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Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 
“Maintenance Supervisors are the people who make the largest impact on reliability in most 
organizations and thus I created this program to provide ideas which will allow them to far 
exceed management’s expectations and make a real difference in day to day maintenance of 
their equipment and motivation of their staff”       
                                         Ricky Smith, CMRP 


This course requires each participant to attend 12 – 8 Hour Training Sessions (98 hours) on the
web spread out over a 12 month period. Each person will develop a simple business case which
will be expected to deliver between 2-3 times the return on investment in the class 12 month
period.

Course Objective: To teach application of proven best maintenance, reliability, and leadership
practices to maintenance supervisors at a speed and level they can embrace and act upon.

Who should attend: Maintenance supervisors, maintenance foreman, and the first session,
maintenance management would attend

Expected Outcome: A conversion of a facility from their current state of maintenance and asset
reliability to a higher level; resulting in higher asset utilization, availability, lower cost, higher OEE, and
a true change to a proactive maintenance and reliability culture in the facility.

How will this occur? Each attendee will be expected to complete specific homework they have agreed
upon before the next session. Applied Maintenance is the process of training a professional to learn
and apply what they learn in class without application of the learning money and time is wasted.

Requirements: Each attendee must complete homework and attend all sessions. Coaching will be
provided between classes to anyone who needs assistance.

Coaching: Ricky will be available as much as possible to assist any maintenance supervisor who has
questions, concerns, or ideas concerning issues they are facing.

Course cost: $1,995.00 per supervisor

Start Date and Times: TBD (depends on your location)

Course Location: On the Web




                                                    Page 1 of 16                                               GPAllied
                                                                                                 4360 Corporate Road 
                                                                                                              Suite 110 
                                                  www.gpallied.com                               Charleston, SC 29405 
                                                                                                 Office (843) 414‐5760 
                                                            
                                                                                                   Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 



Session 1 (maintenance managers attend)
    A. Welcome

          a. Introduction and Objectives of the Course

          b. Pre-Test

          c. Current Site Issues by Supervisor

          d. Identify the Top 3 Issues

          e. Course Expectations

    B. The Maintenance and Reliability Functions
          a. Terminology
                 i. Maintenance
                ii. Reliability
          b. Roles of Maintenance and Reliability Functions in a World Class Organization

    C. What are Self Induced Failures and how they impact Production Output and Maintenance
       Resources




    D. Self Induced Failures Exercise
          a. Exercise #1: Identify two Self Induced Failures they have seen
          b. Exercise #2: Identify the maintenance strategy to mitigate these failures

    E. Return on Investment Exercise
          a. Cost of Self Induced Failures
                i. Lost Production
                                                Page 2 of 16                                           GPAllied
                                                                                         4360 Corporate Road 
                                                                                                      Suite 110 
                                              www.gpallied.com                           Charleston, SC 29405 
                                                                                         Office (843) 414‐5760 
                                                        
                                                                                           Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 
                ii. Parts Cost
          b. Plan for execution to reduce self induced failures

    F. Metrics Used by a Maintenance Crew and how to use them.

          a.   Engaging a crew
          b.   Setting the stage for success
          c.   Identifying the right metrics to drive the right behavior
          d.   How to motivate a crew with the right behavior




          e. What data needs to be input into the CMMS/EAM in order to have the reports required?
          f. Plan Development for execution of an effective metrics plan.
          g. Accurate Work Order Close in order to report effective metrics




    G. Current Issues identified by Supervisors
         a. Top 3 Issues which are posted on the wall in the class room
                                                   Page 3 of 16                                    GPAllied
                                                                                     4360 Corporate Road 
                                                                                                  Suite 110 
                                                 www.gpallied.com                    Charleston, SC 29405 
                                                                                     Office (843) 414‐5760 
                                                           
                                                                                       Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 
          b. Developing solutions for these issues
          c. Steven Covey – Circle of influence and area of concern concept

