Facilities Manager Onboarding Checklist

Facilities Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Facilities Manager starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Operations onboarding experience or just need an onboarding checklist for your new Facilities Manager, you’re in the right place. We’ve put together a sample Facilities Manager onboarding checklist below and have created onboarding templates & resources to help.

Facilities Manager Onboarding Checklist

1. Introduction to company culture and values: The facilities manager should be provided with an overview of the company’s culture and values, including its mission, vision, and core principles. This task is typically performed by the HR department or a designated company representative.

2. Familiarization with company policies and procedures: The facilities manager should receive a comprehensive orientation on the company’s policies and procedures, including those related to safety, security, maintenance, and emergency response. This task is usually conducted by the facilities management team or a designated supervisor.

3. Introduction to key stakeholders: The facilities manager should be introduced to key stakeholders within the company, such as department heads, executives, and other facilities management team members. This task is typically coordinated by the facilities management team or a designated supervisor.

4. Review of facility infrastructure: The facilities manager should be provided with a detailed review of the company’s facility infrastructure, including building layouts, utility systems, equipment, and maintenance schedules. This task is usually performed by the facilities management team or a designated supervisor.

5. Training on facility management software and tools: The facilities manager should receive training on any software or tools used for facility management, such as computer-aided facility management (CAFM) systems, maintenance management software, or energy management systems. This task is typically conducted by the IT department or a designated trainer.

6. Familiarization with maintenance and repair procedures: The facilities manager should be familiarized with the company’s maintenance and repair procedures, including how to submit work orders, coordinate with external vendors, and prioritize tasks. This task is usually performed by the facilities management team or a designated supervisor.

7. Understanding of budgeting and financial processes: The facilities manager should gain an understanding of the company’s budgeting and financial processes related to facility management, including expense tracking, cost analysis, and procurement procedures. This task is typically coordinated by the finance department or a designated supervisor.

8. Health and safety training: The facilities manager should receive comprehensive health and safety training, including emergency response protocols, fire safety procedures, and compliance with occupational health and safety regulations. This task is usually conducted by the facilities management team or a designated safety officer.

9. Introduction to sustainability initiatives: The facilities manager should be introduced to the company’s sustainability initiatives, including energy conservation programs, waste management practices, and green building certifications. This task is typically performed by the facilities management team or a designated sustainability coordinator.

10. Review of vendor contracts and relationships: The facilities manager should review existing vendor contracts and establish relationships with key vendors, such as janitorial services, security providers, and maintenance contractors. This task is usually coordinated by the facilities management team or a designated supervisor.

11. Familiarization with facility-specific regulations: The facilities manager should become familiar with any facility-specific regulations or permits required for the operation of the company’s facilities, such as building codes, environmental permits, or health department regulations. This task is typically performed by the facilities management team or a designated compliance officer.

12. Introduction to emergency response plans: The facilities manager should be provided with an overview of the company’s emergency response plans, including evacuation procedures, crisis communication protocols, and coordination with local authorities. This task is usually conducted by the facilities management team or a designated safety officer.

13. Collaboration with other departments: The facilities manager should collaborate with other departments, such as HR, IT, finance, and operations, to understand their facility-related needs and ensure effective communication and coordination. This task is typically coordinated by the facilities management team or a designated supervisor.

14. Performance expectations and goal setting: The facilities manager should discuss performance expectations and establish goals with their supervisor, including key performance indicators (KPIs) related to facility management, cost control, and customer satisfaction. This task is usually performed by the facilities management team or a designated supervisor.

15. Ongoing professional development opportunities: The facilities manager should be informed about ongoing professional development opportunities, such as conferences, workshops, or certifications, to enhance their skills and stay updated with industry best practices. This task is typically coordinated by the facilities management team or the HR department

Setting Up Your Employee Onboarding Process

From reading through the items in the example Facilities Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Facilities Manager up to speed and working well in your Operations team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.