FMP Course: Finance & Business Essentials
FEBRUARY 28 - March 1, 2019
COURSE DURATION: 2 days (Thursday - Friday), 8:00 AM - 4:30 PM
LOCATION: Kimball Showroom
500 South Grand Ave, 24th Floor
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
IFMA FMP - Leadership and Strategy
APRIL 11 - 12, 2019
COURSE DURATION: 2 days (Thursday - Friday), 8:00 AM - 4:30 PM
INSTRUCTOR: Phyllis Meng, CFM, SFP, IFM Fellow
Course Held at Kimball Showroom, 500 S Grand Ave, 24th Floor, Los Angeles, CA 90014
COURSE OVERVIEW:
To be effective, facility managers must develop strategies to successfully carry out major initiatives by influencing the decisions and attitudes of others. Effective strategies require that facility managers are able to integrate people, places, processes and technology. They must be able to align the facility portfolio with the entire organization’s missions and available resources, and to be innovative in order to move forward with their staff and processes to respond to the ever-changing requirements.
LEARNING OBJECTIVES:
Part I: 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
Part II: Lead and Manage the Facility Organization
- Introduction to Leadership and Management
- Theories of Individual Behavior and Leadership
- Lead, Influence, Inspire and Manage the Facility Organization
- Advocate for Facility Management Needs and Priorities
- Organize and Staff the Facility Organization
- Develop Effective Teams
- Develop, Implement and Evaluate FM Policies, Procedures, and Practices
- Clarify and Communicate Responsibilities and Accountabilities
- Resolve Conflicts
Part III: 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
IFMA FMP - Operations and Maintenance
JUNE 20 - 21, 2019
Course held at Kimball Showroom, 500 S Grand Ave, 24th Floor, Los Angeles, CA 90014
COURSE DURATION: 2 days (Wednesday - Thursday), 8:00 AM - 4:30 PM
INSTRUCTOR: Phyllis Meng, CFM, SFP, IFM Fellow
COURSE OVERVIEW:
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 that the facility and all of its required systems function efficiently, reliably, safely, securely and in a manner consistent with existing regulations and standards. Effective operation and maintenance of facilities is a complex responsibility in today's environment.
LEARNING OBJECTIVES:
Part I: Introduction to Operations and Maintenance
- Operations and Maintenance Overview
- Begin with a Plan
Part II: Assess Facility Needs
- Assess the Condition of the Building Structure
- Assess Exterior Structures, and Elements
- Assess the Condition of the Building Systems
- Assess Interior Furnishings, Fixtures, and Equipment
- Assess Grounds
Part III: 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
- Operating Building Systems and Equipment
- Replace Systems, Materials, and Equipment
Part IV: Manage/Oversee Occupant Services
- Recognize Desired Occupant Services
- Develop Usage and Service Guidelines
- Prepare and Execute Modifications to Occupant Services
Part V: Select the Best Resources
- Develop Maintenance and Occupant Service Specifications
- Select Competent Service Providers (Staff or Contract)
- Negotiate Service Level Agreements (SLAs)
- Monitor Work/Service Performance
- Resolve Contract Disputes
IFMA - Project Management Competency Course
(Required for FMP Designation)
Course held at Kimball Showroom, 500 S Grand Ave, 24th Floor, Los Angeles, CA 90014
JULY 25-26, 2019
COURSE DURATION: 2 days (Thursday and Friday), 8:00 AM - 4:30 PM
COURSE OVERVIEW:
Facility managers make use of all aspects of project management beginning with planning, scoping, scheduling and ending with evaluating. Project planning and management are core skills in facility management. The skills are particularly important because of the wide range of projects assigned to the facility organization. Projects vary in scope, complexity, duration and financial risk.
LEARNING OBJECTIVES:
Part 1: Introduction to Project Management
- Facility Management (FM) Projects and Project Management
- The Project Manager
- Project Management Processes and Life Cycles
Part 2: Define Projects
- Define Phase Introduction and Project Inputs
- Define Project Purpose
- Perform Programming
- Create Project Charter and Project Objectives Statements
Part 3: Plan Projects
- Design Deliverables or Space
- Create the Project Management Plan
- Plan Team and Resources
Part 4: Manage and Oversee Projects
- Acquire Team and Resources
- Execute and Control Project
Part 5: Close Projects
- Accept Deliverables or Occupy Space
- Close Contracts and Projects and Evaluate Outcomes
IFMA - Sustainable Facility Professional
Credential Program Course
August & September 2019
Course held at Kimball Showroom, 500 S Grand Ave, 24th Floor, Los Angeles, CA 90014
August 21-23, 2019 (Wednesday, Thursday & Friday) AND
September 4-6, 2019 (Wednesday, Thursday & Friday)
Course Duration: A Total of 6 days, 8:00 am - 4:30 pm
What the SFP Credential Program Can Do For You:
Learn to use knowledge-based and data-driven methods to develop solutions that provide the highest value of your building, your organization, and your community. The SFP Credential Program will help you to challenge yourself and your organization to go beyond the current thinking while implementing best practices to impact your organization's economic, ecological, and social bottom line.