    H. Introduction to Tool Box Training – How to use them effectively
           a. Supervisor training every other week with maintenance crew using these training tools




          b. Example of how to use Tool Box Training by Instructor

    I. What is a Proactive Maintenance Strategy and how does it work?

          a.   Preventive Maintenance
          b.   Predictive Maintenance
          c.   Planning
          d.   Scheduling
          e.   Work Execution
          f.   Work Follow-up
          g.   Metrics for a World Class Organization




    J. Plan of Action for the coming month

                                                Page 4 of 16                                          GPAllied
                                                                                        4360 Corporate Road 
                                                                                                     Suite 110 
                                              www.gpallied.com                          Charleston, SC 29405 
                                                                                        Office (843) 414‐5760 
                                                        
                                                                                          Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 



Session 2
    A. Welcome everyone

           a. Maintenance Supervisor Successes Identified and Celebrated

           b. Maintenance Supervisors report on homework to class (successes and challenges)

           c. Lesson Learned from Application of New Ideas

           d. Pre-Test

    B. What does World Class Maintenance look like? (maintenance management is welcome to
       attend)

           a. Alcoa, Mt Holly – recognized worldwide as the best in the world since 1984 winning
              numerous awards to include recently the North America Maintenance Excellence
              Award.




           b. NOTE: WebEx with retired Maintenance/Engineering Manager from the US to
              provide a one hour overview of World Class and one hour question and answer
              period.

           c. Lessons learned from this experience are identified and discussed.

    C. Maintenance Management Issues

                                              Page 5 of 16                                           GPAllied
                                                                                       4360 Corporate Road 
                                                                                                    Suite 110 
                                            www.gpallied.com                           Charleston, SC 29405 
                                                                                       Office (843) 414‐5760 
                                                      
                                                                                         Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 
             a.   Known management and supervisory issues
             b.   Leadership issues
             c.   Known methods to improve management and leadership skills
             d.   Being a True Leader of Maintenance Staff (anyone can do it)
             e.   Exercise: How to change?

    D. Defining Roles and Responsibilities using RACI
                      - Who is Responsible (this is the Doer)
                      - Who is Accountable (the person to go to if something is wrong)
                         (Accountable – only one person can be accountable)
                      - Who is Consulted – Two way communication – we need their input
                      - Who is Informed – keep in the loop (Cc them on email)
             a. Why the need for RACI?
             b. When to apply RACI




             c. Example of RACI using an example from one of the Supervisors
             d. RACI Exercise

    E. Plan of Action for the coming month

Session 3

    A. Welcome

          a. Pre-Test

          b. Current Site Issues by Supervisor


                                                Page 6 of 16                                  GPAllied
                                                                                4360 Corporate Road 
                                                                                             Suite 110 
                                              www.gpallied.com                  Charleston, SC 29405 
                                                                                Office (843) 414‐5760 
                                                        
                                                                                  Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 


    B. Failure Modes Driven Strategy – what is it

          a. What is a Failure Mode
          b. How to Prevent or Predict Failures




          c. How a Failure Modes Driven Strategy impacts Maintenance Planning and Scheduling




    C. Preventive Maintenance

          a.   What is Preventive Maintenance?
          b.   What is the perception of Preventive Maintenance?
          c.   What is the 10% Rule of Preventive Maintenance and how to apply it?
          d.   Test-Apply the 10% Rule of Preventive Maintenance to a Specific Scenario
          e.   Discussion

    D. PM Evaluation

          a. How to conduct a PM Evaluation Effectively
                 i. Exercise: PM Evaluation
          b. Evaluating your current PM Program in your area
                ii. Exercise: Evaluating the PMs in a specific area of the site
          c. How to write effective PM Procedures
               iii. Exercise: From Checklist to an Effective PM
                                                Page 7 of 16                                            GPAllied
                                                                                          4360 Corporate Road 
                                                                                                       Suite 110 
                                              www.gpallied.com                            Charleston, SC 29405 
                                                                                          Office (843) 414‐5760 
                                                        
