Proactive vs. Reactive Facility Management

If you have been following these posts for any period of time, you know that we have explored the difference between facility maintenance and Facility Management.  As part of that discussion we looked at the differences between proactive and reactive maintenance.

Well, recently I was tracking a LinkedIn conversation with a Facility Management (FM) “group” that I am a member. I found the discussion to be very interesting…and I think you will too. Keep in mind that these comments are from people providing facility management services in the “secular” arena (i.e. complex commercial buildings…wait…don’t forget our ministry facilities are also complex commercial buildings…Hmmm). As you read these, substitute the word “company” with either “church” or “ministry”.

Here is the sequence of discussions:

You missed a critical part of the equation to switching from reactive to proactive. FM’s need time to analyze information, develop a strategy and implement things that are proactive. Unfortunately they are often too busy with the day-to-day issues and headaches. Many of them also are very hands-on, get-things-done kinds of people who don’t think they are earning their pay if they spend time in the office (or somewhere else, preferably) simply thinking and planning. Their colleagues within their organization do it, that’s why they get more attention, resources and support.

I gave a seminar at the IIDEX / Neocon conference in Toronto last year about selling FM in your company. I talked about this issue as one of the reasons their profession isn’t as respected as those of the finance, HR, lawyers, engineers and other professionals in their company. (TIM COOL INSERT – or the “pastoral staff” or the ministry initiatives)

FM’s need to step off the treadmill every now and then in order to switch from being reactive to proactive and strategic.

  • All the above are excellent points and critical to running a professional FM department. I think the difference between being considered a low-paid “necessary evil” for the company and a respected higher-paid professional is the strategic planning and value-driven dynamic. The strategic facility plan should be part of the leadership process that identifies current and projected facility needs and accommodations for growth (or reduction) and technology requirements which support the organization’s objectives. The other dynamic is to create value to the organization through cost identification and reduction methods, then monitoring, adjusting and documenting your savings contribution. A final area is to lead the process of identifying the use of facilities with the goal of assessing each area’s contribution to the organization’s profitability through the appropriate use of space.

I’m going to jump in here and say that of the 6,508 members in this group I bet every single one has had show stopping failures that grab all of your resources in a single minute. I managed 45 facilities in 33 states, over 3.5 million sq. ft. and I did not have a single tool box on my staff. I have one heck of a contact data base though…I totally agree that preventive maintenance is the only way to stay ahead of the curve or “stay out of the vortex” as I like to say but the only way to maintain your sanity is to make strong ties to project management consultants that can hit the ground running on any issues and jump right back on the sidelines (and off your payroll) as soon as issues are resolved.

If you’re like most and you are under resourced when things are going well, there is no way you can put monitoring management in place, keep it updated, and handle failures (they will happen anyway) without reaching for outside help.

  • In summary I feel that a balanced approach works best with different service levels depending on what is being maintained. There is no right or wrong answer in the planned vs. reactive debate but one thing is certain – any FM strategy needs to be underpinned by accurate and comprehensive asset data and a detailed understanding of the underlying business need.

So…how are you doing in developing a professional, proactive and strategic Facility Management department (or plan) for your church and ministry? Is the facility management efforts at your church the proverbial redheaded step child of the ministry? Is it only a necessary evil…or…is it a critical part of your overall stewardship initiative? If it is the later, I congratulate you and would covet your input as to how you are accomplishing that. I believe you are on the right track if you have embraced a “facility stewardship” perspective.


WOW – You Offer THAT?!

The other day I was contacted by a man from a church who was working with a committee he had established to help his church understand the importance of taking care of and planning for the inevitable future costs related to their church facilities. He had downloaded one of our eBooks (Church Facility Stewardship) and was interested in other resources to make his case.

As I started to compile a response, I paused and stared at the screen…WOW – THAT IS INCREDIBLE! As the email developed and the list grew, I was frankly humbled and blown away with the resources that we have been able to make available to churches across the country.

If you have not checked out what we have developed (many resources are free) and what services we provide…just take a look at the list below.

