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Making the TransitionReactive to Proactive Maintenance Strategies at the Management, Technician, and Operator Level
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference2Maintenance Management Evolution  a Quick Review1st Gen - reactive: fix when broke2nd Gen  planned: scheduled overhauls, work scheduling3rd Gen  proactive: predictive, reliability-centered1800s  1950s1960s  1980s         1990s 2000s
Maintenance Management Evolution  a Quick Review1st Gen - reactive: fix when broke2nd Gen  planned: scheduled overhauls, work scheduling3rd Gen  proactive: predictive, reliability-centeredIncreasing costs for technologyIncreasing technical sophisticationIncreasing workload息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference3
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference4OverviewGaining management supportDeveloping your maintenance teamEngaging operationsAligning and coordinating efforts
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference5A Side Commentary  on Change ManagementFabrique NationalFN-C1A1Diemaco (Colt Canada)C77.62 x 51mm NATO roundHeavy, hardy, hard-hitting5.56 x 45mm NATO roundLightweight, fastThe Big Boys Rifle1950s  1980sThe new standard1980s - present
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference6OverviewGaining management supportDeveloping your maintenance teamEngaging operationsAligning and coordinating efforts
Target Area:Management SupportOpportunitiesValue proposition: growing the top line vs. saving on the bottom lineConstantly build credibility: put on your sales hat!7息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability ConferencechallengesMaking the time to manage up
Demonstrating progress in low-reliability situationsIncreasing costs for technology
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference8Target Area:Management SupportSELL$peak the right languageUnderstand how decisions are madeMatch the strategy to corporate needs
Target Area:Management SupportenablersSuccess measuresCost-benefit analysesMaster the art of the Elevator SpeechDisplay your progressBudget support for maintenance plansYour leaders repeat your mantra9息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference
Target Area:Management Support10We all share your concern with slow sales, and I believe that I can help by reducing bottom-line costs through maintenance planningTHE ELEVATOR SPEECH(aka the pitch,)Maintenance planning makes us more proactive,and will increase wrench time with no additional  head-count, while decreasing spending on parts and overtimeWith your support, this proactive approach will drive the reliability that allows us to run a lean operation with  high confidence in meeting customer demands息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference11Target Area:Developing MaintainersLeverage experienceMove beyond mere muscle workBuild enthusiasm via vision-settingMatch the approach to the skill levelsLead by example
Target Area:Developing MaintainersOpportunitieschallengesLeverage skills for more sophisticated tasksUnlock years of experience and ideasActive vs Passive workersPrima Donna attitude amongst tradesFear of changeInertia or lack of trust from unions12息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability ConferenceIncreasing technical sophistication
enablersSuccess measuresProviding opportunities for trades to use their creativity and take controlled risks without fearShift responsibilities from low to higher skillsLower MTTR as trades SEEK improvementsLess overtime spending on low-skill jobs13Target Area:Developing Maintainers息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference14Target Area:Developing MaintainersChallenge trades to think creativelyProvide the space for risk-taking and autonomyFind ways to reward the shift in behaviour
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference15Target Area:Developing Maintainers+III:  skilled but jadedlead by inspiring
Solicit input
clear expectations and follow-upIV:  high skills and switched onlaissez-faire approach
give directions and get out of the way!COMPETENCEI:  unskilled and idleautocratic approach
performance managementII:  low skills but an eager beaverbe more democratic
provide coaching and supportMOTIVATION+-
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference16Target Area: Engaging Operations
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference17Target Area: Engaging Operations
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference18Target Area: Engaging Operations息 Rainbow Media Holdings, LLC
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference19Target Area: Engaging OperationsTake the initiative without getting too far aheadLead by exampleBuild support through creating a COMMON vision
