Facility Management 301
Executive FM Roles and Financial Strategies

Overview: Two-Day Workshop

NO BASICs Here! This workshop is for Senior Facility Managers who have "been-there-done-that" and are moving into or have already moved into an Executive or Senior Management Level position. The workshop is set up around "Reality Executive Leadership Principles" with case study models including lots of activities, exercises, role playing and teaming.

Workshop Objectives:

Day-One, The Executive Facility Manager
During the first day workshop, attendees will encounter case studies modeled around Strategic, Tactical, and Operational Planning for:

     • Maturing from Technical Manager into Leadership Roles

     • Executive Transition Modeling Roles, Responsibilities and Accountabilities of the FM Corporate Chair

     • Hot Skills for Senior Management Level Facility Managers

     • Realities in the "New" new Strategy and Tactical Planning Processes

A Working Lunch: Life and Death Scenario Case Study requiring Senior Level FM Decisions and Solutions

     • Executive Forum Brainstorming and Think Tank Session

     • Money Decisions without Cook'n-the-Books or Shredding Documents

     • "30-Seconds with the CEO"® Power Words for Pitching Empowered Solutions

     • Stepping up to Executive Presentations, 8-Critical Assessments

Second-Day, FM Financial Development Strategies
The second day workshop is dedicated entirely to FM Financial Development Strategies.

     • The Environment of Facility Management Financial Business Principles

     • Managerial Accounting Applications for Executive Managers of Facilities

     • Develop, Execute, Managing, Evaluating Budgets
             – Capital: major buildings, furniture, furnishings, and equipment
             – Operational: utilities, rentals, planning and designs, maintenance and repair, new work/renovations,                 moves
             – Administrative: fm staff personnel, office expenses, depreciation of capital accounts

A Working Lunch with Networking Opportunities

     • Success with the PPBEE Financial Cycles

     • The Real Estate Game of Accounting

     • Financial Asset Management with Life-Cycle Costing and Financial Forecasting

Workshop Techniques:

Open session lecture with material presentations.
Participant discussion and group interaction.
Games, role-playing, exercises and what ifs.
Group and individual learning activities.

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For additional information:
Attn: Glin W. Jay
The In formation Company
1236 Stillwater Tr., Ste. 450
Carrollton, Texas  75007
Ph. 972.492.3780
Fx. 972.236.1489
gsjay@gsjayco.com

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