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CFM study plan

CFM · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

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.

Week 2

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.

Week 3

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.

Week 4

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.

Week 5

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.

Week 6

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.

Week 7

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.

Week 8

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.