How do you track and process work requests at your facility:
Legal Pad?
Excel spreadsheet?
Post-it Notes?
Cross your fingers, then hope and pray?
I would like to explore a better option for tracking work orders, service history, equipment inventory and condition, capital improvements, defective equipment log, vendor log, on-site maintenance, staff assignments…and so much more. We will take the next several weeks to investigate the needs of most churches to track work orders as well as being proactive tracking capital improvements to assist in your annual budgeting process.
To get started let’s develop some common language…here are some words and phrases that will help us in this discussion:
- Work Order Process: This process generally starts with a request from within your church/ministry that someone is asking to be addressed (i.e. It is too hot in our classroom, the copier is not working, the toilet is clogged, etc...sound familiar?). The work order is the necessary processed so that your team can facilitate the inspection, review, acceptance and fulfillment of the work order.
- Scheduled Maintenance: Work that reoccurs on a regular basis (or should occur on a regular basis). These can include Preventive Maintenance items (i.e. HVAC servicing, changing filters, systematic replacement of light bulbs, certification of fire extinguishers, regular maintenance on elevators and other systems with moving parts) as well as other items that need to be scheduled and tracked on a regular basis (i.e. housekeeping items, yard maintenance, mulch in the plant beds, window cleaning, carpet cleaning, etc, etc, etc).
- Capital Improvement/Reserves: These are items that are identified as having a predicted life cycle with a predetermined or expected end of its useful life/service. These would be items that would require capital funds to replace or significantly modify in order to extend or start a new Life Cycle (i.e. replacement of HVAC equipment, paving in the parking lot, replacing or re-coating roofing materials, replacement of floor coverings, etc).
- Vendor Management: Who does work on your facility? Is it by on-staff personnel…outside vendors…volunteers? Regardless of who does the work, you need to assign the work and then follow up on the completion of the work. You also need to track Certificates of Insurance for vendors that are not on staff at the church. There needs to be clear and definitive communication to all personnel that are performing services for the church including the assigning of work, tracking of the work, issuing the proper paper work (i.e. work orders, PO’s, work scopes, “not to exceed” amounts for the work, warranty fulfillment…and so much more). All of this would fall under the category of Vendor Management.
- Equipment Tracking/Inventory Control: Your facility has HVAC equipment, light fixtures, bulbs, plumbing fixtures, water heaters, kitchen equipment, IT equipment, office equipment, yard equipment, cleaning equipment…and the list goes on. So…what is your process for tracking the manufacturer, make, model, components, warranty remaining, quantity of items, service history (when was the last time this was serviced, repaired or replaced) and other aspects associated with this equipment? Do you even know the make and model number of all of your equipment…if not…why not?
OK…now that we have started to develop a common language, we will explore how a process and system can be developed to help you with managing your facilities. To keep this all in perspective, let’s not forget that our ministry facilities are large, complex, commercial structures…with lots of very expensive moving parts that need to be maintained, serviced and repaired. These facilities have been ENTRUSTED to us…so let’s do our part to steward them.
More to come next time…
