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Finance & supply chain · Short course

Strategic Fleet Management

Aligning fleet requirements, investment and operating priorities with organisational needs.

Professional developmentRatomac Trading Consultants

The programme

Programme overview

Expanded indicative outline. The subject areas are described below; proposed activities and final delivery requirements are confirmed with Ratomac before booking.

Aligning fleet requirements, investment and operating priorities with organisational needs.

The programme brings together fleet strategy, lifecycle planning, resource decisions and strategic review. The expanded outline below shows how these areas can be explored through explanation, discussion and the preparation of relevant work products.

A proposed workshop runs through the programme: An organisation is redesigning its fleet around changing service locations and investment limits. Participants would examine the situation in stages, use the information provided and explain the basis of their decisions. The workshop is fictional and can be adapted when the final training plan is agreed.

Who should attend

Is this programme for you?

This outline is relevant to the following roles. Suitability and any formal entry requirements should be checked for the selected programme.

  • Fleet strategists, senior transport managers and asset planners.
  • Individuals preparing to take on responsibilities in this area.
  • Teams seeking a shared approach to the work described in the programme.

Purpose of the learning

Intended learning outcomes

  • Translate service priorities into a fleet strategy.
  • Develop a phased acquisition and replacement plan.
  • Compare ownership and utilisation options for a fictional fleet.
  • Prepare a strategic review of costs, risk and service performance.
  • Combine the module outputs into a reasoned response to the programme’s workplace scenario.

5 learning blocks

Detailed programme outline

01Fleet strategy

This part of the programme examines fleet strategy, with attention to organisational needs and service priorities. The practical task connects the subject to the programme’s workplace scenario and gives participants a specific output to discuss.

Topics to explore

  • Organisational needs.
  • Service priorities.
  • Applied work: translate service priorities into a fleet strategy.

Illustrative practical exercise

Translate service priorities into a fleet strategy. Explain the information used, identify any assumptions and take part in a review of the proposed approach.

02Lifecycle planning

This part of the programme examines lifecycle planning, with attention to acquisition, replacement and disposal. The practical task connects the subject to the programme’s workplace scenario and gives participants a specific output to discuss.

Topics to explore

  • Acquisition.
  • Replacement.
  • Disposal.
  • Applied work: develop a phased acquisition and replacement plan.

Illustrative practical exercise

Develop a phased acquisition and replacement plan. Explain the information used, identify any assumptions and take part in a review of the proposed approach.

03Resource decisions

This part of the programme examines resource decisions, with attention to ownership options and utilisation. The practical task connects the subject to the programme’s workplace scenario and gives participants a specific output to discuss.

Topics to explore

  • Ownership options.
  • Utilisation.
  • Applied work: compare ownership and utilisation options for a fictional fleet.

Illustrative practical exercise

Compare ownership and utilisation options for a fictional fleet. Explain the information used, identify any assumptions and take part in a review of the proposed approach.

04Strategic review

This part of the programme examines strategic review, with attention to costs, risks and performance indicators. The practical task connects the subject to the programme’s workplace scenario and gives participants a specific output to discuss.

Topics to explore

  • Costs.
  • Risks.
  • Performance indicators.
  • Applied work: prepare a strategic review of costs, risk and service performance.

Illustrative practical exercise

Prepare a strategic review of costs, risk and service performance. Explain the information used, identify any assumptions and take part in a review of the proposed approach.

05Integrated workplace workshop

An organisation is redesigning its fleet around changing service locations and investment limits. The final workshop connects the earlier work rather than treating each topic as an isolated activity.

Topics to explore

  • Bring together the outputs from the earlier modules into one coherent response to the scenario.
  • Check that the recommendation addresses the original problem and is supported by the information available.
  • Identify responsibilities, dependencies and matters that require specialist input or further evidence.
  • Present the proposed response and revise it after questions from the facilitator and other participants.

Illustrative practical exercise

Prepare a concise presentation for the fictional organisation. Include the proposed response, the evidence supporting it and the decisions still required. Finish with a reflection on which aspects could be relevant to your own work.

From discussion to application

How the programme could be delivered

The proposed learning approach combines facilitator-led explanation, discussion of the subject areas and guided work on the fictional scenario. Each module produces a practical output that can be reviewed and improved.

Participants can work individually or in small groups to compare interpretations, explain their decisions and identify missing information. Feedback focuses on the connection between the task, the evidence used and the proposed response.

The final workshop brings the module outputs together. Ratomac will confirm the delivery format, learning resources, entry requirements and any formal assessment or certification arrangements for the selected programme.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to agree the final programme, duration and delivery format. Include your preferred timing, location and whether the enquiry is for yourself or a team.

Discuss this programme ↗

Indicative outline for discussion. The final syllabus is agreed with Ratomac before booking. The expanded learning activities and workplace scenario are original proposals for discussion with Ratomac.