This report gives facility managers a step-by-step system to build fundable, strategic business cases that secure C-suite approval for the right projects at the right time.
Chapter 7 of the report includes a ready-to-use, four-part Word template designed to accompany any FM business case. Download it here and customize it for your initiative.
Facility managers hold mission-critical responsibilities — operational continuity, risk management, compliance, employee experience, and cost stewardship — yet too often struggle to secure executive attention and funding.
Using the 5Ps framework (Purpose, Problem, Process, Product, and Presentation), this report moves any FM initiative from intent to a fundable decision. It covers how to price the status-quo baseline, present real options, quantify financial outcomes, and close with leadership in a structured six-slide story.
The report also includes a practical financial toolkit for building cash-flow models, a defensible procurement playbook with two-envelope RFP guidance, and category-specific playbooks for HVAC, roofing, janitorial, FM software, elevators, and general renovation.
Seven chapters covering every step from framing the problem to presenting to the C-suite and closing the deal.
How the C-suite thinks, what evidence wins approval, and the FM Analyst mindset for translating operational data into executive action.
Build cash-flow models and calculate ROI, IRR, NPV, payback, and TCO. Includes sensitivity analysis and a fully worked chiller-plant example.
Two-envelope RFPs, qualifications-based selection, vendor scoring, warranty value, and negotiation tactics that protect lifecycle value.
Pre-brief leaders, deliver the six-slide story, handle common objections, and close with decision owners and timelines.
A quick-reference cheat sheet synthesizing the full report into an actionable guide for building business cases on the fly.
The four-page Word template available for download above — plus category-specific versions for HVAC, roofing, janitorial, FM software, and more.
The complete guide covers financial modeling, procurement strategy, C-suite presentation techniques, and category-specific playbooks.
Access the Full Report from IFMA