Workplace Strategy Detailed Case Study

In 1998, Carroll Thatcher Planning Group was named an Expert Advisor to Public Works and Government Services Canada (PWGSC) for Real Property Services to provide long-term accommodation strategies, management consulting, user forecast analysis profile and strategic portfolio planning and rationalization. We developed the Strategic Options Analysis model that includes processes and tools to document functional performance of physical assets.

Specific projects for PWGSC include:

• Developing the FM Integration Services Strategy.
• Prepared the presentation on FM opportunities in PWGSC.
• Responsible for the Training Needs Analysis for Facility Management positions.
• Developed the Strategic Options Analysis model that includes processes and tools to document functional performance of physical assets, then tested the concepts on actual buildings. This work became a chapter in the Asset Management Plan document.
• Partnering with an architecture firm, rewrote the terms of reference to integrate Building Condition Report (BCR) into the Asset Management Plan (AMP).
  
• Provided training on functional performance to the winning bidder of the AMP request for proposal.
• Wrote and edited the Facility Management Toolkit, to provide PWGSC facility managers with a complete "how-to" guide. The Toolkit documents policies, procedures, strategies, process, approach and necessary quality of services.
  
• Developed the occupant requirement questionnaires as one of the tools in the FM Toolkit.
  
• Developed the Area Measure and Space Management training materials
  
• Developed an integrated CAD & CAFM database for over 600,000 sq.ft. of space in two buildings and tested the PWGSC space measurement standard for ease-of-use.