息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability Conference20Target Area: Engaging OperationsNurtureBrand AdvocatesConnect EmotionallyBuild Customer DelightFulfill Un-Met NeedsMeet Customer ExpectationsMaster the Basics息 2010 ClearAction LLC
Target Area:Engaging OperationsOpportunitieschallengesEarlier response to deteriorationOwnership of care and feedingMight be seen as off-loading maintenanceFear of change21息 2011  Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute  Plant Maintenance & Asset Reliability ConferenceIncreasing workload

More Related Content

Dover PMAR 2011 - Transition to Proactive Maintanance

  • 1. Making the TransitionReactive to Proactive Maintenance Strategies at the Management, Technician, and Operator Level
  • 2. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference2Maintenance Management Evolution a Quick Review1st Gen - reactive: fix when broke2nd Gen planned: scheduled overhauls, work scheduling3rd Gen proactive: predictive, reliability-centered1800s 1950s1960s 1980s 1990s 2000s
  • 3. Maintenance Management Evolution a Quick Review1st Gen - reactive: fix when broke2nd Gen planned: scheduled overhauls, work scheduling3rd Gen proactive: predictive, reliability-centeredIncreasing costs for technologyIncreasing technical sophisticationIncreasing workload息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference3
  • 4. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference4OverviewGaining management supportDeveloping your maintenance teamEngaging operationsAligning and coordinating efforts
  • 5. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference5A Side Commentary on Change ManagementFabrique NationalFN-C1A1Diemaco (Colt Canada)C77.62 x 51mm NATO roundHeavy, hardy, hard-hitting5.56 x 45mm NATO roundLightweight, fastThe Big Boys Rifle1950s 1980sThe new standard1980s - present
  • 6. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference6OverviewGaining management supportDeveloping your maintenance teamEngaging operationsAligning and coordinating efforts
  • 7. Target Area:Management SupportOpportunitiesValue proposition: growing the top line vs. saving on the bottom lineConstantly build credibility: put on your sales hat!7息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability ConferencechallengesMaking the time to manage up
  • 8. Demonstrating progress in low-reliability situationsIncreasing costs for technology
  • 9. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference8Target Area:Management SupportSELL$peak the right languageUnderstand how decisions are madeMatch the strategy to corporate needs
  • 10. Target Area:Management SupportenablersSuccess measuresCost-benefit analysesMaster the art of the Elevator SpeechDisplay your progressBudget support for maintenance plansYour leaders repeat your mantra9息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference
  • 11. Target Area:Management Support10We all share your concern with slow sales, and I believe that I can help by reducing bottom-line costs through maintenance planningTHE ELEVATOR SPEECH(aka the pitch,)Maintenance planning makes us more proactive,and will increase wrench time with no additional head-count, while decreasing spending on parts and overtimeWith your support, this proactive approach will drive the reliability that allows us to run a lean operation with high confidence in meeting customer demands息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference
  • 12. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference11Target Area:Developing MaintainersLeverage experienceMove beyond mere muscle workBuild enthusiasm via vision-settingMatch the approach to the skill levelsLead by example
  • 13. Target Area:Developing MaintainersOpportunitieschallengesLeverage skills for more sophisticated tasksUnlock years of experience and ideasActive vs Passive workersPrima Donna attitude amongst tradesFear of changeInertia or lack of trust from unions12息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability ConferenceIncreasing technical sophistication
  • 14. enablersSuccess measuresProviding opportunities for trades to use their creativity and take controlled risks without fearShift responsibilities from low to higher skillsLower MTTR as trades SEEK improvementsLess overtime spending on low-skill jobs13Target Area:Developing Maintainers息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference
  • 15. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference14Target Area:Developing MaintainersChallenge trades to think creativelyProvide the space for risk-taking and autonomyFind ways to reward the shift in behaviour
  • 16. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference15Target Area:Developing Maintainers+III: skilled but jadedlead by inspiring
  • 18. clear expectations and follow-upIV: high skills and switched onlaissez-faire approach
