FM Playbook Pack — Pro

$49 — Facility Manager Dashboard, Maintenance Tracker, Vendor Onboarding + Vendor RFP Kit

What’s Inside (12 documents, 24 files)

  • FM Vendor Onboarding Form — standardise contractor onboarding with a consistent, audit-ready process
  • FM Preventive Maintenance Calendar — 12-month schedule organised by asset category and frequency
  • FM Cost Variance Tracker (Excel) — track actual vs. budgeted FM spend with auto-flagged variances
  • FM Lease Abstract Form — capture rent, review dates, and key lease terms in one place
  • FM Risk Register Template — log, rate, and track facility risks with mitigation actions and ownership
  • FM Monthly Reporting Deck (PowerPoint) — leadership-ready reporting with a KPI dashboard summary slide
  • FM Vendor RFP Kit — 5 documents to run a competitive FM service tender end to end
  • AI Prompts Reference — 30+ tested prompts (Claude and ChatGPT compatible) to populate every document
  • Quick Start ReadMe Guide — get operational in under 90 minutes

Preview

Who It’s For

  • FM Directors and Facility Managers managing multi-site or complex building portfolios
  • Building managers who need a documented maintenance schedule and vendor onboarding process
  • FM teams that need leadership-ready monthly reporting without spending 10+ hours on it
  • FM professionals preparing for an audit, ESG review, or board presentation

AI-Powered

Every template includes embedded AI prompts — paste into ChatGPT or Claude to auto-complete sections in minutes.

FAQ

Q: What file formats are included?

A: Editable Word (.docx) and PDF reference versions for all documents. The Pro Pack also includes an Excel (.xlsx) Cost Variance Tracker and a PowerPoint (.pptx) Monthly Reporting Deck.

Q: Are these files editable?

A: Yes. All .docx, .xlsx and .pptx files are fully editable in Microsoft Office 2016+ or Google Docs, Sheets and Slides (free). PDFs are read-only reference versions.

Q: What happens after I purchase?

A: You’ll receive a download link by email immediately after payment.

Q: What is your refund policy?

A: Due to the digital nature of these products, we do not offer refunds once a file has been downloaded. If your file is defective or fails to download, contact us within 48 hours and we’ll resolve it immediately.

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