Defining high-performance What is FM Diagnostics? A demonstration An application Benefits

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

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

4. Defining high-performance • 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”

5. 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

6. What is fmDiagnostics? The FMD process utilizes the fmDiagnosticsTMsoftware 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

7. The framework for fmDiagnostics A Model of High-Performance Organizations Strategic Approach Customer Approach Leadership Approach Values & Beliefs Processes & Structure AMA Global Study From Overholdt, Granell, Jargon. 2006. (AMA. 2007)

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

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

10. The framework for fmDiagnostics Baldrige National Quality Program Framework

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

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

13. The framework for fmDiagnostics HowdoesFMD work? FEA provides the consolidation of decades of experience • 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

14. A Demonstration Powered by Access demo at: www.feapc.com Click FM Diagnostics icon

15. A Demonstration Steps: • Register • Complete user profile • Select and assign modules • Complete questions for each module • Generate report • Review report • Evaluate, prioritize and implement recommendations

16. 1. Register

17. 2. Complete User Profile

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

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

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

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

22. 4. Respond to Questions for Each Module 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.

23. 5. Generate Report

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

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

26. 6. Review Report Approach and Methodology Performance Enhancements Achievable

27. 6. Review Report Approach and Methodology Significant Opportunities to Improve

28. 7. Evaluate, Prioritize, Implement

29. 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

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

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

32. Thank you for viewing this presentation. for more information please contact us directly at fmDsales@feapc.comor call 703-591-4855