Facilities and Asset Management Training Course

Participants can design accountable governance for facilities services and asset decisions.

• RACI matrices for property, facilities, maintenance and finance responsibilities
• Governance forums linking operational performance to management decisions
• Defining policy, strategy, plans, procedures and work instructions
• Escalation routes for safety incidents, service failures and budget exceptions
• Service delivery models: in-house, outsourced, integrated and hybrid
• Document control, approvals and evidence retention requirements

Participants can specify an asset register that supports maintenance, compliance and investment decisions.

• Asset hierarchy using site, building, system and component levels
• Mandatory asset register fields for identification, ownership and location
• Condition, criticality and replacement data captured against each asset
• Data quality rules for duplicate records, missing fields and updates
• CMMS data structures supporting work orders and maintenance histories
• Tagging conventions using asset labels, barcodes and location codes

Participants can assess asset condition and rank assets according to operational consequence.

• Condition grading scales linked to defects and intervention needs
• Criticality analysis using safety, service, financial and compliance consequences
• Failure modes identified through FMEA for critical building systems
• Risk matrices combining likelihood, consequence and control effectiveness
• Survey scopes for fabric, MEP systems and specialist equipment
• Prioritising defects through condition, criticality and statutory compliance evidence

Participants can select maintenance approaches matched to asset risk, failure patterns and cost.

• Corrective, preventive, predictive and condition-based maintenance distinctions
• Reliability-centred maintenance decisions for safety-critical and essential assets
• Failure pattern analysis using maintenance history and downtime records
• Maintenance task intervals based on manufacturer data and operating conditions
• Statutory inspection schedules integrated with planned maintenance activities
• Maintenance strategy statements documenting rationale, frequency and responsibilities

Participants can establish work order controls for planned and reactive maintenance.

• Work order workflow from request, triage and approval through closure
• Priority codes based on safety, business impact and response commitments
• Backlog ageing analysis separating planned, reactive and deferred work
• Weekly scheduling using labour capacity, access windows and materials availability
• Job plans specifying tasks, permits, parts and acceptance criteria
• Closeout evidence including test results, photographs and completion codes

Participants can prepare lifecycle cost evidence for repair, replacement and renewal decisions.

• Whole-life cost components: acquisition, operation, maintenance and disposal
• Net present value calculations for replacement and refurbishment options
• Remaining useful life estimates using condition and failure evidence
• Capital renewal programmes ranked by risk, condition and business need
• Separating operating expenditure from capital expenditure in asset plans
• Funding cases supported by cost avoidance and service continuity

Participants can plan, monitor and explain facilities operating and capital budgets.

• Cost centre structures for maintenance, utilities, cleaning and security
• Annual budget assumptions for inflation, occupancy and contract changes
• Variance analysis comparing actual spend against approved budget profiles
• Forecasting maintenance costs from backlog, schedules and asset condition
• Unit cost benchmarks for area, occupant, asset and service measures
• Management reports explaining drivers, corrective actions and forecast implications

Participants can define facilities services through measurable scopes, standards and service levels.

• Service specifications defining scope, exclusions, frequencies and acceptance standards
• SLA response and resolution targets matched to priority categories
• Key performance indicators for availability, quality, cost and user satisfaction
• Output specifications compared with input-based service requirements
• Helpdesk protocols for requests, incidents, updates and customer feedback
• Service review packs combining performance data, issues and actions

Participants can control facilities suppliers through contract governance and performance evidence.

• Supplier prequalification checks for competence, insurance and compliance evidence
• Contract mobilisation plans covering people, data, access and communications
• Monthly performance reviews using KPIs, trends and corrective action logs
• Non-conformance management from identification through root-cause closure
• Change control procedures for scope, price, service and programme changes
• Supplier risk assessments covering dependency, capacity and financial stability

Participants can establish compliance controls for facilities activities, records and contractor work.

