2002 training for maintenance excellence catelog[1]
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TheMaintenanceExcellence
Institute
Training for Maintenance Excellence
Professional Development for Maintenance Professionals
Ralph W. Peters and PEOPLE Inc.
2001-2002 The Maintenance Excellence Institute. All Rights Reserved
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The Maintenance Excellence Institute
Training for Maintenance Excellence-Page 1
Training for Maintenance ExcellenceTraining Services for Professional Development of Maintenance Professionals
Introduction:Todays most extensive series of maintenance seminars and workshops is offered by The Maintenance
Excellence Institute. The overall Training for Maintenance Excellence suite of offerings is designedspecifically for individuals responsible for physical asset management and maintenance processes and
the performance and overall productivity of all resources that support maintenance. These Training
Services directly support our maintenanceConsulting Services and Operational Services
capabilities and is a very important element of overall services available from The Maintenance
Excellence Institute.
Training for Maintenance Excellence:Training for Maintenance Excellence focuses on four main areas of physical asset management and
maintenance:
Plant maintenance operations
Fleet maintenance operations Facilities management operations to include grounds and golf course maintenance Healthcare facilities management
Course material has been designed with specific features for the smaller sized maintenance operations as
well as for the medium to large maintenance organization. It is for those who will be directly in charge
of leading their maintenance operation into the 21st century. Currently 29 training opportunities are
available to serve specific professional development needs for essential maintenance management
topics.
The Objective: Training with a Real Return on InvestmentOur objective is to support the profession of maintenance and those in this challenging profession with train
that provides a real return on investment. The Maintenance Excellence Institutesunique approach provia measurable return on investment for the often hard to justify spending for professional development trainin
Our training results also will help develop maintenance managers into maintenance leaders, providing increa
long-term personal performance over the long term are essential objectives.
Why Training for Maintenance Excellence?The Maintenance Excellence Institute fully recognizes the importance of maintenance to anorganization's successful pursuit of world-class status. The Training for Maintenance Excellence suite of
offerings focuses on creating the organization awareness and the internal understanding thatmaintenance must be managed and led as if it were a profit center. Successful implementation of todays
best practices for continuous reliability improvement requires changes in philosophies, attitudes and the
application of technical knowledge. Training for Maintenance Excellence can provide a measurable
return on investment to justify your training dollars.
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Understanding the Value of Maintenance:Regardless of the type of operation, it is essential to understand the value of the maintenance process
and to develop and nurture an organizational culture that clearly supports maintenance improvement
over the long term. Providing effective training supports our belief in the basics and building upon these
basic best practices as the foundation for maintenance excellence. It is essential that world-classattitudes toward maintenance exist within the operation whether it is a manufacturing site, a large
university facilities complex, a healthcare facility, or a fleet operation.
Training for Maintenance Excellence is Not Over When Its Over!The most unique, the most beneficial and absolute best part ofThe Maintenance Excellence Instituteslearning adventure is that it is not over when its over. Following completion of each session, whether as a
in-house presentation or a public session, there is personalized follow-up scheduled for each participant.
Personal follow-up and one on one coaching is available to help you apply what you have learned. The traini
process provides an important start to an alliance between your company and The Maintenance Excellence
Institute. It is not over until we can help you apply what you have learned and you have received tangible
results and ROI from your training investment.
Why Should You Pursue Professional Development?There are many reasons to pursue professional development in ones chosen profession. Todays
maintenance leaders face growing challenges often with less than adequate resources to do their best.
Training received from this wide range of offerings will allow maintenance leaders at all levels:
To increase your value as a maintenance leader To gain understanding on how to apply today's best practices for maintenance excellence To become profit-centered so as to manage and lead more effectively To learn how to manage all available assets more productively;9 Physical assets: machines, equipment, facilities and systems9 People assets: craft and storeroom personnel9 Material assets: MRO parts, supplies, material for maintenance of physical assets9 Knowledge and craft skill assets: the value added skills achieved over baseline skills due to
investments in competency based training.
