Lecture 4
Facility Planning Sequence and Program Planning Using
Technology
Lectured by Prof. Jese Role @ UEAB 2008
What is Facilities Program Management?
Facilities program management is a comprehensive method of managing all capital resource needs, including planning, design, and construction.
Program management provides a single-source professional agent representing the school board,
like an in-house facilities department. Program management may be provided by a construction
company, architect, or engineering firm. It is most successful when provided by a company that
specializes in this service.Lectured by Prof. Jese Role @ UEAB 2008
Leaders Technology Leaders Technology ManagementManagement
Technology management ensures that each step toward technology use (as small as it may be) supports and
educationally appropriate and definable goal. Only when educational goals are well defined and technology is
selected to support those goals can a successful learning environment be planned and designed. If we believe that
"form follows function" then the form of the learning environment must respond to the instructional program
and the technology that supports it. An outline of the planning process, including technology management and
facility design, is provided below.Lectured by Prof. Jese Role @ UEAB 2008
Facilities program management can include the use of technology in the following professional
servicesComprehensive district-wide facility needs assessment Existing building conditional analysis Demographic analysis and long-term master planning Budget confirmation for referendum determination Educational specifications preparation Scheduling of architectural and engineering services Plan review/value engineering to maximize money spent against
design solution and construction quality Bid analysis and award Construction supervision and/or construction management Post-occupancy evaluation (to improve the next project!) Lectured by Prof. Jese Role @ UEAB 2008
Facilities program Facilities program management falls into three management falls into three
general categories:general categories:
Pre-planning Design Scheduling and Plan Review Construction Administration
Lectured by Prof. Jese Role @ UEAB 2008
Integrating Integrating Technology in Technology in
Leadership and Leadership and Educational Educational attached to attached to
Planning and Planning and DesignDesign
Lectured by Prof. Jese Role @ UEAB 2008
Selecting a Facilities Program Management Firm
Selecting the right program management planners who are experienced in all curriculum areas and technology
Full-time architectsFull-time engineers (mechanical, electrical, structural)Full-time Uniform Building Code inspectorsLicensed contractorsCost estimators
Requirements:
Most of all, does the firm have experience in educational facilities? Schools are special!
Lectured by Prof. Jese Role @ UEAB 2008
GOALS
TECHNOLOGY MANAGEMENT
DEFINE FACILITY NEEDSEVALUATE EXISTING RESOURCES
OBJECTIVES
TECHNOLOGY SCHEMATIC PLANDEVELOP MASTER PLAN
PROJECT DESIGN
PROJECT CONSTRUCTION
POST. OCCUPANCY EVALUATION
RECORDINGINVENTORY
PURCHASING
RESOURCES DISTRIBUTION
VISIONMISSIONLAYOUT CHART FOR
LEADERS USING TECHNOLOGY
Lectured by Prof. Jese Role @ UEAB 2008
Goals: Create well-defined goals
statements for the entire school district as well as each part,
including instructional programs, administrative functions, and
support services.
Lectured by Prof. Jese Role @ UEAB 2008
GOALS
OBJECTIVES
VISIONMISSIONLAYOUT CHART FOR
LEADERS USING TECHNOLOGY
Lectured by Prof. Jese Role @ UEAB 2008
Objectives: Define clearly and in measurable terms the
outcomes to be accomplished by each part of the educational program.
Lectured by Prof. Jese Role @ UEAB 2008
GOALS
TECHNOLOGY MANAGEMENT
OBJECTIVES
VISIONMISSIONLAYOUT CHART FOR
LEADERS USING TECHNOLOGY
Lectured by Prof. Jese Role @ UEAB 2008
Technology Management: Technology Management: Evaluate which technology types can Evaluate which technology types can bestbest meet the district’s meet the district’s
goals and objectives. Define precisely the type and extent of goals and objectives. Define precisely the type and extent of technology to be used. Look at the "big picture." Cluster technology to be used. Look at the "big picture." Cluster common technology types where appropriate to improve common technology types where appropriate to improve
efficiency and save money. Consider testing your proposed efficiency and save money. Consider testing your proposed technology in an existing classroom or administration area technology in an existing classroom or administration area
before turning it over to the design team. before turning it over to the design team. Work out the Work out the "bugs" in advance."bugs" in advance. Visit existing applications in education Visit existing applications in education or industry, and judge their successes carefully. or industry, and judge their successes carefully. Make sure Make sure it really works!it really works! Time well spent in the beginning can save Time well spent in the beginning can save
money and improve design communications.money and improve design communications.
Lectured by Prof. Jese Role @ UEAB 2008
GOALS
TECHNOLOGY MANAGEMENT
OBJECTIVES
TECHNOLOGY SCHEMATIC PLANDEVELOP MASTER PLAN
VISIONMISSIONLAYOUT CHART FOR
LEADERS USING TECHNOLOGY
Lectured by Prof. Jese Role @ UEAB 2008
Technology Schematic Plan: Develop a specific schematic diagram that
illustrates all networking requirement - within the individual classroom, between
classrooms, between departments, between buildings, and with distant
sources.
