Advice to new FMs : Apply the 11 Core Competencies of Facility Managers



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Larry Allen Morgan, CFM, SFP FMP Head of Operational Excellence and Sustainability Initiatives for North and Latin America SAP Global Facilities Management, Americas Advice to new FMs : Apply the 11 Core Competencies of Facility Managers

Learning Objectives: What are the 11 core FM competencies (2009) What do FM s do Apply those core competencies to your job List why these core competencies are so important to the facilities management industry

11 core FM competencies: Communication Emergency Preparedness and Business Continuity Environmental Stewardship and Sustainability Finance & Business Human Factors Leadership and Strategy Operations and Maintenance Project Management Quality Real Estate and Property Management Technology

Communication Know what you re talking about and to whom: audience and expertise K.I.S.S. principal: dazzling is cool but.. Appropriate repetition and reinforcement are necessary: key concepts Embrace ambiguity: most of FM is not black or white Leave-behinds not the take-aways: perception Non verbal message and clues: substantial portion

Emergency Preparedness and Business Continuity Be prepared: you first Facilities is not the maker nor keeper of any other departments plans: support role Facilities assessment: asset lists based on priority Create R.A.C.I. matrix: responsible, accountable, consulted, informed Focus on sphere of influence: center outwards No 100 page documents: OMG

Environmental Stewardship and Sustainability Be prepared to connect: environmental, economics & social impact (viable, equitable, bearable) Broader topic knowledge: 360 degree view Leading practices: ISO, LEED, EPA, GSA,etc. More than hugging trees or saving polar bears: it s based on business decisions

Finance & Business Finance is: the use, interpretation and management of information Business is: the use, interpretation and management of documents Stop talking about cost: relative to what? Start talking about value: effectiveness Business cases: top 5 core competency Performance: based on service levels and measurables

Human Factors Maslow: safe and secure first Social dynamics: group think Physiological relationship to the built environment: thermal comfort, light, color, sound Change management: golden rule 80/20 rule: don t major in minor things

Leadership and Strategy Intelligence quotient(iq): gets you the interview Emotional quotient(eq): gets you the job Critical thinking: you keep the job Situational leadership: task-relevant Seek innovation and innovators: Elon Musk types Failure is a good option: post-mortem required Network like a maniac: (IFMA, BOMA, AFE, etc.) MARKETING X S TEN: brand you (Tom Peters)

Operations and Maintenance Operations: compliance & satisfactory work environment Maintenance: efficient, reliable & safe Intersection of: people, process & place Services: identify,evaluate, implement, measure. SLA based Planning: PM, PdM, CM (1:5)

Project Management Define: outcome first, concrete benefits Programming: analysis Design: synthesis Plan, Do, Check, Act: follow up religiously Know the alignment synergies: intimately What's the WOW factor: was it worth it Right terms: CBA, LCC,

Quality Assurance: prior Control: during or post According to 5 W s: who,what,when, where, why Continuous im provement: efficiency, effectiveness and flexibility

Real Estate and Property Management Property management: on behalf of owner Real estate/property: assets Know the strategy: master plan Know the value(again): asset value, lease value, operational value, highest and best use, etc.

Technology Trends: monitor & evaluate Assessments: needs analysis Align with objectives: IT, corp, etc. Evaluate: garbage in garbage out

Personal Advice Join a industry related organization: & get involved Get an industry recognized certification or designation: not many PHD s in FM Get a firm grip on what the true value of yours and your organizations worth is to the company: ROI The meek will not inherit the FM earth: step up, speak out. Renewal investment plan: appreciate vs. depreciate Do I or does it matter: find another profession if it s $

Personal Advice Build real relationships: 1:1 Groom yourself: horizontal vs. vertical (mentee) Do nothing: turn off the outside noise Work for a great company: business lessons Do one thing at a time: prioritize to align Your human capital: invest insanely Strive not to be a success, but rather to be of value. Albert Einstein