9 Information assets: timely and true information derived from available data9 Synergistic team processes: The value added people asset gains due to leadership driven self
managed teams
To convert your maintenance from reactive, fire-fighting to a proactive, planned maintenancestrategy
To learn maintenance strategies necessary for 21st Century success
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Who Should Pursue Training for Maintenance Excellence?The Training for Maintenance Excellence series of offerings covers a wide range of topics that willbenefit a wide range of people to include the crafts people. Also selected topics will help
plant/operations managers, chief financial officers (CFO) and most importantly CEOs to clearly see the
impact of maintenance to profits, to product and process quality and to total operational success. It willhelp them invest in maintenance rather than gamble with maintenance costs. Selected topics will help
your purchasing and procurement staff avoids the high cost of low bid buying of parts, supplies, tools,
and special equipment used within maintenance. Persons in these types of positions can receive major
benefits:
Plant Engineers/Physical Plant Directors Maintenance Manager Plant and Operations Managers Maintenance Supervisors/Foreman Facility Managers/Property Managers Maintenance Planners/Coordinators Production and Operations personnel
responsible for maintenance activities
Maintenance Engineers Maintenance Leaders with other job titles
Maintenance Storeroom Managers Maintenance Team or Crew Leaders MRO Purchasing and Procurement Staff Maintenance Lead People Storeroom Associates Crafts PeopleOur Training for Maintenance Excellence Training Capabilities:The Maintenance Excellence Institutes suite of workshops and seminars has been presentedworldwide in the past through our Alliance Members, by selected conference producing organizations
and by various universities. For the purpose of helping achieve total operations success we provide the
following training capabilities that may be included when needed as part of our Consulting Services or
Operational Services. A summary of Training for Maintenance Excellence topics is listed on the next
page followed by a section featuring complete abstracts for each offering.
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RefNo.
CourseCode
Summary of Training for Maintenance Excellence Offerings and
Course Length
1. TMML5 Total Maintenance Management and Leadership: The Seminar for Maintenance
Excellence (5 days)2. TMML3 Total Maintenance Management and Leadership: The Seminar for Maintenance
Excellence (3 days)
3. PIM1 PRIDE in Maintenance (1/2 to 1 day)
4. PME1 Planning for Maintenance Excellence (1 day)
5 EMPS2 Effective Maintenance Planning and Scheduling (2 days)
6. AMPS5 Advanced Maintenance Planning and Scheduling (5 days)
7. PMETMP1 Project Management and Estimating Techniques for the Maintenance Planner (1
day)
8. PMTSP3 Project Management Techniques for the Shutdown Planner (3 days)
9. MVPMO1 Maximizing the Value of Plant Maintenance Operations (1 day)10. MVFMO1 Maximizing the Value of Facility Management Operations (1 day)
11. MVFO1 Maximizing the Value of Fleet Management Operations (1 day)
12. MVHCO1 Maximizing the Value of Healthcare Maintenance Operations (1 day)
13. PCM1 Profit-Centered Maintenance: The New Millennium Strategy for Maintenance
Excellence (1 day)
14. MMSO2 Modernizing the Maintenance Storeroom Operation (2 days)
15. EWMOS1 Establishing an Effective Work Order/Work Control System (1 day)
16. DEMOS1 Developing an Effective Maintenance Organizational Structure (1 day)
17. EPNS1 How to Develop an Effective Parts Numbering System (1 day)
18. CRI2 Continuous Reliability ImprovementGoing Beyond RCM and TPM (2 days)
19. BMPTG1 Benchmarking Maintenance Performance: Think GlobalStart Local (1 day)
20. MPMT2 Maintenance Performance Measurement Techniques (2 days)
21. AATBM2 Applying the ACE Team Benchmarking Process (2 days)
22. CMMS2 Implementing Effective Computerized Maintenance Management Systems for
Enterprise Asset Management (2 days)
23. MROPRO1 Achieving MRO Procurement Excellence (1 day)
24. MTEAM2 Implementing Effective Continuous Reliability Improvement Teams for Total
Operations Success (2 days)
25. MLEAD2 The Dynamics of Modern Maintenance Leadership (2 days)
26. DEPPM2 Developing Effective Preventive and Predictive Maintenance Programs (2 days)
27. CMO1 Developing Your Chief Maintenance Officer (1 day)28. CMOME1 Maintenance Excellence Strategies for the Chief Maintenance Officer (1 day)
29. MSDA10 Maintenance Standard Data Applications Course: How to Apply Engineered
Standards to Non-Repetitive Maintenance Tasks (10 days)
Note: This is a special two-week course on maintenance standard data application
A copy of complete maintenance standard data is included and use of this data is
allowed only at specific sites where a trained applicator is present.
