Facilities Strategic Leadership

As the pace and demands for effective and strategic management of facilities portfolios accelerates in an ever more complex global environment, the need for key leaders to direct these challenges continues to increase.

In addition, the technological complexity of the built environment is increasing exponentially. Simple analysis and experience-based solutions are no longer enough for these challenges.


Covid-19 Considerations
    • Classroom areas arranged to provide 6 feet of space between all attendees
    • Lunch and coffee breaks similarly arranged
    • Transfer to 100% Online course at any time at no additional charge
    • May reschedule to any course within 1 year of original course date at no additional charge
    • 100% refund up to 14 days before class
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Course Overview

Choose Expert Leadership & Guidance
  • Learn from a credentialed instructor who provides expertise, insights and one-on-one guidance.
  • Network, share experiences, and discuss topics with other FM professionals.
  • Stay on track to earn your credential with a structured learning experience and support.
  • Take advantage of your organization’s funding options, such as corporate tuition reimbursement.

FSL Adds Value for You


This course is designed to prepare individuals for an advanced or senior role in Facilities Management. It will address the knowledge, skills and abilities needed to manage and lead high performance facilities in today’s complex environments.

  • Increased problem solving
  • Better decision making
  • Better strategic alignment
  • Improved stakeholder awareness

FSL Benefits Your Entire Organization
  • Improved future-readiness
  • Enhanced strategic insights from leaders
  • More sustainable business solutions
  • Teaching you best practices to apply to your organization’s processes immediately
  • Helping you develop strategic business skills to benefit your organization’s bottom line
  • Demonstrating your department’s value to C-Suite and leadership roles

Tools to Help Transform FM

The knowledge and expertise needed is skill based, not simply knowledge based. The successful facilities leader must be able to apply expertise to complex real-world situations.

Course Outline

Facilities Leadership
  • Course introduction
  • Global viewpoint
  • Organizational strategy
  • Quality and ISO-41001
Facilities Finance
  • Gain knowledge of resources and cost
    • Types of resources required
    • How to manage financial resources
    • Accounting techniques
    • Budgeting techniques
    • Methods of obtaining resources and monitoring their use
    • Personnel resource management
    • Costing of resources
    • Relationship between cost and value of resources
    • Capital planning of assets
    • Long-term capital plan
  • Financial management and analysis
    • Setting financial objectives
    • Constructing a budget
    • Monitoring and managing financial resources
Advanced Financial Management
  • Lifecycle
    • Lifecycle costing
    • Lifecycle exercises (simple)
    • Lifecycle exercises (complex)
  • Risk and uncertainty
    • Understanding risk and uncertainty
    • Risk analysis exercise
    • Monte Carlo exercise
    • Sensitivity exercise
  • Forecasting
    • Regression analysis exercise
Stakeholders and Operations
  • Business cases, buyer influences, and stakeholder management
    • Business case – short form
    • Business case – long form
    • Presentation & approval
    • Stakeholder management
  • Workshop: develop a business case and present to the group
  • Operations and Maintenance strategies
    • Summary of main methods
      • Time based
      • Condition based
      • Predictive
      • Run to failure
    • Strategy
      • Reliability Centered Maintenance
    • Reliability Tools
      • Root cause analysis
      • Failure mode analysis
      • Predictive tools
      • Risk analysis
  • Energy and carbon
Contracting, Quality and Performance
  • Contracting
    • Bidding
    • Awarding
    • Management of services or product delivery
    • Closeout
  • Managing performance and delivery of services
    • Writing performance clauses
    • Performance inspection
    • Encouraging/improving performance
    • Rewarding performance
    • Dispute Resolution
  • Quality management
  • Project coordination
  • Approval processes
  • Performance management
  • Communication
  • Training development
  • Operations
  • Safety
  • Computerized maintenance management systems
  • Integrated work management systems
  • Building information modeling, etc.
  • Monitoring based commissioning
  • Big data – Tableau, FCI systems, Asset Management, etc.
  • IoT – Internet of Things
  • Future shock

Who Should Attend

  • Directors of Facilities
  • Senior Managers of Facilities
  • Engineering Directors
  • Facilities leaders
  • Sustainability & Energy Management leaders
  • Members of strategy teams
  • Emerging leaders
  • This is an advanced course, not a general knowledge course
  • Specific topics are taught in depth
  • Prior training and experience in general facilities management will be essential for success
  • IFMA Certified Facility Manager (CFM) or equivalent
  • ProFMI Credential (ProFM) or equivalent
  • AHA Certified Healthcare Facility Manager (CHFM) or equivalent

5 Key Take-aways

Understanding your role as a strategic leader in the organization

Organizational design and communication strategies for excellence

Stakeholder management

Creating successful projects & programs

Monitoring & managing financial resources

Program Description & Objectives

This course is designed to prepare individuals for an advanced or senior role in Facilities leadership. It will address the knowledge, skills and abilities needed to operate high performance facilities organizations in today’s complex environments.

