasks completed in an organization fit together. Having clear roles and responsibilities is important to enable facility management leadership to continually assess organizational capabilities and work towards its mission. Lack of clearly defined roles and responsibilities results in lower productivity and work not being aligned with organizational needs. 4. Respond to Questions for Each Module

5. Generate Report

6. Review Report Summary of Scores by Module Summary of Questions with Response

World Class Under- Performing Level 1 – Initial / Ad Hoc Level 2 –Repeatable Level 3 – Defined Level 4 – Managed / Measured Level 5 – Optimized (High- Performance) Enhanced Capabilities 6. Review Report

Performance Enhancements Achievable Approach and Methodology 6. Review Report

Significant Opportunities to Improve 6. Review Report Approach and Methodology

7. Evaluate, Prioritize, Implement

Our Experience U.S. Department of State OBO Smithsonian Institution Johns Hopkins APL American University Fairfax County Public School System University of Utah HealthCare System UT San Antonio University of Tennessee Mecklenburg County, NC Howard County Public Schools Texas Independent Schools

1. Site-visit Preparation 2. On-site prep visit 3. Interviews 4. Out-brief 5. Prepare Report 6. Develop implementation plan 7. Implement recommendations On-Site Activities An application

Strategic Benefits: Fully support strategic initiatives Enhance operational efficiencies and effectiveness Continuously monitor improvement Improved relationships with customers Consistency among installations Strategic Benefits: Fully support strategic initiatives Enhance operational efficiencies and effectiveness Continuously monitor improvement Improved relationships with customers Consistency among installations Benefits of a High- Performance FM Organization Workforce Benefits: Build pride in FM Enhance reputation Attract and retain staff Workforce Benefits: Build pride in FM Enhance reputation Attract and retain staff Financial Benefits: Reduce costs Optimize process performance Maximize return-on- investment (ROI) Minimize total cost of ownership (TCO) Maximize asset value and life cycle Financial Benefits: Reduce costs Optimize process performance Maximize return-on- investment (ROI) Minimize total cost of ownership (TCO) Maximize asset value and life cycle Benefits

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