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

Larry Allen Morgan, CFM, SFP FMP Head of Operational Excellence and Sustainability Initiatives for North and Latin America SAP Global Facilities Management, Americas

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

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

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