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Walking Your Facility
Who I Am 
• 
Architect 
• 
Extensive construction & facilities management experience 
• 
Father was a Lutheran Minister for 40 years and is happily retired in Ohio 
• 
Active member of First Lutheran Church, Downtown, San Diego 
• 
Bachelor of Architecture -University of Tennessee, Knoxville 
• 
JD, California Western School of Law
Southern Cross Property Consultants 
• 
Facilities Management & Construction Management Consulting firm who specializes in working with Churches and Non-Profit Organizations. 
• 
Founded in 2002. 
• 
Currently working with a number of congregations on projects ranging from construction/renovation to applied facilities management.
Objective 
• 
Learn how to walk your facility effectively and with a purpose. 
• 
Learn how to actively look at your facilities. 
• 
Learn what to look for to help maintain and to prevent surprises.
Disclaimers 
• 
No Magic Wands! But not rocket science. 
• 
Give you an additional tool to help manage your facilities. 
• 
Only works if you actively participate.
Questions for the Audience
How many of you have staff members dedicated exclusively to facilities maintenance and/or operations?
How many of you feel comfortable with your knowledge about the operation and maintenance requirements of your facilities?
A starting point… My facilities manifesto.
• 
Spending @ churches falls in 3 categories 
– 
Programs & Ministries 
– 
Staff (Ministry, Program, & Support) 
– 
Facilities 
• 
Failure to keep up with your congregation’s facilities will ultimately impact the timeand money available for the other two.
• 
Congregations are obligated to be good stewards of the gifts that they have been given! 
• 
Stewardship requires planning. 
• 
Maintenance = Stewardship.
Who Does Your Maintenance?
• 
You need to understand who does your maintenance in order to know what to look for and how to capture that information. 
• 
Volunteers need different information than staff. 
• 
Outside vendors need different information than volunteers or staff.
Your congregation believes: 
• 
If I can’t see it, it must be OK. 
• 
I am only at Church 2 hours a week, so the building is only aging that much. 
• 
If it breaks, (fill in the blank) will take care of it. 
• 
The church staff is entirely composed of facilities experts. 
• 
The church staff has a lot of free time to devote to maintenance in order to make sure that it is being done & being done correctly.
You know: 
• 
Maintenance is much harder to sell than programs/staff. 
I know: 
• 
Maintenance doesn’t happen on it’s own.
Why is this Important?
Frequently we see churches doing reactive maintenance as their only maintenance. 
• 
Tends to cost more! 
• 
Harder (or impossible) to budget for! 
• 
Can be more dangerous for building users!
Elements of a Successful & Effective Walk
Frequency 
• 
At LEAST once a month. 
• 
It is better if it can be done weekly.
Responsibility 
• 
This can be delegated. 
• 
There has to be accountability. 
– 
For doing the walks. 
– 
For following up. 
• 
There has to be a way to capture and track the information generated on the walk.
Documentation & Tracking
• 
You are busy.
• 
You are busy. 
• 
You have too much to do.
• 
You are busy. 
• 
You have too much to do. 
• 
You are frequently interrupted.
If you do not 
DOCUMENT and TRACK, it might as well not happen.
Effective Documentation & Tracking 
• 
One size does not fit all. Customize! 
• 
Carry a note pad and a camera/cell phone 
• 
Carry a map/floor plan 
• 
Create a master tracking list 
– 
Categorize and prioritize 
– 
Assign a follow-up date 
– 
Assign the repair or follow-up 
• 
Make notes like you have to testify 
– 
Big Red Truck Theory
Walking Your Facility & Grounds –What to Look For
Some of it is obvious.
Some things just have to become routine.
Some areas only need checked once or twice a year or after certain events.
Use common sense. If it looks wrong, it probably is.
Look closely, after a while the issue becomes part of the scenery.
Look up. Go in hidden places & closets. Look for camels.
Early detection reduces cost.
And keeps you out of my PowerPoints.
What to Look For Handout
Do as Much as You are Comfortable Doing 
• 
You can (and in some cases should) use outside resources to assist in this: 
– 
Outside contractors (roofing, plumbing) 
– 
Outside consultants 
– 
Internal volunteers (when qualified)
Questions???
