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Maintenance Management Techniques by A. S. Corder

Maintenance Management Techniques by A. S. CorderBook Review: Maintenance Management Techniques by A. S. Corder

In 1976, it was the U.S. bicentennial.

Oh What a Night [YouTube] by the Four Seasons was near the top of the pops.

Computers were still the exclusive domain of geeks.

Gasoline, already subject to the ravages of early 1970s-era inflation, averaged 59 cents per gallon.

The Dow Jones, not yet the object of a stock market bubble, sat at around 1,000, denying options-traders and derivatives-peddlers their time in the sun.

New houses ran about $43,000, keeping the opportunity to package bad mortgages and sell them to pension fund managers from being quite the profitable enterprise it became in the early 21st century.

And it was in that auspicious year when A. S. Corder’s Maintenance Management Techniques was published.

1976 Oldsmobile Cutlass

Oldsmobile Cutlass, Best-Selling Car in 1976

In those ancient times “reliability” had yet to come upon the scene as the popular new concept. CMMS was a figment of some geek’s imagination and EAM systems weren’t even that. Vibration analysis referred to something done with a screwdriver. Temperature measurement usually meant something akin to “laying on hands.”

But industry was moving away from pure reactive maintenance and toward planned maintenance, the subject of Maintenance Management Techniques. That is, the book presents a method for taking a plant from reactive emergency maintenance to planned corrective and preventive maintenance.

Actually, one of the great strengths of the book is that the subject matter is approached from a kind of age of innocence before the confusion created by computer systems. (Although the book itself presages the growth of computer use in tracking maintenance and compiling statistics.)

Most of the forms and examples presented would be used on paper. The forms are minimal – just what is needed and no more. The input is by handwriting or by typewriter. And yet, while quaint, wouldn’t this clarity and simplicity be ideal in reducing confusion and getting the information needed into our systems?

Key Concepts

  • Procedures must not be static, but must be continually adapted to new organizational learning. [This concept is very similar to continuous improvement without referencing the term.]

Experience shows that too many firms, after writing their maintenance schedules, proudly bind them in a reference folder, forget about them, and send the related job specifications to the printers to be run off in their thousands. Thus the planned-maintenance scheme becomes stultified and management wonders subsequently why maintenance performance, costs and downtime, after initial signs of considerable improvement, show a disappointing leveling off at a point far sooner than was hoped for.

  • Caution: the “type A” failure curve is referenced as the model for machine deterioration in section 5.3 on “predictive maintenance.” Although the Nolan and Heap study had been published by the time this book went to press, it apparently had not yet become common knowledge in England. This is a minor detraction for an otherwise good book. [The assumption of constant operating conditions is noted, however.]
Equipment failure patterns from the Nolan & Heap study
  • Collecting and analyzing data helps make maintenance cuts in the right place, when it is absolutely necessary for reasons of economy.
If economy cuts have to be made in maintenance expenditure, the best areas in which to impose these can now be worked out scientifically based on the known performance of the plant. The conventional approach to doing this by an arbitrary 10 per cent reduction, say, right across the board in so far as maintenance in concerned, simply does not make engineering sense, and as likely as not will result in increased downtime, consequently greater production losses and ultimately a greater loss to the company than the 10 per cent reduction imposed in the first place.
  • Central workshops are an important part of the maintenance department. If enough work is going on in them, say 8-12 men employees working full-time, then a separate supervisor may be needed. Workshop location and layout should, ideally, be planned from the beginning rather than placed in some remote corner as an afterthought.
  • What is the ultimate end of the multi-skill chain of logic? Why, with the same employees (and machines) working in maintenance and production of course! Corder addresses the issue thus:
Some companies endeavor to make economies in the use of men and machines by employing them on production work as well as maintenance and capital construction. This step invariably proves to be based on totally false assumptions, since at times of higher production the need for more maintenance is also greater. If the same men and machines are employed on maintenance as are on production, maintenance is always the first to suffer, followed ultimately by loss of the very production the company are attempting to achieve, due to lack of plant maintenance.
  • To centralize or not to centralize? Corder advocates centralization, though with recognition of many of the difficulties that can accompany de-decentralization:
    1. large companies with corresponding amounts of plant and machinery
    2. large distance between production and central workshops
    3. physical barriers and infrastructure safety hazards (highways, canals, etc.) in highly congested areas
    4. Restrictive worker agreements that define in great detail “who does what”
  • Detailed parts drawings should be insisted upon for all new equipment. This prevents “trial and error” parts replacements where maintenance job shops have to reverse engineer parts from old, worn, corroded, or broken parts where even the material of construction may not be known.
  • Aptitude testing should be part of the craft and engineering education and career progression. [Ironically, and for reasons I will not elaborate here, use aptitude testing in the U.S. has declined dramatically since the publication of this book.] Corder also notes that “general management” skills are insufficient to make a maintenance manager. In Corder’s own words:

One of the most important requirements for young men embarking on a maintenance-engineering career, not only applicable to craftsmen and technicians, but also up to the highest levels in maintenance, should be some form of aptitude testing – aptitude for mechanical mindedness – in addition to the usual minimum scholastic requirements. This applies equally to those proceeding to electrical engineering, electronics or instruments. A latent aptitude is essential, since it is an indisputable fact that one can no more teach someone to become an artist who has no latent artistic ability than to train a maintenance engineer or craftsman who has no mechanical aptitude…

A maintenance manager worth his position should be capable of solving a maintenance problem and then going out onto the shop floor and putting the machine to rights with his own hands. He should be capable of doing this, not that the occasion should arise except under the most exceptional circumstances.

