Facility Management Process Management Guide (English Version)
GB/T 42936-2023, as an important standard in the field of facility management, has systematically constructed a process management system covering the three levels of strategy, tactics, and operation for the first time. The standard transforms the high-level structural requirements of ISO 41001 into executable specific activities through 62 process tables.
Management level | Typical process | Output results |
---|---|---|
Strategic level | Formulate FM strategy, space planning, risk management | Strategic planning documents, investment decisions |
Tactical level | Feasibility study, service standard formulation, KPI design | Implementation plan, budget plan |
Operational level | Service delivery, maintenance execution, satisfaction evaluation | Service records, evaluation reports |
It is necessary to decompose 8 sub-strategies such as performance strategy and space planning strategy from the organizational strategy, focusing on the connection between energy strategy and HSSE (health/safety/security/environment) strategy.
Establish an evaluation system with 6 dimensions including regional coverage and legal compliance, with special emphasis on the optimization of workstation reservation solutions under flexible office scenarios.
Implement the "three-stage handover" mechanism:
① Data handover (drawings/quality assurance documents)
② Physical handover (facilities/equipment)
③ Site handover (space/authority)
The standard innovatively embeds the PDCA method into each management level:
Combined with clause 6.5.3.1 of the standard, it is recommended to adopt:
• BIM technology implementation Table 46 Space planning visualization
• IoT device support Table 59 Preventive maintenance
• Mobile APP integration Table 56 Service request channels
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