Workbook 1 - Organisations

This workbook covers the principles and practices of an organisation, it's structure and behaviour. After you have completed this workbook, you will be able to:

• Understand the ways organisations are structured
• Understand how organisations operate
• Understand decision making processes
• Review your company culture
• Understand continuous improvement
• Understand the management of change

This workbook covers how and why organisations develop business strategy. After you have completed this workbook, you will be able to:

• Understand the way organisations develop and implement strategy
• Understand functional strategy within an organisation
• Understand business planning and objective setting
• Understand the principles of performance measurement

This workbook concentrates in the issues of facilities management, its history and development. After you have completed this workbook, you will be able to:

• Develop and implement FM strategy
• Understand the relationship between core business and facilities management
• Carry out changes in the FM function to implement the FM strategy
• Review, evaluate and modify the FM strategy
• Appreciate the impact of changes in business practice on FM strategy
• Collect and interpret information to keep up to date with developments in the FM market

This workbook covers the people management issues that face FMs in their quest to get the best out of their teams. After you have completed this workbook, you will be able to:

• Understand and implement resource planning
• Select and recruit appropriate people
• Train and develop staff
• Motivate, reward and retain staff
• Understand the principles of leadership and management
• Understand the principles of staff monitoring, and performance appraisal
• Understand the issues involved in succession planning, redundancy, dismissal, retirement, skill transference and the impact to both individuals and the organisation
• Introduce new ways of working
• Be aware of current employee legislation

This workbook covers the vast range of services that FMs are often tasked in providing. This includes both technical business support and welfare services. After you have completed this workbook, you will have an understanding of:

• The range of support services that you may have to manage
• An appropriate service strategy for the organisation
• The issues of services management
• Legislation affecting the provision of services to occupiers, and end-users

This workbook covers the role of FM in minimising risk to and within organisations. After you have completed this workbook, you will have an understanding of:

• Risk management techniques
• Risk analysis
• Ways to manage, control and reduce risk
• Business continuity and emergency plans

This workbook covers the theory and principles of customer service in relation to the interface between the provider and receiver of FM services. After you have completed this workbook, you will have an understanding of:

• The theory of service and service culture
• Customer focused service delivery
• Assessing customer requirements and their satisfaction levels
• Use of service level agreements
• The soft issues involved in FM services

This workbook covers estates management and the issues facing the management of real estate or property. After you have completed this workbook, you will have an understanding of:

• The property industry
• The development and implementation of a property portfolio strategy
• Management of property costs
• The setting up and management of the property asset register
• Legislation affecting the ownership and use of property

This workbook covers the use and management of space. After you have completed this workbook, you will have an understanding of:

• Space allocation strategies
• The impact of structure, services and building design on space use
• Space layout briefs
• Churn and management of accommodation changes
• Legislation affecting space and its use

The purpose of this workbook is to consider the principles of building design and how it impacts Facilities Management. After you have completed this workbook, you should have an understanding of:

• The effect of building structure on the use and performance of a building
• The range of building types and their uses
• The issues to consider when preparing a design brief
• The effect of building services on building use
• Legislation affecting building designs

This workbook covers two BIFM competencies. It covers the issues and benefits of good communication, types of communication and the skills of negotiation. In addition, the workbook covers how FMs manage and use a wide range of information, in both electronic and paper forms. After you have completed this workbook, you should have an understanding of:

• The benefits of good communication
• The ability to use good written, presentation and listening skills
• Group dynamics and team working
• Negotiation skills
• The principles and practices of data collection and analysis
• How to use information effectively and manage its flow
• The impact of new developments in IT on current and future FM services
• The benefits of IT and its application in the FM context
• IT system implementation
• Legislation affecting communication and the use of IT in managing information

This workbook covers quality management issues in relation to the delivery of excellent Facilities Management services. After you have completed this workbook, you should have an understanding of:

• The history of quality management
• The principles of quality management
• Quality management tools used to initiate improvements
• FM quality systems
• Quality standards and accreditation schemes used in FM

This workbook covers two competencies in the BIFM syllabus. These are managing building services and fabric maintenance. The workbook covers the importance of ensuring the fabric and the services within a building or workspace are maintained to a reasonable and useable condition to minimise the disruption to the business. After you have completed this workbook, you will have an understanding of:

• The implications of building structure and design on maintenance activities
• The range of mechanical, electrical and building control systems, cabling and distribution of services within a building
• The importance of maintenance
• Options for developing a maintenance strategy for both fabric and building services
• How to manage maintenance programmes
• The role of a Building Management Systems (BMS)
• Energy management
• Legislation affecting maintenance activities and building services

This workbook covers the financial skills and knowledge that a FM needs to manage their budgets to maintain working environments. By the end of this workbook you will have an understanding of:

• Financial systems and processes
• Capital and revenue budgets
• Cashflow
• Tax implications of the activities of FM within an organisation
• How to prepare business or finance cases for capital projects
• Appraisal techniques use to compare bids for funds

This workbook covers two BIFM competencies in the BIFM syllabus. These are 'working with suppliers and specialists' and procurement. The workbook sets the principles and practice of procurement, together with the role of specialists and suppliers who support the FM in the management of the working environment. After you have completed this workbook, you will have an understanding of:

• Contract types
• Purchasing strategy for goods and services needed in FM
• Selection and apportionment of suppliers and specialists
• Management of multidiscipline teams
• The management of suppliers including performance and termination
• Terms and conditions used in contracts and purchases
• Legislation affecting purchasing activities
• New procurement opportunities and supplier relationships in the FM market

This workbook covers the environmental and sustainability issues affecting the work of FMs. After you have completed this workbook, you will have an understanding of:

• The history and development of environmental awareness
• Policies and procedures to protect the environment
• Environmental impact of FM activities
• Environmental issues in building design and services
• Waste management
• Legislation affecting the environment

Workbook 16 – Environment

Workbook 15 – Procurement

Workbook 14 – Financial Management

Workbook 13 – Premises Management

Workbook 12 – Quality Management

Workbook 11 – Information Management and Communication

Workbook 10 – Building Design

Workbook 9 – Space Management

Workbook 8 – Property Portfolio

Workbook 7 – Customer Service

Workbook 6 – Risk Management

Workbook 5 – Support Services

Workbook 4 – Human Resources

Workbook 3 – Facilities Management and FM strategy

Workbook 2 – Business Strategy