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IFMA Facility Management Learning System - Table of Contents

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Competency: Communication

Introduction

Chapter 1: Communication Fundamentals

o Topic 1: The Nature of Communication

o Topic 2: Effective and Efficient Communication o Topic 3: Cross-Cultural Communication

o Topic 4: Issues Shaping Facility Management Communication

Chapter 2: Business Communications That Achieve Results

o Topic 1: Business Writing Essentials o Topic 2: E-mails, Memos and Letters o Topic 3: Business Plans and Reports o Topic 4: Presentations

o Topic 5: Meetings

o Topic 6: Negotiation, Influence and Persuasion o Topic 7: Copyright Provisions

Chapter 3: Stakeholder Expectations and Facility Management Communication Plans

o Topic 1: Stakeholder Expectations

o Topic 2: Communication Plan Development o Topic 3: Situation Appropriate Media

Competency: Emergency Preparedness and Business Continuity

Introduction

Chapter 1: An Overview of Emergency Preparedness and Business Continuity

o Topic 1: Purpose of Emergency Preparedness and Business Continuity o Topic 2: The Narrative of an Emergency

o Topic 3: Strategic Alignment of Emergency Preparedness and Business Continuity o Topic 4: Emergency Preparedness & Business Continuity Model

Chapter 2: Manage Risk

o Topic 1: Risk Management o Topic 2: Identify and Assess Risks

o Topic 3: Identify Critical Assets and Processes o Topic 4: Develop Risk Strategy

o Topic 5: Managing Technology Risks

o Topic 6: Emergency Preparedness & Business Continuity Case Study

Chapter 3: Develop Plans

o Topic 1: Emergency Management Concepts and Terms o Topic 2: Emergency Response Plan

o Topic 3: Business Continuity Concepts and Terms o Topic 4: Business Continuity Plan

o Topic 5: Implementing Plans o Topic 6: EP/BI Case Study

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Chapter 4: Train, Test and Drill

o Topic 1: Training/Testing Strategies o Topic 2: Conducting Drills

o Topic 3: LGH-EMS Case Study

Chapter 5: Respond, Recover and Learn

o Topic 1: Incident Response o Topic 2: Damage Assessment o Topic 3: Recovery and Restoration

o Topic 4: Emergency Preparedness and Business Continuity Case Study

Chapter 6: Evaluate and Revise Plans

o Topic 1: Evaluate and Audit Programs o Topic 2: EP/BC Case Study

Competency: Environmental Stewardship & Sustainability

Introduction

Chapter 1: Sustainable Facility Management

o Topic 1: Sustainability and Facility Management o Topic 2: Triple Bottom Line

Chapter 2: Aligning Organization Strategy with Sustainability

o Topic 1: Sustainability Policies

o Topic 2: Sustainable Plan Development o Topic 3: Sustainability Projects

o Topic 4: Financial Decision-making Tools

Chapter 3: Measuring and Reporting Sustainability

o Topic 1: Metrics

o Topic 2: Measuring Greenhouse Gas Emissions o Topic 3: Defining Sustainable Practices

o Topic 4: Certifying Sustainability Achievements

o Topic 5: Managing Performance through Measurement

Chapter 4: Focus Areas for Sustainable Facility Management (Input)

o Topic 1: Energy o Topic 2: Water

o Topic 3: Materials and Resources

Chapter 5: Focus Areas for Sustainable Facility Management (Processes)

o Topic 1: Workplace Management o Topic 2: Indoor Environmental Quality o Topic 3: Quality of Services

Chapter 6: Focus Areas for Sustainable Facility Management (Output)

o Topic 1: Waste o Topic 2: Site Impact

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Competency: Finance and Business

Introduction

Chapter 1: Finance and Business in the Facility Organization

o Topic 1: The Importance of Being Finance- and Business-Aware o Topic 2: Financial Terminology

o Topic 3: Fundamental Accounting Concepts

Chapter 2: Financial Management of the Facility Organization

o Topic 1: Budgets and Budgeting Basics o Topic 2: Financial Statements

o Topic 3: Business Cases, Supporting Documentation and Financial Reports o Topic 4: Fundamental Cost Concepts

o Topic 5: Analyzing and Interpreting Financial Documents o Topic 6: Cost-Containment Strategies

o Topic 7: Chargebacks

Chapter 3: Procurement in the Facility Organization

o Topic 1: Procurement Procedures

o Topic 2: Procurement and Facility Management Outsourcing

Chapter 4: Contracts in the Facility Organization

o Topic 1: Contract Development, Management and Oversight o Topic 2: Contract Administration

o Topic 3: Analyzing and Interpreting Financial Contract Elements o Topic 4: Resolving Vendor Conflicts