  • In addition to aptitude testing, rudimentary skills testing should be employed. For example, a fitter should prove he can read a micrometer and vernier caliper while a painter should be able to identify different types of paint and their uses while understanding how to mix and thin them.

Useful Features

  • Plant inventory card (p. 26) and electrical-equipment inventory card (p. 27)
  • Maintenance request form (p. 59)
  • Job specification example (p. 69)
  • Inspection report (p. 75)
  • Planned lubrication forms (p. 83)
  • Work priority index (p. 87)
  • Daily standby record (p. 96) [A temporary substitute for planned maintenance designed to collect information on maintenance needs while placating operations managers who do not want to give up standby personnel.]
  • Maintenance reports: weekly labor tabulation (p. 98), weekly emergency maintenance summary (p. 100), four-week maintenance report (p. 101), and maintenance top-ten analysis (p. 103)
  • Workshop planning flowchart (p. 156)

Table of Contents

Chapter 1: Maintenance Organization

Chapter 2: Costing

Chapter 3: Planning and Control – Preparation

Chapter 4: Planning and Control – Operation

Chapter 5: Planning and Control – Progression

Chapter 6: The Central Workshop

Chapter 7: Materials and Stores Control

Chapter 8: Education and Training

Chapter 9: Cost Studies

Appendix A :Staff Job Descriptions

Appendix B: Plant-Inventory Preparation

Appendix C: How to Fill in the Maintenance Request – Staff and Supervisors’ Instructions

Appendix D: Preparation of Maintenance Schedules

Appendix E: Preparing the Workshop Order Set

References

Index

TPM for Supervisors by Kunio Shirose

TPM for Supervisors by Kunio ShiroseBook Review: TPM for Supervisors by Kunio Shirose

This simple, readable, easy-to-understand book for floor supervisors is an excellent introduction to TPM. While primarily written for an operations supervisor, maintenance supervisors will find it valuable as well.

This book is intended to give you, the shopfloor supervisor, the information you need to understand total productive maintenance (TPM) and your role in it.

Key Concepts

  • Operators need to work toward identifying problems early. Maintenance needs to help teach operators the skills to do inspections, and then respond to their needs in a timely manner.
  • TPM’s aim is to get the most effective use of equipment. To do this, it creates a comprehensive system of preventive maintenance designed to avoid accelerated deterioration and facilitate inspection.
  • Operator PM tasks (autonomous maintenance) revolve heavily around cleaning, lubrication, and inspection. Development of these tasks is the primary responsibility of operator-led TPM teams after adequate skill-building. Management and engineering provide support.
  • Designers and engineers must involve maintenance and operators early in the design stage in order to promote operability, serviceability, and safety while reducing maintenance requirements and improving energy efficiency.
  • Accumulated small defects (such as a dent in a chute or loose fastener) and imprecise settings in equipment lead to quality defects small production delays that add up to significant chronic problems.
  • There are six big losses that need to be addressed. Measure all losses and find/fix the biggest: breakdown losses, setup and adjustment losses, idling and minor stoppage losses, quality defects and rework, and startup/yield losses.

Useful Features

  • Cleaning and lubrication standards summary for autonomous maintenance (page 51)
  • Examples of visual control (page 57)
  • TPM audit request form (page 63)

Table of Contents

Chapter 1: Causes of Breakdowns and Defects

Chapter 2: What is Total Productive Maintenance?

Chapter 3: Characteristics and Goals of TPM

Chapter 4: Eliminating Equipment Losses

Chapter 5: Autonomous Maintenance Activities in Production

Chapter 6: Companywide Cooperation in TPM

Maintenance and Reliability Best Practices by Ramesh Gulati

Maintenance and Reliability Best Practices by Ramesh GulatiBook Review: Maintenance and Reliability Best Practices by Ramesh Gulati

Key Concepts

  • The role of maintenance is to preserve the function of an asset, not to run the asset itself. (For an explanation, see the chapter on PM Optimization, which describes RCM.)
  • Condition-Based Maintenance (CBM) has an advantage over time-based maintenance when the life of the equipment is variable or not known with much certainty.
  • In maintenance Planning & Scheduling (P&S), the planner determines what and how, and the schedular determines who and when.
  • TPM, 5-S, and Visual Workplace and fundamental tools in operations reliability.
  • Lagging indicators show after-the-fact results. Leading indicators are process measures. Well-designed and measured leading indicators are better are identifying sustainable performance improvements.
  • The generation gap plays a signficant role in workforce management. While individuals vary in their motivations, attracting talent from each of the generations requires different approaches. For example, Baby Boomers often prefer the prestige of job titles, opportunities for networking and learning, and long-term benefits. Generation Y prefers work schedule flexibility, change and challenges, and work that has a higher meaning.