                                                                                            Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 


    E. Condition Monitoring (Predictive Maintenance)

          a. Differences between Condition Monitoring and Predictive Maintenance (we must change
             the way we think)
          b. Types of Condition Monitoring Techniques and when to apply them
                iv. Vibration Analysis, Infrared, Ultrasound, Motor Circuit Analysis Online and Offline,
                    etc.
                 v. Examples
          c. How to balance PM and PdM for the most optimal asset reliability?
          d. Using the PF Curve to identify when to make decisions
          e. What is a true failure, functional failure, and partial functional failure and why do you
             care?
          f. The PF Curve Effect




          g. Planning Based on the PF Curve and Condition Monitoring




    F. Do you want to eliminate failures? Strategy to eliminate failures.
                                                Page 8 of 16                                            GPAllied
                                                                                          4360 Corporate Road 
                                                                                                       Suite 110 
                                              www.gpallied.com                            Charleston, SC 29405 
                                                                                          Office (843) 414‐5760 
                                                        
                                                                                            Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 




    G. Precision Maintenance

          a. Maintenance Skills
                vi. Maintenance Knowledge
               vii. Maintenance Skills
               viii. Retaining the Knowledge and Skills
          b. Effective Work Procedures
                ix. Requirements of Effective, Repeatable Work Procedures
          c. Commissioning Test after Work has been completed
                 x. What is it you want to know?
          d. Examples of these successes and failures?

    H. Plan of Action for the coming month


Session 4
    A. Welcome

          a. Maintenance Supervisor Report Metrics

          b. Maintenance Supervisors report on homework to class (successes and challenges)

          c. Lesson Learned from Application of New Ideas

          d. Pre-Test

    B. Developing Effective Work Procedures (Planners need to attend this session)

          a. Why work procedures are necessary and becoming more critical as the current skilled
             workforce changes
          b. What the Work Procedure hierarchy is and why it is important

                                               Page 9 of 16                                         GPAllied
                                                                                      4360 Corporate Road 
                                                                                                   Suite 110 
                                             www.gpallied.com                         Charleston, SC 29405 
                                                                                      Office (843) 414‐5760 
                                                       
                                                                                        Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 
          c. The difference between ranking jobs for execution and jobs for work procedure
             development
          d. Definitions of common Work Procedure nomenclature
          e. How to effectively map a work procedure
          f. How to write clear and meaningful Warnings, Cautions and Notes for work procedures
          g. How to identify and document constraints, impediments and resources for work
             procedures
          h. Basic rules for work procedures
          i. How to design and construct effective work procedures for Job Plans, PM Procedures,
             Lubrication Procedures and Operator Checklists
          j. How to QA/QC work procedures
          k. Basic metrics for work procedure development and usage

    C. Procedure Development Exercise

    D. Plan of Action for the coming month


    Session 5

    Maintenance Planning (Planners should attend)

    A. Welcome

          a. Work Procedure Metrics Reported by Supervisors

          b. Maintenance Supervisors report on homework to class (successes and challenges)

          c. Lesson Learned from Application of New Ideas

          d. Pre-Test


    B. Proactive Work

          a. Proactive Work Flow Model Attributes




                                              Page 10 of 16                                        GPAllied
                                                                                     4360 Corporate Road 
                                                                                                  Suite 110 
                                             www.gpallied.com                        Charleston, SC 29405 
                                                                                     Office (843) 414‐5760 
                                                      
                                                                                       Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 




          b.   The Roles of a Planner
          c.   The Roles of a Maintenance Supervisor
          d.   Planning Proactive Work Process
          e.   Kitting Parts
          f.   Managing the Backlog Overview
          g.   Feedback on the Plan once it has been executed

    C. Maintenance Scheduling

          a. Daily and Weekly Scheduling
          b. Wrench Time
          c. Measuring Wrench Time
                 i. Common Delays and why
          d. Exercise: Measuring Wrench Time
          e. What to do about a low wrench time?
          f. Exercise: Scheduling one week of work load for your crew
          g. Thoughts on maintenance scheduling from class

