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The Expert’s Facility Management Checklist (With PDF Download)

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Key Takeaways

  • Effective facility management ensures safety, productivity, and efficiency in an organization’s physical spaces, balancing tasks such as cleaning, repairs, and space planning.
  • A 5-step checklist for successful facility management includes auditing facility software, optimizing space utilization, clearly labeling assets, reviewing vendors, and ensuring robust security systems.
  • How well an organization manages its assets — including its facilities — has a tremendous impact on profitability, productivity, and safety. Proper facility management ensures safety, productivity, and efficiency at any facility, from warehouses to office buildings.

    Regardless of your organization’s size, maintaining a facility management checklist will help you stay on top of everything from routine maintenance to space utilization. Learn what facility management is and borrow our five-step checklist for effective facility management to keep your business running efficiently.

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    Photo by Mikael Blomkvist from Pexels

    What Is Facility Management?

    Facility management is a broad set of duties that ensures an organization’s physical spaces are in good condition. Facility managers oversee the process, whether at an office building, hospital, school, or industrial plant. The goal of facility management is to balance safety, functionality, and productivity of the people within a space.

    Every organization has its own needs and processes for facility management, but duties often include:

    • Cleaning
    • Sustainability
    • Budgeting
    • Vendor management
    • Space planning
    • Repairs

    It’s important to note that while they sound similar, facility management is different from facility maintenance. Facility management is all-encompassing, and includes tasks not related to maintenance. Facility management is also more strategic, whereas maintenance is tactical, dealing in the day-to-day running of the facility.

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    5-Step Facility Management Checklist

    An organized facility management process keeps your workspace safe, efficient, and productive. Follow this checklist to cover critical areas of facility management in your organization.

    Audit Your Facility Software

    Building management or maintenance software helps you stay on top of the seemingly endless list of tasks required to keep a facility running smoothly. However, it’s crucial to check on these solutions.

    Check to see if the software is up-to-date; if not, patch it as soon as possible to ensure speed and security. Double-check that you only pay for subscriptions that are in use and that your team uses all the features you pay for.

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    Photo by Daniel Andraski from Pexels

    Monitor Space Utilization

    Assess how effectively your team uses the building space and look for opportunities to optimize workspaces, storage, common areas, and outdoor spaces. If you have a limited footprint, consider vertical space planning to maximize your existing square footage.

    This is also a good time to evaluate the team’s ergonomic desk setup, which can have a huge impact on productivity and morale.

    Clearly Label All Assets

    Is it easy to get lost in your building? Do you have clear signage detailing the use of all equipment? Proper labeling helps hospital employees use equipment safely, ensures manufacturing teams follow instructions, and helps university students find their classrooms.

    Regardless of your facility’s purpose, labels and tags are a must. Use Camcode’s durable facility tags to keep your team on the same page, regardless of where they are in the building. Our labels and tags also follow your brand guidelines, ensuring the signs are aesthetically pleasing, long-lasting, and effective.

    Review Vendors

    Many facilities rely on third-party vendors for cleaning, landscaping, plumbing, and security. Facility management requires occasionally reviewing vendor contracts and performance. Track vendor performance metrics and ensure they meet service level agreements (SLAs).

    Ensure Security

    Unauthorized access compromises employee safety, and it’s the facility manager’s job to design a safe and effective security system that balances employee convenience with protection.

    Install or review security cameras, alarms, and access control systems like card swipes or keys. Review who has access to sensitive areas and revoke access from anyone who no longer needs it.

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    Photo by Ihsan Adityawarman from Pexels

    Elevate Your Facility Operations With Smart Solutions

    Facility management checklists help businesses maintain a safe and comfortable environment for employees and customers. A structured checklist also helps facility teams stay on top of day-to-day tasks and develop long-term strategies.

    Processes, technology, and tools make facility management more efficient. Facility software is helpful, but organizations need a way to bridge their physical assets into a digital tracking tool.

    That’s where Camcode comes in. Our clear labels and scannable tags make it easy to manage maintenance, share instructions, and comply with regulations.

    Try Camcode’s tags in your facility and see the difference for yourself. Request your free label and tag evaluation kit today.

    Download Your Facility Management Checklist

    Facility Management Checklist

    Ensuring the smooth operation of your facility requires a proactive approach to managing assets, maintaining equipment, and staying compliant with safety standards.

    To help you streamline these processes, we’re offering a comprehensive Facility Management Checklist in PDF format. This resource covers crucial areas such as asset management, preventive maintenance, safety compliance, and more—all designed to keep your facility running safely and efficiently.

    [Download The Facility Management Checklist (PDF)]

    Benefits of Using Our Facility Management Checklist

    • Operational Efficiency: Stay organized by setting clear priorities for maintenance, security, and resource allocation, minimizing downtime and disruptions.
    • Cost Optimization: Proactive management and regular assessments help you spot potential issues early, reducing long-term repair and energy costs.
    • Regulatory Compliance: Systematic checks ensure you meet industry standards, avoiding fines and maintaining a safe environment for employees and visitors.
    • Asset Longevity: Proper asset tracking and preventive maintenance help prolong the life of your equipment and infrastructure.

    What’s Included in the Checklist?

    Our Facility Management Checklist provides structured guidance on the following core areas:

    1. Asset Management
      • Implement asset tracking with durable labels
      • Conduct regular facility inspections and audits
      • Utilize a Computerized Maintenance Management System (CMMS) for real-time asset tracking and integration
    2. Preventive Maintenance
      • Schedule routine maintenance for all facility equipment
      • Track service history and performance metrics
      • Use data to determine optimal repair or replacement intervals
    3. Safety and Compliance
      • Ensure safety signage and emergency equipment are properly placed
      • Provide comprehensive, up-to-date team training on safety procedures
      • Monitor ongoing compliance with industry regulations
    4. Security
      • Install and maintain security cameras, alarms, and access control systems
      • Keep hardware and software updated
      • Regularly review and update access privileges
    5. Space Optimization
      • Assess current space usage and plan for greater efficiency
      • Consider vertical storage solutions to maximize floor space
      • Use clear signage and labeling to assist navigation
    6. Energy Management
      • Track energy consumption and set reduction goals
      • Regularly audit HVAC and lighting systems
      • Implement energy-saving practices and technologies
    7. Vendor and Contract Management
      • Maintain strong relationships with reliable service providers
      • Review contracts periodically for cost-effectiveness
      • Ensure vendor services meet performance standards
    8. Cleaning and Maintenance
      • Set up regular cleaning and pest control schedules
      • Monitor maintenance routines to preserve facility conditions
    9. Technology Integration
      • Leverage Internet of Things (IoT) devices for real-time monitoring
      • Integrate facility management software to streamline operations
      • Keep software up to date, applying patches promptly and canceling unused subscriptions

    How to Use the Checklist

    1. Customize: Tailor each section of the checklist to the specific needs of your facility, equipment, and operational goals.
    2. Schedule: Incorporate these tasks into a regular management calendar, setting reminders for routine checks and maintenance.
    3. Document: Keep detailed records of completed tasks, issues identified, and actions taken. Photos and digital logs can help track progress over time.
    4. Review and Update: Periodically reassess your checklist to align with new regulations, technological advancements, and organizational changes.

    Download the PDF Checklist

    Start optimizing your facility management program today. Click the link below to download your Facility Management Checklist and gain valuable insights into improving efficiency, safety, and compliance across your operations.

    [Download The Facility Management Checklist (PDF)]

    With this checklist at your fingertips, you’ll be equipped to manage your assets effectively, reduce costs, and maintain a safe environment for everyone in your facility.

    Frequently Asked Questions

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