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To Schedule Training for Maintenance Excellence:The sessions listed here are being presented in several ways:
1. Various organizations such as the International Quality and Productivity Center (IQPC) maysponsor public offerings of selected sessions
2. The Maintenance Excellence Institute may sponsor a public offering3. The Maintenance Excellence Institute may schedule an in house presentation for a client as
part of a Consulting Services project or as support to our Operational Services.
These options vary depending on client needs and group size. An in-house presentation tailored
specifically to your organization will normally be the most cost-effective approach with the cost per
participant being an extraordinary value when from 20 to 25 participants attends. All courses include
extensive course materials, related references and complete copies ofThe Scoreboard for Maintenance
Excellence (or The Scoreboard for Facilities Management Excellence), The CMMS/EAM Benchmarking
System and The Maintenance Excellence Index along with their respective applications guides.
Executive Leadership Speech Presentations:The Maintenance Excellence Institutes suite of workshops and seminars listed here has been
presented internationally as either as in-house or as public seminar sessions by The Maintenance
Excellence Institute staff and Alliance Members. All course topics are also available to clients andconference planners in customized speech presentation format of one to two hours each. All speech
presentations provide a focus on improving executive leadership's understanding of the value of
mission-essential maintenance operations and best practices.
Make Plans Now:To get more information and to discuss more specific details about course objectives and content, to find
out the best approach for you and your organization and for help with planning your Training for
Maintenance Excellence event, contact:
The Maintenance Excellence Institute6809 Foxfire Place, Suite 100
Raleigh, NC 27615
E-Mail: [email protected] [email protected]
Office: 919-846-6019, Cell: 919-270-1173, Fax: 919-846-9804
http://www.PRIDE-in-Maintenance.com/
Ralph W. Peters and PEOPLE Inc.
2001-2002 The Maintenance Excellence Institute. All Rights Reserved
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Training for Maintenance ExcellenceAbstracts for 2002 Offerings
1.Total Maintenance Management and Leadership: The Seminar forMaintenance Excellence
Course Length: 5 days
Maintenance leaders at all levels must understand and be able to apply best practices for world-class
maintenance and physical asset management. This extensive five-day seminar provides todays most
comprehensive and best training source for total maintenance management practices. Using extensive
case studies and examples, it provides practical hands-on knowledge to implement lessons learned and
to gain measurable results. Presenters make this a learning adventure by interjecting extensive real
world maintenance experiences in the class. Participants will know how to:
Sell the importance of maintenance and physical asset management in your organization Organize maintenance operations to maximize value to the operation Ensure that basic practices for work control and work management are working Create improved organizational teamwork and improved management appreciation of maintenance
requirements and needs
Effectively use The Scoreboard for Maintenance Excellence for a self-assessment Improve lubrication and preventive maintenance practices Establish an effective predictive maintenance strategy Understand the best from techniques and philosophies such as Reliability Centered Maintenance
(RCM) and Total Productive Maintenance (TPM)
Understand Continuous Reliability Improvement (CRI) and how it goes well beyond RCM and TPM
Establish effective maintenance planning and scheduling techniques Gain maximum value from maintenance planners Understand todays important techniques for maintenance work measurement Improve maintenance storeroom operations and MRO material management Measure and improve overall equipment effectiveness Effectively measure overall maintenance performance Establish your Maintenance Excellence Index (MEI) to validate ROI Get the most from your existing Computerized Maintenance Management System (CMMS)/
Enterprise Asset Management (EAM) investment
Determine when it is time to upgrade your CMMS/EAM Develop a strategy for craft skills development Determine your strength and weaknesses on safety and regulatory compliance issues Improve the maintenance contribution to ISO/QS 9000 and quality Develop the leadership skills to face todays maintenance challenges Manage maintenance as if it is a profit-center and internal business opportunity.Total Maintenance Management is essential for the journey to maintenance excellence and the
professional development of the maintenance leader at all levels. Participants receive practical
knowledge that can be applied immediately for measurable results. A comprehensive course notebook is
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provided to give extensive future reference. A copy of the latest edition of The Maintenance
Excellence Institutes Scoreboard for Maintenance Excellence, The CMMS BenchmarkingSystem andcomplete procedures for developing yourMaintenance Excellence Index are also provided.
