1. CURRICULUM DESIGN FOR FACILITIES MANAGEMENT
Presented by Johann Eiselen
Academy for Facilities Management
HEFMA Conference October 2010

2. CURRICULUM DESIGN = EATING AN ELEPHANT
Little by little
Takes a long time
Not to be done alone

3. CURRICULUM DESIGN FOR FM
Steps in curriculum design for a formal qualification in FM:
1. Research:
A. Establish what the field of FM entails B. Defined the job of an FM
Qualities of an FM D. Key Performance Areas
Surveys
2. Regulatory Framework
F. Statutory Framework G. Statutory Requirements
H. Policy for Curriculum Development
3. The Process (I)
4. The Outcome (J)

4. CURRICULUM DESIGN FOR FM
Steps in curriculum design for a formal qualification in FM:
1. Research:
A. Establish what the field of FM entails
B. Defined the job of an FM
Qualities of an FM
Key Performance Areas
Surveys

5. CURRICULUM DESIGN FOR FM
To do curriculum design for a formal qualification in FM:
(A) Establish what the field of FM entails
As many definitions as there are authors.
Following slides indicative of the rich diversity / lack of consensus

6. Definitions of FM:
Facilities management is an enabler of sustainable enterprise performance
through the whole life management of productive workplaces and effective
business support services.
SAFMA
The practise of co-ordinating the physical workplace with the people and work of
an organisation, it integrates the principles of business administration, architecture
and the behavioural and engineering sciences.
BIFM
Place
People
Process

7. Definitions of FM:
The process by which an organisation delivers and sustains support services in a quality environment to meet strategic needs.
Centre for Facility Management
Facility management refers to building in use, to planning, design, and management of occupied buildings and their associated building systems, equipment and furniture to enable and enhance the organisation’s ability to meet its business and programmatic objectives. FM therefore refers to organisational effectiveness.
Becker

8. Definitions of FM:
Facility management is the active management and co-ordination of an organisation’s non-core building services, together with the associated human resources and its buildings, including their systems, plant, IT equipment, fittings and furniture necessary to assist that organisation to achieve its strategic objectives.
Owen
An Integrated approach to maintaining, Improving and adapting the buildings of an organisation in order to create an environment that strongly supports the primary objectives of that organisation.
Barrett “

9. CURRICULUM DESIGN FOR FM
A authors were helpful and inspired a list of FM
characteristics & objectives:
FM is a non-core / secondary business activity
FM is integrated management of the workplace
FM support primary business’ objectives
FM adapt to changing requirements / conditions of the primary / core business it serves

10. CURRICULUM DESIGN FOR FM
Key FM Characteristics
A life cycle (cost) perspective is essential for FM
FM incorporates three key functional service areas:
Business and soft services management
Accommodation management
Building maintenance management or hard services
FM is a service and therefore a customer orientation is key

11. CURRICULUM DESIGN FOR FM
Key FM Characteristics
FM strives for cost-efficiency and optimal productivity of the workspace
Contract management and SLAs are an integral tools of FM
FM relies heavily on quality control / systems

12. FM Objectives Support Corporate objectives
Productivity – create optimal working conditions
Efficiency - deliver quality & customer satisfaction
Continuity of service
Sustainability of practises
User / Customer work satisfaction
Compliance – Statutory / Corp. Governance

13. CURRICULUM DESIGN FOR FM
Steps in curriculum design for a formal qualification in FM:
1. Research:
A. Establish what the field of FM entails B. Defined the job of an FM
Qualities of an FM D. Key Performance Areas
Surveys
2. Regulatory Framework
F. Statutory Framework G. Statutory Requirements
H. Policy for Curriculum Development
3. The Process (I)
4. The Outcome (J)

14. CURRICULUM DESIGN FOR FM
B. Defined the job of an FM
Authors
FM associations
Employers
Range of views
Following slides represent a picture of these views:

15. B. Defined the job of an FM
Operational FM – Supervisory Level
Employees supervises small single facility or number of services (cleaning, Call Centre, etc.) In a larger facility.
Employee focused on the operational aspects of facility services provision and supervision of these function(s), rather than having management responsibility.
FM planning and procedures still responsibility of a manager that provides guidance and management support.
(Australian FMA)

16. B. Defined the job of an FM
Operational FM – Management Level
Manage large facility or portfolio of smaller facilities in more than one centre. Responsible for more than one facility type.
Job will require responsibility for: -facility outcome -management of contracts (outsourced) -FM planning and development of procedures -facilities budget, and -managing FM team
Middle management and work with clearly delegated authority, with limited guidance, but reports to a senior manager who is mostly not a FM specialist (Australian FMA)

