Course Details
Course Outline
5 days course
Introduction to Facilities Management Essentials
- What is Facilities Management (FM)? – ‘the facilities umbrella’
- Defining FM within an organisation.
- The 8 key roles of FM.
- FM – overhead or profit centre?
- The strategic importance of managing facilities.
- Developing an FM plan and team.
Establishing control of support services
- Recognising and reviewing support service requirements.
- Profiling current service levels and costs.
- Reviewing contracted services.
- Outsourcing v in-sourcing.
- Contract ‘bundling’ and ‘aggregation’.
- Determining and implementing a contract strategy.
Focusing on the customer
- Comprehending 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 maximise the budget.
Comprehending 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 v 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.
Mobilisation of service contracts
- Managing change.
- Implementation programme.
- Briefings and site familiarisation.
- 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 (eg, a relocation)
- 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.
- Settling in or ‘Happy ever after’!