  • 19. give directions and get out of the way!COMPETENCEI: unskilled and idleautocratic approach
  • 20. performance managementII: low skills but an eager beaverbe more democratic
  • 21. provide coaching and supportMOTIVATION+-
  • 22. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference16Target Area: Engaging Operations
  • 23. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference17Target Area: Engaging Operations
  • 24. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference18Target Area: Engaging Operations息 Rainbow Media Holdings, LLC
  • 25. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference19Target Area: Engaging OperationsTake the initiative without getting too far aheadLead by exampleBuild support through creating a COMMON vision
  • 26. 息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference20Target Area: Engaging OperationsNurtureBrand AdvocatesConnect EmotionallyBuild Customer DelightFulfill Un-Met NeedsMeet Customer ExpectationsMaster the Basics息 2010 ClearAction LLC
  • 27. Target Area:Engaging OperationsOpportunitieschallengesEarlier response to deteriorationOwnership of care and feedingMight be seen as off-loading maintenanceFear of change21息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability ConferenceIncreasing workload
  • 28. Target Area: Engaging OperationsenablersSuccess measuresIncreased technical awarenessInvolvement in the Care and Feeding of production equipmentA shift of lower-skilled tasks to operators from maintainersReduced Mean Time To RepairMaintenance resources available for higher-level functions22息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference
  • 29. Target Area:Coordinating EffortsOpportunitieschallengesFinance, operations and maintenance share a common set of dataAsset decisions can be more fact-basedResistance to change (technology as a barrier)Language and jargonInitial cost and the lag-to-results23息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference
  • 30. Target Area: Coordinating EffortsenablersSuccess measuresUse the CMMS as the source of all asset knowledgeBuild KPIs and reports that provide constant feedback to your leaders and peersAlignment on maintenance work priorities between planning, operations and maintenance24息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference
  • 31. Making the TransitionManagement SupportDeveloping Maint. TeamREACTIVEPROACTIVEEngaged OperationsAligning and coordinating efforts息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference25
  • 32. Making the TransitionSALESLEADERSHIPREACTIVEPROACTIVEMARKETINGCMMS / EAMS息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference26
  • 33. CHOOSE YOUR HAT! QUESTIONS and COMMENTS息 2011 Jerry Dover, P.Eng.Making the TransitionThe Canadian Institute Plant Maintenance & Asset Reliability Conference27息 Rainbow Media Holdings, LLCFind this presentation online at: http://arte-et-marte.blogspot.com/

Editor's Notes

  • #5: We will focus on a few of the many areas that must be targeted in order to facilitate the transition: management support, development of the maintenance team, support and engagement by operations, and how to coordinate these efforts across the board.
  • #6: Soldiers are pretty attached to their weapons, and the army is notoriously tradition-bound. Remember that during WWII there were senior officers still insisting that there was a place for horses and cavalry on the battlefield, better than those unreliable motor transports. When I joined the army, our personal weapon was the FN-C1A1 rifle. During the mid-80s, we underwent a big change of our basic personal weapons. Sure, its a top-down, orders-driven system, but it still takes good change management to make it happen!FabriqueNationale C1A1: Canadian version of the FN-FAL, 7.62 x 51mm NATO (.308 cal) , 2750 fps (840 m/s), 650-750 rds/min semi-auto, range 200-600mDiemaco C7: Canadian version of the M-16A2, 5.56 x 45mm NATO (.223 cal Remington), 3000 fps (900 m/s), 750-950 rds/min semi- or full-auto, effective range 400m
  • #7: To help deepen our understanding, we will discuss a few of the key opportunities and main challenges associated with each target area. We will then move on to look as some of the enablers to success and how to measure that success.Along the way Ill use examples from my experiences in various organizations to help illustrate the principles.
  • #8: CHALLENGES:You need to make the time to drive the transition, and that means managing up. It takes time, but selling the value proposition is the ONLY way that youll get management support, and its the way youll enlist managers to help clear the barriers for you. OPPORTUNITIES:Its a given that starting small, getting the early wins, is a great means of building credibility. Under-promise and over-deliver, as the sales/golf guys say.
