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2011 IAMFA
Benchmarking Summary




             Keith McClanahan
             Facility Issues
             (928) 213-9767
             keithmcc@facilityissues.com
Benchmarking - What Is It?


  Bench . mark . ing: The search for
  industry best practices that lead to
  superior performance




    Facility Issues
                      IAMFA Benchmarking Summary
Benchmarking Groups Include…

  Museum and Cultural Institutions (IAMFA)
  Corporations with Multiple Sites
  Facility Managers Roundtable
  IFMA’s Utility Council
  Outsource Providers
  Telecommunications
  Distribution / Warehousing
  Research Facilities Benchmarking Group



   Facility Issues
                     IAMFA Benchmarking Summary
IAMFA Benchmarking Participation

  Year                             07 08 09 10 11

  First time participant 8                20       9   5   6
  Previous participant             42 40           42 46 42
  Total participation              50 60           51 51 48




    Facility Issues
                      IAMFA Benchmarking Summary
IAMFA Benchmarking




   Facility Issues
                     IAMFA Benchmarking Summary
IAMFA Benchmarking

2010




2011




       Facility Issues
                         IAMFA Benchmarking Summary
IAMFA Benchmarking
            2010                                  2011




   Facility Issues
                     IAMFA Benchmarking Summary
Benchmarking –
Why do institutions benchmark?

     To   show current performance
     To   show performance trends
     To   track sustainability
     To   learn from each other




      Facility Issues
                        IAMFA Benchmarking Summary
Benchmarking Process:
                  1.Update    survey & reach

                                           2.    Benchmarking
     8.   Repeat                                 Partners

7.   Track
                                                 3.   Gather Data

6.   Implement
     Ideas                                  4.   Publish
                                                 Comparisons

          5.   Focus on Those That
               Appear Better


      Facility Issues
                        IAMFA Benchmarking Summary
IAMFA Benchmarking –
Steering Committee Members
      • Joe Brennan – SFMOMA
      • Lauren Friedman, Getty
      • Charon Johnson, Library of Congress
      • Kendra Gastright - Smithsonian Institution
      • Guy Larocque – Canadian Museum of Civilization
      • Patrick Jones – Art Institute of Chicago
      • Randy Murphy – LACMA
      • Jack Plumb, National Library of Scotland
      • David Sanders, Natural History Museum
      • Kevin Streiter, High Museum of Atlanta
      • Tony van Noordenburg, Museum of Victoria
      • Harry Wanless – The British Library
      • Tony Young, Carnegie Museums

    Facility Issues
                      IAMFA Benchmarking Summary
IAMFA Benchmarking –
Steering Committee
Major Responsibilities…

• Review and adjustment of survey questions
• Assistance in identifying new participants
• Format and layout of Report
• Guidance in establishing the Benchmarking
  Meeting Agenda
• Always looking for ways to improve & add value



    Facility Issues
                      IAMFA Benchmarking Summary
Benchmarking Process:

                 1.    Update survey &
                       reach consensus
                                                         2.   Choose
                                                              Partners

                                                    3.    Gather Data

                                           4.   Publish
                                                Comparisons



     Facility Issues
                       IAMFA Benchmarking Summary
IAMFA Benchmarks                                   2011 Report




                                                 2009 Median: 23.73 KWH/GSF
  Facility Issues   IAMFA Benchmarking Summary   2010 Median: 23.50 KWH/GSF
IAMFA Benchmarks




  Facility Issues   IAMFA Benchmarking Summary
IAMFA Benchmarks




  Facility Issues   IAMFA Benchmarking Summary
IAMFA
Benchmarking –
Building Label




     Facility Issues
                       IAMFA Benchmarking Summary
IAMFA Benchmarks




  Facility Issues   IAMFA Benchmarking Summary
IAMFA Benchmarks - 2011




                                                 2009 Median: $14.87/GSF
  Facility Issues   IAMFA Benchmarking Summary
                                                 2010 Median: $11.80/GSF
IAMFA Benchmarks - 2011




  Facility Issues   IAMFA Benchmarking Summary
IAMFA Benchmarks




  Facility Issues   IAMFA Benchmarking Summary
IAMFA Benchmarks - 2011




  Facility Issues   IAMFA Benchmarking Summary
End of Report Cycle Reporting

Communication Strategy for Different Groups
    FM Organization – Key charts in a highly visible
     location
    Customers / Users – A short written summary
     report including where we stand and what we
     are doing to improve
    Senior Management – A Presentation of Key
     Findings and Action Plans


      Facility Issues
                        IAMFA Benchmarking Summary
Components of Successful Benchmarking

For the Final Report…
 Score Your Site by Category i.e Utilities,
  Maintenance, Custodial…
     Needs Work
     OK
     Doing Great
 Prioritize Action Items Based On Your
  Business Situation