17. B. Defined the job of an FM
Strategic Management Level
Actively Involved in strategy management for a large national, regional or global organisation with portfolio of facilities.
Overall responsibility for FM outcomes, management of full facilities team, setting of FM performance standards development and Implementation of facility policy and procedures, strategic management of contract a specification and tendering processes and communication of key FM decisions.
Reports to CEO or FD and advise on
strategic FM issues at corporate level
(Australian FMA)

18. B. Defined the job of an FM
FM Functional Areas (Owen)
Building Management (& maintenance)
Office services
Resource Management (Purchase & Logistics)
Risk Management (Safety & Security)
Personal (Physical) Safety / Emergency
Building Operations
Communications & Automation
Services

19. B. Defined the job of an FM
IFMA - FM Competency Areas
Leadership & Communication
Planning & Project Management
Finance
Operations & Maintenance
Facility Function
Real Estate / Property management
Quality Assurance
Regulatory Compliance

20. B. Defined the job of an FM
FM by Job Responsibility - IFMA
Long range facility planning
Annual facility planning
Facility forecasting & budgeting
Real estate acquisition & disposal
Space planning, work space specs.,installation & space management
Architectural & engineering planning & design
New construction & renovation
Maintenance & operations management of plant
Telecomms integration, security & general admin. (soft) services

21. B. Defined the job of an FM
Facilities Management – An SA Perspective
“ The textbook definition of a true facilities manager is not the
MD’s PA or office manager, but a hybrid technical professional
trained in sound business, social, human resources and financial
management skills.
Local experience has proven that the best candidate operationally is
a qualified engineering artisan who has aspired to more than of a
management function, and at a more strategic level, more financially
astute individual who comes with a financial degree and / or business
qualification in administration.” Stan Frank, former MD of Broll FM

22. CURRICULUM DESIGN FOR FM
Steps in curriculum design for a formal qualification in FM:
1. Research:
A. Establish what the field of FM entails B. Defined the job of an FM
Qualities of an FM D. Key Performance Areas
Surveys
2. Regulatory Framework
F. Statutory Framework G. Statutory Requirements
H. Policy for Curriculum Development
3. The Process (I)
4. The Outcome (J)

23. CURRICULUM DESIGN FOR FM
C. Qualities of an FM
Authors
FM associations
Employers
Range of views
Following slides represent a picture of these views:

24. C. Qualities of a Facilities Manager
FM “should be a professional manager and a technical professional, who is able to operate at a level of technical knowledge that will enable facilities within organisations to match the strategic needs of the organisation. This is so because the facilities manager’s function is to be in complete control of technical facilities whilst he has to ensure that he is strategic in his approach to meet the organisational goals which, in turn, support the organisation’s mission. Such an individual has to register a demonstrable ability to manage at junior level where he functions as a service provider (operational), middle management level where he functions as a specialist (tactical) or senior management (strategic) level as pointed out. Alexander, K (2000)

25. C. Qualities of a Facilities Manager
The facilities manager should be able to co-ordinate and control the efforts of all employees engaged in, inter alia, planning of facilities, and construction of facilities and installation of equipment, maintenance and repair of facilities, systems and equipment (Lewis, BT. 1999: 1.4).
This implies that the facilities manager does not have to be bogged down in details of everything involved in the delivery process as observed by Barrett and Baldry (2003) who also supports Lewis (1999) in maintaining that the facilities manager’s role is to co-ordinate or manage the services.

26. C. Qualities of a Facilities Manager
FM should be someone at a senior level within the organisation who is able to interpret facilities management; who has both a general and a knowledgeable view of the facilities management functions; who is able to anticipate situations that may occur; who is able to formulate policy; and who will help to define the organisation’s vision. The FM should be able to keep himself informed about the FM market trends so as to be in a position to keep his/her management colleagues up to date on what is being offered by the commercial providers. Cloete (2002)

27. CURRICULUM DESIGN FOR FM
Steps in curriculum design for a formal qualification in FM:
1. Research:
A. Establish what the field of FM entails B. Defined the job of an FM
Qualities of an FM D. Key Performance Areas
Surveys
2. Regulatory Framework
F. Statutory Framework G. Statutory Requirements
H. Policy for Curriculum Development
3. The Process (I)
4. The Outcome (J)