Noteworthy Features

  • Calculations for economic order quantity (EOQ), page 117
  • Calculations for estimating reliability, page 138
  • Summary of CBM/PdM technologies, p. 215
  • Brief description of several maintenance & reliability analysis tools (fishbone, FMEA, standards, Pareto, RCA, Six Sigma, etc.) p. 308
  • List of trends and practices that are important to understand. p. 357

Limitations

  • The Basic Test on Maintenance and Reliability Knowledge (chapter 1) had some poorly-worded questions that made the intent unclear. Here are several examples with my comments.
    • Question 3 . All maintenance personnel’s (craft) time is covered by work orders.  T/F? Answer: “true” in order to ensure maintenance and repair costs are accurate. [My answer: false. Breaks and lunches are not generally covered by work orders.]
    • Question 7: Utilization of assets in a world-class facility should be above 98%. T/F? Answer: “true.” [Can we possibly be thinking of the same meaning of asset utilization?]
    • Question 12: It is a common practice for operators to perform PMs. T/F? Answer: “true,” assuming the organization is deploying TPM. [But the question does not say anything about TPM. The question asks if it is "common" for operators to perform PMs, not whether it is a good or best practice or whether it is a component of TPM.]
    • Question 13: P-F interval can be applied to visual inspections. T/F? Answer: “true.” [I still don't know what the question means by "applied." Visual inspections do not detect faults until near the end of the failure curve, so as a fault-finding task it will have to be done more frequently to ensure the fault is caught before total breakdown. Is this what the question means?]
    • Question 16: The primary purpose of scheduling is to coordinate maintenance jobs for the greatest utilization of the maintenance resources. T/F? Answer: “true.” [My answer: false. The purpose of scheduling is to maximize return on capital investments by getting the right work done at the right time and removing efficiency roadblocks. Maximizing maintenance utilization is a purpose only insofar as it promotes ROI. Therefore, the given answer is only a partial truth.]

Table of Contents

Chapter 1: Introducing Best Practices

Chapter 2: Culture and Leadership

Chapter 3: Understanding Maintenance

Chapter 4: Work Management: Planning and Scheduling

Chapter 5: Materials, Parts, and Inventory Management

Chapter 6: Measuring and Designing for Reliability and Maintainability

Chapter 7: The Role of Operations

Chapter 8: PM Optimization

Chapter 9: Managing Performance

Chapter 10: Workforce Management

Chapter 11: M&R Analysis Tools

Chapter 12: Current Trends and Practices

Making Common Sense Common Practice by Ron Moore

Making Common Sense Common Practice: Models for Manufacturing Excellence by Ron MooreBook Review: Making Common Sense Common Practice: Models for Manufacturing Excellence by Ron Moore

I picked this book up because it was recommended by the SMRP for the CMRP exam.

Ron Moore traces the transformative practices at Beta Manufacturing, a hypothetical manufacturing corporation with multiple plants. Beta is not the least efficient company in its industry, but it is a long way behind its top-tier competitor. Most of the practices at Beta will be familiar to anyone with 5 years experience.

The book is full of good practices and improvement opportunities, but it shines most near the end when personal experiences and insights are added. This begins in chapter 15 on leadership where Moore draws on his military and corporate background.

Key Concepts

  • A rational economy is built upon a foundation of manufacturing. Trading, distribution, service, and support are necessary and value-added. However, they should exist in addition to, not instead of, manufacturing. [One is greatly tempted to add the FIRE sectors: Finance, Insurance, and Real Estate, to this statement.]
  • As national success depends upon manufacturing, so does a company’s success depend upon aligning the marketing and manufacturing strategies. Manufacturing is not just the place that makes the stuff that marketing sells. Competencies and tradeoffs in manufacturing capabilities should tie in closely with marketing strategy.
  • Everyone has a part to play in reliability. Design, procurement, stores, commissioning, operations, and maintenance functions are all opportunities to introduce defects and reduce return on investment in capital assets.
  • Measure ALL losses from ideal production. Downtime, rate reductions, and quality defects are all permanent losses that can never be recovered. [Excellent details are provided on how to do this.]
  • The commissioning process should be more than ensuring that equipment turns over and puts product out the end. Detailed performance measurements and baseline data should be collected and added to machine records.
  • Nolan’s data on the high proportion of “random” failure patterns should not form the theoretical basis for maintenance practices at most manufacturing facilities because the data was developed from the specific experience of nuclear submarines, which have very different operating philosophies from manufacturing.
    Equipment failure patterns from the Nolan & Heap study
  • Most manufacturing facilities also do not have the data or equipment history to reliably perform statistical analysis of failure patterns.
  • “Religious” assessment of equipment condition leads to proactive maintenance approach without wasting effort replacing good parts
  • Use of contractors is not a panacea for high maintenance costs. When used improperly, maintenance costs will actually increase. Special questions of term and conditions, financial issues, and intellectual property are raised to a greater extent than with permanent employees.
  • A strong case can be made for having supervisors conduct training rather than have training specialists do all of the work.

