what is a strategic facilities plan (sfp)? - ifma san...

Ir² | Interior Resource, Inc.

What is a

Strategic Facilities

Plan (SFP)?

IFMA San Diego

March 10, 2010

Ir² | Interior Resource, Inc.

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.”

Ir² | Interior Resource, Inc.

WHY HAVE A

STRATEGICOCCUPANCY

PLAN?

Consolidation

Growth

or

Downsizing

Reorganization Acquisitions

Facility

EfficiencyRelocation

Ir² | Interior Resource, Inc.

WHY DON’T YOU HAVE A

STRATEGIC

FACILITIES PLAN?

Unreliable

Data

Disconnected

from Senior

Management

Too Busy Lack of

Experience

Band Aid

ApproachCan’t Afford

It!

Ir² | Interior Resource, Inc.

WE SAY YOU CAN’T

AFFORD NOT TO

Ir² | Interior Resource, Inc.

Ir² | Interior Resource, Inc.

Ir² | Interior Resource, Inc.

Ir² | Interior Resource, Inc.

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.

Ir² | Interior Resource, Inc.

The SFP includes 3 primary components:

An understanding of the organization’s

culture and core values.

Ir² | Interior Resource, Inc.

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.

Ir² | Interior Resource, Inc.

The SFP includes 3 primary components:

An in depth analysis of existing

facilities including location,

capability, utilization and condition.

Ir² | Interior Resource, Inc.

SFP / MASTER PLAN / TACTICAL PLAN

Strategic Facility Plan Master Plan Tactical Plan

Existing condition analysisSite-specific physical plan for

buildingsMaintenance

schedules/plans

Organizational needs statement (linking FM to

strategy)

Infrastructure and systems within the site

Operational plans

Gap analysisAesthetics of buildings and

groundsBuilding floor plans

Recommendations for new spaces/buildings

Phasing plans for building sequencing

Architectural design/configurations

Facility cost projections/ life cycle cost analysis

Construction estimates Operating budget

Capacity analysis and use recommendations

Engineering assessmentsFloor plans or occupancy

charts

Stacking plans

Ir² | Interior Resource, Inc.

• 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

Specific Analysis Often Incorporated into an SFP

Ir² | Interior Resource, Inc.

How might you approach a

Strategic Facilities Plan?

Ir² | Interior Resource, Inc.

Strategic Panel

Eric Baugh, BAE

Susan Jentzsch,Qualcomm

Ir² | Interior Resource, Inc.

When should you

start a SFP?

Ir² | Interior Resource, Inc.

Mike Burmood,CFM

• What we are?

• Where we are?

• Next Steps

Raytheon’s Strategic Journey

Ir² | Interior Resource, Inc.

YOU ARE HERE

MAY 4, 2009 JUNE 2009 NOV. 2009 JAN. 2010 FEB. 2010 2010JULY 2009

Project

1Project

2Project

3Project

4

STRATEGICFACILITIESPLANNINGPROCESS

STRATEGICFACILITIES

PLAN5 YEAR

RESULTSTACTICAL

PLANNING &MGMT.

ANNUALFACILITIES

PLAN1 YEAR

APPROVAL SFP

DIRECTION

APPROVAL AFP

ANNUAL REVIEW

Implementation

QUARTERLY REVIEW

RAYTHEON PROJECT IDENTIFICATION FLOWCHART

Strategic

Business

Planning

Gap

Analysis

Long

Range

Planning

Data

Visioning

APPROVAL SFP

PROCESS

2010

ONGOING

Update

Evaluate

Data

Ir² | Interior Resource, Inc.

Ir² | Interior Resource, Inc.

Ir² - Interior Resource

Kristine O’Hollearn

888.800.0363

k.ohollearn@ir2.com

For more ideas on how to get started contact:

Thank You IFMA!