• Legal registers identifying applicable building, safety and environmental obligations
• Permit-to-work systems for high-risk maintenance and contractor activities
• Risk assessments using hazard identification, controls and residual risk ratings
• Compliance calendars for inspections, testing, certification and evidence review
• Incident investigation using the five whys and corrective actions
• Audit trails linking obligations, records, findings and accountable owners

Participants can plan facilities responses that sustain essential services during disruption.

• Business impact analysis identifying critical services and maximum outage periods
• Emergency response plans for utility loss, fire, flooding and access disruption
• Recovery priorities for occupied buildings, technical plant and essential equipment
• Crisis roles, communications trees and incident command responsibilities
• Scenario testing through tabletop exercises and post-incident improvement logs
• Contingency arrangements for alternative sites, suppliers and temporary equipment

Participants can identify facilities actions to control utility cost, consumption and environmental impact.

• Utility baselines using meter data, weather adjustments and occupancy factors
• Energy performance indicators for electricity, gas, water and waste
• Energy conservation measures ranked by cost, savings and operational risk
• Submetering strategies for major loads, tenants and energy-intensive systems
• Waste segregation controls, contractor reporting and contamination monitoring
• Environmental action plans covering targets, ownership and performance review

Participants can use occupancy and service data to improve workplace capacity and user experience.

• Space classification standards for workstations, support areas and circulation
• Occupancy studies using observations, booking data and sensor reports
• Utilisation metrics for desks, meeting rooms and shared facilities
• Moves, adds and changes procedures protecting asset and space records
• User-experience measures covering comfort, cleanliness, access and responsiveness
• Workplace service plans aligned with occupancy patterns and business needs

Participants can build performance reports that support facilities and asset management decisions.

• Balanced scorecards linking service, asset, financial and risk measures
• Leading indicators for inspections, planned work and training completion
• Lagging indicators for downtime, incidents, complaints and cost variance
• Dashboard design using targets, trends, exceptions and owner actions
• Data validation checks before publishing management performance reports
• Executive narratives translating operational data into decision requirements

Participants can specify information controls for CMMS, CAFM and building data systems.

• CMMS functions for asset records, work orders and maintenance scheduling
• CAFM data supporting space management, service requests and occupancy reporting
• Building information models as sources for asset and location information
• Data ownership rules for updates, approvals and record accuracy
• Mobile maintenance tools for inspections, photographs and field completion
• Cybersecurity considerations for connected building systems and vendor access

Participants can convert performance evidence into a prioritised facilities improvement plan.

• Gap analysis comparing current controls against required service standards
• Root-cause analysis separating symptoms, contributing factors and underlying causes
• Improvement registers linking actions, owners, dates and success measures
• Prioritisation matrices balancing risk reduction, cost, urgency and feasibility
• Implementation roadmaps sequencing quick wins, projects and long-term initiatives
• Benefits tracking against baseline cost, performance and compliance measures

Participants can present facilities recommendations clearly to users, suppliers and senior decision-makers.

• Stakeholder maps identifying influence, interest, information needs and engagement methods
• Management papers structuring issue, evidence, options, recommendation and decision
• Risk communication using clear consequences, controls and residual exposure
• Supplier review agendas focused on performance, actions and contractual commitments
• Occupant communications explaining disruptions, access arrangements and service changes
• Decision logs recording approvals, assumptions, actions and follow-up dates

Participants can build, review and present a complete facilities and asset management plan for a defined facility or asset portfolio.

• Scope statement defining assets, services, stakeholders and management boundaries
• Asset baseline combining register quality, condition, criticality and compliance status
• Maintenance programme integrating planned work, backlog reduction and statutory inspections
• Lifecycle investment plan prioritising renewals, budgets and funding requirements
• Service management framework covering suppliers, SLAs, KPIs and review meetings
• Risk and continuity controls addressing safety, compliance and service interruption
• Implementation roadmap with milestones, owners, dependencies and performance measures