  1. 5 Intentional Steps to Establish a Capital Reserve Account –  Free eBook – This was written as a primer for churches that are starting from Square 1 with a capital reserve.
  2. Church Facility Evaluator – Free tool to evaluate some of the key operational metrics/costs of a church related to national averages.
  3. Church Facility Stewardship Manual – Almost 300 pages of information for any church to use to establish and further their facility management initiatives.
  4. Other Resources – We have written a number of books and other material.
  5. Assessments/Training – We also provide a number of assessments and training.
  6. Life Cycle Calculator – This is a free software that will help ANY organization establish their capital reserve plan and project funds needs and when.
  7. eSPACE – Facility Management Software – We originally developed this software suite for churches, but since 2008,  we now have private and public schools, colleges, YMCAs, municipalities and other facility/property managers. In addition to the free Life Cycle Calculator from above, we have subscription offerings for:
    1. Event Management 
    2. Work Order Management
    3. HVAC Integration 
  8. Church Facility Management  Solutions – This is a new membership website that we recently released…VERY excited about this!

If your church has a facility…you need to familiarize yourself with the above items and take advantage of the best set of tools to help you be a GREAT steward!


FREE is Awesome – CFMS is now FREE!

A couple months ago we announced the release of the only online community 100% focused on Church Facility Management. This community is the only one of its kind and we have seen great response. In fact, we had more people sign up for our Church Security Webinar last month that we had to turn people away. Some of you may think that is great…and in a way, it is. But it actually burdened me and our team.

Want to know why?

Church facility management is the responsibility of all churches…any size…everywhere…all denominations…all colors…all styles. Get my point?!?! So, is it right to not make it available to everyone and make it not just affordable…but FREE? We have been convicted when asking that question which is why effective immediately, Church Facility Management Solutions (CFMS) will be a completely FREE online membership community. The data being provided…the content…the resources…the webinars…the access to other church professionals…the access to vendors and the like should not be limited to only those who want to pay for it.

As a reminder, your FREE CFMS membership provides you:

  1. Weekly Information sent directly to you to help you be proactive and intentional with the care of your facility.
  2. Online Community so that you can get input and feedback from hundreds of other church and facility leaders.
  3. Monthly Webinars by industry professionals to provide relevant information and resources for your church facility management.
  4. Vetted Vendors will put a list of qualified vendors at your fingertips with the assurance that they have been pre-qualified by our team…and they do not pay to be on this list.
  5. Free Resources will be developed and made available to members including worksheet, forms, policy docs, job descriptions, etc.
  6. Availability to Consulting and Training Services.

Join us TODAY completely FREE!

Regardless of your church size, you need to be thinking about the best use and management of your facilities. There is no better place than this community. It offers the best of church facility expertise along with peer learning. You should not be without this resource!

Thom S. Rainer, President and CEO

LifeWay Christian Resources

Church Answers


Church Construction Team Combinations to Avoid

In the world of church facility construction, renovation and development, there are several integral roles and responsibilities that are required for every project.  They may or may not be paid professionals for each role, but they are present and the responsibilities to the project are no less important.

Here are the basics that virtually every project must have as part of the church’s team:

  1. Architect/Designer – To plan, program, design, develop drawings, obtain permits and do compliance inspections.
  2. Engineers – To engineer the building components such as structural, mechanical, electrical, plumbing and fire protection.
  3. Interior design – To pull it all together and put the “top coat” on the project…what is visible.
  4. Civil Engineer – To develop all the required site (land) related engineering.
  5. Geo-technical Engineer – To investigate the soil conditions and make recommendations.
  6. Surveyor – To verify property attributes such as property boundaries, topography, tree locations, easements, etc.
  7. General Contractor (sometimes referred to as a Construction Manager) – The entity that is licensed to pull the permit and direct/take responsibility for the construction activities of the project.
  8. Sub/Trade Contractors – The firms performing the actual construction duties under the direction of the General Contractor
  9. Special Inspector – This is new since 2000 when the International Building Code was released, and adopted by most municipalities. Their role is to provide milestone inspections of predetermined requirements of the project. These inspections are different than the inspections performed by the local building inspector…and these are a cost to the church.
  10. Specialty engineers, consultants and integrators – This can include entities such as A/V/L (Audio, Video and Theatrical Lighting), kitchen consultants, cafe consultants, environmental graphics, acoustician, vision clarity, generosity/stewardship, financing, etc, etc, etc.
  11. Owners Rep – The person who is the liaison/advocate for the church to all the above as well as the translator of all things project related. This should be an independent 3rd party.