28. CURRICULUM DESIGN FOR FM
D. Key Performance Areas for FM
Authors
FM associations
Employers
Range of views
Following slides represent a picture of these views:

29. D. Key Performance Areas
KPAs of a Facilities Manager as defined by a major SA employer:
1. FM Management
1.1 FM Policy FM Customer Relations
1.3 FM Communication Risk Management
SHEQ (Safety, Health, Environmental & Quality)
People Management
FM Asset Management and Information systems
Financial Management
Maintenance Management (Hard, Soft & Accommodation Services)

30. CURRICULUM DESIGN FOR FM
Steps in curriculum design for a formal qualification in FM:
1. Research:
A. Establish what the field of FM entails B. Defined the job of an FM
Qualities of an FM D. Key Performance Areas
Surveys
2. Regulatory Framework
F. Statutory Framework G. Statutory Requirements
H. Policy for Curriculum Development
3. The Process (I)
4. The Outcome (J)

31. CURRICULUM DESIGN FOR FM
E. Surveys
Over a 5 year period as PHEI
Student / Alumni evaluation / surveys - 200
Employer feedback / surveys - 600
Synthesis of data provided good indication of what a formal FM qualification should entail

32. CURRICULUM DESIGN FOR FM
Steps in curriculum design for a formal qualification in FM:
1. Research:
A. Establish what the field of FM entails B. Defined the job of an FM
Qualities of an FM D. Key Performance Areas
Surveys
2. Regulatory Framework
F. Statutes G. Regulatory Requirements
H. Policy for Curriculum Development
3. The Process (I)
4. The Outcome (J)

33. Regulatory Framework: F. Statutes
Education Act
National Qualifications Framework Act (NQF) *
Council on Higher Education (CHE) - Quality Council for Higher Education
Function: Approval of qualifications (Higher Education Quality Committee- HEQC)
Department of Higher Education and Training (DoHET)
Overall responsibility for the NQF and its sub-frameworks
Approval and funding of programmes
Registration of HEI
SAQA - SA Qualifications Authority: Register qualifications that meet the relevant policies and criteria ( NQF Act) on recommendation of CHE

35. CURRICULUM DESIGN FOR FM
2. Regulatory Framework
Statutes
Statutory Requirements
Policy for Curriculum Development

36. Regulatory Framework: (G) Statutory Requirements
CHE Programme Criteria
Any new programme (course / qualification) to be submitted to the CHE
19 criterion for programme evaluation:
Criterion 1:
The programme is consonant with the institution’s mission, forms part of institutional planning and resource allocation, meets national requirements, the needs of students and other stakeholders, and is intellectually credible. It is designed coherently and articulates well with other relevant programmes, where possible.

37. (G) Statutory Requirements: CHE Programme Criteria
Criterion 2:
Recruitment documentation informs potential students of the programme accurately and sufficiently, and adheres to current legislation. Admission and selection of students are commensurate with the programme’s academic requirements, within a framework of widened access and equity. The number of students selected takes into account the programme’s intended learning outcomes, its capacity to offer good quality education and the needs of the particular profession.

38. (G) Statutory Requirements: CHE Programme Criteria
Needs of the profession / stakeholders
Stakeholder consultation – open invitation
Associations: HEFMA , SAFMA
Employers: Sanlam; DSFM, City of CT, ABSA Capital, E&Y, Credit –Suisse; Hollard, Didata, etc.

39. (G) Statutory Requirements: CHE Programme Criteria
Criterion 3:
Academic staff responsible for the programme is suitably qualified, has
sufficient relevant experience and teaching competence, and their assessment
competence and research profile are adequate for the nature and level of the
programme. The institution and/or other recognised agencies contracted by
the institution provide opportunities for academic staff to enhance their
competences and to support their professional growth and development.
Criterion

40. CURRICULUM DESIGN FOR FM
2. Regulatory Framework
Statutes
Statutory Requirements
Policy for Curriculum Development

41. 2. Regulatory Framework Policy for Curriculum Development (H)
Higher Education Institution has to develop a policy for curriculum development (H) & submit to the CHE & DoHE - guidelines for curriculum development and amongst others deals with:
Programme Design
Materials Development – distance learning
Outcomes Based Education
Action learning approach
Write in outcomes-based language
Best practise in Distance Learning - National Association of Distance Education Organisations in SA (NADEOSA)