Noteworthy Features

  • Procedure for Developing Vibration Specifications (p. 142), Motor Specifications (p. 144)
  • Worksheet for General Machine Information (p. 147)
  • The Predestruction Authorization Form (p. 188)
  • Operational Practices, including operator basic care (p. 206) and a shift handover process (p. 211)
  • Maintenance Best Practices (p. 238)
  • Best Practices for Use of Contractors (p. 305)
  • TPM Principles as they Relate to RCM (p. 317)
  • Strategic Training Plan ( p. 408)
  • Reliability Manager/Engineer Job Description (p. 453)

Table of Contents

Chapter 1. Manufacturing and Business Excellence

Chapter 2. Benchmarks, Bottlenecks, and Best Practices

Chapter 3. Aligning Marketing and Manufacturing Strategies

Chapter 4. Plant Design and Capital Project Practices

Chapter 5. Procurement Practices

Chapter 6. Stores/Part Management Practices

Chapter 7. Installation Practices

Chapter 8. Operational Practices

Chapter 9. Maintenance Practices

Chapter 10. Optimizing the Preventive Maintenance Process

Chapter 11. Implementing a Computerized Maintenance Management System

Chapter 12. Effective Use of Contractors in a Manufacturing Plant

Chapter 13. Total Productive and Reliability-Centered Maintenance

Chapter 14. Implementation of Reliability Processes

Chapter 15. Leadership and Organizational Behavior and Structure

Chapter 16. Training

Chapter 17. Performance Measurement

Chapter 18. Epilogue

Appendix A. World-Class Manufacturing—A Review of Several Key Success Factors

Appendix B. Reliability Manager/Engineer Job Description

The Back of the Napkin by Dan Roam

The Back of the Napkin by Dan RoamBook Review: The Back of the Napkin (Expanded Edition)

One of the newer books out there on visual communication is Dan Roam’s The Back of the Napkin. This is a reader-friendly and un-intimidating book that makes a good introduction to drawing for the purpose of communicating and selling ideas.

Roam presents a systematic framework for approaching complicated problems with simple figures and drawings in several ways and then combines them into a large codex.

The codex consists of two dimensions: the six ways of seeing, based on the six types of problems, and five characteristics of the drawing.

The Six Ways of Seeing

  1. Who/what problems and questions are best illustrated through portraits.
  2. How much problems and questions are best illustrated through charts. This is where most communication happens in business. While it is a perfectly valid tool, it is often overemphasized.
  3. Where problems and questions are best illustrated through maps.
  4. When problems and questions are best illustrated through timelines.
  5. How problems and questions are best illustrated through flowcharts.
  6. Why problems and questions are best illustrated through multi-variable plots. These plots are more complicated than the other drawings and might take more practice for the average user than the book provides. However, the book makes for a good starting point.

S.Q.V.I.D.: Picture Characteristics

  • S: Simple vs. Elaborate. For any of the above problems, a quick and bare picture can be drawn. Also, we could draw a picture rich in detail.
  • Q: Quality vs. Quantity. The picture could emphasize the subjective (quality) or objective (quantifiable, numerical) nature of the subject.
  • V: Vision vs. Execution. The picture could be of the end state (vision) or of the means of achieving the vision (execution).
  • I: Individual vs. Comparison. The picture could be of a standalone person or object, or it could be of the subject and other people and objects with differing characteristics.
  • D: Delta (change) vs. Status Quo. The picture could be of the change expected, or of the subject as it is.

Putting it Together

Most of the frameworks can be combined with most of the picture characteristics. (An exception is qualitative representation of a “how much” problem. It just doesn’t work.)

Generally, you’ll use the codex because you have a problem, so that’s the place to start. Pick which kind of problem it is, then try to draw a picture of it using circles, lines, words, and other simple shapes.

If you have difficulty, you refer to the S.Q.V.I.D. model to generate ideas.

The book contains detailed examples of the process, and is well worth a look. As a sort of “Visual Problem Solving for Dummies” book it will be most useful to people unacquainted with the subject. But if the exercises are performed and the content absorbed, the reader will not be a “dummy” on the subject for long.

Notes on the Science of Success Chapter 6: Decision Rights

The Science of SuccessMy notes on chapter 6 of The Science of Success by Charles Koch:

Quotes

  •  ”The market determines who shall [have what property and who shall do what work]. None of these decisions is made once and for all; they are revocable every day. The selective process never stops.”—Ludwig von Mises [Wikipedia]
  • “In the market economy, every owner is continuously obliged to justify, through service, his right to retain control of the resources he claims. Otherwise, consumers peacefully transfer the ownership and control into more capable, more productive, more serviceable hands.”—Paul Poirot
  • “Markets maximize benefits [when they are] supported by externally enforced property right rules that prohibit taking without giving in return.”—Vernon Smith [Wikipedia]

Concepts

  1. Property Rights. Must be clear and defined. Must be coupled with responsibility for the consequences of the use of the property so that owners reap all of the benefit of productive use and bear the full costs of what they destroy.
  2. The Tragedy of the Commons. That which is “owned” by everyone is cared for by no one.
  3. Division of Labor. Because humans vary in their talents, specialization and cooperation leads to greater production and satisfaction of human wants and needs.
  4. Roles, Responsibilities, and Expectations. An ongoing dialogue involving the employee, supervisor, and other interested parties. Employees are responsible for ensuring they are accurate, effective, and current.
  5. Roles. Not a job title. Description of position held and the functions performed by an individual.
  6. Responsibilities. Define products, services, or processes for which we are responsible, along with level and nature of responsibility.
  7. Expectations. Should be clear, specific, and measurable. Should be open-ended and challenging.
  8. Principled Entrepreneurship. Even if you lack decision rights, you can still take action by seeking out and persuading those who do have the decision rights to implement ideas.
  9. Decision Rights. Earned, not granted.
  10. Shared Responsibility. Not an excuse for failing to take critical action.