Southern Cross Property Consultants 
www.southerncrosspc.com 
Matthew Boomhower 
matthew@southerncrosspc.com 
858/395-8657

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Church Network San Diego - 11-2014 Lunch Meeting - What to look for during a facility walk

  • 2. Who I Am • Architect • Extensive construction & facilities management experience • Father was a Lutheran Minister for 40 years and is happily retired in Ohio • Active member of First Lutheran Church, Downtown, San Diego • Bachelor of Architecture -University of Tennessee, Knoxville • JD, California Western School of Law
  • 3. Southern Cross Property Consultants • Facilities Management & Construction Management Consulting firm who specializes in working with Churches and Non-Profit Organizations. • Founded in 2002. • Currently working with a number of congregations on projects ranging from construction/renovation to applied facilities management.
  • 4. Objective • Learn how to walk your facility effectively and with a purpose. • Learn how to actively look at your facilities. • Learn what to look for to help maintain and to prevent surprises.
  • 5. Disclaimers • No Magic Wands! But not rocket science. • Give you an additional tool to help manage your facilities. • Only works if you actively participate.
  • 6. Questions for the Audience
  • 7. How many of you have staff members dedicated exclusively to facilities maintenance and/or operations?
  • 8. How many of you feel comfortable with your knowledge about the operation and maintenance requirements of your facilities?
  • 9. A starting point… My facilities manifesto.
  • 10. • Spending @ churches falls in 3 categories – Programs & Ministries – Staff (Ministry, Program, & Support) – Facilities • Failure to keep up with your congregation’s facilities will ultimately impact the timeand money available for the other two.
  • 11. • Congregations are obligated to be good stewards of the gifts that they have been given! • Stewardship requires planning. • Maintenance = Stewardship.
  • 12.
  • 13. Who Does Your Maintenance?
  • 14. • You need to understand who does your maintenance in order to know what to look for and how to capture that information. • Volunteers need different information than staff. • Outside vendors need different information than volunteers or staff.
  • 15.
  • 16.
  • 17. Your congregation believes: • If I can’t see it, it must be OK. • I am only at Church 2 hours a week, so the building is only aging that much. • If it breaks, (fill in the blank) will take care of it. • The church staff is entirely composed of facilities experts. • The church staff has a lot of free time to devote to maintenance in order to make sure that it is being done & being done correctly.
  • 18. You know: • Maintenance is much harder to sell than programs/staff. I know: • Maintenance doesn’t happen on it’s own.
  • 19.
  • 20. Why is this Important?
  • 21. Frequently we see churches doing reactive maintenance as their only maintenance. • Tends to cost more! • Harder (or impossible) to budget for! • Can be more dangerous for building users!
  • 22.
  • 23. Elements of a Successful & Effective Walk
  • 24. Frequency • At LEAST once a month. • It is better if it can be done weekly.
  • 25. Responsibility • This can be delegated. • There has to be accountability. – For doing the walks. – For following up. • There has to be a way to capture and track the information generated on the walk.
  • 27. • You are busy.
  • 28.
  • 29. • You are busy. • You have too much to do.
  • 30.
  • 31. • You are busy. • You have too much to do. • You are frequently interrupted.
  • 32.
  • 33. If you do not DOCUMENT and TRACK, it might as well not happen.
  • 34. Effective Documentation & Tracking • One size does not fit all. Customize! • Carry a note pad and a camera/cell phone • Carry a map/floor plan • Create a master tracking list – Categorize and prioritize – Assign a follow-up date – Assign the repair or follow-up • Make notes like you have to testify – Big Red Truck Theory
  • 35.
  • 36. Walking Your Facility & Grounds –What to Look For
  • 37. Some of it is obvious.
  • 38. Some things just have to become routine.
  • 39. Some areas only need checked once or twice a year or after certain events.
  • 40. Use common sense. If it looks wrong, it probably is.
  • 41. Look closely, after a while the issue becomes part of the scenery.
  • 42. Look up. Go in hidden places & closets. Look for camels.
  • 44. And keeps you out of my PowerPoints.
  • 45. What to Look For Handout
  • 46. Do as Much as You are Comfortable Doing • You can (and in some cases should) use outside resources to assist in this: – Outside contractors (roofing, plumbing) – Outside consultants – Internal volunteers (when qualified)
  • 48.
  • 49. Southern Cross Property Consultants www.southerncrosspc.com Matthew Boomhower matthew@southerncrosspc.com 858/395-8657