Creating Effective Training Schedules for BREEAM (Man04.4)

Introduction

The design and construction of sustainable buildings are only half the story. Ensuring that the building performs as intended—and earns those valuable BREEAM credits—relies heavily on how it’s operated after handover.

Under BREEAM’s Management category (Man 04.4), training building users and facilities staff is essential. It ensures systems are used correctly, energy and water savings are achieved, and comfort levels are maintained. But to meet BREEAM’s criteria, training must be structured, purposeful, and fully documented.

Why Training Matters for BREEAM

BREEAM’s Man 04.4 credit rewards projects that support the long-term operation of the building by equipping occupants with the right knowledge and tools. Training closes the “performance gap”—the disconnect between design expectations and actual in-use results.

Without proper training:

  • Renewable systems may be disabled or misused.
  • Energy and water-saving features go unrecognised.
  • Occupants are left frustrated or confused.
  • Buildings fail to deliver intended sustainability outcomes.

 

BREEAM Training Requirements (Man 04.4)

To achieve the credit, BREEAM requires:

  • A training schedule tailored to different user groups.
  • Training for building managers on installed systems, controls, and maintenance.
  • Occupant-level training on how to use environmental controls (lighting, heating, blinds, etc.).
  • Delivery before or at handover, ideally as part of aftercare.

Documentation must include:

  • Date and format of training.
  • Topics covered.
  • Evidence of attendance (e.g. sign-in sheets).
  • Follow-up or refresher opportunities.

 

Who Needs Training?

  1. Facilities Management (FM) Teams – BMS use, controls, alarms, maintenance routines.
  2. Non-Technical Occupants – Room thermostats, lighting controls, recycling, water-saving features.
  3. Health and Safety Personnel – Emergency systems, fire safety features, ventilation.

 

Effective Training Methods

  • Face-to-face walkthroughs with demonstration of systems.
  • Quick reference guides or posters for key equipment.
  • Digital training via portals, videos or QR-code-linked instructions.
  • Refresher sessions post-occupation (1–3 months later).

 

Structuring a BREEAM-Compliant Training Schedule

Step Action

  1. Identify user groups and define training needs
  2. Develop a structured training program
  3. Include relevant documentation in O&M manual
  4. Deliver training at a convenient time (pre- or post-handover)
  5. Record evidence and feedback
  6. Integrate into aftercare strategy

Common Pitfalls

  • Ignoring non-technical users: Focus shouldn’t be solely on FM teams.
  • Inadequate documentation: No training credit without proof.
  • Training too late: If it’s after occupation, it may not count.
  • One-size-fits-all content: Tailor content to your audience.

 

Conclusion

Training is not just a BREEAM requirement—it’s a smart investment in your building’s success. By planning, delivering, and documenting training effectively, you enable users to operate the building efficiently, protect your sustainability credentials, and unlock BREEAM performance credits. Let WPSCC help you do it right.

How WPSCC Can Help

At WPS Compliance Consulting, we provide full support to help you secure Man 04.4 training credits, including:

  • Designing tailored training programmes.
  • Delivering on-site or virtual training sessions for FM teams and users.
  • Preparing user-friendly guides and videos.
  • Documenting sessions for BREEAM evidence submission.
  • Integrating training into your O&M and aftercare strategy.

Our experienced consultants work with your design and construction teams to ensure compliance, maximise credit achievement, and empower your building users.

📞 Call us on 01604 859961
📧 Or email [email protected] to find out how we can help on your next project.

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