Source Note and Links

  1. Ludwig von Mises, Human Action. Regency Co., Chicago, Ill., 1963, p. 308. [Amazon]
  2. Paul Poirot, “Ownership as a Social Function,” Toward Liberty, Vol. 2, Institute for Humane Studies, Menlo Park, Calif.,1971, p. 296.
  3. Vernon Smith, “Some Economics and Politics of Globalization,” Speech given at North Carolina State University, Raleigh, N.C., March 2, 2005.
  4. Garrett Hardin, “The Tragedy of the Commons,” Science, 1968, pp. 1243 – 1248.
  5. Ludwig von Mises, Human Action. Regency Co., Chicago, Ill., 1963, p. 157. [Amazon]
  6. No external source.

Common Symptoms and Related Mental Models

From a business troubleshooting summary:

If you observe these SYMPTOMS The root cause may be in this MBM DIMENSION These MBM MODELS may help create the solution
  • Things slip through cracks
  • Finger pointing
  • Task vs. results oriented
  • Limited risk-taking/experimentation
  • People in wrong roles
  • Confusion, chaos, conflict
  • Roles determined by tenure or seniority
  • People wanting excessive definition
  • Victim mentality
DECISION RIGHTS
  • Collective Action Problem
  • Comparative Advantage
  • Conflict Resolution
  • Diversity, Specialization, and Division of Labor
  • Externalities & Public Goods
  • Market-Based Organizational Structure
  • Mobility of Labor
  • Ownership and Accountability
  • Private Property
  • Roles, Responsibilities, and Expectations
  • Tragedy of the Commons

“Establishing the Right Climate”

From another document showing what happens when a piece (knowledge processes) of the MBM framework goes missing:

Establishing the Right Climate: Decision Rights

The MBM Framework: Knowledge Processes

MBM Results Tools
Decision Rights Appropriate authorities with clear and measurable accountability are in place, allowing people with the best knowledge to make decisions.
  • RR&E
  • Authorities (amount & type)
  • Performance reviews
  • Decision making process

Applying MBM as a Supervisor: Decision Rights

In addition to answering these questions for yourself, how are you ensuring your direct reports are striving to get results with their own direct reports?

“Ensuring the right people are in the right roles with the right authorities to make decisions and holding them accountable.”

Your direct reports know what good performance looks like and are held accountable. Employees’ RR&Es are individualized and focus efforts on long-term value creation.
  • What changes to the authorities of your direct reports may be appropriate? Why?
  • Are decision rights clear, reviewed, adjusted based on performance, and aligned in a way to optimize business decision-making and employee development?
  • How do you ensure that all direct reports are in a role that leverages their comparative advantage?
  • How are you holding your direct reports accountable for results, behaviors aligned with the Guiding Principles, advancing the application of MBM, and (for supervisors) development of direct reports?

MBM Blog (Rooted in Prosperity) Posts in Category “Knowledge Processes”

The Seven Habits of Highly Effective People by Stephen Covey

The Seven Habits of Highly Effective PeopleBook Review: The 7 Habits of Highly Effective People

I can’t think of a single book that has added so much to the lexicon of corporate jargon. Proactive. Synergize. Think win/win. Urgency vs. importance. Circle of influence. Creative cooperation. Personal mission statements.

I don’t know how many of these terms were invented by Stephen Covey, but it sure seems like that he popularized them. Their current familiarity indicates that this book, published 23 years ago and still in print, has stood the test of time.

Despite the fact that some people only know these ideas through parody—as evidenced by  Scott Adams’ Dilbert book Seven Years of Highly Defective People and 7 Habits of Highly Defective People (ironically out of print)—the book is actually pretty good.

I first read The Seven Habits in 2002, but I picked it up again recently to see what additional perspective 9 years of life might add to the content. I was pleased with most of it.

The Seven Habits

The seven habits referred to are:

  1. Being proactive: taking responsibility for yourself
  2. Beginning with the end in mind: creating a vision of yourself and the impact you want to have in your life
  3. Putting first things first: setting aside time for those important activities that support your vision from habit 2
  4. Thinking win/win: whenever possible, being willing to walk away from deals where both parties are not happy with the outcome
  5. Seeking first to understand, then to be understood: practicing empathic listening before trying to impose your view
  6. Synergizing: creatively cooperating with other people to come up with “third way” solutions that are better than either person’s original idea
  7. Sharpening the saw: recuperating in the physical, mental, spiritual, and social domains.