    D. Plan of Action for the coming month


Session 6

    A. Welcome

          a. Maintenance Supervisor Report Metrics

          b. Maintenance Supervisors report on homework to class (successes and challenges)

          c. Lesson Learned from Application of New Ideas


                                              Page 11 of 16                                       GPAllied
                                                                                    4360 Corporate Road 
                                                                                                 Suite 110 
                                             www.gpallied.com                       Charleston, SC 29405 
                                                                                    Office (843) 414‐5760 
                                                      
                                                                                      Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 
          d. Report Metrics

          e. Pre-Test

    B. Maintenance Execution (a couple maintenance techs from each crew should sit in this
       part of this session - last 4 hours)

          a.   Maintenance Planning effect on Work Execution
          b.   Maintenance Scheduling effect on Work Execution
          c.   Lack of / use of Effective Work Procedures effect on Work Execution
          d.   Feedback to the planner and schedulers
          e.   Work Order Close Out
          f.   Rework – how to eliminate it




    C. Maintenance Program Metrics and Routine Management Techniques

          a. Metrics and Key Performance Indicators
          b. Department Level Measures
                        1. Delay Rate
                        2. Utilization and Availability
                        3. Overall Equipment Effectiveness
                        4. PM Effectiveness
                ii. Efficiency Measures
                        1. Planned vs. Emergency Work
                        2. % of Planned Work
                        3. Schedule Compliance or attainment
                        4. # of Effective Work Procedures Development
                        5. % of Work Procedures which are Effective
          c. Equipment or System Level Measures
               iii. MTBF
               iv. MTBR
                v. MTTR
               vi. Repair Cost

                                               Page 12 of 16                                       GPAllied
                                                                                     4360 Corporate Road 
                                                                                                  Suite 110 
                                              www.gpallied.com                       Charleston, SC 29405 
                                                                                     Office (843) 414‐5760 
                                                       
                                                                                       Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 
                vii. Total Cost to Maintain

    D. METRICS EXERCISE – Development of 4 Key Performance Indicators (KPI Dash Board) using the
       RACI Model


    E. Plan of action for the next month (bring a sample of 10 PMs to class)

Session 7

    A. Welcome everyone

          a. Maintenance Supervisor Successes Identified and Celebrated
          b. Maintenance Supervisors report on homework to class (successes and challenges)
          c. Lesson Learned from Application of New Ideas
          d. Data from New Maintenance Supervisor Dashboard Trended
          e. Pre-Test
          f. New Course Expectations (if identified)
    B. How to conduct PM Evaluation
         a. Steps to Conducting a PM Evaluation
         b. Example of a PM Evaluation
         c. Everyone works on a PM Evaluation of their 10 PM s




    C. Writing new Quantifiable PMs
          a. Steps to writing effective QPMs
          b. Example of QPMs
                 a. Everyone write at least 2 new QPMs
    D. Plan of action for this coming month (maintenance team metrics)
                                                Page 13 of 16                                     GPAllied
                                                                                    4360 Corporate Road 
                                                                                                 Suite 110 
                                               www.gpallied.com                     Charleston, SC 29405 
                                                                                    Office (843) 414‐5760 
                                                        
                                                                                      Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 
Session 8
    A. Welcome everyone

          a. Maintenance Supervisor Report Metrics (Trended)
          b. Maintenance Team Metrics Reported
          c. Maintenance Supervisor Successes Identified and Celebrated
          d. Maintenance Supervisors report on homework to class (successes and challenges)
          e. Lesson Learned from Application of New Ideas
          f. Pre-Test


    B. How to Lead a Maintenance Crew

          a. The 11 Leadership Principles
          b. Development of Guiding Principles
          c. Issues every continues to face every day

    C. Plan of Action for this coming Month

Session 9
    A. Welcome everyone

          a.   Maintenance Supervisor report on all metrics (trend graphs)
          b.   Maintenance Supervisor Successes Identified and Celebrated
          c.   Maintenance Supervisors report on homework to class (successes and challenges)
          d.   Lesson Learned from Application of New Ideas
          e.   Pre-Test


