Service planning

Write a facilities specification people can use.

Define the spaces, tasks, frequencies and standards before comparing prices.

A short description such as “cleaning and maintenance” leaves too much open to interpretation. A useful specification makes the work visible and gives both parties a fair basis for checking delivery.

01

Describe the spaces and users

List the included areas, occupancy and operating hours. Identify restricted spaces, welfare facilities and any activity that changes the workload.

02

Separate routine and periodic work

Daily tasks, periodic deep cleaning and responsive requests should not be hidden in the same line. Define which are included and which require additional authorisation.

03

Allocate materials and access

Agree equipment, consumables, storage, keys and the contact for access problems. The plan should describe what happens when a task cannot be completed.

04

Define an observable standard

Use criteria the supervisor and client can review against the task. Record the result and any exceptions rather than relying on an unexplained score.

05

Create a change process

Occupancy, layout and operating hours move over time. Agree how the specification, price and schedule will be reviewed when the service requirement changes.

Bring this to the conversation

Your planning checklist.

  • Included areas and operating times
  • Task and frequency schedule
  • Routine and additional work
  • Materials and access responsibilities
  • Quality-check criteria
  • Service change and review process
Download a planning worksheet
SYREX Facilities

Tell us what needs to work better.

Tell us the location, the task and the timescale. We’ll connect you with the relevant team.

Discuss your requirement
Across SYREX Group

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& affiliations.

Johnson Controls
IPSA Corporate Member
BSIA Probationary Member
SafeContractor Approved
RISQS Verified
Jola Certified Partner — 5+ Years
Dahua Technology Integrator Partner

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