Capital Planning Checklist
10 Essentials for Facility Managers
Managing capital priorities across a facility portfolio is challenging—especially when building envelope systems are aging, inconsistent, or poorly documented. That’s why we created this Capital Planning Checklist for Facility Managers.
Based on decades of experience with large-scale facilities in education, government, healthcare, and industry, this one-page resource helps ensure your capital plan is grounded in what matters most: system condition, service life, risk, and return.
What You'll Get
A one-page, actionable checklist covering five critical planning pillars:
1. Inventory Critical Building Envelope Systems
Ensure you’ve fully documented roofing, walls, windows, and structural components—across all sites.
2. Evaluate Existing Conditions & Risk Areas
Identify deficiencies, leaks, warranty issues, and gaps in condition assessments before they disrupt operations.
3. Analyze Remaining Service Life
Use material and age data to project future performance and replacement timelines.
4. Prioritize Projects Strategically
Rank repairs and upgrades based on urgency, safety, compliance, and financial impact.
5. Create a Multi-Year Capital Plan
Build a phased roadmap and align stakeholders on funding, timing, and investment priorities.
Why Organized, Purposeful Capital Planning Matters
Facility teams are under pressure to do more with less—especially in aging buildings. This checklist will help you:
Spot gaps in your current capital strategy
Prioritize high-risk systems and upcoming budget needs
Start building a roadmap that aligns technical, financial, and organizational goals
Download the Checklist
Fill out the form to access your copy of the Capital Checklist and take a data-driven step toward reducing risk, extending system life, and lowering total cost of ownership.
Submit the form below to access your PDF copy of the white paper.