42. CURRICULUM DESIGN FOR FM
Steps in curriculum design for a formal qualification in FM:
1. Research:
A. Establish what the field of FM entails B. Defined the job of an FM
Qualities of an FM D. Key Performance Areas
Surveys
2. Statutory Framework
F. Regulatory Framework G. Regulatory Requirements
H. Policy for Curriculum Development
3. The Process (I)
4. The Outcome (J)

43. Curriculum Design for FM:
The Process (I)
Integration of all research and statutory requirements
Penning down the curriculum - laborious team effort by subject experts
Everything condensed into CHE prescribed format – next slides

44. Curriculum Design for FM: The Process
The Process (I)
Organisational Component – CHE Documentation
User Instructions For The Manual
Syllabus Themes
Lecturers
Prescribed Reading
Scheduled Contact Session Dates
Assessment Methodology – Continuous And Summative
Programme Structure

45. Curriculum Design for FM: The Process
The Process (I)
Study Component– CHE Documentation
Syllabus Theme - subject
- Objectives Of Syllabus Theme
Study Units – sub-component
- Objectives Of The Study Unit
- Learning Outcomes
(What a student should be able to do after completion)
3. Prescribed Material

46. CURRICULUM DESIGN FOR FM
Steps in curriculum design for a formal qualification in FM:
1. Research:
A. Establish what the field of FM entails B. Defined the job of an FM
Qualities of an FM D. Key Performance Areas
Surveys
2. Statutory Framework
F. Regulatory Framework G. Regulatory Requirements
H. Policy for Curriculum Development
3. The Process (I)
4. The Outcome (J)

47. CURRICULUM DESIGN FOR FM
4. The Outcome (J)
Higher Certificate in FM – since 2004
Advanced Certificate in Building Maintenance Management
Advanced Certificate in Soft Services Management
Advanced Certificate in Accommodation Management
Diploma in FM

48. Higher Certificate in FM
Syllabus Themes
Credits
[NQF5]
Notional
Hours
Fundamental
Operational Theory of Facilities Management 20
200
Consumer and Communication in FM 10
100
Sub-total 30
300
Elective
Health Safety in Facilities Management
FM Outsourcing
Core
Building Maintenance Management
Soft Services in Facilities Management
Financial Management for FM
FM Space Planning & Management 80
800
[Experiential Learning] Total
120
1200

49. Advanced Certificate in Accomm. Mangmt. Syllabus Themes Fundamental
Credits
[NQF6]
Notional
Hours
Fundamental
Management 20
200
Contract Management 15
150
Outsourcing 10
100
Sub-total 45
450
Elective
Statutes, Standards & Benchmarks – Bldg. servs.
Risk management
Core - Accommodation Management
Space management systems
Green Buildings
Building design, shape & elements
Accommodation solutions
Finance for Organisational Accommodation
[Experiential Learning] Sub-total 75
750
Total
130
1300

50. Advanced Certificate in Soft Services Management
Syllabus Themes
Credits
NQF6
Notional
Hours
Fundamental
Management 20
200
Contract Management & SLAs 15
150
Outsourcing 10
100
Elective Sub-Total 45
450
Risk management
Green Buildings
Core Sub-Total
Soft Service management 40
400
Statutes, Standards and Benchmarks applicable to soft services management
Finance for Soft Services management
[Experiential Learning] Sub-Total 75
750
Total
130
1300

51. Advanced Certificate in Bldg. Maint. Management
Syllabus Themes
Credits
NQF 6
Notional Hours
Fundamental
Management 20
200
Contract Management & SLAs 15
150
Outsourcing 10
100
Elective
Sub-Total 45
450
Statutes, Standards and Benchmarks applicable to building maintenance management
Risk management
Core: Building Maintenance Management
Electrical
Mechanical
Building services
Finance for Building Maintenance 75
750
[Experiential Learning] Total
130
1300

52. CURRICULUM DESIGN: The Outcome
Diploma in FM – proposed for 2012
Year
Year 1
Year 2
Year 3
NQF Level 5 6 7
Credits
120 50 70
Total Credits: 360

53. 1st Year – Diploma in FM
NQF 5
120 Credits
7 modules / subjects

54. Diploma in FM – 1st Year Syllabus Theme / Module Study Unit
Introduction to Facilities Management and Management for FM (1)
Introduction to FM
Principles of FM
Characteristics of FM
FM strategy and policy
Objectives of FM
Dip FM - NQF5
1st Year
7 x Modules

