At macro level planning, the plans of the site are developed. These plans should include number, size, and location of buildings. It should also include infrastructure such as roads, rail, water, and energy. Planning of this stage has the greatest strategic impact on the facility planning decision. This is the time to look ahead and consider the different impacts and site and plant expansions leading to the eventual site saturation. Planning at the macro level stage should include the following:
Development of a facility master plan to guide facility investments over a multi-year period.
Facility layout, space allocation, and capacity.
Development of space standards.
Facility Master Plan
The facility master plan helps plan:
Right services: The right services consistent with the organisation’s mission, strategic initiatives, and market;
Of the right size, based on projected demand, staffing, and equipment/technology;
At the right location based on access, operational efficiency, and building suitability;
With the right financial structure.
Facility master planning strategy involves examining the existing facilities; the sizing of future facilities and site amenities; the integration of these facilities into the site; traffic flow and circulation; and the analysis of any impact that this development will have on the site with respect to environmental issues.
The areas it covers include:
Traffic Impact Analysis
Site Engineering Analysis
Needs Assessment Survey
Interior Space Planning
Adaptive Reuse Study
The master planning team’s work is broadly divided into two phases: Phase I deals with information gathering and analysis. Phase II addresses the synthesis of gathered information into the development of a master plan.
Steps involved in Phase I
A review of the development history of the business;
Evaluation in the local and regional context;
Planned current and projected conditions;
It starts with collecting baseline data on market dynamics, workload trends, current space allocation, and perceived facility, operational, and technology issues.
Steps involved in Phase II
Phase II synthesizes and integrates numerous strands of information gathered into an organised plan.
Orderly approach to master planning and the growth during a specified planning period.
The master planners, at this stage, formulate approaches to such ‘big picture’ issues as image, identity, character, and visions of the future of the organisation within a broader, societal context.
The current market strategies and business plans, potential operations restructuring initiatives, and planned investments in new equipment, information technology, and other capital requirements (e.g., infrastructure upgrading) are reviewed.
The facility master plan provides a detailed phasing/implementation plan, which also serves as a ‘road map’ to guide facility investments over a multi-year period.
It identifies immediate, short-term, and long-range “projects” with corresponding capital requirements and its sequencing. This is compared with current industry practice.