Marketing templates · 15-minute exercise

Value proposition worksheet template for facilities management

Use this value proposition worksheet worksheet to connect a specific problem to a credible, bounded customer benefit. It is written for facilities management and starts with an illustrative offer: a planned maintenance coordination service. Replace the assumptions with evidence from your own business before using the result.

NEXT MBA EditorialPublished Example + editable working sheet
What you will work towards

Leave with a benefit statement with supporting evidence and clear limits.

Start with a real buying situation

For the worked example, the audience is a property operations lead. Their problem is that maintenance dates and contractor responsibilities are scattered. The desired practical outcome is a visible schedule with assigned owners and escalation rules.

The example is deliberately bounded: some equipment needs specialist or manufacturer-authorised work. That condition should influence the promise, scope and next step rather than disappear from the marketing copy.

Illustrative offera planned maintenance coordination service
Buyer questionWhich asset failure would interrupt the most important activity?
Possible evidencea sample asset register linked to work orders and completion records
Useful assetan asset and maintenance responsibility register

How to complete your value proposition worksheet

  1. Describe the problem in the buyer’s own language.
  2. Identify the work your offer performs.
  3. Explain the practical benefit without jumping to unsupported financial results.
  4. State what evidence demonstrates the benefit.
  5. Write the conditions and limitations that a buyer should understand.

Worked example

These entries are illustrative planning material, not research findings or customer results. Keep the structure and replace the content with verified details.

Customer problemmaintenance dates and contractor responsibilities are scattered
What the offer doesa planned maintenance coordination service. Intended practical result: a visible schedule with assigned owners and escalation rules.
Practical benefita visible schedule with assigned owners and escalation rules
Supporting evidencea sample asset register linked to work orders and completion records
Conditions and limitationssome equipment needs specialist or manufacturer-authorised work. Do not substitute a generic checklist for statutory or specialist inspection requirements.

Review before using it

A useful operational measure in this example is scheduled tasks completed with acceptable evidence. That does not automatically make it a marketing attribution metric. Define the source, period and owner before drawing conclusions.

  • Can every promise be demonstrated or clearly identified as a hypothesis?
  • Check the delivery assumptions: Clarify which party commissions, performs, verifies and pays for each task.
  • Use evidence rather than promises. Do not substitute a generic checklist for statutory or specialist inspection requirements.
  • Discuss the draft with someone who understands the buying situation. Start with: “Which asset failure would interrupt the most important activity?”
  • If the next step is a trial, define its purpose. One possible starting point is to map a limited asset group and its next scheduled maintenance cycle.

Common mistakes and a better review

Do not fill a missing fact with an impressive-sounding number. Mark it as an assumption, explain how you will check it and give that check an owner. A short, honest document is easier to use than an elaborate plan built on unknowns.

Watch forA benefit is not credible simply because it sounds financially attractive.
A real buyer concernWe can coordinate the contractors ourselves.
Useful response directionYou may be able to. Let us compare the coordination workload, missed handovers and responsibility for tracking completion.
Evidence to collectThe buyer’s own account, a sample asset register linked to work orders and completion records, and records relevant to scheduled tasks completed with acceptable evidence.

Your working sheet

Write your own version below. Notes are saved on this browser when local storage is available. Use Download to keep a separate copy; avoid adding confidential information on a shared device.

Example: maintenance dates and contractor responsibilities are scattered

Example: a planned maintenance coordination service. Intended practical result: a visible schedule with assigned owners and escalation rules.

Example: a visible schedule with assigned owners and escalation rules

Example: a sample asset register linked to work orders and completion records

Example: some equipment needs specialist or manufacturer-authorised work. Do not substitute a generic checklist for statutory or specialist inspection requirements.

Review your work

Tick only what you can support with your answer or practice. This is a reflection checklist, not an automated assessment.

Questions about this resource

How do I adapt this for my facilities management business?

Replace the audience, offer and evidence with your actual information. Begin with a recent buyer conversation about why maintenance dates and contractor responsibilities are scattered, then check which assumptions match your business.

Is the filled example ready to publish?

No. It is a working example. Verify claims, permissions, prices, current capabilities and any customer information before using it externally. Do not substitute a generic checklist for statutory or specialist inspection requirements.

What should I do after completing the worksheet?

Use it to make one decision or have one focused conversation. The intended output is a benefit statement with supporting evidence and clear limits. Set a review date and update it when the evidence changes.

Illustrative business worksheet. No customer results, market rates, traffic volumes or performance benchmarks are implied. About these resources.