Strategic foundations that establish how your facilities function—through smart structure, clear procedures, and dependable guidance.
At NelsonFM Solutions, we help organizations build the backbone of their facilities operations. Our Planning & Policy services are focused on setting up the systems, frameworks, and structures that keep your spaces running smoothly—from the first brick to long-term evolution.
Whether you’re launching a new location, restructuring an existing department, or formalizing standards across your portfolio, we help you think bigger, plan smarter, and operate with purpose.
Our Planning & Policy Consulting Services
We offer tailored support.
Department & Organizational Setup
- Designing FM department structure
- Role definition & staffing models
- Service delivery model development
- Transition planning from outsourced to in-house (or vice versa)
- Workflow and communication mapping
- Cross-functional alignment with HR, IT, and Finance
- Change management planning
Strategic Planning
- Multi-year FM strategic plans
- Portfolio alignment to organizational goals
- Facilities Master Planning
- Capital lifecycle planning
- Operational readiness planning for new builds
- Long-term cost forecasting
- Growth and expansion scenario planning
Policy & Procedure Development
- SOPs (Standard Operating Procedures)
- Preventive maintenance policies
- Health & safety compliance protocols
- Emergency response procedures
- Environmental & sustainability policies
- Contractor/vendor management guidelines
- Space allocation and utilization policies
- Asset tagging and tracking procedures
- Quality assurance & inspection standards
- Energy management and conservation plans
Site & Location Strategy
- Site selection and feasibility analysis
- FM considerations during real estate planning
- Facility activation planning
- Decommissioning and closure plans
- Operational risk assessments
- Accessibility planning (AODA, CSA, etc.)
- Workspace standards and design principles
Governance & Oversight Frameworks
- FM policy handbooks and manuals
- Compliance tracking tools
- Performance measurement systems
- Governance models for decentralized operations
- Board or executive reporting packages
- Internal audit readiness
Technology & Data Integration Planning
- CMMS/EAM planning and selection guidance
- Data structure strategy for asset tracking
- Information standards (naming, coding, documentation)
- Integration roadmaps for digital tools
- Workflow automation planning
- Dashboards and reporting system blueprints
All services are customized to your needs, people, and culture. Whether starting from scratch or building on what exists, we bring clarity, structure, and long-term confidence to your facilities operations.