Competency: Human Factors

Introduction

Chapter 1: The Human Factor in the Workplace

o Topic 1: Effective Workplaces o Topic 2: The Need for Comfort o Topic 3: Humans and Change

Chapter 2: Creating a Healthful, Productive Workplace

o Topic 1: Indoor Environmental Quality o Topic 2: Occupant Wellness

o Topic 3: Occupant Productivity and Creativity

Chapter 3: Creating a Safe and Secure Workplace

o Topic 1: Creating a Facility Culture of Safety and Security o Topic 2: Strategies to Increase Facility Safety

o Topic 3: Strategies to Increase Facility Security

Chapter 4: Employee Development

o Topic 1: The Case for Employee Development o Topic 2: Identify Organizational Needs and Values o Topic 3: Identify Job Requirements

o Topic 4: Manage Performance

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Chapter 5: Performance Appraisal

o Topic 1: Overview

o Topic 2: Performance Appraisal Methods

o Topic 3: Conducting a Performance Appraisal Meeting o Topic 4: Performance Appraisal Case Study

Chapter 6: Managing for Diversity

o Topic 1: Workplace Diversity

o Topic 2: Strategies to Manage Diversity

Competency: Leadership and Strategy

Introduction

Chapter 1: Plan Strategically

o Topic 1: Introduction to Strategic Planning

o Topic 2: Align Facility’s Strategic Requirements to Entire Organization’s Requirements o Topic 3: Develop and Implement a Strategic Planning Process

o Topic 4: Develop a Strategic Facility Plan or Facility Master Plan o Topic 5: Implement Strategy Using Tactical Plans

Chapter 2: Lead and Manage the Facility Organization

o Topic 1: Introduction to Leadership and Management o Topic 2: Theories of Individual Behavior and Leadership

o Topic 3: Lead, Inspire, Influence and Manage the Facility Organization o Topic 4: Advocate for Facility Management Needs and Priorities o Topic 5: Organize and Staff the Facility Function

o Topic 6: Develop Effective Teams

o Topic 7: Develop, Implement and Evaluate FM Policies, Procedures and Practices o Topic 8: Clarify and Communicate Responsibilities and Accountabilities

o Topic 9: Resolve Conflicts

Chapter 3: Provide Leadership to the Entire Organization

o Topic 1: Promote, Encourage and Adhere to a Code of Conduct o Topic 2: Develop and Manage/Oversee Relationships

o Topic 3: Ensure Compliance with Corporate Social Responsibility Policies

Competency: Operations and Maintenance

Introduction

Chapter 1: Introduction to Operations and Maintenance

o Topic 1: Operations and Maintenance Overview o Topic 2: Begin with a Plan

Chapter 2: Assess Facility Needs

o Topic 1: Assess Condition of Building Structure o Topic 2: Assess Exterior Structures and Elements o Topic 3: Assess Condition of Building Systems

o Topic 4: Assess Interior Furnishings, Fixtures and Equipment o Topic 5: Assess Grounds

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Chapter 3: Manage/Oversee Operations and Maintenance of Building, Systems and Equipment

o Topic 1: Acquire Systems, Materials and Equipment o Topic 2: Install Systems, Materials and Equipment o Topic 3: Maintain Systems, Materials and Equipment o Topic 4: Operate Building Systems and Equipment o Topic 5: Replace Systems, Materials or Equipment

