We have various free resources available.
Welcome to the new Strategic Advisor website
Free resources you can download directly from this page using the links below. Documents are typically 1 page quick-reference guides in Adobe Acrobat pdf format.
This is a range of resources, mostly 1 page quick references with techniques you can implement. Click on the link to download the files.
Communicate to Influence – Communication tips that will help you be more influential. Includes steps to write better.
FM Systems – Selection and implementation processes to improve your chances of success.
Intelligent Benchmarking – how to perform focused benchmarking, along with a 10 step process.
Leading Practices from Outsourcing – Key practices FM outsourcing companies use to be successful.
Walk of the VIP – A simple form and process to help you look for thing to improve.
Mini FM Assessments – Test your organization with these 14 key practices.
Procuring FM Services – Techniques to improve procurement of FM services using RFP’s.
Mission Statements – An introduction on how to develop Mission, Vision and Value statements.
Wringing Out Performance – Several techniques for improving performance.
Free premium downloads only available if you join our mailing list. They are usually longer documents and may be provided in editable files (i.e MS Word or Excel) so you can customize them.
These downloads include a variety of useful forms and guides, including our White Papers. Some of the documents are editable (i.e. MS Word) so you can customize them to your specific needs.
The download includes all of these documents in one zip file. It includes:
This includes a single page, 3-step form to start your strategic plan. By starting simple and keeping it simple, you are more likely to develop and use your plan. It also includes a single page, 5-step form for to start your implementation plan.
This includes processes and forms, including management review and service inspection checklists you can modify to your own requirements. Also included is a ‘Corrective Action’ form you can use to document issues and problems with your supplier, and requires their written response about how they will correct the problem.
this includes forms, processes and a model agenda you can use for supplier meetings to get more from your performance management processes with your supplier. Use it in conjunction with the Supplier Management process above.
This includes our current White Papers. They are companions or expanded information and processes to some of the one-page downloads in the standard resources section above. You can read more about them on our White Papers page.
The White Papers include:
This two-page guide give you suggestions and techniques for writing and distributing effective FM Department newsletters. They are an excellent way to communicate your department’s accomplishment and promote yourself. If you don’t already do a newsletter, start one soon and use this guide to help you develop it.
Our FM pie is quite simply a full-color, pie-shaped diagram with all the various roles that make up the FM profession, including the main areas of Real Estate, Operations & Maintenance, Technology, Planning, Projects, Finance & Budgets, Auxiliary services, Management & Leadership.
Each of these main areas is broken down into the typical responsibilities, representing the slices in the pie. Already downloaded over 1000 times, this has been a very popular tool for FM’s to explain the scope of their role.
To get the premium downloads, register or sign-up for our mailing list here. After you register, you will receive an email with a link.
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