    B. Master Plan Development (using Microsoft Project)

          a. Identification of tasks required to achieve World Class with their crew
          b. Prioritization of Tasks
          c. Establishing Targets and Goals

    C. Class Closeout – Comments from each person


                                               Page 14 of 16                                         GPAllied
                                                                                       4360 Corporate Road 
                                                                                                    Suite 110 
                                              www.gpallied.com                         Charleston, SC 29405 
                                                                                       Office (843) 414‐5760 
                                                       
                                                                                         Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 
Session 10
    A. Welcome everyone

          a. Maintenance Metrics Reported
          b. Wrench time reported
          c. Maintenance Supervisor Successes Identified and Celebrated
          d. Maintenance Supervisors report on homework to class (successes and challenges)
          e. Lesson Learned from Application of New Ideas
          f. Pre-Test


    B. Review Issues and discuss

    C. What is the best course of action for each issue?

    D. How can we measure the outcome of each issue?

    E. Plan for coming month


Session 11

    A. Welcome everyone

          a. Maintenance Metrics Reported
          b. Wrench time reported
          c. Maintenance Supervisor Successes Identified and Celebrated
          d. Maintenance Supervisors report on homework to class (successes and challenges)
          e. Lesson Learned from Application of New Ideas
          f. Pre-Test


    B. Adjustments to Master Plan

    C. Adjustments to Supervisor and Crew Metrics

                                             Page 15 of 16                                        GPAllied
                                                                                    4360 Corporate Road 
                                                                                                 Suite 110 
                                            www.gpallied.com                        Charleston, SC 29405 
                                                                                    Office (843) 414‐5760 
                                                     
                                                                                      Fax (843) 414‐5779 
 
Maintenance Excellence for Supervisors 
 

“Applying Best Practices in Maintenance and Reliability” 
 

 

    D. Course work to be executed between this month and next

Session 12

    A. Welcome everyone (plant managers and maintenance managers)

    B. Metrics reported by supervisors
         a. Crew Level
         b. Supervisor Dashboard

    C. Maintenance Crew
         a. Two maintenance crew members report on changes to:
                 i. Empowerment
                ii. Work Identification
               iii. Work Execution
               iv. Metrics
                v. Other Topics by Crew

    D. Maintenance Managers report on progress seen in their supervisors

    E. Course Evaluation




                                          Page 16 of 16                                  GPAllied
                                                                           4360 Corporate Road 
                                                                                        Suite 110 
                                         www.gpallied.com                  Charleston, SC 29405 
                                                                           Office (843) 414‐5760 
                                                  
                                                                             Fax (843) 414‐5779 
 

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Maintenance Excellence For Maint Supervisor Web