Chapter 4: Manage/Oversee Occupant Services

o Topic 1: Recognize Required Occupant Services o Topic 2: Develop Usage and Service Level Guidelines

o Topic 3: Prepare and Execute Modifications to Occupant Services

Chapter 5: Select the Best Resources

o Topic 1: Develop Maintenance and Occupant Service Specifications o Topic 2: Select Competent Service Providers (Staff or Contract) o Topic 3: Negotiate Service Level Agreements

o Topic 4: Monitor Work/Service Performance o Topic 5: Resolve Contract Disputes

Chapter 6: Measure Operations and Maintenance Performance

o Topic 1: Determine Life-Cycle Cost

o Topic 2: Monitor Use and Performance of Facilities o Topic 3: Monitor Occupant Satisfaction

Competency: Project Management

Introduction

Chapter 1: Introduction to Project Management

o Topic 1: Facility Management Projects and Project Management o Topic 2: The Project Manager

o Topic 3: Project Management Processes and Models

Chapter 2: Define Projects

o Topic 1: Define Phase and Project Inputs o Topic 2: Define Project Purpose

o Topic 3: Perform Programming

o Topic 4: Create Project Charter and Project Objectives Statement

Chapter 3: Plan Projects

o Topic 1: Design Deliverables or Space o Topic 2: Create Project Management Plan o Topic 3: Plan Team and Resources

Chapter 4: Manage and Oversee Projects

o Topic 1: Acquire Team and Resources o Topic 2: Execute and Control Project

Chapter 5: Close Projects

o Topic 1: Accept Deliverables or Occupy Space

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Competency: Quality

Introduction

Chapter 1: Fundamentals in Quality Facility Management

o Topic 1: The Evolution of Quality

o Topic 2: Basic Quality Terms and Concepts o Topic 3: The Goal of Quality Facility Management

Chapter 2: Quality Measures for the Facility Organization

o Topic 1: Measuring What Matters in Facility Management Services o Topic 2: Quality Data and Facility Performance

o Topic 3: Service Specifications o Topic 4: Service Level Agreements o Topic 5: Key Performance Indicators

Chapter 3: Quality Assessment of Facility Management Services

o Topic 1: Measuring Customer Satisfaction

o Topic 2: Analyzing Customer Feedback and Communicating Results o Topic 3: Acting on Customer Feedback

o Topic 4: Assessing Service Performance

Chapter 4: Improvement of Facility Management Work Processes

o Topic 1: Assessing Workplace Productivity o Topic 2: Mapping Processes

Chapter 5: Compliance with Codes, Regulations, Policies and Standards

o Topic 1: Internal Audits and Inspections

Competency: Real Estate and Property Management

Chapter 1: Real Estate and Property Management Fundamentals

o Topic 1: Internal Factors that Affect Real Estate Decisions o Topic 2: External Factors that Affect Real Estate Decisions

Chapter 2: Develop and Implement a Real Estate Master Plan

o Topic 1: Strategic Alignment of a Master Plan o Topic 2: Components of a Master Plan

o Topic 3: Participants in the Master Planning Process o Topic 4: Activities in the Master Planning Process

Chapter 3: Manage Real Estate Assets

o Topic 1: Site and Space Management

Chapter 4: Acquisition and Divestiture of Real Estate

o Topic 1: Due Diligence

o Topic 2: Purchase versus Lease Decision o Topic 3: Leasing

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Competency: Technology

Introduction

Chapter 1: Strategic Alignment of Facility Technology

o Topic 1: Using Technology to Support Strategy

o Topic 2: Current Trends in Organizations and Technology o Topic 3: Using Technology to Meet Stakeholder Needs

Chapter 2: Control and Integration Systems

o Topic 1: Building Technology

o Topic 2: Building Automation Systems (BAS) o Topic 2: Energy Management Systems (EMS)

o Topic 3: Integrated Workplace Management Systems

Chapter 3: Emerging and Evolving Facility Technology

o Topic 1: Building Information Modeling o Topic 2: Building Imaging Technology o Topic 3: Geospatial Information Systems

o Topic 4: Automatic Identification and Data Capture

Chapter 4: Communication Technology

o Topic 1: Facility Voice and Data Communication o Topic 2: Managing ICT Systems

o Topic 3: Optimizing Facility Communication Technology

Chapter 5: Workplace Technology

o Topic 1: Supporting Workplace Innovation o Topic 2: Supporting Workplace Mobility

Chapter 6: Implementing Technology Projects

o Topic 1: Optimizing Facility Technology Projects o Topic 2: Project Analysis and Implementation

References

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