SUSTAINABILITY CAPITAL PLANNING TOOL

• US 20100223101A1
• Filed: 02/03/2010
• Published: 09/02/2010
• Est. Priority Date: 02/03/2009
• Status: Abandoned Application

• Current Assignee: Albert Kahn Associates, Inc.
• Original Assignee: Albert Kahn Associates, Inc.
• Inventors: Montague, Wiley C., Walden, Timothy R.
• Application Number:
  US12/699,615
• Publication Number:
  US 20100223101A1
• Time in Patent Office: Days
• US Class Current: 705/10
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 10/067 Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/103 Workflow collaboration or project management
• CPC Class Codes: G06Q 30/018 Certifying business or products

Abstract

A method of sustainability capital planning includes a first phase, a second phase, a third phase and a fourth phase. The first phase may include performing a business and environmental strategy analysis. The second phase may include performing a high level site and facility assessment. The third phase may include performing a strategic facility mapping process. The fourth phase may include performing a strategic facility planning process.

Claims

1. A method of sustainability capital planning comprising:

a first phase comprising performing a business and environmental strategy analysis;

a second phase comprising performing a high level site and facility assessment;

a third phase comprising performing a strategic facility mapping process; and

a fourth phase comprising performing a strategic facility planning process.

2. The method according to claim 1, wherein said first phase comprises performing at least one of identifying key business and environmental strategy milestones, analyzing current and future business demand, translating business demand into facility demand and providing a basis for facility utilization, identifying key sustainability criteria that provide the greatest return on investment and alignment with client strategy, assessing current impact statement, developing a balance scorecard and business strategy mapping.

3. The method according to claim 1, wherein said second phase comprises performing at least one of collecting data representative of current real world conditions, generating site assessments, generating facility assessments, generating facility operation assessments, generating environment compliance assessment and categorizing site and facility issues into SWOT categories.

4. The method according to claim 1, wherein said third phase comprises performing at least one of developing site and facility initiatives, evaluating and prioritizing site and facility initiatives and clustering key business strategies with site and facility initiatives.

5. The method according to claim 1, wherein said fourth phase comprises performing at least one of generating a facility vision, mission and key strategies, generating a current real estate profile and condition assessment, generating compliance plans, generating a project implementation plan and generating a projected facility capital and cost plan.

6. The method according to claim 1, wherein said first phase generates one or more deliverables selected from the group consisting of key business and environmental strategy milestones, current and future facility demand, key sustainability criteria, impact statement assessment, balance score card and business strategy map.

7. The method according to claim 1, wherein said second phase generates one or more deliverables selected from the group consisting of site assessment, facility assessment, environmental compliance assessment, and SWOT analysis of site and facility issues.

8. The method according to claim 1, wherein said third phase generates one or more deliverables selected from the group consisting of site and facility scope, capital cost and timing, balance scorecard evaluation and strategic facility map.

9. The method according to claim 1, wherein said fourth phase generates one or more deliverables selected from the group consisting of facility vision, mission and key strategies, current real estate profile and condition, compliance plans, project implementation plan and projected facility capital and cost plan.

10. A sustainable capital planning tool comprising:

a computer system; and

a computer readable storage medium connected to said computer system and storing one or more software programs, said one or more software programs comprising processor executable instructions configured to cause the computer system to perform computational steps associated with a business and environmental strategy analysis, a high level site and facility assessment, a strategic facility mapping process, and a strategic facility planning process.

11. The sustainable capital planning tool according to claim 10, wherein at least one of said one or more software programs comprise a Business and Facility Alignment module that includes a spreadsheet configured to align and prioritize a Strategic Business Analysis component, a Sustainable Credits component, and a Facility Condition Assessment component.

12. The sustainable capital planning tool according to claim 11, wherein the Business and Facility Alignment module comprises a form designed to align the input of sustainable facility improvement projects and business goals identified in a Business Strategy Analysis module.

13. The sustainable capital planning tool according to claim 10, wherein at least one of said one or more software programs comprise a Strategic Financial Mapping module implemented as an spreadsheet, wherein the spreadsheet is configured to receive cost estimating along with a time frame for work completion.

14. A computer readable medium containing processor executable instructions configured to cause a computer to perform computational steps of:

(A) a business and environmental strategy analysis;

(B) a high level site and facility assessment;

(C) a strategic facility mapping process; and

(D) a strategic facility planning process.

15. The computer readable medium according to claim 14, wherein said business and environmental strategy analysis comprises performing at least one of identifying key business and environmental strategy milestones, analyzing current and future business demand, translating business demand into facility demand and providing a basis for facility utilization, identifying key sustainability criteria that provide the greatest return on investment and alignment with client strategy, assessing current impact statement, developing a balance scorecard and business strategy mapping.

16. The computer readable medium according to claim 14, wherein said high level site and facility assessment comprises performing at least one of collecting data representative of current real world conditions, generating site assessments, generating facility assessments, generating facility operation assessments, generating environment compliance assessment and categorizing site and facility issues into SWOT categories.

17. The computer readable medium according to claim 14, wherein said strategic facility mapping process comprises performing at least one of developing site and facility initiatives, evaluating and prioritizing site and facility initiatives and clustering key business strategies with site and facility initiatives.

18. The computer readable medium according to claim 14, wherein said strategic facility planning process comprises performing at least one of generating a facility vision, mission and key strategies, generating a current real estate profile and condition assessment, generating compliance plans, generating a project implementation plan and generating a projected facility capital and cost plan.