Defining FM
- What is facilities management (FM)?
- Defining FM within an organization
- The 8 key roles of FM
- FM – overhead or profit center?
- The strategic importance of managing facilities
- Developing an FM plan and team
Establishing Control of Support Services
- Identifying and reviewing support service requirements
- Profiling current service levels and costs
- Reviewing contracted services
- Outsourcing vs. in-sourcing
- Contract bundling and aggregation
- Determining and implementing a contract strategy
Focusing on the Customer
- Understanding customer business needs and objectives
- Engaging the customer
- Customer service strategy
- Developing a customer action plan
- The pursuit of excellence
Managing the Budget
- Harnessing cost data
- Identify spending patterns
- Building up the budget plan
- Defending the plan
- Control mechanisms and reports
- How to maximize the budget
Understanding Service Contracts
- What is a contract and why do we need them?
- Tender terms
- Objectives and understanding what the contractor wants
- Contract structure explained
- Terms and conditions
- Specifications – output vs. input
- Schedules of tender
- Supplier own contracts – common traps!
Controlling the Tender Process
- Why tender?
- Tender timetable
- Roles and responsibilities
- Tender stages
- Tender board interview techniques
- Negotiation techniques
- Award and debriefing
- TUPE issues
Mobilization of Service Contracts
- Managing change
- Implementation program
- Briefings and site familiarization
- Lines of communication
- Procedures and manuals
- Handover arrangements
In-Contract Management
- Review and revise contract strategy objectives
- Building successful contract management relationships
- Monitoring process step by step
- Service level agreements and KPIs demystified
- Reports that inform and managing contract meetings
- Contract review process and dealing with contract variations
- How to handle disputes and contract termination
- Planning and preparing for re-tendering
- Practical tips on managing support services
Compliance and Risk Management
- What legislation and who is accountable?
- Developing a safety policy
- Managing safety
- How to carry out a risk assessment
- Permits to work
- Practical guidelines to handling emergencies
- Business continuity – FM’s role
Managing a Project
- How to get started – plan, brief, consult
- Understanding the building – structure, design constraints
- Space – cost, open plan, storage, restaurant, nursery, gym
- Moving people – the issues and how to avoid the pain
- Removal contracts – the pitfalls
- Managing a happy move