Facility “Management” (Leadership) vs. “Maintenance”

As part of developing Cool Solutions Group, I have met with dozens of business administrators and facility personnel. As I have documented these experiences I see that there appears to be a discrepancy between facilities “management” and facilities “maintenance”. To some of you, this may sound like semantics, but I think that it is much, much deeper than two “words” that some would consider synonyms. Let me describe what I have seen and then let you decide if there is or is not a difference.

First, let’s explore how dictionary.com defines these 2 words:

man-age-ment

1. The act or manner of managing: handling, direction, or control
2. Skill in managing; executive ability
3. The person or persons controlling and directing the affairs of a business, institution, etc.

main-te-nance

1. The act of maintaining
2. The state of being maintained
3. Care or upkeep, as of machinery or property

As I look at these definitions, I see a couple things that jump out at me:

  1. Management appears to define the act of being proactive.
  2. Management requires a skill to lead and direct activities of an organization or team.
  3. Maintenance appears to be developing a way to maintain the status quo.
  4. Maintenance is focused on the care and upkeep of something which may be seen as reactive.

There has been much discussion and many books written about the difference between management and “leadership”. From a pure business perspective, I understand the differences. However, in this instance I would suggest that Facility “Management” is more congruent with leadership than maintenance. Even the above definitions would lead to that conclusion.

What words could be used to describe management vs. maintenance? See below the word pictures that we would use:

MANAGEMENT MAINTENANCE
Proactive Reactive
Preventive Corrective
Lead React
Plan Respond
Systematic Scramble
Save over the Long Term Spend as needed
Increase Life Cycle Band-Aid

So, as you explore your facility stewardship needs, are you providing management/leadership, or merely maintenance?

Food for thought…


4 Steps to Conquering Deferred Maintenance

Deferred maintenance is a term that gets thrown around a lot and yet I find many people have no real idea what it means. Let’s start with a definition:

Deferred maintenance is the practice of postponing maintenance activities such as repairs on both real property and personal property (i.e. machinery) in order to save costs, meet budget funding levels, or realign available budget monies. The failure to perform needed repairs could lead to asset deterioration and ultimately asset impairment. Generally, a policy of continued deferred maintenance may result in higher costs, asset failure, and in some cases, health and safety implications. (Wikipedia.com)

In a previous blog entitled “The “4 X” Reality of Deferred Maintenance” we provided some very sobering realities from national research projects…here they are again:

“Every $1 in deferred maintenance costs $4 of capital renewal needs in the future.”

“If a necessary repair is deferred and allowed to remain in service until the next level of failure, the resultant expense will be 30-times the early intervention cost.”

If those 2 statements do not shake you up a little, then you may need to see a doctor or psychiatrist. If you believe EVERYTHING belongs to God…and that HE has ENTRUSTED His ministry facilities to us to STEWARD…then you cannot take this lightly.

Let’s explore what the keys are to conquering deferred maintenance.

1. Identify YOUR deferred maintenance – The first step in nearly any issue in life is to first recognize there is an issue. If we do not acknowledge there is an issue, how can we resolve it? In most churches, there is a lack of understanding of what their deferred maintenance issue are. We get so busy with budgets, “doing church”, break/fix items, etc that we do not stop to take time to see the trees for the forest. In many cases, even if you took the time, you may not know what you are looking for. This is where a set of “FRESH EYES” can be beneficial.

2. Provide adequate general maintenance budgets – Over the past couple years, we have done facility assessments for several million square feet of church facilities. The aggregate amount of deferred maintenance has been in the tens of millions of dollars. That is sad!  The “church” claims to be an organization focused on being “good stewards” and yet we allow our buildings to deteriorate right under our feet. In every single case, the General Maintenance budget was under-funded. There was not enough money in the budget to keep up with the natural rate of physical deterioration. Check out this quote from Kevin Folsom, former Facilities Director at Dallas Theological Seminary:

“There are numerous levels that can be used to go about this, but to start we have to remember our early Physics lessons in high school about the 2nd Law of Thermal Dynamics. Everything we build will decay, but it may last longer if properly maintained. So, here’s a puzzling question…If we build facilities that the natural law causes them to decay at fairly predictable rates throughout its birth to burial, why do we not plan for it?”

The best way to conquer deferred maintenance is to have a budget that addresses the natural decay and deterioration of your facility.

3. Properly “staff” your facility team – In every instance referenced above, not only was the budget under-funded, but they were under-staffed…and not by just a little! If you only have enough staff to address the break/fix emergencies of the urgent, then how do you expect to stay on top of the natural decay and deterioration? Quick answer…YOU CAN’T! Based on national surveys by our firm and IFMA, we believe the number of facility staff for a well-run organization is one Full Time Facility Staff Employee for every 25,000 – 35,000 SF. This is not for cleaning…that is another story…this is for general maintenance.

4. Have a Properly funded Capital Reserve PlanGentlemen…this is a football! Church leader…capital replacement is not an “IF” consideration but rather a “WHEN” and “HOW MUCH”.  You WILL replace every HVAC unit.  You WILL replace all your carpet.  You WILL replace your roof. You WILL have to re-surface your parking lot. To turn a blind eye to the need of a capital reserve fund is kin to telling God that the laws of science and natural resources…that HE created…don’t apply to your church. You are above the laws of God. REALLY?!?! Do you have a 401K or similar account for the future or do you assume retirement or old age is not part of your future…that it does not apply to you?