55. Syllabus Theme / Module
Study Unit
2. Financial & Environmental
Management (1)
General accounting terms and concepts
Budgeting and managing FM expenditure
3. Soft Services Management (1)
Defining FM Soft Services
Key Soft Services
Cleaning Services
Catering Services
Security Services
Help Desk / Call Centre
Principles of quality management
Financial implications of and cost-
effectiveness in service delivery
Soft Service Management and SLAs

56. Syllabus Theme / Module Study Units 4. Building Maintenance
Management (1)
Principles of maintenance
Maintenance management
Maintenance contracts / SLAs
Life cycle costing
5. Accommodation
Management
Facilities and Space Planning and Management
Calculating space requirements
Space design
Space Planning Policy
Ergonomics & Psychology of colour

57. Syllabus Theme / Module
Study Units
6. Consumer and
Communication in FM
Customer behaviour and needs in the FM
environment
Communication & service delivery
Customer satisfaction in the FM env.
Principles & techniques for effective
communication
Telephone communication skills
Dealing with dissatisfied customers
Compiling a FM communication plan
Presentation skills
Communication planning

58. Syllabus Theme / Module
Study Unit-
7. Regulatory Framework
Overview of the OHS Act.
H&S & risk management
Communicating H&S information in the
organisation to the relevant stakeholders
H&S Quality Management
H&S Policy

59. 2nd Year – Diploma in FM
NQF 6
120 Credits
7 modules / subjects

60. Diploma in FM – 2nd Year Syllabus Theme / Module Study Unit
Management for FM (II)
Research Methodology
FM Information Systems
Project and Configuration Management
Facility Manager’s role in the organisation
Facility Manager’s role re staff
2. Contract Management &
SLAs (1)
Law of contracts
Service Contracts and Management
Service Level Agreements (SLAs)
Dip FM - 2nd Year
- NQF6
- 7 x Modules

61. Syllabus Theme / Module
Study Unit-
3. Financial &
Environmental
Management (II)
Principles of financial and environmental
management
Financial implications of soft services
management solutions
Financial Implications of accommodation

62. Syllabus Theme / Module Study Unit-
4. Soft Services
Management (II)
Soft and business support services / systems
Mailroom
Reprographic
Office supplies
Office furniture
Signage
Refuse management
Horticulture
Office stationery
management principles for service delivery
Regulatory framework

63. Syllabus Theme / Module
Study Units
5. Building Maintenance
Management (II)
Engineering language
Mechanical
Civil
Management principles of building
services
Building condition assessment
Principles for delivery of building
Regulatory framework

64. Syllabus Theme / Module
Study Unit-
6. Accommodation
Management (II)
Accommodation Management
Language of Building Design
Space Measurement Systems
Software
Regulatory framework
7. Risk Management
Principles and functions of risk management
Risk Assessment
Implications of ineffective risk management

65. 3rd Year – Diploma in FM
NQF 6 / 7
120 (50 / 70) Credits
6 modules / subjects

66. Diploma in FM – 3rd Year
Syllabus Theme / Module
Study Unit
Management for FM (III)
Facility Manager’s role in the organisation
Strategy, Policy, Structure, Culture
Facility Manager’s role re staff
2. Contract Management &
SLAs (III)
Principles of outsourcing
Risks and benefits of outsourcing
Outsourcing process
Managing the outsourcing decision
Managing outsourcing contracts / SLAs
Dip FM – 3rd Year
NQF6 / 7
6 x Modules

67. Syllabus Theme / Module
Study Units
3. Financial &
Environmental
Management (III)
Principles of financial and environmental management
Financial implications of building maintenance decisions, e.g. energy , water, etc.
Financial implications of soft services management decisions – water, energy
Financial Implications of accommodation management decisions
Financial reporting
4. Accommodation
Accommodation Management
Green Buildings
Building Design and Energy
Regulatory Framework

68. Syllabus Theme / Module
Study Units
5. Soft Services
Management (III)
Soft and business support services / systems
Retail, Document management & Archiving Parking Management, FMIS / Help desk,
Retail, Lifestyle, Landscaping, Business services, Recycling, Waste Management, Health care, Provisioning (supply chain), Scenery, Furniture & Building finishes, etc.
Soft Services management principles
Regulatory environment
Risk / cost of compliance

69. Syllabus Theme / Module
Study Unit-
6. Building Maintenance
Management (III)
Engineering language
Electro-mechanical
Principles for delivery of building
services
Quality of supply
Statutory Framework
Asset Management
Regulatory Framework

70. Thank you