  • 1. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      “Maintenance Supervisors are the people who make the largest impact on reliability in most  organizations and thus I created this program to provide ideas which will allow them to far  exceed management’s expectations and make a real difference in day to day maintenance of  their equipment and motivation of their staff”        Ricky Smith, CMRP  This course requires each participant to attend 12 – 8 Hour Training Sessions (98 hours) on the web spread out over a 12 month period. Each person will develop a simple business case which will be expected to deliver between 2-3 times the return on investment in the class 12 month period. Course Objective: To teach application of proven best maintenance, reliability, and leadership practices to maintenance supervisors at a speed and level they can embrace and act upon. Who should attend: Maintenance supervisors, maintenance foreman, and the first session, maintenance management would attend Expected Outcome: A conversion of a facility from their current state of maintenance and asset reliability to a higher level; resulting in higher asset utilization, availability, lower cost, higher OEE, and a true change to a proactive maintenance and reliability culture in the facility. How will this occur? Each attendee will be expected to complete specific homework they have agreed upon before the next session. Applied Maintenance is the process of training a professional to learn and apply what they learn in class without application of the learning money and time is wasted. Requirements: Each attendee must complete homework and attend all sessions. Coaching will be provided between classes to anyone who needs assistance. Coaching: Ricky will be available as much as possible to assist any maintenance supervisor who has questions, concerns, or ideas concerning issues they are facing. Course cost: $1,995.00 per supervisor Start Date and Times: TBD (depends on your location) Course Location: On the Web Page 1 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 2. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      Session 1 (maintenance managers attend) A. Welcome a. Introduction and Objectives of the Course b. Pre-Test c. Current Site Issues by Supervisor d. Identify the Top 3 Issues e. Course Expectations B. The Maintenance and Reliability Functions a. Terminology i. Maintenance ii. Reliability b. Roles of Maintenance and Reliability Functions in a World Class Organization C. What are Self Induced Failures and how they impact Production Output and Maintenance Resources D. Self Induced Failures Exercise a. Exercise #1: Identify two Self Induced Failures they have seen b. Exercise #2: Identify the maintenance strategy to mitigate these failures E. Return on Investment Exercise a. Cost of Self Induced Failures i. Lost Production Page 2 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 3. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      ii. Parts Cost b. Plan for execution to reduce self induced failures F. Metrics Used by a Maintenance Crew and how to use them. a. Engaging a crew b. Setting the stage for success c. Identifying the right metrics to drive the right behavior d. How to motivate a crew with the right behavior e. What data needs to be input into the CMMS/EAM in order to have the reports required? f. Plan Development for execution of an effective metrics plan. g. Accurate Work Order Close in order to report effective metrics G. Current Issues identified by Supervisors a. Top 3 Issues which are posted on the wall in the class room Page 3 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 4. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      b. Developing solutions for these issues c. Steven Covey – Circle of influence and area of concern concept H. Introduction to Tool Box Training – How to use them effectively a. Supervisor training every other week with maintenance crew using these training tools b. Example of how to use Tool Box Training by Instructor I. What is a Proactive Maintenance Strategy and how does it work? a. Preventive Maintenance b. Predictive Maintenance c. Planning d. Scheduling e. Work Execution f. Work Follow-up g. Metrics for a World Class Organization J. Plan of Action for the coming month Page 4 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 5. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      Session 2 A. Welcome everyone a. Maintenance Supervisor Successes Identified and Celebrated b. Maintenance Supervisors report on homework to class (successes and challenges) c. Lesson Learned from Application of New Ideas d. Pre-Test B. What does World Class Maintenance look like? (maintenance management is welcome to attend) a. Alcoa, Mt Holly – recognized worldwide as the best in the world since 1984 winning numerous awards to include recently the North America Maintenance Excellence Award. b. NOTE: WebEx with retired Maintenance/Engineering Manager from the US to provide a one hour overview of World Class and one hour question and answer period. c. Lessons learned from this experience are identified and discussed. C. Maintenance Management Issues Page 5 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 6. