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Facility management SOP template

Facility management SOP template

Get a SOP framework to manage maintenance, inspections, and emergency procedures across any type of facility. You’ll be able to document systems, assign roles, and log key info.

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  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
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Facility management SOP template

Get a SOP framework to manage maintenance, inspections, and emergency procedures across any type of facility. You’ll be able to document systems, assign roles, and log key info.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

This facility management SOP template gives you a structured framework to document and standardize critical operational procedures across your buildings and properties. From HVAC maintenance schedules to emergency response protocols, you’ll establish clear, repeatable processes that reduce errors and downtime.

According Plant Engineering report, unplanned facility downtime results from operator error, a risk you can significantly reduce with proper SOPs. We designed this template specifically for complex multi-building operations where consistency is crucial—like when your maintenance team needs to perform the same shutdown procedure across different properties while ensuring every critical step is followed precisely every time.

Related categories

  • Operational excellence templates
  • Facility management templates
  • Real estate templates
  • Templates for business processes

Created by

Author Name Ima Ocon
Preview of the template
Entity
Page 1
General Information
Facility Name
Facility Type
Total Square Footage
Number of Floors
Year Facility was Built
Primary Operating Hours
Facility Systems Overview
HVAC System Type
Electrical Service
Plumbing System
Fire Protection
Security Systems
Preventive Maintenance
HVAC Maintenance Schedule
Electrical Maintenance
Plumbing Maintenance
Fire System Inspections
Security System Maintenance
Emergency Preparedness
Emergency Contacts
Evacuation Procedures
Utility Shut-Off Locations
Emergency Equipment Locations
Designated Gathering Area
Facility Inspections
Daily Inspection Checklist
Weekly Inspection Checklist
Monthly Inspection Checklist
Annual Inspection Checklist
Inspection Documentation
Vendor Management
Approved Contractor List
Contractor Selection Process
Contractor Performance Review
Contractor Insurance Requirements
Contractor Safety Protocols
Documentation & Reporting
Facility Maintenance Log
Asset Management Tracking
Energy Consumption Monitoring
Incident Reporting Procedures
Management Reporting Schedule

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Facility management: Best practices for operational excellenceBuilding condition assessment (BCA): Your guide to proactive maintenanceBuilding maintenance: A comprehensive guide (with case studies & free examples)Mastering standard operating procedure (SOP): A step-by-step guide
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Template collections

See comprehensive collections of best practice templates related to this topic.

6 best free facility management checklists for compliance4 free facility maintenance checklists for smoother operations12 maintenance plan templates for any industryTop 26 free SOP templates for every industry
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Facility management softwareBuilding management softwareBuilding security softwareSOP software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

5 lean principles: The cycle of continuous improvementHow to implement operational excellenceMaintenance: best practices and benefits4 ways process improvement increases profits

Frequently asked questions

How do I customize a facility management SOP template for my specific building?

Start by identifying your building’s unique systems, equipment, and operational requirements. Modify the template sections to address your specific maintenance schedules, vendor relationships, and regulatory compliance needs. Include building-specific details like equipment model numbers, location information, and any special handling instructions.

What should a facility management SOP template include?

A comprehensive facility management SOP should include clear objectives, scope, step-by-step procedures, role assignments, safety precautions, required tools/equipment, quality standards, and compliance requirements. Don’t forget to include troubleshooting guidance and contact information for emergencies or unusual situations.

Can facility management SOPs help with regulatory compliance?

Yes, well-documented SOPs are essential for regulatory compliance as they provide evidence of standardized procedures and due diligence. They help demonstrate to inspectors that your facility follows consistent, approved methods for critical operations, maintenance activities, and safety protocols required by various regulations.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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