The habits are organized in a specific order. The first three habits move an individual from dependence—a child-like existence of irresponsibility—to independence—an more adult state where you take can take care of yourself. Those habits are focused on private victory.

However, independence is not the end state of an effective individual. Interdependence—working with other people to mutual benefit—is the objective. The second three habits focus on public victories which improve interdependence.

The last habit nourishes body, mind, spirit, and relationships so that one does not burn out.

One of the key points in the book is that independence is a necessary intermediate step on the way to interdependence. One can not be an effective collaborator until they can provide for themselves.

The model of the seven habits looks something like this (my own rendition considering the limitations of my diagramming software):

The Seven Habits of Highly Effective People: Model by Stephen Covey

The Seven Habits of Highly Effective People, reformatted from the original Stephen Covey model

The Seven Principles

The very first chapter, Inside-Out, describes the early 20th century rise of the personality theory of effectiveness and leadership over the character-based theory. According to personality theory, people behave certain ways at certain times, which leads to success. The older theory (quite old, actually) is that a person possesses character traits or follows principles that lead them to behave in a certain manner, which then results in success. The popularity of the personality theory resulted from its promise of “shortcuts” to success. It seems that business and management literature is starting to move back to character, or trait, theory, but personality techniques are still popular.

Covey describes this process in detail and eschews “techniques” in favor of principles.

So, what I initially found interesting about the model is that it puts the “techniques” (the habits) first.

However, these habits are mere manifestations of underlying principles. Based on this idea, I reformulated the seven habits model into a “principles” model:

Seven Principles of Highly Effective People, adapted from Stephen Covey

Seven Principles of Highly Effective People, model adapted from Stephen Covey

The reformulated model works as follows:

  • Following principles of personal vision leads to being proactive.
  • Following principles of personal leadership leads to beginning with the end in mind.
  • Following principles of personal management leads to putting first things first.
  • Following principles of interpersonal leadership leads to thinking win/win.
  • Following principles of empathic communication leads to seeking first to understand.
  • Following principles of creative cooperation leads to synergizing.
  • Following principles of balanced self-renewal leads to sharpening of the saw.

This also makes is a little more obvious that the first three principles are about private victory, and the second three principles are about public victory. Finally, the linear path from dependence to independence to interdependence is clearly illustrated.

Bottom Line

The bottom line is that the book is worth reading (or re-reading) for just about anyone. Although the last chapter delves a bit too deeply into new-agey mysticism for my taste, the content forms a sound basis for living, working, and developing relationships.

Training Programs for Maintenance Organizations (Maintenance Strategy Series Volume 5)

Training Programs for Maintenance Organizations (Maintenance Strategy Series Volume 5) by Terry WiremanBook Review: Maintenance Strategy Series Volume 5 – Training Programs for Maintenance Organizations

Overview

We’ve finally reached the final published book in the Maintenance Strategy Series, and I have to say this one was my favorite.

The series begins with preventive maintenance as the foundation. Once an effective program has been established, as evidenced by 80% planned work, the focus shifts to inventory and stores.

Once stores has been improved to the point that service levels are 95-97%, the organization is ready to improve and standardize work processes.

Then, a significant amount of data should be generated, which will require a CMMS/EAM to manage effectively.

Once a computer system has been selected, implemented, and is being successfully used to drive further improvements, the series turns to training programs. And what a topic it is!

Maintenance Strategy Series Step 5: Technical and Interpersonal Training

The Perfect Storm

Like in previous books in the series, it begins with the case for addressing the topic at hand. For training programs, the triple threat to industrial success is:

  1. an workforce aging
  2. a compromised public education
  3. a disintegrating “first rung” on the skilled trades career ladder (apprenticeships)

With 78 million baby boomers beginning to retire in 2010, valuable knowledge and skills are leaving the workplace, yet companies have no plans to deal with it.

In itself, this situation would be recoverable if it were not for the reduced quality of general education. Literacy is in decline in the United States. Vocational education is being cut due to liability issues and expenses.

And for those students who are not college bound (or the roughly half of college students who don’t earn a degree), there are few paths in between professional careers and unskilled labor.

Despite labor shortages in skilled trades, young people see them as dead ends or poor prospects. They are taught by parents, teachers, and counselors that the only path worthy of a bright student is college. Therefore, even when well-paying opportunities for trades arise, they are rejected.

In light of a failed education system and lack of apprenticeships, the skill gap between younger workers will cost businesses dearly. For some businesses, it may be an existential crisis.

Since changing the massive education bureaucracy is unlikely, progressive businesses will have to grab the bull by the horns and take on the responsibility for training workers themselves.

Training Objectives

Training is expensive, in time and money, so some companies turn to On-the-Job training. But if the training is not structured, not documented, and not based on any long-term plan, it can be only a transfer of the senior employee’s bad habits to the junior employee.

On-the-Job training can be done, but without structure and objectives for each training session, the effort is wasted.

Well-defined objectives are the starting point for any training unit, no matter how small. Whether the training is in the classroom or on the job, the trainer should know exactly what the trainee is supposed to learn.

The book goes into great detail on preparing instructional objectives because those objectives will guide all that comes after in terms of instruction and activities.

