what is a strategic facilities plan (sfp)? - ifma san...
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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
For more ideas on how to get started contact:
Thank You IFMA!