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Facility Management Templates

73 templates


The role of a facility manager is broad, and that’s why creating facility management templates and checklists to ease the burden of the position is a common practice among managers. Responsibilities range from managing utilities to coordinating staff to tracking and analyzing data for decision-making purposes.


The building must be managed, administered, and extensively coordinated at all times. It can be managing office complexes, hospitals, airports, industrial facilities, or residential buildings. Whether it is the management of large building complexes and facilities or a single residential building, the tasks remain diverse. With these daily challenges, using facility checklist templates is of great benefit when trying to fulfill the extensive duties and tasks of a facility manager.


You need facility management templates, but don't want to create them from scratch? No problem! Check out our comprehensive collection of facility management templates. Find the template that fits your task. Download them for free or use them digitally with the Lumiform app.



What Are Facility Management Templates?


Your customized facility management template is your personal guide to the things you need to do and keep track of around building management and maintenance. Thus, using checklists and work templates will make your daily job as a building manager much easier. At the same time, a checklist template allows you to continuously keep track of the diverse tasks that the job requires.


A facility management template can be used in the following areas:

The facility management template helps you carry out regular inspections in industry-related work areas and comply with specified standards. In addition, you can make work processes, administrative procedures, and planning more efficient.



How Are Facility Checklist Templates Created?


Facility checklist templates can help you stay on top of all challenges regardless of whether you need to assess a building extensively or you're doing a monthly fire safety check on the property. However, it's important to consider the different processes and phases of an inspection to create a structured plan.


1. Determine the Purpose of the Checklist Template

Trying to reconcile the versatility of facility management tasks is a complex and challenging job. Before you start creating a checklist template, think carefully about what its purpose should be. In what areas can it guide you? Define an audits or tasks that you need to perform and gather all the corresponding documents. This could be information and data from past facility maintenance and inspections. Be sure to distinguish between the different audits and locations, and make sure you don't confuse locations and activities.


2. Create a Plan for Your Audit

After you have gathered all the documents and information for the exam, it is important to develop a plan for facility maintenance. Each building is unique and has its own infrastructure with different vulnerabilities in the building. What areas may need to be rechecked? What routines can be followed to standardize regular work processes? Describe the building and its location in detail.


3. Determine Appropriate Measures

Now list all the tasks that absolutely must be done during building maintenance. The best way to do this is to go through the site again and record and maintain the current checkpoints. Make sure that the results were done according to the indicated specifications.


4. Prioritize Your Tasks

In this step, it is important to determine the task priority. Which tasks need to be completed in what time frame? Do any of the checks build on each other, and is its successful completion essential to proceed with the facility management list? Establish a clear time sequence of tasks.


5. Test Your Facility Management Forms

You should test your facility management form before using it by running through a trial phase. Afterward, you will notice if there are gaps or errors. Adjust the template and go through the items again until you are happy with the results.



FAQs: The 3 Most Frequently Asked Questions


1. What Do You Do in Facilities Management?


The facility manager(s) undertake the administration and management of building complexes, shopping centers, residential properties, etc. The areas of responsibility and maintenance are usually very complex and extensive. Here, templates help in structuring and completing tasks and can take the place of tedious and time-consuming excel sheets.


2. How Does Facility Management Templates Help Me With My Tasks?


A digital checklist template can be your guide in helping you complete your daily tasks. You’ll never forget to complete a check and, thus, you comply with the necessary and specified standards. Afterward, you will receive the test results and gain insight into the weak points of the checklist template.


3. What Are the Benefits of Digital Facility Management Templates?


Unlike excel sheets, facility management templates save you valuable time with automatically generated reports. The inspection report can be fully customized to your individual needs and includes all results, images, negative responses, and reported issues. Save time by immediately sending the report from the app to all responsible parties.