COURSE OVERVIEW:
The SFP program is made up of three different focus areas: Strategy and Alignment for Sustainable Facility Management, Managing Sustainable Facilities, and Operating Sustainable Facilities. These focus areas provide a complete picture of how SFP's can improve the sustainability of their facilities in all eight major categories of sustainable facility management as defined by IFMA: energy, water, materials and resources, workplace management, indoor environment quality, quality of services, waste and site impact. This series of focus areas will equip the SFP to integrate sustainability efforts with the organization's value and strategies, present a business case for sustainability initiatives, evaluate initiatives from a financial point of view, and track and report accomplishments.
FOCUS AREAS:
- Strategy and Alignment for Sustainable Facility Management: This focus area summarizes key concepts related to sustainable facility management from the organizational level and illustrates linkages and actions facility managers must take into consideration in order to make the business case for sustainability in their own facilities.
- Managing Sustainable Facilities: This focus area looks in depth at the process of aligning a facility's sustainable plan with an organization's vision, strategic goals and policies. Learn strategies in an SFP's business case for sustainability within your organization, and provide the details behind the plans to prepare for, lead and implement those changes.
- Operating Sustainable Facilities: This focus area looks at ways in which SFP's can operate their facilities in a more sustainable manner through changes in buidling equipment and technology as well as changes in operations and maintenance procedures. This focus area is organized around the eight major categories of sustainable facility management.
IFMA - Sustainable Facility Professional
Credential Program Course
August & September 2019
Course held at Kimball Showroom, 500 S Grand Ave, 24th Floor, Los Angeles, CA 90014
August 21-23, 2019 (Wednesday, Thursday & Friday) AND
September 4-5, 2019 (Wednesday, Thursday & Friday)
Course Duration: A Total of 6 days, 8:00 am - 4:30 pm
What the SFP Credential Program Can Do For You:
Learn to use knowledge-based and data-driven methods to develop solutions that provide the highest value of your building, your organization, and your community. The SFP Credential Program will help you to challenge yourself and your organization to go beyond the current thinking while implementing best practices to impact your organization's economic, ecological, and social bottom line.
COURSE OVERVIEW:
The SFP program is made up of three different focus areas: Strategy and Alignment for Sustainable Facility Management, Managing Sustainable Facilities, and Operating Sustainable Facilities. These focus areas provide a complete picture of how SFP's can improve the sustainability of their facilities in all eight major categories of sustainable facility management as defined by IFMA: energy, water, materials and resources, workplace management, indoor environment quality, quality of services, waste and site impact. This series of focus areas will equip the SFP to integrate sustainability efforts with the organization's value and strategies, present a business case for sustainability initiatives, evaluate initiatives from a financial point of view, and track and report accomplishments.
FOCUS AREAS:
- Strategy and Alignment for Sustainable Facility Management: This focus area summarizes key concepts related to sustainable facility management from the organizational level and illustrates linkages and actions facility managers must take into consideration in order to make the business case for sustainability in their own facilities.
- Managing Sustainable Facilities: This focus area looks in depth at the process of aligning a facility's sustainable plan with an organization's vision, strategic goals and policies. Learn strategies in an SFP's business case for sustainability within your organization, and provide the details behind the plans to prepare for, lead and implement those changes.
- Operating Sustainable Facilities: This focus area looks at ways in which SFP's can operate their facilities in a more sustainable manner through changes in buidling equipment and technology as well as changes in operations and maintenance procedures. This focus area is organized around the eight major categories of sustainable facility management.
IFMA - FM Learning System and CFM Review
OCTOBER 23 - 25, 2019
Course Held at Kimball Showroom, 500 S Grand Ave, 24th Floor, Los Angeles, CA 90014
COURSE DURATION: 3 days (Wednesday - Friday), 8:00 AM - 4:30 PM
INSTRUCTOR: Phyllis Meng, CFM, SFP, IFMA Fellow
COURSE OVERVIEW:
OCTOBER 24-26, 2018
The IFMA FM Learning System™ is a premier quality review course designed to meet the needs of professionals and organizations. It is developed based on input and guidance from a wide spectrum of facility management subject-matter experts and leaders. This coursewill provide you with the tools necessary to learn the updated FM body of knowledge as well as help you prepare for the CFM Exam with emphasis on the competencies of Real Estate, Finance and Business, and Environmental Stewardship and Sustainability.
The IFMA FM Learning System (FMLS) is a preferred source for CFM Exam preparation. In addition to preparing professionals for the CFM Exam, the Learning System is an excellent professional development tool and an indispensable on-the-job resource.
The IFMA Facility Management Learning System™ is a certification preparation program and is not a substitute for the CFM certification examination. Completing this program does not entitle the users to present themselves as CFMs, or to use the CFM designation. The only way to earn the Certified Facility Manager certification is to apply for and pass the CFM Exam. If you wish to take the CFM Exam, you must submit an application form and separate exam fee through IFMA.
CFM Review: The Certified Facility Manager® (CFM) credential sets the industry standard for ensuring the knowledge and competence of practicing facility managers as the most respected global credential in facility management. The CFM Exam is competency-based, testing what a person can do compared to standards that define the practice of facility management. In addition, the CFM is the only global facility management certification available.
IFMA’s certification process is designed to assess competency in the field through work experience, education and the ability to pass a comprehensive exam that covers 11 competencies that make up the facility management body of knowledge. This course will discuss the intricacies of taking the exam and is not to be considered a review of exam material.