  • #9: Building management support involves a lot of homework on your part, and then doing something very non-technical: SELLING your proposal. Here are some guidelines:Match the strategy that you choose to corporate needs. Dont do maintenance for the sake of maintenance, do it for the company! If your problem is poor product quality and customer complaints then choose to the strategy that will have a direct link to solving this problem.Understand how decisions are made. If youre asking for money that has not been budgeted mid-year, or looking to change union roles partway through a collective agreements term, then youre choosing to fight an uphill battle. Choose to leverage the system, and enlist the right decision-makers at the right time to support you. EXAMPLE: creating a new, hourly maintenance planner position in a unionized plant$peak the right ($) language. Dont bore managers with probabilities, MTBF, and vibration-amplitude-jargon. Learn to use the language of investments and returns. Can you state how your project affects the bottom line, and thus the EBITDA of your company?Finally be prepared to SELL. You may not feel too clean doing it, but it works and thats why sales people get to golf more than maintenance people.
  • #10: Basically this role calls for you to be a salesperson, pure and simple.Understand how to explain the cost-benefit analyses to show the true value of investing in maintenance, i.e. know the cost of downtime, know the frequency and severity of your major problems, and be able to express the return on investment in simple terms.DEFINITELY build your Elevator Speech, that short, seemingly impromptu discussion that you can have with a senior leader to pitch your idea.Doing these things can help you to get the financial and leadership support that you need. Youll know it when senior leaders know and can recite the mantra, i.e. our proactive plant maintenance is a competitive advantage.
  • #11: The Elevator Speech is a pitch to a senior leader. It takes the form of a short, off-the-cuff discussion that allows you to plant your ideas in the mind of a decision maker. It must lead them to want to know more, by being enthusiastic, concise, clear (avoid tech jargon) and really targeted at the needs of the listener. Its a lot to pack in to the 30-ish seconds that it typically takes, so practise, practise, practise.Heres a formula: Explain the business need, then describe your solution, and then reinforce the benefit.EXAMPLE: I understand sales are sluggish during this recession, and controlling bottom-line costs are more important than ever. We can spend our maintenance dollars more effectively if we had a maintenance planner helping me organize work, chase parts, and analyze the effectiveness of our preventive maintenance. Im willing to take a guy off the floor to be a dedicated planner since Im confident that we will increase the wrench time of the remaining crew. With a bit of support to establish the new planning role, we will be able to decrease spending on parts and overtime, and we will definitely increase our production reliability to ensure we meet customer orders. Basically its about being less reactive and more proactive, and your support for this would be really appreciated.
  • #12: Building a forward-thinking and engaged maintenance staff willing to follow through on new initiatives by: leveraging their experience and analytical skills to move beyond reactive methods. match the approach to your teams skill level, and dont attempt to push them too far too fast, so that the changes are PULLED build enthusiasmthrough vision-setting, and lead the change by example: remember that these are DOERS, not talkers
  • #13: CHALLENGES:Overcoming prima donna attitude tradespeople are typically higher paid and higher educated than the operators whom they support. They speak a technical language unfamiliar to the operators, which can easily lead to a superior attitude.Easing fear of change, esp. with older workers facing new technologies or new roles and responsibilities. Value their experience, demonstrate that technology can help, and remove barriers when necessary. EXAMPLE: faced with an older workforce with weak computer skills, I stopped the mechanics from using the CMMS and went back to paper work records. One skilled planner helped input the information, and what was a barrier to getting machine histories was removed.OPPORTUNITIES:Training and development to utilize predictive technologies (thermography, vibration analysis) and techniques (root cause analysis, FMECA).Providing an environment to encourage creativity can help create an engaged workforce.
  • #14: Off-loading of menial/low-skill tasks. EXAMPLE: we trained operators in basic lubrication knowledge (oil vs. grease, whats in a bearing, how to lubricate). The mechanics and the oiler became coaches and a resource for the operators. It was a great lead-in to moving more care and feeding tasks to the operators. Constant selling of the service attitude is critical. Reduced MTTR on critical processes as trades get engaged in improving their own work. Less overtime: does it make sense to have your highest-paid workers getting overtime to change filters or pump grease?