Now, I have seen some of these hats worn by the same firm or person. For example, some civil engineers also do surveying. Most integrated architects also have interior designers on their staff, which makes perfect sense. Some architects have engineering disciplines in their studio. Some general contractors also perform certain sub-contractor scopes of work.

Another combination of roles that has been utilized in many church projects is where the General Contractor is also the Designer/Architect. In this format, referred to as “Design/Build”, the contractor and architect are either the same entity or they are under one contractual agreement with the church. This format can work and I have firsthand experience where it has served many churches well. But the church is giving up the checks and balances that come from independent entities, each with their own contractual and moral obligation to the church. Again, I come from this world (30 years), but it is critical for your church to understand not only the upside of this dual role, but also the things that will be inherently different.

Finally, here are the 2 combinations of roles that need to be avoided whenever possible.  I have seen more projects go sideways when these combinations are implemented:

  1. “We have a guy.” – Lord have mercy!!! I cannot begin to tell you how many times I have heard this and watched churches engage their “guy” to do a major role in the project, to only witness things go terribly wrong. Again…I am not saying it always go poorly…I have seen where, by God’s grace, it worked…that it is far more the exception than the rule. I have seen more “Jack-leg” work and weekend warrior projects that ultimately have to be re-done (usually at even higher cost than they would have invested from the onset) due to poor workmanship…or design…or acoustics…or blah, blah, blah. In the end, have we really been good stewards of what God has entrusted to us? Was it worth saving a buck to damage a relationship? Is it worth doing segments of the project DIY but in-turn have sub-par aspects of the final project?
  2. Architect as Owner’s Rep. – This is one that I really struggle with and have actually been kept me up at night when I think of it. This is the epitome of the classic phrase “fox in the hen house”. Here are the primary reasons why I feel this way:
  • As a general rule, architects are poor cost estimators. Ask any of them…they will readily admit this.
  • The preponderance of the project budget is spent pre-construction.  The construction is merely the fulfillment of the lines drawn on paper (or in a computer) during the design phase. Given that, do you want the financial viability of your project to be laid in the hands of the entity drawing the lines?
  • Accountability…who will hold the design professional accountable if they are also the Owner’s Rep? What if there is a problem with the design drawings?  If the Owner’s Rep is responsible to be the advocate for the church and translator of all things project related, how can the design professional (as Owner’s Rep) be objective if the issue is going to impact them in an adverse manner?

Does your project need an architect? No question! Get a good one…call me if you need some recommendations.

Does your project needs an Owner’s Rep? Absolutely!

Just be cautious about commingling these roles…and stay clear of the “guy.”


Why Use Facility Management Software For Your Church: Part 5

This is it…the 5th and final segment in our discussion about the positive attributes of utilizing a facility management software solution for your church or ministry. The other segments can be viewed on our blog page.

Today, as we wrap this up, I want to give you some features that you should consider as you are looking for the right system for your use. As I have mentioned prior, there are several good products on the market…so do the due diligence and find the right solutions for you.

So….what are the features you should consider?

Minimum Features:

  1. Produce and evaluate Work Order Requests: We believe that as a minimum, your system should allow your staff/personnel to notify you of the need for a work order. The process should provide enough information to the recipient to make an assessment of the issue before they physically explore it further.
  2. Prioritize the Work Orders: As part the work order process, the sender should be able to establish a “priority” of the work…at least in their minds. This will give the recipient a heads-up as to how the sender perceives this issue.
  3. Track work orders: The better products on the market allow you to track each work order that is generated…through its entire life cycle.
  4. Historical data: This is very important…what is the historical data associated with your equipment? When was the last time it was serviced and what were the issues then? If the system does not track this, then you will have to do it manually…which seems redundant.