2.Total Maintenance Management and Leadership: The Seminar forMaintenance Excellence
Course Length: 3 days
Developed specifically for the smaller maintenance operation and presented in a three-day format Total
Maintenance Management (TMM3) is the seminar for maintenance excellence. It covers a broad scope
of principles, techniques, and maintenance best practices necessary to lead maintenance operations into
the future. It combines the best from RCM and TPM along with best maintenance practices into a
practical approach for maintenance professionals working in todays high tech world.
The TMM3: Total Maintenance Management offer a three-day format designed for the smaller
maintenance operation. Attending this three-day seminar allows participants to make a very positive
impact on operations by using the principles, processes, tools, and techniques along with the attitudes
and inspiration gained. Improving the overall maintenance process in a small operation is essential.
All of the best practice topics presented in the five-day course are covered in this seminar. However,
TMM3 is tailored to the maintenance operation of approximately twenty or fewer crafts people, an
organization without storeroom support, and one that may have only informal work control and asset
accountability. A comprehensive course notebook is provided to give extensive future reference. A copy
of the latest edition of The Maintenance Excellence Institutes Scoreboard for MaintenanceExcellence, The CMMS Benchmarking System and complete procedures for developing your
Maintenance Excellence Index are also provided. Thesame course references are provided for both the 3
and 5 day course but in addition special materials have been developed and provided that are designed
help the smaller maintenance operation.
3.P.R.I.D.E. in MaintenanceCourse Length: to 1 Day
Without support from the craft work force and true pride in the profession of maintenance, achieving
maintenance excellence is extremely difficult. This session was developed specifically for presentation
to the crafts work force. It serves as a means to gain support, understanding and greater cooperation for
maintenance excellence initiatives within all types of organizations, plant maintenance, fleet
maintenance, facilities management and healthcare facilities management operations. It provides
positive reinforcement to the crafts worker that their job is important and that they perform a mission
essential role in the success of their respective organizations.
This session is tailored to help explain the improvement initiative being considered or that are currently
being implemented by a client. P.R.I.D.E. in Maintenance strives to instill a philosophy of profit-
centered maintenance into the thinking and attitudes of each craft person. It supports teamwork,
eliminates fear of changing the status quo and enhances the importance of a valuable and often scarce
maintenance resource- the craft person. This presentation is also typically scheduled for presentation
during the on site time forThe Scoreboard for Maintenance Excellence benchmark assessment.
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4.Planning for Maintenance ExcellenceCourse Length: 1 day
To improve craft labor productivity, maximize the use of materials and customer satisfaction effective
planning and scheduling is necessary for even small operations. This introductory session provides the
how-to for implementing a shop-level planning function. The material presented is the essentialfoundation for improving maintenance reliability and profitability with effective planning and
scheduling.
This session is designed to help an organization make the right decision, to fully justify, and to plan for
implementation of effective planning and scheduling. It is the one-day executive summary version of
EMPS2: Effective Maintenance Planning and Scheduling. This session provides a recommended
approach to justification of this best practice and key points on how to implement a successful shop-
level planning function.
