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Performance indicators for facilities operation and maintenance (Part 1): Systematic classification and mapping

Joseph H.K. Lai (Department of Building Services Engineering, The Hong Kong Polytechnic University, Hong Kong, China)
Chun Sing Man (Department of Building Services Engineering, The Hong Kong Polytechnic University, Hong Kong, China)

Facilities

ISSN: 0263-2772

Article publication date: 9 August 2018

Issue publication date: 21 August 2018

1167

Abstract

Purpose

The purpose of this paper (Part 1 of 2) is to classify and map, in a systematic manner and from a facilities management (FM) perspective, the performance indicators that are applicable to evaluating facilities operation and maintenance (O&M) in commercial buildings.

Design/methodology/approach

Forming part of a multi-stage research project, the applicable performance indicators that had been identified from an extensive literature review were consolidated and defined. Based on a phase-hierarchy (P-H) model – a fundamental classification framework comprising three phases of facilities services delivery and three hierarchical FM levels – the indicators were systematically classified, and a map showing their distribution along the phase and hierarchy dimensions was obtained.

Findings

The P-H model enabled systematic classification of the 71 applicable indicators. Mapping the indicators with the model showed that more indicators concern the input or output phase of facilities services delivery. Indicators at the strategic level, which have a wide span of control, are small in quantity, compared to the large number of indicators at the operational level.

Research implications

The P-H model, which proves useful for classifying performance indicators for facilities in commercial buildings, may be applied to similar research on other types of buildings or infrastructures.

Practical implications

The method of classifying the performance indicators and the mapping result of the indicators are useful reference for different levels of FM practitioners.

Originality/value

This paper illustrates a novel attempt that made use of the P-H model to classify O&M performance indicators.

Keywords

Acknowledgements

The authors are grateful for the support of the Building Services Operation and Maintenance Executives Society (BSOMES) to the study reported here.

Citation

Lai, J.H.K. and Man, C.S. (2018), "Performance indicators for facilities operation and maintenance (Part 1): Systematic classification and mapping", Facilities, Vol. 36 No. 9/10, pp. 476-494. https://doi.org/10.1108/F-08-2017-0075

Publisher

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Emerald Publishing Limited

Copyright © 2018, Emerald Publishing Limited

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