Upgraded features:

  1. Track vendors and assign work orders directly to them (even if they are in-house or volunteers): The better systems on the market will provide for the tracking of the subcontractors, suppliers and vendors associated with the care of your facilities. Who are they? What service categories do they work in?How do I reach them? Who is my primary contact? Are they a volunteer group in the church? In addition, the ability to have an automated process for sending work orders can save you valuable time and money…not to mention a reduction in misunderstandings.
  2. Notification process for all work: The best systems on the market have automated notification processes. These should include notification for when a work order is requested, when an ETA is established by the Vendor, when the work is completed and if the work is going to exceed the agreed-to projected cost. As it is said…time is money…and these systems are meant to save time.
  3. Asset tracking and assigning of work orders to specific equipment: As we explored in a previous segment, it is ideal to be able to track all of the equipment in your facility. It is best if you can catalog all of your equipment and then be able to tie a work order to a specific piece of equipment. If you cannot catalog the equipment and track it…then it may not be the right product for you.
  4. Capital Reserve and Life Cycle Planning: How are you currently projecting the life cycle cost of your equipment? Do you have an ongoing list of capital improvements that need to be made? Do you know how much money it will take every year to replace items that have come to the end of their useful life? Having the ability to track these items in one centralized place will make the long term management of your facilities much better.

There is more that we could discuss…but let’s leave it at that for now…if you have any specific questions, please feel free to contact us direct.


What I Learned from the Janitor

A while back I read  The Janitor by Todd Hopkins and Ray Hilbert (Oh…did you think I was referring to a person…sorry). This short book is written in the format of a novel (a la Tom Peters) and is a very quick read…but with some great insights.

I won’t spoil the story portion of the book…as it is well written, but I do want to share with you the 6 principles the book raises. Some of these are going to sound simplistic to some of you and even like common sense…but in reality, most of us do not live what we know to be true. HMMM…that sounds like something the apostle Paul once wrote.

Here are the principles:

  1. Recharge vs. Discharge: What are we doing to recharge our minds, bodies, energies, soul, etc. When we stay so focused on our work or on a task that requires us to discharge, it is important to take the time to recharge.
  2. View family as a blessing, not a responsibility: I am not sure there is anything to add to this. If we don’t get this right…not much else matters.
  3. Pray; don’t pout: Ouch…I must admit that many times, when things go wrong or I am stressed or not getting my way (whaaaa), I tend to pout, wallow and the like (not very pretty)…when I should pray.
  4. Pass it around: You will need to read the book to fully grasp this…but the premise is to give ourselves away.
  5. Don’t spend; invest: This was my favorite. Am I “spending” my time and energies or investing it in things with eternal value. We must evaluate all our activities in life as either an investment or an expense.
  6. Leave a legacy: The reality is that we all will leave a legacy…but what kind?

I would recommend picking up the book and spending a couple hours (if that) to get lost in the story and then absorb and apply the principles.  This is good stuff.


Why Use Facility Management Software for Your Church: Part 4

For those of you tracking with me…this is PART 4 of our 5 part series about the benefits of using Facility Management Software for work order processing, equipment tracking and so much more.

If you have not been tracking with us (and we know who you are), then you can see the first three post on our BLOG page.

Last time we left off looking at some of the salient reasons to use a web based facility management software package…I will not review them all as it would take too long…so let’s jump in to the last few…ready?

  1. Historical Data: I have used the P90X workout series…it is really good and the trainer keeps reminding us that we need to write down what weights we use and how many reps. He uses a cute little phrase to say “if you don’t know what you’ve done, how can you know what you need to do”? That same applies to our building management and maintenance. If you are not tracking what you have done…then how do you know what needs to be done in the future? If you are not tracking when a HVAC unit was last serviced, how will you know when it needs to be done the next time? Having a database that lists your equipment and the historical data will give you great insight on the condition of the equipment and the steps that may need to be taken in the future. This kind of tracking is not just to have data of the past, but to help plan for the future.
  2. Asset database: Do you know the make, model, serial number and filter size of each piece of equipment at your facility? Do you know what kind of light bulbs you have and how many fixtures in the facility use that type bulb? Stop for a second…tell me the size water heaters you have as well as the make and model number…can you do that? How many exit signs do you have…and what kind of bulbs do they utilize? Now, I would not expect you to know all of this off the top of your head…but could you, with a few clicks, get to this data? Is it written on a legal pad or tucked away in the corner of your mind. These are tough questions that need to be asked and answered.
  3. Warranty tracking: Have you ever paid for a service call to later find out that it was under warranty? How did that make you feel? Were you able to get a full refund? I have witnessed, far too often, when a church just gets work done because something is not functioning correctly without much consideration as to the warranty that may still be active. This is a waste of Kingdom dollars and frankly; it frustrates me. I have a client right now that had been calling subcontractors to get work done…and in some cases paying directly for said work…that was the responsibility of the general contractor that built the space. This was not the contractors fault, but rather the church did not have a system in place to know what items were still under warranty. Knowing what the warranty is for your major components can save you a great deal of money…short term and long term.