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      a. Known management and supervisory issues b. Leadership issues c. Known methods to improve management and leadership skills d. Being a True Leader of Maintenance Staff (anyone can do it) e. Exercise: How to change? D. Defining Roles and Responsibilities using RACI - Who is Responsible (this is the Doer) - Who is Accountable (the person to go to if something is wrong) (Accountable – only one person can be accountable) - Who is Consulted – Two way communication – we need their input - Who is Informed – keep in the loop (Cc them on email) a. Why the need for RACI? b. When to apply RACI c. Example of RACI using an example from one of the Supervisors d. RACI Exercise E. Plan of Action for the coming month Session 3 A. Welcome a. Pre-Test b. Current Site Issues by Supervisor Page 6 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 7. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      B. Failure Modes Driven Strategy – what is it a. What is a Failure Mode b. How to Prevent or Predict Failures c. How a Failure Modes Driven Strategy impacts Maintenance Planning and Scheduling C. Preventive Maintenance a. What is Preventive Maintenance? b. What is the perception of Preventive Maintenance? c. What is the 10% Rule of Preventive Maintenance and how to apply it? d. Test-Apply the 10% Rule of Preventive Maintenance to a Specific Scenario e. Discussion D. PM Evaluation a. How to conduct a PM Evaluation Effectively i. Exercise: PM Evaluation b. Evaluating your current PM Program in your area ii. Exercise: Evaluating the PMs in a specific area of the site c. How to write effective PM Procedures iii. Exercise: From Checklist to an Effective PM Page 7 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 8. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      E. Condition Monitoring (Predictive Maintenance) a. Differences between Condition Monitoring and Predictive Maintenance (we must change the way we think) b. Types of Condition Monitoring Techniques and when to apply them iv. Vibration Analysis, Infrared, Ultrasound, Motor Circuit Analysis Online and Offline, etc. v. Examples c. How to balance PM and PdM for the most optimal asset reliability? d. Using the PF Curve to identify when to make decisions e. What is a true failure, functional failure, and partial functional failure and why do you care? f. The PF Curve Effect g. Planning Based on the PF Curve and Condition Monitoring F. Do you want to eliminate failures? Strategy to eliminate failures. Page 8 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 9. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      G. Precision Maintenance a. Maintenance Skills vi. Maintenance Knowledge vii. Maintenance Skills viii. Retaining the Knowledge and Skills b. Effective Work Procedures ix. Requirements of Effective, Repeatable Work Procedures c. Commissioning Test after Work has been completed x. What is it you want to know? d. Examples of these successes and failures? H. Plan of Action for the coming month Session 4 A. Welcome a. Maintenance Supervisor Report Metrics b. Maintenance Supervisors report on homework to class (successes and challenges) c. Lesson Learned from Application of New Ideas d. Pre-Test B. Developing Effective Work Procedures (Planners need to attend this session) a. Why work procedures are necessary and becoming more critical as the current skilled workforce changes b. What the Work Procedure hierarchy is and why it is important Page 9 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 10. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      c. The difference between ranking jobs for execution and jobs for work procedure development d. Definitions of common Work Procedure nomenclature e. How to effectively map a work procedure f. How to write clear and meaningful Warnings, Cautions and Notes for work procedures g. How to identify and document constraints, impediments and resources for work procedures h. Basic rules for work procedures i. How to design and construct effective work procedures for Job Plans, PM Procedures, Lubrication Procedures and Operator Checklists j. How to QA/QC work procedures k. Basic metrics for work procedure development and usage C. Procedure Development Exercise D. Plan of Action for the coming month Session 5 Maintenance Planning (Planners should attend) A. Welcome a. Work Procedure Metrics Reported by Supervisors b. Maintenance Supervisors report on homework to class (successes and challenges) c. Lesson Learned from Application of New Ideas d. Pre-Test B. Proactive Work a. Proactive Work Flow Model Attributes Page 10 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 11. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      b. The Roles of a Planner c. The Roles of a Maintenance Supervisor d. Planning Proactive Work Process e. Kitting Parts f. Managing the Backlog Overview g. Feedback on the Plan once it has been executed C. Maintenance Scheduling a. Daily and Weekly Scheduling b. Wrench Time c. Measuring Wrench Time i. Common Delays and why d. Exercise: Measuring Wrench Time e. What to do about a low wrench time? f. Exercise: Scheduling one week of work load for your crew g. Thoughts on maintenance scheduling from class D. Plan of Action for the coming month Session 6 A. Welcome a. Maintenance Supervisor Report Metrics b. Maintenance Supervisors report on homework to class (successes and challenges) c. Lesson Learned from Application of New Ideas Page 11 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 12. