MUWG Winter 08

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• MUWG- Winter 08
• Breakout Session 3B
• Assessing the effectiveness
• Of Maximo to support
• Maintenance Management

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Assessing the Effectiveness of Maintenance
Management Programs
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Objectives

• Understand the strategy for Maintenance
  Assessments
• Understand how Maximo is the reflection of
  Maintenance Performance
• Identify the Best Methodology for Conducting the
  Assessment
• Discuss Effective Assessment Reporting

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The Need forMaintenance Management Program
Assessments
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Maintenance Assessment

• Maintenance is Important to the Business, then
  you need to be Certain that it is Performed
  Effectively and Efficiently
• How Do You Know?

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Maintenance Assessment

• Definition (as used in this Seminar)
• Maintenance Assessment is the Process of
  Appraising, Evaluating and Determining the
  Importance or Value of the Maintenance
  Function/Activity to the Group, Plant or Company
  

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Maintenance Assessment

• Maintenance Assessment is an Important,
  Effective Management Feedback Tool. It is a
  Positive Feature of a Progressive Organization.
• Poorly Performed Assessments are Ineffective,
  Costly, Time Consuming and Counter-productive.

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Maintenance Assessment

• Performed Primarily to Achieve Improvement
• Performed to Demonstrate Program Acceptability to
  Regulators (PUC)
• Performed to Ascertain Program Adequacy
• Performed to Identify Program Inadequacies
• To Monitor Trends of Existing Programs
• Shift Managements focus from Reactive to
  Proactive
• Evaluate Performance Relative to Competition
  (Benchmark)

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Maintenance Assessment

• Successful Assessment Involves
• Preparation
• Selecting a Qualified Team
• Strategically Planning the Assessment
• Performance Based Assessment
• Succinct to-the-Point Report
• Follow-up
• Management Support Actions

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Management Support Action

• Have Openness to Constructive Criticism
• Accept Accountability
• Willing to Accept Change
• Willing to Re-Examine Standards
• Willing to Establish New Standards
• Willing to Accept Peer Review
• Continue to Strive for Improvement

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Strategically Planning the Assessment

• Decide what Techniques will be used to Gather
  Information
• Interviews of Key Maintenance Personnel
• Interviews of Maintenance Customers
• Interviews of Personnel who Interface with
  Maintenance
• Review of Existing Programs
• Review Equipment Failure Rates/Reliability
• Review Management Reports Statistics
• Observations of Work in Progress
• Combination of Above

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Strategically Planning the Assessment

• Determine Acceptance Criteria (What is the
  Yardstick that measures acceptability?)
• Establish an Agreed Upon Schedule
• Obtain Endorsement Support from areas that will
  be Assessed.It is vitally important that
  personnel in the areas to be assessed understand
  that the Assessment is not performed to point
  fingers but to identify the status and adequacy
  of the methods and practices for maintenance,
  i.e.. those areas that require managements
  attention

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Strategically Planning the Assessment

• Prepare an Assessment checklist covering all
  Facets of Maintenance that is included in the
  Scope of the Assessment
• Insures depth and continuity of investigation
  (acts as guide and reminder). Maintains focus.
• Helps Team Leader to maintain pace of
  assessment.
• Can help keep the assessment on course and
  discourage wasteful and unproductive pursuit of
  non-essential information. Prevents missing
  important issues.
• Provides record of results.
• Provides good historical information as a guide
  for future assessments.

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Maintenance Areas to be Assessed

• Organization
• Existing Programs/Policies
• Management Procedures
• Regulatory Requirements
• Work Requests/Approvals
• Work Flow
• Work Priorities
• Work Planning
• Work Scheduling
• Corrective Maintenance
• Preventive Maintenance
• Predictive Maintenance
• Plant Changes/Modifications
• Interfaces

• Personnel Qualifications
• Personnel Training
• Coordination
• Use of Software Programs
• Maintenance Quality/Practices
• Isolation of Equipment
• Purchasing/Warehousing
• Safety Issues
• Environmental Concerns
• Outage Management
• Control of Contractors
• Equipment Identification
• Equipment History
• Program Status

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Methods of Investigation

• Direct Observation (preferred)
• Discussion with personnel
• Based on Checklist
• Record results
• Feedback
• Review Documentation
• MAXIMO data
• Completed work orders

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Evaluation and Verification

• Data/information consolidation from Maximo
• Review of information to determine strengths and
  weakness
• Need to support conclusions with facts or
  objective evidence
• It may be necessary to go back for additional
  verification information

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Conducting the Assessment

• Ensure Assessment is Properly Performed
• Team Leader must keep Proper Focus
• Management should Monitor Progress
• Potential Weaknesses must be openly and
  candidly discussed to ensure the assessor has no
  misimpression
• Potential Weaknesses must be reviewed with
  other team members to ensure the assessor has no
  misimpression

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Assessment Report

• Present both positive Negative Results
• Identify Strengths Weaknesses
• Significance of Results should be Identified
• Identify Management Actions in Progress
• Report Worded in Objective Diagnostic Language
• Report must be Sensitive Non-inflammatory
• Facts Opinions Must be Clearly Identified
• Ensure a Well-Worded Clear Report

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Assessment Report

• Format is important
• Always do and executive summary
• Remember you are writing to management to effect
  change
• Support your conclusions with facts and translate
  to dollars where possible
• Make sure you list everyone you talked with
  during the assessment

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Maintenance Assessment

• Makes Good Business Practice
• Provides Information with which to Manage
• Its Immediate Relevant
• Pays for Itself
• Directly Proportional to Desire to Improve
• Serves as a Baseline for Improvement