This presentation discusses facility management (FM) roles at different levels within an organization. It defines FM according to international standards as integrating people, place, and process to improve quality of life and business productivity. FM provides support services to allow an organization's core activities. These support services include both "hard" building-related functions and "soft" people-related functions. FM operates at operational, tactical, and strategic levels to manage these services across public, private, and nonprofit sectors.

1. Chris Garbett
FM Roles
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2. About the presenter
> Chris is the Tutor for the IWFM Direct
Qualifications.
> He is the former Director of the FM
Programme of Studies at Leeds Beckett
University

3. Agenda
> In this presentation we will look at:
• Definitions of FM
• FM and the Core Activity
• FM at Operational, Tactical and Strategic
Levels
This is designed to help with:
• 3.01 Task 1 and Task 4
• 4.01 Task 1 and Task 3

4. What Is FM? IWFM
> The International Organisation for
Standardisation defines facilities
management (FM) as the “organizational
function which integrates people, place and
process within the built environment with the
purpose of improving the quality of life of
people and the productivity of the core
business.” – IWFM

5. What is FM - EuroFM
> The integration of processes within an
organization to maintain and develop the
agreed services which support and
improve the effectiveness of its
primary activities.
> (EN15221-1: 2006 Facility Management – Part
1: Terms and definitions)

6. Core Business
> IWFM mentions CORE BUSINESS
> EuroFM mentions PRIMARY ACTIVITIES
> This means the core business or primary
activity of the organisation receiving FM
services.
> Core Activity

7. Core Activity Example 1
>For a hospital, the
core business is
treating patients

8. Core Activity Example 2
>For a
manufacturer, the
core business is
the production
and distribution of
goods.

9. Core Activity Example 3
>For a Charity,
such as the Dog’s
Trust, the core
business is the
care and re-
homing of dogs

10. Hard and Soft Support Services
Hard Services
> Building related
> Fabric
> Maintenance
> New builds
> Building Services
> Heating
> Energy
> Plumbing
Soft Services
> People related
> Catering
> Cleaning
> Office Supplies
> Furniture

11. Sectors
> Public – Government, Local Authority,
Hospital, School etc. Financed mainly from
taxes
> Private – Companies, e.g. manufacturers,
financial institutions, retailers etc. Financed
mainly from profits
> Not For Profit – Charities, Churches, some
research organisations. Financed mainly from
donations.
> Different sectors, different amount of funds
available. Some companies richer than
countries. 2017 Walmart earned more than
the whole of Belgium. (Business Insider)

12. Different Sectors and FM
Sector Example
Core
Activity
FM
Implications
Public Local Council
Services to
Local Area
Local
Suppliers
Private Retailer Sale of goods
Image and
appearance
Not
For
Profit
Housing
Association
Providing
social
Housing
Standards
of
Maintenance

13. Activity
> For your organisation:
> What sector is it in?
> What are the core activities?
> Type in your answer

14. Core Activity & Support Services
> All organisations need support services, e.g.
> a location,
> heating and lighting,
> supplies,
> etc.
> FM provides the support to enable the
organisation to undertake its core activities.

16. Hard and Soft
>If you pick up a
building and turn
it upside down:
>What falls out is
soft services
>What stays in is
hard services

17. Close to Core
> For some organisations, some support services
closer to core
> E.g.
> Cleaning. Critical for a hospital. Very high
standard. Not so critical for workshop. Lower
standard.

18. Other Support Services
> FM provides most of Support Services.
> Other Business Departments also provide
Support Services
> Who looks after IT?
> Who manages the money?
> Who hires and fires staff?

19. Operational, Tactical, Strategic
Operational
These are routine tasks with
little or no decision making
Tactical
This is middle management.
Some decisions are made
within delegated authority, to
manage the operations
Strategic
This is senior management
level. Major decisions are
made which affect the direction
of the organisation. Detail of
the operations is left to more
junior management.

20. Op, Tac, Strat Examples
Management
Function
Operational Tactical Strategic
Budget Planning and
Control
 Checking invoices
 Checking bank
statements
 Checking Purchase
Orders
 Monitoring
budgets for under
or over spends
 Signing off
payments up to a
delegated amount
 Comparing prices
and approved
suppliers
 Setting major
budgets
 Evaluating major
purchases or
projects
 Preparing detailed
financial cases (e.g.
if deciding whether
to buy or rent
equipment or
premises)
Contract Management   
Project Management   
Task and Team
Management
  
Health and Safety
Management
  

21. Recap
> FM provides Support Services to enable the
organisation to carry out its Core Activities
> There are many types of Support Services.
These are usually classed as Hard and Soft
Services
> FM Supports organisations in all Sectors of
the Economy
> Other departments provide support
> FM operates at Operational, Tactical and
Strategic Levels

22. Any questions?
Thank you
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23. Professional development
> CPD number: XXXX
> Upcoming Webinars:
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