EFFECTIVE FACILITIES MANAGEMENT AUDIT
Driving Operational Excellence, Compliance & Cost Efficiency in Facility Operations
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Course Schedule
| Date | Venue | Fees (Face-to-Face) |
|---|---|---|
| 20 – 24 Oct 2025 | London, UK | USD 3495 per delegate |
Course Introduction
Facilities Management (FM) is essential for the seamless functioning of infrastructure, equipment, and support services within organizations. An effective facilities management audit ensures that FM operations are efficient, compliant, and aligned with organizational goals. It identifies gaps, assesses risks, ensures statutory compliance, and supports continuous improvement.
This hands-on course provides participants with the tools, knowledge, and frameworks needed to plan, conduct, and report comprehensive FM audits. Emphasis is placed on evaluating building systems, service contracts, energy use, safety, maintenance planning, vendor performance, and sustainability—ensuring both operational efficiency and strategic value.
Course Objectives
By the end of this course, participants will be able to:
• Plan and execute comprehensive audits of facilities management functions
• Assess compliance with regulatory, safety, and contractual obligations
• Identify inefficiencies and opportunities for performance improvement
• Apply structured audit tools, checklists, and scoring systems
• Report findings clearly and recommend corrective actions
Key Benefits of Attending
• Strengthen oversight of FM service delivery, costs, and risks
• Improve maintenance effectiveness and asset reliability
• Support sustainability and energy-saving initiatives
• Prepare for ISO 41001, HSE, and internal compliance audits
• Gain practical experience in auditing real FM systems and processes
Intended Audience
This program is designed for:
• Facilities managers and engineers
• Internal auditors and quality assurance professionals
• Health, Safety, and Environment (HSE) officers
• Operations and property managers
• Consultants and professionals involved in FM compliance and inspections
Individual Benefits
Key competencies that will be developed include:
• Facilities audit planning and execution
• Contract performance assessment and cost analysis
• Regulatory compliance and safety audit skills
• Risk-based prioritization and corrective action planning
• Use of audit templates, rating systems, and reporting tools
Organization Benefits
Upon completing the training course, participants will demonstrate:
• Improved service delivery and vendor accountability
• Enhanced safety, compliance, and operational control
• Lower costs through efficiency and defect elimination
• Support for strategic planning and FM system upgrades
• Readiness for third-party certifications and client audits
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
• Strategy Briefings – FM standards, audit principles, and legal frameworks
• Case Studies – Real-world audit findings and remediation strategies
• Workshops – Audit planning, checklist development, and scoring
• Peer Exchange – Experience-sharing across sectors and facility types
• Tools – Audit templates, defect logs, scoring matrices, and reporting formats
Course Outline
Detailed 5-Day Course Outline
Training Hours: 7:30 AM – 3:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Introduction to Facilities Management Auditing
Module 1: Scope and Purpose of FM Audits (07:30 – 09:30)
• Types of audits – compliance, performance, safety, contract
• Benefits and challenges of FM auditing
Module 2: FM Standards and Legal Obligations (09:45 – 11:15)
• ISO 41001, OSHA, fire safety, energy, and environmental codes
• Municipal, building code, and landlord obligations
Module 3: FM Audit Planning and Documentation (11:30 – 01:00)
• Objectives, scope, resources, audit team, schedule
• Using standard audit forms and checklists
Module 4: Workshop – FM Audit Scope Definition (02:00 – 03:30)
• Develop an audit scope and schedule for a sample facility
Day 2: Building Systems, Maintenance & Utilities
Module 1: Maintenance Program Evaluation (07:30 – 09:30)
• PM/PdM plans, backlog analysis, CMMS audit
• Asset condition and lifecycle performance
Module 2: Building Services and Systems (09:45 – 11:15)
• HVAC, electrical, plumbing, elevators, lighting audits
• Inspection frequency, failure patterns, vendor performance
Module 3: Energy and Utility Usage (11:30 – 01:00)
• Energy efficiency, consumption benchmarks
• Water, gas, and waste management compliance
Module 4: Workshop – Technical System Audit Simulation (02:00 – 03:30)
• Complete a checklist for a sample HVAC and lighting system
Day 3: Safety, Environment, and Compliance Auditing
Module 1: HSE and Emergency Systems Audit (07:30 – 09:30)
• Fire alarms, extinguishers, exits, drills
• Incident logs and safety compliance
Module 2: Environmental Compliance and Sustainability (09:45 – 11:15)
• Hazardous materials, waste segregation, ISO 14001 alignment
• Sustainable building practices and green audits
Module 3: Legal Risk and Non-Compliance Detection (11:30 – 01:00)
• Auditing against local codes and regulations
• Document control and regulatory inspections
Module 4: Workshop – HSE Gap Analysis (02:00 – 03:30)
• Review findings and recommend safety improvements
Day 4: Vendor Contracts and Financial Review
Module 1: Auditing FM Contracts and SLAs (07:30 – 09:30)
• Service levels, KPIs, penalties, escalation mechanisms
• Contractor documentation, insurance, licenses
Module 2: Cost and Budget Audit (09:45 – 11:15)
• Cost center analysis, budget vs actual
• Identifying inefficiencies and overspend
Module 3: FM Outsourcing and Contractor Performance (11:30 – 01:00)
• Vendor scorecards and review processes
• Performance risk and renewal criteria
Module 4: Workshop – Contract Compliance Audit (02:00 – 03:30)
• Audit sample contractor file and develop a compliance report
Day 5: Reporting, Improvement Planning & Certification
Module 1: Audit Scoring and Rating Systems (07:30 – 09:30)
• Heat maps, radar charts, severity ranking
• Developing audit dashboards
Module 2: Reporting and Communication of Findings (09:45 – 11:15)
• Audit reports, corrective action tracking
• Follow-up and continuous improvement
Module 3: Final Review and Team Presentation (11:30 – 01:00)
• Present group audit findings and improvement suggestions
Module 4: Certification and Wrap-Up (02:00 – 03:30)
• Action planning, feedback, and certificate distribution
Certification
Participants will receive a Certificate of Completion in Effective Facilities Management Audit, confirming their expertise in planning, conducting, and reporting FM audits in line with international best practices and regulatory expectations.