COURSE DURATION: 2 days (Thursday - Friday), 8:00 AM - 4:30 PM

LOCATION:  Allsteel Showroom
555 S. Flower Ave., #3420
Los Angeles, CA  90071

INSTRUCTOR:  Phyllis Meng, CFM, SFP, IFM Fellow

COURSE OVERVIEW:

Facility managers manage and oversee high-value assets that represent significant financial investment in technology, buildings, structures, interiors, exteriors and grounds.  Since facility managers are typically responsible for the oversight, operation and maintenance of the buildings and grounds, as well as oversight of various service contracts, understanding the basics of finance and business is critical.

LEARNING OBJECTIVES:

Part 1:  Finance and Business in the Facility Organization

Part 2:  Financial Management of the Facility Organization

Part 3:  Procurement in the Facility Organization

Part 4:  Contracts in the Facility Organization

COURSE OVERVIEW:

Leadership and strategy are tool sets that facility managers can use as appropriate to augment all FM activities. These activities include project management, operations and maintenance and finance and business. Facility managers serve in two leadership roles:

• First, they must lead the FM organization by providing guidance to staff and service providers.
• Second, they must influence the decisions and attitudes of the organization’s leaders, occupants, government officials, suppliers, community leaders and business partners. To be effective in both roles, facility managers must develop strategies to successfully carry out major initiatives and influence the decisions and attitudes of others. Effective strategies require facility managers to be able to integrate people, place and process. They must be able to align the facility portfolio and functionality with its organization’s missions and available resources. They must also be innovative in order to move forward with their staff and processes to respond to the ever-changing requirements.

LEARNING OBJECTIVES:

After you complete this course, you will be able to:

• Apply the appropriate tools and requirements to complete the inputs, processes and outputs in creating a strategic plan.
• Apply leadership theories, change management and communication planning to the FM role.
• Apply leadership best practices when managing people within the FM organization.
• Manage compliance with organizational policies and procedures through facility management leadership

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COURSE OVERVIEW:

According to the IFMA GJTA:

The primary role of facility managers is to manage/oversee an operating facility. To do this, facility managers must have a working knowledge of building systems, structure, interiors and exteriors and grounds so the facility and all of its required systems function efficiently, reliably, safely, securely and in a manner consistent with existing regulations and standards.

In addition, the various aspects of operations and maintenance (O&M) are constantly changing due to wear or deterioration, new regulations or requirements, operational modifications, occupant expectations, and many other individual but interrelated circumstances. Managing a facility means continually managing change.

COURSE OBJECTIVES:

After you complete this course, you will be able to:

• Identify the role of operations and maintenance in FM.
• Identify deficiencies in building structures, exteriors, systems, interiors, and grounds and the associated health, safety, security and environmental considerations.
• Describe the elements associated with the acquisition, installation, maintenance, operation, and replacement of assets related to facility management.
• Outline the process for determining and monitoring occupant service performance expectations.
• Outline the processes for developing occupant service specifications, selecting service providers, negotiating service level agreements, monitoring performance, and resolving contract disputes.

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