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How to Develop a Facilities Master Plan in 7 Simple Steps

Posted on June 9, 2016 10:00 am;

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By James Watts


A Facilities Master Plan, sometimes referred to as a Strategic Facility Plan, is a document that describes

an organization’s facilities alongside their purpose and plans for the future. It outlines how the facilities

will be utilized in accordance with the organization’s business plan. Generally, facilities master plans are

designed to be amended and evolved as time goes on.


Here are your seven simple steps to creating a strategic facility plan:


1) Identify the necessary facilities for your organization

The first step is to identify what facilities are necessary and appropriate for your organization. Details of

all existing facilities should be provided, as well as recommendations for new locations or expansions for

current facilities.


2) Explain why you need them and where they should be located

Use cases are essential in Facility Master Plans as they allow management to understand the specific

needs of the organization. Location of the facilities is important as that can impact heavily on the

suitability of a potential new site. If your workforce is unable to get to a particular location due to poor

transport links then it’s not going to be feasible to move part of your business there.


3) Explore the value of the facilities to your business

Facilities bring enormous value to a business – not just in terms of increased revenue, but also improved

productivity, business growth, enhanced sustainability and enhancing the organization’s image. A

detailed list of all values (along with anticipated monetary values or growth percentages, where

appropriate) should be documented.


4) Identify required inventory and equipment

Some facilities will require considerable expense in order to fully equip them to an organization’s needs.

Take your time identifying all potential costs, both to get the facility up and running and for the long-

term. The more accurate your costings, the more effective your Plan will become.


5) Write up the document

Once you have gathered all of the above information together, it should be written up into a formal

report. Usually, Strategic Facility Plans follow a structure similar to the following:

  •  Executive Summary
  •  Introduction
  • Facility recommendations
  •  Workforce analysis
  • Site Inventory
  • Recommendations
  • Approvals and Sign-Off
  • Appendices

6) Get management approval

The completed Plan must be approved by the relevant management or stakeholders. You should allow

them time to read the report thoroughly and complete any amends that they require. Provide space

near the end of the report for sign-off signatures and dates to be written in.


7) Distribute the document & refer to it regularly

It’s important to distribute the Plan to your key stakeholders and managers so that they have easy

access to it. The Facility Master Plan must be referred to regularly in order to be effective. If changes in

your organization occur that would change the outcomes of the Plan, it should be amended and a new

version circulated.


Facility Management is a key driver for business growth. If you are interested in developing a Facilities

Master Plan for your business, take a look at our FMP training program to help you gain your


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