So…this wraps up the “why” portion of our discussion. Next time, in our last segment, we will  look at the features that you should consider when evaluating different solutions…and yes…I suggest you do your due diligence to find the RIGHT solution for your church. There are several good applications on the market. Some are geared  primarily toward churches and others are more “commercial” applications but may still meet your needs. Do your research…and take advantage of Free Web Demos…they can be invaluable.

Thanks


The Importance of the Facility Manager During a Church Construction Project

A number of years ago, I ran across an article by David Strickland, architect from Atlanta. I was impressed by the article and got David’s permission to re-print it (Thanks David).  There is a lot of good stuff for your consideration in this article…so enjoy!

Some of the most successful projects we have had have included Facility Managers as an integral part of the building committee or vision team. If we do our jobs, at some point in the process the collection of historical information will systematically transform into a plan for new or modified facilities.

There are a myriad of details to discuss about the needs that will have to be met during the pre and post-construction phases, as well as functionality during the actual construction process. How do churches provide for existing ministries during construction and for the ministries that are needed in future following construction? Challenges will surface somewhere along the way for every church. Utilities may be off line for a period of time or some groups will be forced to relocate due to the activities associated with the demolition and/or construction work or there is an unplanned event that must be accommodated without interruption such as a funeral. The Facility Manager typically is tasked to work with the design and construction team to develop a logistics plan that addresses these critical times of the construction schedule. Thereby, when it is possible, preparation can be made well in advance of the actual occurrence so that everyone is informed, and that all ministries are accommodated with minimal inconvenience throughout the entire process.

“Facility Managers truly are a vital part in the day to day planning and operations of the church.”

In addition to being the source for historical information and the keeper of the construction logistics plan, the Facility Manager can also be a great resource to help in developing the plans for the future. Others on the team may have great vision for what could be, but there should be discussions of how the vision can be a reality with regard to facility use. What can be accommodated in the existing facilities and what will best be accommodated in the new facilities?

Day in and day out, Facility Mangers deal with the challenges of maintaining and operating the physical plant. This can be vital information for the architect and engineers. During a major renovation or during a period of new construction the economy of scale may provide great opportunities to reduce costs and to easily accomplish upgrades. These upgrades could save the church a great deal of money over time with regard to the operations budget. As an example–energy management tools are now available that will allow Facility Managers to plan, schedule and control heating and air conditioning operations well in advance of the actual date needed. This can all be done from their desktop computer.

Questions about the maintenance of new or renovated facilities should be discussed during the planning period. For example, a Facility Manager would probably want to know; what types of light bulbs are going to have to be maintained for routine replacement? What type of floor finish is going to be used in each location and how will it be maintained? How do we access new equipment for routine maintenance? There are many very good questions that should be discussed during the planning phase—a happier alternative for all than the same discussion after construction when it is not as easy to make adjustments to enhance functionality.

No two congregations function exactly alike. Where a Facility Manager is in place, it is always prudent to include them throughout the planning process. They truly are a vital part in the day to day planning and operations of the church. Invaluable assistance will be rendered by the remainder of the team–church leadership and lay leaders—as well. A productive team will be formed of individuals with varying backgrounds and experiences. Our experience indicates these diverse teams constitute productive, cohesive groups capable of successfully addressing every vital issue and making the best decisions for the ministries of their churches. All are necessary to making the team functional, but a good Facility Manager always provides insight that no one else can.


 

Security In The Church – FREE Webinar

Church security, safety, readiness and the like are front of mind issues for all of us. 20 years ago, many of the perils we are having to be prepared for were unthinkable.

In light of that, we invite you to join us Thursday, March 22nd as we discuss Security in the Church. This webinar is provided by Church Facility Management Solutions. Normally these webinars are only available to our membership, but this topic is SOOO critical that we are opening it up to the first 100 people.

This FREE webinar is designed for churches of all sizes and will provide timely information for churches wanting to start or strengthen their respective programs. Our special guest is Mr. Chuck Chadwick Jr.

Chuck Chadwick Jr. is the Founder and President of NOCSSM™ (National Organization for Church Security and Safety Management™); NOCSSM™ has helped churches of all sizes in multiple states with security and safety issues.

