CFM study plan
CFM · Give each week a clear focus.
8 weeks · About 6 hours per week
Operations and Maintenance
Build a one-page map of the facility management function: list the core O&M work streams (maintenance strategies, work order flow, CMMS data, asset lifecycle, KPIs) and write a two-sentence definition of each in your own words.
Compare reactive, preventive, predictive, and condition-based maintenance by writing a table of trigger, typical cost profile, data requirement, and best-fit asset class, then state which you would choose for three asset types and why.
Draft a preventive maintenance plan for one realistic asset (for example an air handler or elevator) covering task list, frequency basis, labor hours, parts, and acceptance criteria.
Explain the difference between a work order, a service request, and a project, and sketch the approval and closeout steps for each.
Define five O&M metrics (such as mean time to repair, planned maintenance percentage, backlog, first-time fix rate, and cost per square foot) with formula and interpretation caveats.
Your checkpoint
A 3-5 page O&M reference sheet containing the work-stream map, maintenance strategy comparison table, one sample PM plan, and the metric definitions with formulas.
Operations and Maintenance & Quality
Calculate a maintenance backlog in labor-hours from a sample work order list and decide whether the backlog is healthy, using a stated benchmark and assumptions.
Design a simple asset register schema (identifier, location, criticality, warranty, expected life, replacement cost) and populate it with ten fictional assets.
Write a root-cause analysis of a recurring equipment failure using the 5-Whys and a fishbone diagram, ending with two corrective actions and a verification method.
Distinguish quality assurance from quality control in an O&M context and describe where inspection, commissioning, and warranty review sit in each.
Build a one-page inspection checklist for a building system that includes measurable acceptance criteria rather than subjective wording.
Your checkpoint
A completed backlog calculation with stated assumptions, a ten-row asset register, and a one-page RCA write-up with corrective actions.
Project Management & Finance and Business
Write a project charter for a fictional facility upgrade covering scope, success criteria, constraints, stakeholders, and high-level budget.
Build a work breakdown structure to at least three levels for that project and sequence the activities into a simple Gantt chart with dependencies and a critical path.
Produce a cost estimate for the project using three estimating approaches (analogous, parametric, bottom-up) and explain why the numbers differ.
Construct a cash flow forecast for the project by month and calculate simple payback and a basic return on investment for the upgrade.
Identify five project risks with probability, impact, owner, and a mitigation or contingency for each.
Your checkpoint
A project pack for one fictional upgrade: charter, WBS, Gantt with critical path, cost estimate comparison, monthly cash flow with payback calculation, and a risk register.
Finance and Business & Leadership and Strategy
Read a fictional operating budget and classify each line as fixed or variable, direct or indirect, and controllable or non-controllable.
Prepare a variance analysis that separates volume, price, and timing effects and write three sentences a non-financial audience would understand.
Explain the difference between capital and operating expenditure and apply the distinction to five borderline facility spending decisions.
Draft a business case for a facility investment that includes options considered, lifecycle cost, risk, and a recommendation with conditions.
Write a stakeholder analysis and a decision-rights table for one strategic facility decision, naming who decides, who consults, and who is informed.
Your checkpoint
A budget review memo containing the classified budget, a variance analysis with three drivers explained in plain language, and a one-page business case with recommendation.
Human Factors & Communication
Analyze a fictional workplace incident using a human factors lens, identifying task demands, equipment design, environment, and organizational contributors rather than blaming the individual.
Describe how workload, fatigue, shift design, and situational awareness affect error rates, and propose two controls for a specific role.
Draft a communication plan for a disruptive building shutdown covering audiences, channels, timing, message content, and escalation path.
Rewrite a technically accurate but unreadable notice into plain language at roughly an eighth-grade reading level while preserving all safety-critical information.
Practice a structured handover: write a shift handover template that captures open work, risks, and actions with owners.
Your checkpoint
An incident analysis with human-factors contributors and controls, plus a communication plan and a rewritten plain-language notice for the same shutdown scenario.
Real Estate and Property Management & Technology
Compare lease structures (gross, net, percentage, and ground) by listing who pays which cost and how each shifts risk to the occupier.
Calculate occupancy cost per square foot and per full-time employee for a fictional portfolio and identify which measure better supports a space decision.
Explain the facility manager's role across the property lifecycle from acquisition and due diligence through operations, capital renewal, and disposition.
Map a building technology stack (BAS, CMMS, IWMS, access control, energy management) showing what data each holds and where integration typically fails.
Write a data governance rule set for facility systems covering ownership, naming conventions, retention, and access, and apply it to three sample records.
Your checkpoint
A portfolio decision brief comparing two fictional space options on lease terms, occupancy cost, and lifecycle implications, plus a one-page systems and data map.
Sustainability & Emergency Preparedness and Business Continuity
Conduct a simplified energy and waste baseline for a fictional building and set two reduction targets with a measurement method for each.
Evaluate three sustainability interventions on cost, carbon impact, and payback, and rank them with stated criteria.
Perform a business impact analysis for three critical facility functions, assigning recovery time objectives and recovery point objectives with justification.
Build a continuity plan outline for one critical function, covering alternate location, alternate supplier, manual workaround, and communication tree.
Design a tabletop exercise scenario with injects and success criteria, and list the lessons you would capture afterward.
Your checkpoint
A combined sustainability and resilience brief: baseline, ranked interventions with payback, BIA table for three functions, continuity outline, and a tabletop exercise script.
Operations and Maintenance & Project Management & Finance and Business & Leadership and Strategy & Human Factors & Communication & Quality & Real Estate and Property Management & Technology & Sustainability & Emergency Preparedness and Business Continuity
Re-take a timed 100-question mixed practice set and log every miss by domain and error type (knowledge gap, misread, calculation, or judgment).
Re-study only the two weakest domains using your own week 1-7 deliverables, then rewrite the affected reference sheets from memory.
Drill the quantitative skills that appear across domains: backlog hours, payback, variance, occupancy cost per square foot, and recovery objectives.
Write a one-page decision framework that connects operations, finance, risk, and people considerations, and apply it to two new scenario questions under time pressure.
Assemble a personal exam-day plan covering timing per question, flagging strategy, and how you will handle unfamiliar terminology.
Your checkpoint
A scored practice log with error analysis, rewritten reference sheets for the two weakest domains, and a final one-page decision framework and exam-day plan.
Milestones
Week 2: You can explain, without notes, how maintenance strategy choice, backlog, and asset criticality drive an O&M decision, and your reference sheet plus asset register are complete enough for someone else to use.
Week 4: You can read a facility budget and produce a variance explanation and a payback calculation in under 20 minutes, and your project pack and business case each stand alone without verbal explanation.
Week 6: You can describe human error contributors, draft a shutdown communication, compare two lease structures, and explain where facility system integrations fail, all from memory in a ten-minute spoken summary.
Week 8: Your timed mixed practice score shows improvement over your week 1 baseline, no single domain accounts for more than a quarter of your misses, and you have a written exam-day plan you have actually rehearsed once.