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You do not need to work through every service in sequence.
Begin with a Signal Scan when preliminary evidence is needed. Move directly into an Institutional Operating Assessment when leadership already knows the problems are significant.
Institutions ready to diagnose and redesign the system can combine the Institutional Operating Assessment and Operating Model Assessment and Roadmap into one more efficient and lower cost engagement.
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Each service answers a different institutional question and produces a useful decision output. The next step is recommended only when the evidence, readiness and mandate justify it.
What structural conditions are driving the problems?
The Institutional Operating Assessment examines the institutional operating system around FM.It identifies how decisions are made, how work enters the system, where accountability breaks down, how priorities are established and whether authority is aligned with responsibility.
The result is not a generic improvement list. It is an evidence-based explanation of why the problems persist and which conditions must be corrected.
Deliverable: Root-cause findings across governance, alignment, workflow, performance, accountability and decision rights.
Is there enough evidence to justify a deeper assessment?
The Signal Scan provides a rapid, structured view of FM instability. Leadership and direct reports assess the function against indicators to identify recurring patterns, pressure points and structural conditions.
Its purpose is not to diagnose the entire operating model. It determines whether deeper investigation is warranted and where that work should focus.
Deliverable: Decision Brief, instability profile, key findings, existing strengths and recommended next step.
What should change, in what order and under whose authority?
The Operating Model Assessment and Roadmap converts diagnosis into a practical future-state design.It defines the required operating model, establishes priority decisions and sequences implementation so that structural changes occur in the right order.
Deliverable: Future-state operating model, prioritised implementation roadmap, governance requirements, decision authorities and implementation gateway.
Institutions that are already committed to meaningful change can commission the Institutional Operating Assessment and Operating Model Assessment and Roadmap as one integrated engagement.
Combining the work allows evidence gathering, stakeholder engagement and analysis to support both diagnosis and redesign. This reduces duplication, shortens the overall process and costs less than commissioning the two engagements separately.
How will leadership maintain momentum, governance and accountability?
Implementation Advisory provides retained support after the roadmap has been approved.
The institution remains responsible for implementation. Executive FM helps leadership maintain discipline, make consequential decisions, resolve emerging barriers and prevent the work from being displaced by immediate operational pressures.
Support may include milestone reviews, executive briefings, governance oversight, decision support and course correction.
Deliverable: Milestone reports, governance check-ins, executive briefings and course-correction plans.
How capable and sustainable is the FM function today?
The FM Maturity Assessment provides an objective baseline of FM capability. It examines institutional alignment, organisational capability and operational sustainability. Choose the Maturity Assessment when leadership needs to understand FM’s current capability, establish a credible baseline or identify maturity gaps that could create future risk.
Deliverable: Executive maturity report, capability profile, findings and interpretation, and a prioritised maturity-elevation path.
Most institutions begin with a conversation. The initial discussion determines what is already known, how significant the problems appear to be and whether the immediate need is preliminary evidence, structural diagnosis, operating-model redesign or implementation support.
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Budget certainty is important in the post-secondary sector so we only work on fixed price proposals. There is no risk of scope creep and projects that drag on and on.