IFMA Facility Management Learning System - Table of Contents

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1 Competency: Communication 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: s, 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 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 2013 IFMA 1 Edition 2013, Version 1.0

2 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 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 2013 IFMA 2 Edition 2013, Version 1.0

3 Competency: Finance and Business 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 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 o Topic 5: Guide Professional Development 2013 IFMA 3 Edition 2013, Version 1.0

4 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 Chapter 1: Plan Strategically o Topic 1: 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: 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 Chapter 1: 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 2013 IFMA 4 Edition 2013, Version 1.0

5 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 Chapter 1: 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 o Topic 2: Close Contracts and Project and Evaluate Outcomes 2013 IFMA 5 Edition 2013, Version 1.0

6 Competency: Quality 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 o Topic 4: Portfolio Management 2013 IFMA 6 Edition 2013, Version 1.0

7 Competency: Technology 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 2013 IFMA 7 Edition 2013, Version 1.0

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