The Planning and Project Management
Competency Course
Construction, renovation and relocation projects are
some of the most visible efforts in your area, and well-managed
projects will reinforce the value that you and your
team bring to your company.
Although all facility projects differ in some way,
they all have one thing in common—the project
management process. Regardless of the type of project
you are managing, you still need to create a project
plan, develop a budget and schedule, and manage the
programming and design phases. To bring projects in
on time and on budget you need technical skills to manage
the programming and design phases and management skills
to lead and motivate your team.
Learning Objectives
Part 1: The Business context of a project
A strong linkage between the function of facility management
and the vision, goals and strategies of the business
is essential for success. A clear understanding of the
overall business plan is required to provide a framework
in which to develop, review and implement real estate
strategic and tactical plans. These plans will support
the goals of the business, and in many cases provide
a direction for the business. Objectives include:
- Describe the overall corporate vision, mission and
strategies
- Explain why the goals and objectives of the FM department
must be based upon the company business plan
- Use terminology associated with business and facility
plans
- Outline the components of various plan types and
develop time frames
- Derive a facility plan from a company strategic
business plan
- Analyze and document facility requirements
- Assess the business climate, describe organizational
dynamics and culture
- Modify the facility plan, as changes in the company
business plan require.
- Develop measurements and evaluate the success of
facility plans
Part 2: Project Planning
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
function. Projects vary in scope, complexity, duration
and financial risk. Objectives include:
- Identify and describe the components of a project
scope summary statement
- Write a project summary scope statement
- Identify the project team
- Develop a project plan
- Develop a contingency plan
- Prepare a project budget
Part 3: The Design Process
Programming and design are related. Programming is the
process of defining user needs and developing a statement
of requirements. Programs include space utilization
and criteria for support systems. The design transforms
the program requirements into specific ideas about allocations,
systems, inventory, and equipment and ultimately visualizes
the program. FMs must manage these two activities to
ensure successful execution of the facility plan. Objectives
include:
- Conduct a needs assessment
- Manage the programming phase
- Prepare the programming report
- Understand floor area measurement standards
- Evaluate space requirements
- Conduct a site evaluation
- Utilize space planning processes and develop furniture
specifications
- Interpret construction documents
Part 4: The Construction and Occupancy Process
Construction projects include all the activities associated
with arranging for and overseeing the construction of
a new facility and the remodeling of a current facility.
These projects include identifying the needs of the
occupants, preparing facilities for new tenants, moving
people from their current space and refurbishing the
vacated space as needed. This part of the course stresses
the role and responsibilities for the FM during the
process. Objectives include:
- Identify the project team and their roles
- Establish a process to measure, track and report
progress
- Understand the basic construction contract process
- Describe types of permits needed prior to construction
- Manage the construction process
- Close-out a construction project
- Manage relocation projects
On-site
Registration dates.
View instructions for online version of course.
On-Site Course Length: 2 days
Cost: IFMA Members $495 (U.S.); Nonmembers $695 (U.S.)
|