   Facility Issues
                     IAMFA Benchmarking Summary
Benchmarking data in the past year
was used to…
    Establish operating budget for a new
     museum California
    Establish staffing levels for a new museum
     in Florida
    Evaluate outsourcing options
    Evaluate energy targets for cultural
     institutions in Australia
    Determine sourcing options for electricity
    Establish temperature/humidity set points
     in galleries
    Facility Issues
                      IAMFA Benchmarking Summary
Process:
              1.    Update survey &
                    reach consensus
                                                  2.   Choose
                                                       Partners
                                                        3.   Gather
                                                             Data
                                 Publish4.
                                 Comparisons
              5.    Focus on Those
                    That Appear Better
  Facility Issues
                     IAMFA Benchmarking Summary
Benchmarking Workshop




     Facility Issues
                       IAMFA Benchmarking Summary
Benchmarking Workshop




     Facility Issues
                       IAMFA Benchmarking Summary
Benchmarking Workshop




    Facility Issues
                      IAMFA Benchmarking Summary
Benchmarking
Workshop




    Facility Issues
                      IAMFA Benchmarking Summary
Benchmarking
Workshop

Overview of
each
participating
institution




       Facility Issues
                         IAMFA Benchmarking Summary
Benchmarking
Workshop




     Facility Issues
                       IAMFA Benchmarking Summary
2011 Report
IAMFA Benchmarks




  Facility Issues   IAMFA Benchmarking Summary
Benchmarking
Workshop –

Discussed CO2
control options &
implementation




       Facility Issues
                         IAMFA Benchmarking Summary
Benchmarking Workshop –
Temperature set points




      Facility Issues
                        IAMFA Benchmarking Summary
Discussed New
Lighting
Technologies

LED Lighting in
galleries



    Facility Issues
                      IAMFA Benchmarking Summary
Overall Trends …
Reducing energy costs
 / consumption
Emphasis on
 sustainability and
 “green”
Outsourcing doesn’t
 seem to be a big issue
 this year.


    Facility Issues
                      IAMFA Benchmarking Summary
Overall Trends …

Strategic Vision….
  • No / Minimal
    surprises
  • Understand
    Where They
    “Add Value”
  • Up to date
    Strategic Plans


     Facility Issues
                       IAMFA Benchmarking Summary
Overall Trends …
 Service Levels:
   • Basic services
   • Additional services
     (user pays)

 Improving productivity
   • Handhelds
   • Wrench-time
   • Increasing PM


    Facility Issues
                      IAMFA Benchmarking Summary
Thank
                                  You
Facility Issues
                  IAMFA Benchmarking Summary

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2011 Benchmarking Presentation Summary