Lectured by Prof. Jese Role @ UEAB 2008
GOALS
TECHNOLOGY MANAGEMENT
DEFINE FACILITY NEEDSEVALUATE EXISTING RESOURCES
OBJECTIVES
TECHNOLOGY SCHEMATIC PLANDEVELOP MASTER PLAN
VISIONMISSIONLAYOUT CHART FOR LAYOUT CHART FOR
LEADERS LEADERS USING TECHNOLOGYUSING TECHNOLOGY
Lectured by Prof. Jese Role @ UEAB 2008
Define Facility Needs: Define the learning environments based on the instructional program
goals, activities, and technology applications. This is the role of
educational specifications.
Lectured by Prof. Jese Role @ UEAB 2008
GOALS
TECHNOLOGY MANAGEMENT
DEFINE FACILITY NEEDSEVALUATE EXISTING RESOURCES
OBJECTIVES
TECHNOLOGY SCHEMATIC PLANDEVELOP MASTER PLAN
VISIONMISSIONLAYOUT CHART FOR LAYOUT CHART FOR
LEADERS LEADERS USING TECHNOLOGYUSING TECHNOLOGY
Lectured by Prof. Jese Role @ UEAB 2008
Evaluate Existing Buildings:
Thoroughly evaluate existing buildings to Thoroughly evaluate existing buildings to determine their adequacy for accomplishing determine their adequacy for accomplishing
the district’s educational goals and the district’s educational goals and particularly the goals for technology. particularly the goals for technology.
Understand clearly the conditions of each Understand clearly the conditions of each construction system and their future life-construction system and their future life-
cycle costs for continued usecycle costs for continued use.
Lectured by Prof. Jese Role @ UEAB 2008
GOALS
TECHNOLOGY MANAGEMENT
DEFINE FACILITY NEEDSEVALUATE EXISTING RESOURCES
OBJECTIVES
TECHNOLOGY SCHEMATIC PLANDEVELOP MASTER PLAN
RECORDINGINVENTORY
PURCHASING
RESOURCES DISTRIBUTION
VISIONMISSIONLAYOUT CHART FOR LAYOUT CHART FOR
LEADERS LEADERS USING TECHNOLOGYUSING TECHNOLOGY
Lectured by Prof. Jese Role @ UEAB 2008
Develop Facility Master Plans:
Develop district-wide and building-Develop district-wide and building-level master plans that consider level master plans that consider
future enrollments, programs, new future enrollments, programs, new construction/remodeling, budget, construction/remodeling, budget,
and schedule.and schedule.
Lectured by Prof. Jese Role @ UEAB 2008
GOALS
TECHNOLOGY MANAGEMENT
DEFINE FACILITY NEEDSEVALUATE EXISTING RESOURCES
OBJECTIVES
TECHNOLOGY SCHEMATIC PLANDEVELOP MASTER PLAN
PROJECT DESIGN
VISIONMISSIONLAYOUT CHART FOR LAYOUT CHART FOR
LEADERS LEADERS USING TECHNOLOGYUSING TECHNOLOGY
Lectured by Prof. Jese Role @ UEAB 2008
Project Design:
Select your planning and design Select your planning and design team carefully. Participate in the team carefully. Participate in the
process. process.
Lectured by Prof. Jese Role @ UEAB 2008
GOALS
TECHNOLOGY MANAGEMENT
DEFINE FACILITY NEEDSEVALUATE EXISTING RESOURCES
OBJECTIVES
TECHNOLOGY SCHEMATIC PLANDEVELOP MASTER PLAN
PROJECT DESIGN
PROJECT CONSTRUCTIONRECORDINGINVENTORY
PURCHASING
RESOURCES DISTRIBUTION
VISIONMISSIONLAYOUT CHART FOR LAYOUT CHART FOR
LEADERS LEADERS USING TECHNOLOGYUSING TECHNOLOGY
Lectured by Prof. Jese Role @ UEAB 2008
Project Construction:
Project construction must be monitored carefully.
Lectured by Prof. Jese Role @ UEAB 2008
GOALS
TECHNOLOGY MANAGEMENT
DEFINE FACILITY NEEDSEVALUATE EXISTING RESOURCES
OBJECTIVES
TECHNOLOGY SCHEMATIC PLANDEVELOP MASTER PLAN
PROJECT DESIGN
PROJECT CONSTRUCTION
POST. OCCUPANCY EVALUATION
RECORDINGINVENTORY
PURCHASING
RESOURCES DISTRIBUTION
VISIONMISSIONLAYOUT CHART FOR LAYOUT CHART FOR
LEADERS LEADERS USING TECHNOLOGYUSING TECHNOLOGY
Lectured by Prof. Jese Role @ UEAB 2008
Post-Occupancy Post-Occupancy Evaluations: Evaluations:
After the building id built, test it. See if it meets the program and technology
objectives. Document strengths and weaknesses so improvements can be
made in future projects.
Lectured by Prof. Jese Role @ UEAB 2008
GOALS
TECHNOLOGY MANAGEMENT
DEFINE FACILITY NEEDSEVALUATE EXISTING RESOURCES
OBJECTIVES
TECHNOLOGY SCHEMATIC PLANDEVELOP MASTER PLAN
PROJECT DESIGN
PROJECT CONSTRUCTION
POST. OCCUPANCY EVALUATION
RECORDINGINVENTORY
PURCHASING
RESOURCES DISTRIBUTION
VISIONMISSIONLAYOUT CHART FOR
LEADERS USING TECHNOLOGY
Lectured by Prof. Jese Role @ UEAB 2008
Lectured by Prof. Jese Role @ UEAB 2008