  • #15: This is truly where you must wear the hat of the LEADER.EXAMPLE: getting mechanics in a department to list their top three most frustrating jobs, then together prioritizing them by risk and opportunity (safety, production loss, etc.) Allowing each tradesman in turn to run his own small project to improve his top choice. I had one guy pull a STACK of legal-sized paper full of ideas out of his toolbox where hed been collecting them for years.
  • #16: Leadership should be SITUATIONAL. Remember that you have people with varying levels of competence, and ALSO with varying levels of motivation. Here is a simple matrix to help you categorize your approach to leading different people.Quadrant I low skills and unmotivated is dangerous in our field. Take an autocratic approach, set expectations and use a clearly-defined performance management method. These people may be 5% or less of your workforce, but the others will all be watching how you handle them, and their motivation may move up or down the scale based on their impressions of how you treat the slackers.Quadrant II low skills but an eager beaver, can develop the skills if given the coaching. Use a democratic approach to solicit their ideas, keep them on-side, and watch them grow. If the competence is never going to develop, then youre back to a more prescriptive leadership style.Quadrant III one of the toughest ones with which to deal is the competent, experienced maintainer whose heart just isnt in it any more. While a collaborative, democratic leadership style may work, the emphasis must be on setting and meeting clear expectations. They need to understand that you want all of that horsepower put to use, no coasting to retirement allowed!Quadrant IV these are your superstars, who can be lead with a hands-off approach. Set the direction and pace, and ensure that they dont slip back to Quadrant III if they feel they are not being valued (remember maintainers are prima donnas).
  • #17: One common method of engaging operations: maintenance forges ahead, damn the torpedoes.
  • #18: Another common method, not really recommended.Building management support involved focusing on SELLING.Engaging the maintenance team demands LEADERSHIP.Now you may guess that my next suggestion, for engaging Operations, entails: COMBAT.
  • #19: Instead of the traditional, confrontational or competitive method, let me recommend one more hat: MARKETING. We need to truly understanding that the operators are our customers and partners in success.
  • #20: Take the initiative (i.e. implementing a CMMS) without being too far out of step (i.e. demanding low-skill operators fill out electronic work requests).Lead by example, so that operators want to come along for the ride.Build a Common Vision: What does proactive maintenance offer operations, and how can they be a part of the process?
  • #21: The Marketing Approach:First: Meet the basic expectations, by executing the basics with excellence. Second: Delight your customers by exceeding their expectations being proactive!Third: Connect emotionally helping build operator ownership.
  • #22: CHALLENGES:Easing fear of change, esp. with unskilled workers. Help them understand that its not offloading, rather its increasing trust in them.Overcoming complacency or frustrationOPPORTUNITIES:More eyes and ears on the equipment earlier response to failureOwnership of care and feeding to free up skilled maintenance time
  • #23: Basic training (eg. Autonomous Maintenance tech skills).Increasing proportion of tasks accomplished by operators will result in reduced MTTR.EXAMPLE: RED TAGS try a Blue Tag Program for deficiency identification, which will drive ownership of the condition of equipment and help operators take action EARLY.
  • #24: Resistance to change technology gets in the way of the actual process (eg. Kraft CMMS, Central Desktop) Proactive maintenance efforts can have a lag to the results, i.e. predictive technologies must build a history in order to analyze trends Coordinating the efforts of different levels and departments through a thorough CMMS process Finance, operations and mtce all have the same info on the assets Having solid data to sell further efforts
  • #25: Use the CMMS as the source of all knowledge, i.e. scheduling non-mtce tasks (eg: company events, sanitation, operations care and feeding)Put your KPIs out in the open: let people know the average response time of your team when they put in work requests. Show them the volume of PMs being generated (and completed), the hours spent on emergency repairs, etc.Alignment on mtce work priorities