Confidential Facility Assessment

Written by Ross Rains


NAME: ________________ DATE: _______ /_______ /______


Please answer the questions below to help your organizational leadership think through their present and future facility needs. Skip any questions that you do not understand or may not be relevant.

  1. Name of organization?

  2. Years in operation? How many years have you been part of the work?

  3. Mission or Vision of your organization?

  4. Values of your organization?

  5. Customer segments of your organization? i.e. what constituencies do you serve, work with?

  6. What is your annual budget?

  7. What per cent of your annual budget is allocated to: Staffing: Administration: Marketing / Fundraising: Facilities: Resources / Programs: Other:

  8. What are the primary income streams for your organization?

  9. What kind of image and functionality in one’s facility reflects the values and culture of your organization?

  10. What are the top things you like about your present office arrangement and location?

  11. How much do you spend monthly on rent? Break down the various elements that make up your total rent:

  12. How would you describe your ideal office setting moving forward? What current programs could you enhance? What new ones could you launch in an ideal office setting?

  13. What are the greatest areas of potential growth which did not materialize in the last couple of years? Did your current facility in any way contribute to this?

  14. What is the current and desired growth rate of the company? Budget? Staff? Volunteers?

  15. How could a move for your organization be announced/timed in such a way as to create community awareness and additional funding?

  16. What are the top three things you would value in the context of a move / new office situation?

  17. Are there any potential resistance barriers we need to be aware of with a move? (Internal and external.)

  18. Are there any sensitive issues we need to know about?

  19. What other organizational goals could potentially be leveraged with a move, from your perspective?

  20. What is your greatest fear about your business moving forward over the next two to five years?

When completed, email to the leader of your facility task force or to Ross at ross@thefocalpointgroup.com or fax to 1-866-319-4380.

Ross Rains leads a family run business that provides office facilities to over 100+ businesses and professional in the London – St. Thomas area, through 100,000+ sf of owned commercial office facilities. He is also the President of Tier1 Exec Corporation and coaches Entrepreneurs and CEOs in how to take their businesses to the next level.

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