If we were proactive with our operational budgets and capital reserves, there would not be any deferred maintenance. In a perfect world, we would properly fund our general maintenance budget to keep the building in the best physical condition as possible…AND…we would have adequate capital reserves when we approach “end of life” of our facility component.

That is how you conquer Deferred Maintenance. To quote Sean Connery in The Untouchables“What are you prepared to do?”


CAPITAL RESERVE PLANNINGAlmost every component of your facilities will have to be replaced at some point. Do you have an action plan? INTENTIONAL organizations plan today for tomorrow’s costs. That’s why it’s critical you establish a capital reserve account now.

Download our FREE guide to learn more. 

 

Preventive Maintenance: Revisited

The below is a post that I did in August of 2009…but think that we need to revisit it…and how it can save you money in the long run. Frankly, if we are focused on long term ministry implementation, then our facilities will need to be prepared to serve us (not vice versa) for the long term as well. OK…I will get off my soap box…enjoy the following!


As I have studied the Facilities Management field and have researched the cause and effect of the decay of everything that we build, I am more confused as to why we, as God’s stewards, do such a poor job of fulfilling those duties. We would rather put off today what we can go into debt for tomorrow. HMMM…is that good stewardship? Sounds like many government officials.

I recently was introduced to Kevin Folsom, Director of Facilities and Plant Operations Dallas Theological Seminary, Dallas, Texas. He wrote a White Paper entitled “sustainable facilities” vs. Sustainable Facilities. This is an excellent article and frankly some of it is over my head…Kevin is one smart dude!!!!

Here is a quote from this article:

There are numerous levels that can be used to go about this, but to start we have to remember our early Physics lessons in high school about the 2nd Law of Thermal Dynamics. Everything we build will decay, but it may last longer if properly maintained. So, here’s a puzzling question… If we build facilities that the natural law causes them to decay at fairly predictable rates throughout its birth to burial, why do we not plan for it?

According to a research project done a few years ago, facilities…any facility…will deteriorate at a rate of 1-4% per year, assuming regular preventive maintenance. However, this rate of deterioration will, in most cases, grow exponentially if the regular, systematic preventive maintenance is not performed.

So…why do we, as church leaders, avoid addressing and planning for the inevitable? Would you drive your new car and never change the oil until the engine seizes up and then cough over a huge amount of money for a new engine? That does not make any sense to me.

Let me share one more quote from an interview Kevin did with facilitiesnet.

Let’s step back and look at the big picture for a minute. An appropriate preventive maintenance program should be funded on average at 1.5 percent of the CRV (Current Replacement Value) of a facility. Using the Fram analogy, which is much like a really small facility, 1.5 percent of a $20,000 car is $300 per year. The equivalent would be to pay someone to come to your car’s location to provide maintenance and inspections, while working around your schedule to prevent interruption. That sounds like a pretty good deal to me.

So, how much is the CRV (Current Replacement Value) of your ministry facilities? How much are you budgeting each year to maintain these God given resources? It may be time for a Facilities Management/Maintenance Audit.


Facility Stewardship – What Is It?

For over 10 years, you have seen me refer to facility stewardship. For some of you this may be still be a new concept. You know what a facility is and you are familiar with stewardship…but how do the 2 go together? I am glad you asked…

Let’s first look at the definition of each:

FACILITY (ies) – something designed, built, installed, etc., to serve a specific function affording a convenience or service.

STEWARDSHIP – (act of being a STEWARD) – a person who manages another’s property or financial affairs; one who administers anything as the agent of another or others.

If you have grown up in the church or been involved in church for any period of time, you have heard the term “stewardship”…and I am sure that in almost every case, it revolved around money or raising money. In these cases, we are generally talking about financial stewardship which is critical to our spiritual life as well as the life of our ministries.

The word “money” is used over 140 times and if you add terms such as “gold” and “silver” the number is huge. For example, financial matters are mentioned more often in the Bible than prayer, healing, and mercy.

But stewardship is not just about money and finances…but refers to (as its definition above indicates) the caring for or oversight of something of someone else’s. The EPA has a section on their website that explains “Environmental Stewardship”. They define it as:

Environmental stewardship is the responsibility for environmental quality shared by all those whose actions affect the environment.

So, how do we apply this to our ministry facilities? Do we really believe that God has entrusted these to us, thus making us stewards of their care and oversight? As I have shared before, I have witnessed churches and ministries spending millions of dollars in the construction and renovation of their facilities…but then fail to maintain them (i.e. steward them). They wave the banner of “stewardship” when raising money to build them…but then neglect their care, management and maintenance. So, the following is a list of attributes that I believe are part of “Facility Stewardship”:

  • Proper cleaning
  • Systematic and proactive Preventive Maintenance
  • Proactive Capital Reserve Account planning
  • Life Cycle analysis and planning
  • Development of a systematic painting plan
  • Proper facility scheduling – this is a key element of stewarding the facility…they were meant to be used
  • Sustainability implementation
  • Vigilant monitoring of operational costs
  • Implementation of energy saving processes (i.e. HVAC interface with a Building Automation System or WiFi thermostats of better yet)
  • Proactive cataloging of facility components and tracking of work orders and service requests

With the above as a backdrop, how are you doing with your Facility Stewardship? What can you implement immediately that would make you a better steward?


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!


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.


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


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.