Chuck is also the licensed security manager and president of Gatekeepers Security Services. GSS’s Gatekeepers Program™ has trained hundreds of armed Gatekeepers in churches across Texas. As president of the Christian Security Institute™, he trains church security teams in both regulated and non-regulated states.

His three decades of private security experience, and over a decade in the Church security field working with large multi-site church campuses in Texas, enable him to address the unique security issues faced by churches of all sizes.

Chuck’s credentials include Certified Protection Specialist through Executive Security International, a TCLEOSE Certified Law Enforcement Firearms instructor, a Certified PPCT Defensive Tactics Instructor and a Licensed Level 3 & 4 Security Instructor through the Texas Department of Public Safety Private Security Bureau.

Please join us March 22nd @ 1:00 PM Eastern for this opportunity to strengthen the security in our churches. Click HERE to sign up, and send any specific questions you would like to see addressed to training@coolsolutionsgroup.com.


Why Use Facility Management Software for Your Church: Part 3

Welcome to Part 3 of our series on Why Use Facility Management Software for Our Church.  You can see the first 2 segments on our BLOG page.

In summary, we have established common language for this discussion and explored the first 2 most obvious reasons for using facility management software (Be intentional and Central Database/Repository).

Now, let’s expand that list and look at a number of other factors in making the right decision for your church/ministry:

  1. Hit by a truck: What would happen to all of your data, plans, procedures, systems, process, etc if the key facility person at the church was (heaven forbid) hit by a truck? Would you lose all of the data that is squirreled away in their head? Would you find yourself starting from scratch? What things might go undone or undetected until something major broke-down? Would you know where all of the files were stored and what vendors had contracts with the church or what promises had been made? I have met dozens of great facility managers. They know their facilities like the back of their hands and they are invaluable to their church. But…what if suddenly they were gone? Would you be prepared?
  2. Long Term Capital Improvement Planning: We have been pretty surprised by how many churches do not have an active “sinking fund” or some form of capital reserve process. When we ask them about their planning process for major capital expenses (i.e. replacing flooring, replacing HVAC equipment, resurfacing parking, etc), the oh too common answer is…”we wait until it breaks and then replace it.”  OUCH…that does not sound like planning! It is funny that we generally do a tremendous job when we plan for a building expansion or new construction project. We set aside money in a building fund…evaluate the costs…and plan accordingly. However, we find it more common than not that this level of proactive planning dies when a church moves into the building. Having a proactive means to project and plan for future capital expenditures is a key factor in using facility management software.

    “Trying to keep all of this in your head or on a legal pad will only increase the stock value for Advil.”

  3. Prioritize work: Does the “urgent” take precedence over the important? Does that last e-mail or call take you off task? Ever walk into the office and know you have a  million things to to…but don’t know where to start? Do you feel like you have a mountain of work…e-mail or projects or emergencies?  Well…you are not alone. Frankly, I feel exactly like that as I am typing this. I have a fence to repair, bills to pay, accounting to update, and so much more.  Well…the use of a software solution can be a tremendous asset to staying on point and keep work prioritized. If it was not for Outlook, I would forget where I am to be, everyone’s phone numbers and even when to take certain meds (I know…I am a mess). If it was not for my PipeDrive account, I would not be able to stay on task with the people I need to follow up with or to get a proposal. Facility management software can do the same thing for your facility team. It can set the priority of the work, set an ETA for the work to be complete and send e-mail alerts and reminders. Trying to keep all of this in your head or on a legal pad will only increase the stock value for Advil.
  4. Manage Vendors: Who is approved to work on your site? How do you track their names, addresses, e-mails, phone numbers, etc? How do you dispatch work to the vendors? Fax? Phone? Smoke signals? Most good facility management software solutions will, at the very least, provide a section to list all of the pertinent data about your vendors and subs. This is a necessity. The better systems will also provide a means for assigning work orders to vendors and dispatch the work orders via an automated system through e-mail, text messages or some similar method. We believe that these tools are vital to the success of your work flow and will save you a great deal of time and frustration in the future.

Well…that is it for this time…there are several more factors that need to be discussed…but they will have to wait until our next post.

By the way…if you have not already downloaded your free copy of our HVAC eBook…you can do so HERE.