DAY ONE
Operations and Maintenance
- Introduction to Operations and Maintenance
- Operations and Maintenance Overview
- Begin with a Plan Assess Facility Needs
Assess Condition of Building Structure
- Assess Exterior Structures and Elements
- Assess Condition of Building Systems
- Assess Interior Furnishings, Fixtures and Equipment
- Assess Grounds
Manage/Oversee Operations and Maintenance of Building, Systems and Equipment
- Acquire Systems, Materials and Equipment
- Install Systems, Materials and Equipment
- Maintain Systems, Materials and Equipment
- Operate Building Systems and Equipment
- Replace Systems, Materials or Equipment
DAY TWO
Manage/Oversee Occupant Services
- Recognize Required Occupant Services
- Develop Usage and Service Level Guidelines
- Prepare and Execute Modifications to Occupant Services
Select the Best Resources
- Develop Maintenance and Occupant Service Specifications
- Select Competent Service Providers (Staff or Contract)
- Negotiate Service Level Agreements
- Monitor Work/Service Performance
- Resolve Contract Disputes
Measure Operations and Maintenance Performance
- Determine Life-Cycle Cost
- Monitor Use and Performance of Facilities
- Monitor Occupant Satisfaction
DAY THREE
Project Management
- Introduction to Project Management
- Facility Management Projects and Project Management
- The Project Manager
- Project Management Processes and Models
Define Projects
- Define Phase and Project Inputs
- Define Project Purpose
- Perform Programming
- Create Project Charter and Project Objectives Statement
Plan Projects
- Design Deliverables or Space
- Create Project Management Plan
- Plan Team and Resources
Manage and Oversee Projects
- Acquire Team and Resources
- Execute and Control Project
Close Projects
- Accept Deliverables or Occupy Space
- Close Contracts and Project and Evaluate Outcomes
DAY FOUR
Finance and Business
- Finance and Business in the Facility Organization
- The Importance of Being Finance- and Business-Aware
- Financial Terminology
- Fundamental Accounting Concepts
Financial Management of the Facility Organization
- Budgets and Budgeting Basics
- Financial Statements
- Business Cases, Supporting Documentation and Financial Reports
- Fundamental Cost Concepts
- Analyzing and Interpreting Financial Documents
- Cost-Containment Strategies
- Chargebacks
Procurement in the Facility Organization
- Procurement Procedures
- Procurement and Facility Management Outsourcing
Contracts in the Facility Organization
- Contract Development, Management and Oversight
- Contract Administration
- Analyzing and Interpreting Financial Contract Elements
- Resolving Vendor Conflicts
DAY FIVE
Leadership and Strategy
- Plan Strategically
- Introduction to Strategic Planning
- Align Facility’s Strategic Requirements to Entire Organization’s Requirements
- Develop and Implement a Strategic Planning Process
- Develop a Strategic Facility Plan or Facility Master Plan
- Implement Strategy Using Tactical Plans
Lead and Manage the Facility Organization
- Introduction to Leadership and Management
- Theories of Individual Behavior and Leadership
- Lead, Inspire, Influence and Manage the Facility Organization
- Advocate for Facility Management Needs and Priorities
- Organize and Staff the Facility Function
- Develop Effective Teams
- Develop, Implement and Evaluate FM Policies, Procedures and Practices
- Clarify and Communicate Responsibilities and Accountabilities
- Resolve Conflicts
Provide Leadership to the Entire Organization
- Promote, Encourage and Adhere to a Code of Conduct
- Develop and Manage/Oversee Relationships
- Ensure Compliance with Corporate Social Responsibility Policies