Craft productivity in every type of operation can be significantly enhanced with effective maintenance
planning and scheduling. After completing this session participants will also be able to determine andselect the right type of metrics for their operation and then how to develop and implement a
Maintenance Excellence Index (MEI) to validate results of a new planning process.
5.Effective Maintenance Planning and SchedulingCourse Length: 2 days
One of the single most important factors in improving craft labor productivity is effective planning and
scheduling of mission-essential maintenance. This session provides the details and the how-to for
implementing a shop-level planning function. The material presented is essential for improving
maintenance reliability and profitability and is the foundation course for a new planner position.
This is an interactive session where audience participation and questions are encouraged and practical
exercises are used. Instructors bring to the table a broad range of experience and expertise helping to
fully install effective planning and scheduling processes. This workshop emphasizes practical
application over theory with concepts and techniques explained in simple, down-to-earth terms using
everyday examples.
This session is designed for maintenance planners, coordinators, and managers. It is also geared toward
plant managers who need to understand the value of maintenance and how planned maintenance is less
costly than a reactive, fire-fighting mode. Some of the key topics offered by this seminar help to:
Understand the importance of planning and scheduling Establishing the maintenance planning process Selecting and training of the right person as maintenance planner/coordinator Using the key steps for effective planning Establishing techniques for effective scheduling Using effective techniques for estimating maintenance jobs Establishing priorities and measuring performance Planning major repairs, turnarounds, and shutdowns Project management techniques.
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6.Advanced Maintenance Planning and Scheduling TechniquesCourse Length: 5 Days
This session provides the how-to for implementing a shop-level planning function plus more hands-on
time and instructor coaching.AMPS5 is also an interactive session where audience participation and
questions are encouraged and practical exercises are used. Instructors bring to the table a broad range of
experience and expertise helping to fully install effective planning and scheduling processes. Thisworkshop emphasizes practical application over theory with concepts and techniques explained in
simple, down-to-earth terms using everyday examples. It is designed for the new or experience
maintenance planners/coordinators with more case studies and practical exercise to help internalize the
following topics:
Getting support from your customer and your own organization Understand the importance of planning and scheduling Getting maximum value from CMMS to support planning/scheduling Establishing the maintenance planning process Selecting and training of the right person as maintenance planner/coordinator Using the key steps for effective planning Establishing techniques for effective scheduling Using effective techniques for estimating maintenance jobs Establishing priorities and measuring performance Planning major repairs, turnarounds, and shutdowns Project management techniques How planners can spread PRIDE in Maintenance Establishing measures to validate planning/scheduling resultsThe one-day course; a Project Management and Estimating Techniques for the Maintenance Planner is
include within this five-day course offering.
7.Project Management and Estimating Techniques for the MaintenancePlanner
Course Length: 1 Day
Selected repair/overhaul jobs and the planning of major shutdowns often require a structured project
management process to pull together internal and external resources in the most cost effective manner.
This course looks specifically at using Microsoft Project as the basic teaching tool for project
management during the course exercises. But is also introduces students to two other leading project
management software applications. One estimating tool Timberline is demonstrated along with
standard estimating data from R S. Means and other sources. The key objective of this course is to give
existing or future planners hands on introduction to project management techniques and knowledge as tohow best to use these tools in day-to-day and shutdown planning/scheduling activities.
8.Project Management Techniques for the Shutdown PlannerCourse Length: 3 Days
Effective shutdown, turnaround and outage planning is a valuable art and science. It requires a
structured process to pull together internal and external resources in the most cost effective manner.
Participants will learn to organize shutdowns and outages from strategic, tactical, operational, task/tool
levels. They will learn to develop control plans, metrics for scope, quality and performance and to
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understand the strengths, weaknesses, and skills of the different management styles. It is very important
to develop abilities to identify early warning signs for trouble, to plan for the unexpected, and to define
and ensure success in shutdowns and outages. Participants will learn why managing shutdowns and
outages is planning, organizing, and controlling change that comes in many forms management
development, process improvement, equipment overhauls, and control systems. Few outages and no
shutdowns have only one or two changes they contain multiple changes with different desiredoutcomes.