Key Points

  • Training objectives are crucial, as stated above.
  • The different generational cohorts have different expectations of the workplace and different attitudes towards work. Baby boomers differ from Gen X and Gen Y in competitiveness, patience, and expectations. Rather than criticize and attack each other, Baby Boomers should recognize the creative and independent spirit of younger workers and work harder to retain them correctly. Meanwhile, younger workers should recognize the accumulated wisdom and skills of the boomers. The generations are interdependent, not special interest groups lobbying for special privileges at the expense of each other.
  • Learning and training styles differ. Trainers should learn and understand those differences, and understand how to deal with difficult trainees.
  • Knowledge management is essential. Without a structured way of transferring knowledge, the business will incur the cost of re-learning it. [Unfortunately, many older workers see their special knowledge as job security.]
  • Training is only a solution to a problem in select situations. If there is a large performance discrepancy, the job plan is clear, proper resources are planned and provided, poor behaviors are not rewarded (perverse incentives), the job is properly supervised, a genuine skill deficiency exists, the job can not be simplified, and the person is capable of being trained, only then is development and implementation of training “the answer.”

Useful Features

  • A detailed task description for mechanics is included in Appendix A, which could serve as a template for starting a training program.
  • Differentiation between objectives and methods are illustrated through the book.
  • As always, a chapter is dedicated to metrics to indicate how effective the training program is.

Table of Contents

Introduction to Volume 5

Overview of The Maintenance Strategy Series

Chapter 1: The Current Condition of Technical Skills in Maintenance Organizations

Chapter 2: The Training Development Process

Chapter 3: Duty – Task – Needs Analysis

Chapter 4: Learning and Training Styles

Chapter 5: Preparing Instructional Objectives

Chapter 6: Identifying and Developing Training Materials

Chapter 7: Training the Trainers

Chapter 8: Effective Classroom Conditions

Chapter 9: On-the-Job Training

Chapter 10: Measuring the Results

Chapter 11: Continuous Improvement in Training

Chapter 12: Managing the Next Generation of Technical Employees

Chapter 13: Knowledge Management

Appendix A: Mechanical Task Descriptions

Appendix B: Suggested Reading List

Index

Successfully Utilizing CMMS/EAM Systems (Maintenance Strategy Series Volume 4)

Successfully Utilizing CMMS/EAM Systems (Maintenance Strategy Series Volume 4) by Terry WiremanBook Review: Maintenance Strategy Series Volume 4 – Successfully Utilizing CMMS/EAM Systems

Overview

The title of this book is far too narrow. The subject matter is far broader than CMMS  (Computerized Maintenance Management System)/EAM (Enterprise Asset Management) implementation and utilization. While the “business of maintenance” has been a recurring theme throughout the Maintenance Strategy Series, this volume dedicates a larger-than-ever share to space to the subject.

In the first steps of developing maintenance strategy, there was an increasing focus on good documentation. Especially when the focus turns toward work processes in volume 3, the amount of paperwork will be steadily increasing.

It is at this point that computerization of the system becomes desirable, not only to reduce the number of file cabinets, but to allow analysis of the mass of data being collected.

Therefore, it is after (and only after) work process development, refinement, and implementation that attention should be directed toward finding and implementing a CMMS/EAM. A CMMS/EAM system will only add another burden to an already poor work process, so if the system is only “on paper” it should be kept that way until the work process is mature. 

Maintenance Strategy Series Step 4: CMMS

CMMS vs. EAM

Briefly, the difference between CMMS and EAM is one of scope. A CMMS will generally include one or more of work orders, equipment hierarchies, bill of materials, and spare parts inventories.

An EAM system ties together many functions. An EAM should include everything a CMMS includes plus time and payroll, materials requisitioning, purchasing, and planning, RFID tracking, inspection and calibration data, project management, human resources, and detailed reporting.

If a company depends upon its return on capital investment, then integrating the CMMS in an EAM will yield valuable information to business analysts and production planners making business decisions.

If equipment capabilities—and performance in terms of OEE (Overall Equipment Effectiveness)—are not known, then it is difficult to make optimal decisions about where and how to make products.

Therefore, an EAM system is the way to go IF the resources and work processes are in place to support it.

Key Points

  • In selecting a CMMS/EAM, it is first necessary to take stock of where you are and where you want to go. [At large companies, I have generally observed that an EAM system is put in place due to demands by accounting and finance, and maintenance is along for the ride. In these cases, a decision should be made based on input by all stakeholders if an optimal result is desired. If maintenance has to live with an EAM, someone from maintenance should be able to articulate what the requirements of the CMMS portion will be.]
  • Price the entire package when comparing options. Hardware, software, implementation man-hours, and fees for extra services can dramatically change the financial picture. Check for a maintenance fee in addition to the licensing fee. Pricing on software alone is a mistake that can cost millions.
  • Implementation resource requirement guidelines are substantial. Notably, Wireman recommends 1 man-hour per nameplate for equipment and assets and 1 man-hour per inventory item. [For a large site, I would recommend hiring inexpensive temporary help for much of this and using skilled, experienced employees only to monitor the quality of data entered. However it is accomplished, I doubt that most sites are given anywhere near this much time to enter data.]
  • Data entry and analysis takes time and can not be accomplished with a skeleton workforce once the system is up and running.
  • Quantify the costs and benefits of the system up front. Have specific goals and a plan for getting there. If maintenance savings or increased efficiency is expected, start tracking spending or efficiency and track it through implementation. [Guidance is given in chapter 8.]

