The Toolbox
Director and senior-level AI agent templates built for FM professionals. Copy a prompt, paste it into any AI assistant, and get to work.
34 templates
Strategic Facility Master Plan (Director Level)
Build a full 5-year Facility Master Plan covering capital projects, sustainability, staffing, and KPIs — three scenario options included.
SWOT Analysis — Facilities Department
Deep SWOT analysis for an FM department with SO/WO/ST/WT strategies and 90-day action steps for each priority.
Fishbone (Ishikawa) Diagram Analysis
Full 6M cause-and-effect analysis for any FM problem with root cause ranking, corrective actions, and 30/60/90-day milestones.
Preventive Maintenance Program Audit
Comprehensive PM audit covering asset criticality, CMMS data quality, labor efficiency, and contractor performance — with a letter-grade scorecard.
Energy Audit & Decarbonization Roadmap
Level 2 ASHRAE energy audit with a full opportunity matrix (savings, payback, rebates, carbon impact) and phased decarbonization roadmap.
Regulatory Compliance Gap Analysis
Full gap analysis across NFPA, OSHA, ADA, EPA, and industry-specific codes with risk ratings, remediation costs, and a compliance calendar.
Business Continuity & Emergency Response Plan
Comprehensive BCP/ERP covering BIA, ICS structure, critical systems redundancy, vendor continuity, and a training/exercise program.
Workforce Development & Succession Plan
Full talent strategy for FM departments — skills heat map, career ladders, succession readiness ratings, retention strategy, and a 3-year roadmap.
FM Budget Development & Defense
Zero-based FM budget framework covering OpEx, CapEx, BOMA/APPA benchmarking, risk-of-deferral analysis, and executive defense talking points.
Swim Lane Process Mapping
Detailed swim lane map with waste identification (TIMWOOD), process efficiency calculation, Theory of Constraints bottleneck analysis, and future state design.
Kaizen Event Planning Guide
Full 5-day Kaizen event plan with day-by-day agenda, gemba walk guide, deliverables list, ROI calculation, and 90-day sustainability plan.
Value Stream Mapping — FM Operations
End-to-end VSM exercise with process cycle efficiency benchmarking, TIMWOOD waste analysis, future state design, and projected labor savings.
5S Workplace Organization Program
Step-by-step 5S implementation plan for maintenance shops and storerooms — shadow boards, floor marking, audit scoring, and ROI calculation.
Control Chart & Statistical Process Control for FM
SPC implementation for any FM metric — chart type selection, UCL/LCL calculation, Nelson Rules analysis, Cpk capability, and ongoing control plan.
DMAIC Project Charter
Full Six Sigma DMAIC charter — VOC/CTQ tree, SIPOC, FMEA, RACI, control plan, and financial benefits validation, all in one structured document.
RFP Authoring & Vendor Scoring Matrix
Drafts a complete RFP (scope, SLAs, insurance, pricing, submission requirements) plus a weighted scoring rubric for vendor evaluation.
FM Service Contract Review
Reviews a pasted vendor contract and flags risky clauses, SLA penalties, scope creep, auto-renewal traps, and insurance gaps with severity and recommended edits.
SLA Drafting — In-House vs. Outsourced Services
Builds a service-level agreement with priority tiers, response/resolution targets, escalation ladder, KPI reporting, and credit/penalty structure for either model.
Life-Cycle Cost (LCA) Business Case
Total cost of ownership comparing repair vs. replace vs. retrofit for a major asset, with NPV, payback, risk, and a defensible recommendation.
Capital Reserve & Replacement Funding Model
Multi-year reserve schedule tying asset condition and replacement value to funded reserves, contribution rates, and funding scenarios to defend to finance.
Deferred Maintenance Prioritization Model
Ranks the deferred-maintenance backlog by risk, criticality, and cost-escalation impact into a fundable, defensible priority list.
Occupant Satisfaction Survey + Analysis Plan
Designs an FM occupant satisfaction survey and a full analysis-to-action plan, with dimensions, questions, distribution, scoring, and closed-loop reporting.
Executive Stakeholder Briefing Generator
Converts raw FM data (KPIs, spend, incidents) into a one-page, board-ready narrative with highlights, risks, and asks.
Move / Add / Change (MAC) Coordination Plan
End-to-end MAC workflow — intake to close — covering swing space, roles, SLAs, comms, and quality closeout for reorganizations or relocations.
Indoor Air Quality (IAQ) Response Plan
Investigation protocol, communication, and remediation framework for occupant IAQ complaints, aligned to ASHRAE 62.1 and EPA guidance.
ESG / Sustainability Reporting Narrative
Converts utility usage, asset, and project data into a GRI/SASB-aligned sustainability story for leadership, investors, or disclosures.
Retro-Commissioning (RCx) Plan
Full retro-commissioning scope — sequence-of-operations review, functional testing checklist, findings log, and savings verification methodology.
Pandemic / Infection-Control Readiness Plan
HVAC adjustments, enhanced cleaning, density rules, screening, and reopening communications framework aligned to CDC/ASHRAE/OSHA guidance.
FM Job Description Generator
Role-specific FM job description generator tuned to certifications, responsibilities, qualifications, and a benchmarked comp band.
New-Hire Onboarding Roadmap (30/60/90)
Role-tailored onboarding plan covering safety, CMMS, site orientation, stakeholder intros, and clear 30/60/90-day milestones.
Critical Procedure Knowledge Capture
Interview-style prompt that extracts undocumented tribal knowledge from a senior technician into a structured, audit-ready SOP.
CMMS Requirements & Selection Document
Defines CMMS functional and technical requirements, a vendor comparison matrix, and a data-migration plan for a defensible selection.
BAS Sequence of Operations Review
Audits building automation control sequences for energy and comfort issues, with concrete recommended edits and persistence safeguards.
Maintenance KPI Dashboard Design
Defines 10-12 maintenance KPIs with formulas, targets, data sources, and visualizations for a leadership PM/O&M scorecard.