Professional Facilities Management

Day 1:

Operations and Maintenance

• Explanation of the role of operations and maintenance in facility management.

• Discussion of the scope of facility manager's responsibilities in supporting the organization's goals and mission.

• Identification and description of building structures, systems, interior and exterior structures, and foundations.

• Discussion of common deficiencies in building structures, systems, interior and exterior structures, and foundations.

• Determination of security, health, and safety considerations related to building structures, systems, interior and exterior structures, and foundations.

• Description of asset procurement and the criteria for selection.

• Description of a typical workflow for resident services.

• Explanation of key elements of a successful resident services plan.

Day 2:

Project Management

• Discussion on how to identify the project, including common criteria and characteristics.

• Creating a list of facility management project types.

• Explanation of the project identification phase, including inputs, activities, and outputs.

• Discussion of specific elements in defining project objectives.

• Writing objectives with sufficient detail to define the project scope, deliverables, schedule constraints, budget, and quality to initiate project planning.

• Discussion of how to obtain contracted resources for vacant positions in the team, materials, or professional services using an open bidding/negotiation process.

Day 3:

Finance and Business Management

• Summarizing the reasons for the importance of financial management and business management in the success of facility management.

• Defining common financial terms used in facility management.

• Developing, recommending, and managing/facilitating the facility budget.

• Identifying key financial statements prepared by the organization and explaining elements affected by facility management operations.

• Describing key aspects of facility management's relationship with external resources.

• Identifying principles involved in developing and monitoring facility management contracts.

Day 4:

Leadership and Strategy

• Explaining the importance and goals of strategic planning.

• Aligning the facility strategic plan with the organization's overall strategic plan.

• Creating a balanced scorecard to identify and measure strategic goals and tactics.

• Evaluating assets and services needed to meet the current and future organization requirements.

• Explaining the integrated and varied nature of leadership and management.

• Emphasizing the importance of supporting facility management needs and priorities.

• Developing and supporting strong policies, procedures, and practices for the entire organization.

• Explaining how to ensure compliance with corporate social responsibility policies while leveraging the facility manager's role.

Day 5:

Planning and Engineering Design

• Design and planning requirements.

• Future planning methodologies.

• Closed plan methodology.

• Open plan methodology.

• Consideration of spaces and furnishings.

• Matrix standards.

• Adjacencies matrices.

• Relationship diagram.

• Bubble plan.

• Site planning.

• Facility Management Information System (FMIS).

Day 6:

Facility Management Principles

• Key concepts.

• Core competencies.

• Roles and responsibilities.

• Facility planning.

• Key issues.

• Leveraging space.

• Stakeholder management.

• Risk.

Day 7:

Facility Management Strategy

• Context and motivation.

• Strategy formulation, analysis, development, and implementation.

• Checklist for FM strategy.

• Workplace management.

• People management.

• Productivity.

• Health, safety, and security.

• The five S's.

Day 8:

Outsourcing Facility Management

• Outsourcing decision.

• Facility management and procurement.

• Outsourcing process.

• Contract development.

• Service identification.

Day 9:

Service Delivery and Performance Management

• Service continuity.

• End-user requirements.

• Service providers management.

• Performance management.

• SLA/KPI metrics.

• Dealing with poor performance.

• Understanding the role of project and maintenance management in facility management.

• Stages and skills of project management.

• Basics of maintenance management.

• Continuous improvement in facility management.

Day 10:

Sustainability in Facility Management

• Sustainability program.

• Environmental considerations.

• Corporate social responsibility.

• Innovation.