Useful Features

  • Chapter 2 contains a lengthy Maintenance Strategy Assessment covering the maintenance organization, training programs, work orders, planning and scheduling, preventive maintenance, inventory and purchasing, maintenance automation, operations involvement, reporting, predictive maintenance, reliability engineering, financial optimization, continuous improvement, contracting, and document management. Each of these sections contains numerous questions designed to uncover potential gaps that will reduce ROI in capital assets.
  • A list of maintenance functions is provided in chapter 3, which should assist maintenance in articulating what a new CMMS/EAM system should be able to do. Upon review, items could be integrated into a Kepner-Tregoe decision analysis that would ideally be prepared for the purpose of selecting a CMMS/EAM.
  • A step-by-step implementation process is provided in chapter 5 to ensure that necessary steps are not skipped.
  • Metrics and performance indicators are given for system implementation.
  • A sample of Detailed module requirements is given in Appendix A, which would be most useful in selecting a system.

Table of Contents

Introduction

The Maintenance Strategy Series Process Flow

Chapter 1: Introduction to CMMS/EAM

Chapter 2: Maintenance Strategy Assessment

Chapter 3: CMMS/EAM Systems

Chapter 4: The Selection Process

Chapter 5: The CMMS/EAM System Implementation Process

Chapter 6: Utilization of the CMMS/EAM System

Chapter 7: CMMS/EAM System Optimization

Chapter 8: Return on Investment

Chapter 9: The Future of CMMS/EAM Systems

Chapter 10: Performance Indicators for CMMS/EAM Systems

Appendix A: Sample Detailed Module Requirements Specifications

Appendix B: The Past and the Future

Appendix C: Financial Case Studies

Index

Maintenance Work Management Processes (Maintenance Strategy Series Volume 3)

Maintenance Work Management Processes (Maintenance Strategy Series Volume 3) by Terry WiremanBook Review: Maintenance Strategy Series Volume 3 – Maintenance Work Management Processes

Overview

First, a preventive maintenance program is put in place and made effective—as evidenced by 20% or less break-in work. Next, an MRO inventory and purchasing program is put in place and effective—as evidenced by 95-97% parts in stock when needed. Then, it’s time to focus on improving the planning, scheduling, and execution of maintenance work.

Book three in Terry Wireman’s Maintenance Strategy Series focuses on work management processes within maintenance beginning with a lengthy essay on maintenance as a business.

Maintenance as a Business

How can maintenance be a business? Because maintenance is key to maximizing return on assets in the following ways:

  • Maximize asset throughput
  • Keep accurate records and cost information
  • Optimize capital equipment life
  • Minimize energy use
  • Regulatory compliance and safety improvements.

Without these functions, and many more, a business can not be be competitive.

Maintenance Strategy Series Step 3: Work Order Systems

Key Points

  • Maintenance is a business. Simple business management concepts such as a business plan, mission/vision statements, and performance management, are often neglected in maintenance. Most executives get very little business school training in maintenance, so they see it as a cost center to be minimized.
  • Planned work is less expensive than emergency work. If parts are on hand, job plans are accurate, and operators have equipment ready for work when maintenance arrives, it’s possible make shocking leaps in productivity.

Useful Features

  • Overview of Reporting Structures. Manufacturing facilities can have maintenance report to production, to engineering, or directly to the plant manager. There are tradeoffs and incentives (or disincentives) in each of these structures, which are elaborated in chapter 1.
  • Roles and Responsibilities. A template is provided for supervisors, planners, engineers, and managers in maintenance.
  • In-House or Out-Sourced? The book provides the tradeoffs for a spectrum of staffing options.
  • Flowcharts and Decision Tables. Just like in book 2, there are copious flow charts to get an organization started on the path to formal work processes.
  • Metrics. A whole list of metrics is provided both for work process indicators (i.e. % labor costs on work orders) and planning performance indicators (i.e. hours estimated on scheduled work vs. hours charged to schedule work).

Table of Contents

Introduction

Overview: The Maintenance Strategy Series Process Flow

Chapter 1: The Business of Maintenance

Chapter 2: Work Management / Work Identification

Chapter 3: Emergency or Breakdown Work Processes

Chapter 4: Maintenance Planning and Scheduling Overview

Chapter 5: Simple Planning

Chapter 6: Complex Planning

Chapter 7: The Preventive Maintenance Planning Process

Chapter 8: Shutdowns, Turnarounds, and Outage Work

Chapter 9: Weekly Schedule Process Flow

Chapter 10: The Work Execution Process

Chapter 11: The Work Order Closure and Analysis Process

Chapter 12: Work Management Key Performance Indicators

Appendix A: Equipment Types

Appendix B: Problem Code Master

Appendix C: Cause Code Master

Index