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      d. Report Metrics e. Pre-Test B. Maintenance Execution (a couple maintenance techs from each crew should sit in this part of this session - last 4 hours) a. Maintenance Planning effect on Work Execution b. Maintenance Scheduling effect on Work Execution c. Lack of / use of Effective Work Procedures effect on Work Execution d. Feedback to the planner and schedulers e. Work Order Close Out f. Rework – how to eliminate it C. Maintenance Program Metrics and Routine Management Techniques a. Metrics and Key Performance Indicators b. Department Level Measures 1. Delay Rate 2. Utilization and Availability 3. Overall Equipment Effectiveness 4. PM Effectiveness ii. Efficiency Measures 1. Planned vs. Emergency Work 2. % of Planned Work 3. Schedule Compliance or attainment 4. # of Effective Work Procedures Development 5. % of Work Procedures which are Effective c. Equipment or System Level Measures iii. MTBF iv. MTBR v. MTTR vi. Repair Cost Page 12 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 13. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      vii. Total Cost to Maintain D. METRICS EXERCISE – Development of 4 Key Performance Indicators (KPI Dash Board) using the RACI Model E. Plan of action for the next month (bring a sample of 10 PMs to class) Session 7 A. Welcome everyone a. Maintenance Supervisor Successes Identified and Celebrated b. Maintenance Supervisors report on homework to class (successes and challenges) c. Lesson Learned from Application of New Ideas d. Data from New Maintenance Supervisor Dashboard Trended e. Pre-Test f. New Course Expectations (if identified) B. How to conduct PM Evaluation a. Steps to Conducting a PM Evaluation b. Example of a PM Evaluation c. Everyone works on a PM Evaluation of their 10 PM s C. Writing new Quantifiable PMs a. Steps to writing effective QPMs b. Example of QPMs a. Everyone write at least 2 new QPMs D. Plan of action for this coming month (maintenance team metrics) Page 13 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 14. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      Session 8 A. Welcome everyone a. Maintenance Supervisor Report Metrics (Trended) b. Maintenance Team Metrics Reported c. Maintenance Supervisor Successes Identified and Celebrated d. Maintenance Supervisors report on homework to class (successes and challenges) e. Lesson Learned from Application of New Ideas f. Pre-Test B. How to Lead a Maintenance Crew a. The 11 Leadership Principles b. Development of Guiding Principles c. Issues every continues to face every day C. Plan of Action for this coming Month Session 9 A. Welcome everyone a. Maintenance Supervisor report on all metrics (trend graphs) b. Maintenance Supervisor Successes Identified and Celebrated c. Maintenance Supervisors report on homework to class (successes and challenges) d. Lesson Learned from Application of New Ideas e. Pre-Test B. Master Plan Development (using Microsoft Project) a. Identification of tasks required to achieve World Class with their crew b. Prioritization of Tasks c. Establishing Targets and Goals C. Class Closeout – Comments from each person Page 14 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 15. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      Session 10 A. Welcome everyone a. Maintenance Metrics Reported b. Wrench time reported c. Maintenance Supervisor Successes Identified and Celebrated d. Maintenance Supervisors report on homework to class (successes and challenges) e. Lesson Learned from Application of New Ideas f. Pre-Test B. Review Issues and discuss C. What is the best course of action for each issue? D. How can we measure the outcome of each issue? E. Plan for coming month Session 11 A. Welcome everyone a. Maintenance Metrics Reported b. Wrench time reported c. Maintenance Supervisor Successes Identified and Celebrated d. Maintenance Supervisors report on homework to class (successes and challenges) e. Lesson Learned from Application of New Ideas f. Pre-Test B. Adjustments to Master Plan C. Adjustments to Supervisor and Crew Metrics Page 15 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779   
  • 16. Maintenance Excellence for Supervisors    “Applying Best Practices in Maintenance and Reliability”      D. Course work to be executed between this month and next Session 12 A. Welcome everyone (plant managers and maintenance managers) B. Metrics reported by supervisors a. Crew Level b. Supervisor Dashboard C. Maintenance Crew a. Two maintenance crew members report on changes to: i. Empowerment ii. Work Identification iii. Work Execution iv. Metrics v. Other Topics by Crew D. Maintenance Managers report on progress seen in their supervisors E. Course Evaluation Page 16 of 16  GPAllied 4360 Corporate Road    Suite 110    www.gpallied.com  Charleston, SC 29405  Office (843) 414‐5760     Fax (843) 414‐5779