How to Develop a Facilities Master Plan in 7 Simple Steps
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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
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
- Facility recommendations
- Workforce analysis
- Site Inventory
- Approvals and Sign-Off
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
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