Strategic alignment between the goals of the “demand organization” utilizing the facilities, and the actions of the facilities organization supporting their operation is critical to success. The expertise for the development and operation of these facilities is the responsibility of the Facilities Leader. Without the right knowledge, skills and abilities this key leader cannot succeed. Yet succeed he or she must, if the larger “demand organization” is to succeed in its mission.

The knowledge and expertise needed is skill based, not simply knowledge based. The successful Facilities Leader must be able to apply expertise to complex real-world situations.

This exciting program combines text-based knowledge, with real-world situations to develop a blended learning workshop that accelerates the Facilities Leader’s development as a strategic partner to the leaders of the “demand organization”

Training Program Detailed Objectives
  • How leadership and motivation theories can be applied in practice
  • How organizational design and communication strategies can affect leadership
  • How climate and culture affect human resource performance
  • Setting financial objectives
  • Constructing a budget
  • Monitoring and managing financial resources
  • Preparing reports and recommendations for the use and allocation of resources
  • Types of resources required
  • Accounting & budgeting techniques
  • Forecasting techniques
  • Costing of resources
  • Life cycle costing
  • Risk, probability & sensitivity analysis
  • Relationship between cost & value

FSL Course Material References

ANSI/ASHRAE Standard 62.1-2019: Ventilation for Acceptable Indoor Air Quality
American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE), Inc. 2019

Facilities Management Handbook
Booty, F. 4th edition, 2011

Financial Management: Theory and Practice
Brigham, E. F and Ehrhardt, M. C. 13th Edition, 2011

Facility and Property Management Guidebook
Campbell, J. L., Second edition, 2011

Principles and Practices Organizational Performance Excellence
Cartin, T. J., 1999

Mainstreaming Corporate Sustainability: Using Proven Tools to Promote Business Success
Farver, S., 2013

Organizational Development for Facility Managers: Tracing The DNA of FM Organizations
Friday, S., 2003

Quality Facility Management: A Marketing and Customer Services Approach
Friday, S. & Cotts, D. G., 1995

A Guide to the Project Management Body of Knowledge – PMBOK Guide
Project Management Institute (PMI), 6th Edition, 2017

Agile Practice Guide
Project Management Institute (PMI), 2017

ISO 55000: Leveraging the ISO Standard To Manage Risk And Realize Value Of Your Organization’s Assets
Heisler, R., 2013

ISO 31000:2018 “Risk Management – Principles & Guidelines”
ISO, 2018

ISO 41001:2018 “Facilities Management – Management systems”
ISO, 2018

Managing the Dynamics of Change
Jellison, J., 2006

Facilities Management and Corporate Real Estate Management as Value Drivers: How to Manage and Measure Adding Value
Jensen, P. A. & Voordt, T., 2017

The Facility Management Handbook
Roper, K. O. & Payant, R. P., 2014

HBR Guide to Building a Business Case
Sheen, R. & Gallo, A., 2015

Certification Information and Resources

Certification Information and Resources

While FM College is not an accreditation organization, we do offer excellent training for those planning to become qualified as a Chartered Member (MRICS) in Facilities Management at the Royal Institute of Chartered Surveyors (RICS).

We also do provide a Certificate of Completion and continuing education units (CEUs) for all of our courses.  Here is a link to a sample Certificate of Completion.

If your goal is to oversee infrastructure and facilities operations for a large organization, you will want to pursue a designation as “Chartered Facilities Management Surveyor” MRICS or similar recognition.

To be eligible to become a Chartered Member MRICS, you have to meet one of three criteria:

You can enroll at any time in your career, but you must meet one of the eligibility requirements before applying for assessment:

  • Relevant experience and an RICS-accredited degree
  • 5 years of relevant experience and any bachelor’s degree
  • 10 years of relevant experience operating at an advanced level by seniority, specialization, or in academia.

The most common way of qualifying as a Chartered Member is through the Assessment of Professional Competence (APC), but you can also qualify as a senior professional, industry specialist, or academic.

Following are links to additional resources if you decide to pursue becoming a Chartered Member (MRICS) after completing our course.

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