  • 1. 2011 IAMFA Benchmarking Summary Keith McClanahan Facility Issues (928) 213-9767 keithmcc@facilityissues.com
  • 2. Benchmarking - What Is It? Bench . mark . ing: The search for industry best practices that lead to superior performance Facility Issues IAMFA Benchmarking Summary
  • 3. Benchmarking Groups Include…  Museum and Cultural Institutions (IAMFA)  Corporations with Multiple Sites  Facility Managers Roundtable  IFMA’s Utility Council  Outsource Providers  Telecommunications  Distribution / Warehousing  Research Facilities Benchmarking Group Facility Issues IAMFA Benchmarking Summary
  • 4. IAMFA Benchmarking Participation Year 07 08 09 10 11 First time participant 8 20 9 5 6 Previous participant 42 40 42 46 42 Total participation 50 60 51 51 48 Facility Issues IAMFA Benchmarking Summary
  • 5. IAMFA Benchmarking Facility Issues IAMFA Benchmarking Summary
  • 6. IAMFA Benchmarking 2010 2011 Facility Issues IAMFA Benchmarking Summary
  • 7. IAMFA Benchmarking 2010 2011 Facility Issues IAMFA Benchmarking Summary
  • 8. Benchmarking – Why do institutions benchmark?  To show current performance  To show performance trends  To track sustainability  To learn from each other Facility Issues IAMFA Benchmarking Summary
  • 9. Benchmarking Process: 1.Update survey & reach 2. Benchmarking 8. Repeat Partners 7. Track 3. Gather Data 6. Implement Ideas 4. Publish Comparisons 5. Focus on Those That Appear Better Facility Issues IAMFA Benchmarking Summary
  • 10. IAMFA Benchmarking – Steering Committee Members • Joe Brennan – SFMOMA • Lauren Friedman, Getty • Charon Johnson, Library of Congress • Kendra Gastright - Smithsonian Institution • Guy Larocque – Canadian Museum of Civilization • Patrick Jones – Art Institute of Chicago • Randy Murphy – LACMA • Jack Plumb, National Library of Scotland • David Sanders, Natural History Museum • Kevin Streiter, High Museum of Atlanta • Tony van Noordenburg, Museum of Victoria • Harry Wanless – The British Library • Tony Young, Carnegie Museums Facility Issues IAMFA Benchmarking Summary
  • 11. IAMFA Benchmarking – Steering Committee Major Responsibilities… • Review and adjustment of survey questions • Assistance in identifying new participants • Format and layout of Report • Guidance in establishing the Benchmarking Meeting Agenda • Always looking for ways to improve & add value Facility Issues IAMFA Benchmarking Summary
  • 12. Benchmarking Process: 1. Update survey & reach consensus 2. Choose Partners 3. Gather Data 4. Publish Comparisons Facility Issues IAMFA Benchmarking Summary
  • 13. IAMFA Benchmarks 2011 Report 2009 Median: 23.73 KWH/GSF Facility Issues IAMFA Benchmarking Summary 2010 Median: 23.50 KWH/GSF
  • 14. IAMFA Benchmarks Facility Issues IAMFA Benchmarking Summary
  • 15. IAMFA Benchmarks Facility Issues IAMFA Benchmarking Summary
  • 16. IAMFA Benchmarking – Building Label Facility Issues IAMFA Benchmarking Summary
  • 17. IAMFA Benchmarks Facility Issues IAMFA Benchmarking Summary
  • 18. IAMFA Benchmarks - 2011 2009 Median: $14.87/GSF Facility Issues IAMFA Benchmarking Summary 2010 Median: $11.80/GSF
  • 19. IAMFA Benchmarks - 2011 Facility Issues IAMFA Benchmarking Summary
  • 20. IAMFA Benchmarks Facility Issues IAMFA Benchmarking Summary
  • 21. IAMFA Benchmarks - 2011 Facility Issues IAMFA Benchmarking Summary
  • 22. End of Report Cycle Reporting Communication Strategy for Different Groups  FM Organization – Key charts in a highly visible location  Customers / Users – A short written summary report including where we stand and what we are doing to improve  Senior Management – A Presentation of Key Findings and Action Plans Facility Issues IAMFA Benchmarking Summary
  • 23. Components of Successful Benchmarking For the Final Report…  Score Your Site by Category i.e Utilities, Maintenance, Custodial…  Needs Work  OK  Doing Great  Prioritize Action Items Based On Your Business Situation Facility Issues IAMFA Benchmarking Summary
  • 24. Benchmarking data in the past year was used to…  Establish operating budget for a new museum California  Establish staffing levels for a new museum in Florida  Evaluate outsourcing options  Evaluate energy targets for cultural institutions in Australia  Determine sourcing options for electricity  Establish temperature/humidity set points in galleries Facility Issues IAMFA Benchmarking Summary
  • 25. Process: 1. Update survey & reach consensus 2. Choose Partners 3. Gather Data Publish4. Comparisons 5. Focus on Those That Appear Better Facility Issues IAMFA Benchmarking Summary
  • 26. Benchmarking Workshop Facility Issues IAMFA Benchmarking Summary
  • 27. Benchmarking Workshop Facility Issues IAMFA Benchmarking Summary
  • 28. Benchmarking Workshop Facility Issues IAMFA Benchmarking Summary
  • 29. Benchmarking Workshop Facility Issues IAMFA Benchmarking Summary
  • 30. Benchmarking Workshop Overview of each participating institution Facility Issues IAMFA Benchmarking Summary
  • 31. Benchmarking Workshop Facility Issues IAMFA Benchmarking Summary
  • 32. 2011 Report IAMFA Benchmarks Facility Issues IAMFA Benchmarking Summary
  • 33. Benchmarking Workshop – Discussed CO2 control options & implementation Facility Issues IAMFA Benchmarking Summary
  • 34. Benchmarking Workshop – Temperature set points Facility Issues IAMFA Benchmarking Summary
  • 35. Discussed New Lighting Technologies LED Lighting in galleries Facility Issues IAMFA Benchmarking Summary
  • 36. Overall Trends … Reducing energy costs / consumption Emphasis on sustainability and “green” Outsourcing doesn’t seem to be a big issue this year. Facility Issues IAMFA Benchmarking Summary
  • 37. Overall Trends … Strategic Vision…. • No / Minimal surprises • Understand Where They “Add Value” • Up to date Strategic Plans Facility Issues IAMFA Benchmarking Summary
  • 38. Overall Trends … Service Levels: • Basic services • Additional services (user pays) Improving productivity • Handhelds • Wrench-time • Increasing PM Facility Issues IAMFA Benchmarking Summary
  • 39. Thank You Facility Issues IAMFA Benchmarking Summary