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NGPM 0010 - Strategic Practices in Facilities

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Course Description

Develop strategies to successfully carry out major initiatives by influencing the decisions and attitudes of others. Examine the concepts of strategy for facilities and engineering through a theoretical lens as well as real-life experience and examples of effective approaches.

Course Outline/Topics

Part 1: Strategy and Management

  1. Introduction
    • Management process model
  2. Terminology
    • Leadership, Inspiration, Influence, Management, Planning, Organizing, Controlling
  3. Management (Position power) vs. Leadership (Personal Influence)
    • Integrating influence with power
    • Earning influence: Respect, Listen, Empathize, Receive trust, Collaborate
  4. Theories of Individual Behavior and Leadership
    • Motivation & Behavioral theories:
      • Theory X & Y
      • Maslow’s Hierarchy
      • Herzberg’s motivation-hygiene (extrinsic vs. intrinsic)
      • Myers Briggs
    • Leadership theories:
      • Behavioral theories
      • Situational: Hersey Blanchard
      • Behavioral: Blake Mouton Managerial Grid
      • Contingency: Fielders’ theory
  5. Leading the Engineering Organization
    • Leadership roles: Guidance, Influence, Organizational development (Empowerment, Delegation)
    • Styles, Methods, Tools:
      • Leadership styles: Situational, Transactional, Charismatic
      • Management styles
      • Methods: Positive reinforcement, SMART goals, Intrinsic/Extrinsic rewards, Training
  6. Clarify Responsibilities and Accountabilities
    • Accountability level
    • Job design & descriptions: KSAs, Job title
    • Work coordination tools
    • Performance evaluations
  7. Develop Effective Teams
    • Team types & life-cycles (Tuckman’s model: Forming, Storming, Norming, Performing, Adjourning)
    • Inputs, processes, outputs:
      • Inputs
      • Processes: Group/intergroup dynamics, Decision-making, Communication
      • Outputs: Belbin roles, Task, maintenance, self-interest
      • Motivating & Evaluating teams (Intrinsic/Extrinsic rewards)

Part 2: Communication and Interpersonal Skills

  1. Effective Communication Strategies
    • Know your audience, purpose, and urgency
    • Choose appropriate delivery method
    • Communicate bad news effectively
    • Give direction & clarify expectations
    • Confirm understanding and follow up
    • Use humor
    • Listen actively
    • Write well
  2. Good Interpersonal Skills
    • Lose the defensive attitude
    • Be pleasant & flexible
    • Disclose personal info occasionally
    • Admit & fix mistakes
    • Solicit opinions

Part 3: Strategic Planning

  1. Intro to Strategy
    • Strategy, Strategic planning overview, purpose, life cycle
    • Business unit & tactical planning, execution, measurement
  2. Aligning Strategy to Organizational Strategy
    • Benefits of alignment
    • Inputs: Mission, vision, values, culture
    • Outputs: Mission & vision statements
    • Organizational & business unit strategic plans
  3. Develop a Strategic Planning Process (Analysis)
    • Brainstorming, SWOT, Environmental scanning, Scenario planning
    • Outputs: Requirements statement, Gap Analysis, Recommendations
  4. Develop a Strategic Plan (Planning)
    • Formulate strategy, Balanced Scorecard (performance drivers, 4 perspectives)
    • Validate strategy, establish change process, get buy-in
    • Output: The strategic plan

Part 4: Implementing the Strategic Plan

  1. Putting the Plan in Place
    • Change management & re-engineering
      • Pragmatic & emotional aspects of change
      • Types of changes: Cultural, Organizational, M&A, Technology, Policy
      • Change management: 5 psychological stages, 6 steps (Identify, Understand, Support, Engage, Vivid picture, Make it stick)
    • The Change Management Plan
      • Identify change (new ways of working)
      • Understand impact (answer fears)
      • Gain support (CEO/CFO buy-in)
      • Engage employees, paint a vivid picture, make it stick
    • The Communication Plan
    • Resolving Conflicts
      • Discovering root causes (constructive vs. dysfunctional)
      • Applying situational leadership to conflict
      • Negotiation techniques (soft, hard)
      • When to escalate a conflict

Benefits and Learning Outcomes

  • Align your organization’s mission with resources to maximize effectiveness
  • Identify how innovation can affect strategic positioning
  • Apply effective strategies that integrate people, places, processes and technology

Testimonials

"Love examples and stories that the instructors provide."
-May 2024 Participant

Partners & Professional Credits

  • Professional Development Hours 14.0 PDHs

Applies Towards the Following Credentials

  • Facility Management Certificate : Core
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