Participants will understand why careful methodical, detailed planning is the key to the success of any
project and why shutdowns and outages are best managed as a project.
They will learn proper planning techniques that determine scope, approach, goals, organization, control
plans, schedule, methods, equipment, crews, and information flows. They will understand how planning
can include a simulation of the shutdown on paper before actual execution. This course allows the
participant to see that the process of planning is more important than the resulting plan. During the
planning process, people learn the thought, the logic, and approach that lead to the plan. They will see
why that the greater number of people who understand the plan, the greater the probability of successful
implementation. This course is valuable to planners in all types of operations who must go beyondplanning of day-to-day shop level activities.
9. Maximizing the Value of Plant Maintenance OperationsCourse Length: 1 day
Maintenance operations can be managed and lead as if they are an internal business and a profit center.
This session helps participants to conduct an extensive self-assessment of a plant maintenance operation,
to determine priorities for action, and to define the potential savings within the companys operation. It
helps to establish successful implementation strategies for improving the value of maintenance in a
traditional manufacturing or continuous process operation.
After attending this session participants are able to develop the right type of metrics for plantmaintenance operations and to develop and implement a Maintenance Excellence Index (MEI) to
validate results for the operation. Participants learn the basics of the best practices needed to maximize
the value of their maintenance operations and will be able to develop and use their own Scoreboard for
Maintenance Excellence. Also from this session, each participant will be able to apply the CMMS
Benchmarking System to their operation and improve the effectiveness and use of their current CMMS.
Gaining maximum value from maintenance operations can be achieved by applying the attitudes and
principles presented in this session.
10. Maximizing the Value of Facilities Maintenance OperationsCourse Length: 1 dayFacilities management operations must also be managed and lead as if they are an internal business and
a profit center. In many organizations the actual expenditures for facilities maintenance and renovation
is charged directly back to the facility tenant/customer. This session will help participants conduct an
extensive self-assessment of the total facility management operation, to determine priorities for action,
and to define the potential savings within the organizations operation. It will help reinforce and reaffirm
current improvement opportunities and unfounded initiatives. It helps to establish successful
implementation strategies for improving the value of maintenance in all types of operations.
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After attending this session participants are able to develop the right type of metrics for facility
management operations and to develop and implement a Facilities Management Excellence Index
(FMEI) to validate results for the operation. Participants learn the basics of the best practices needed to
maximize the value of facility management operations and will be able to develop and use their own
Scoreboard for Facilities Management Excellence. From this session, each participant will be able to
apply theFMMS Benchmarking System to their operation and improve the effectiveness and use of theircurrent facilities maintenance management system. Gaining maximum value from maintenance
operations can be achieved by applying the attitudes and principles presented in this session.
11. Maximizing the Value of Fleet Maintenance OperationsCourse Length: 1 day
Fleet maintenance operations are somewhat unique but they too can be managed and lead as if they are
an internal business and a profit center. This session helps participants to conduct an extensive self-
assessment of a fleet maintenance operation, to determine priorities for action, and to define the
potential savings within the companys operation. It helps to establish successful implementation
strategies for improving the value of maintenance in all types of fleet operations.
After attending this session participants are able to develop the right type of metrics for fleet
maintenance operations and to develop and implement a Fleet Management Excellence Index (FMEI) to
validate results for their fleet operation. Participants learn the basics of the best practices needed to
maximize the value of fleet management operations and will be able to develop and use their own
Scoreboard for Fleet Management Excellence. From this session, each participant will be able to apply
the CMMS Benchmarking System to their operation and improve the effectiveness and use of their
current computerized maintenance management system for fleet operations. Gaining maximum value
from fleet maintenance operations can be achieved by applying the attitudes and principles presented in
this session.
12. Maximizing the Value of Healthcare Maintenance OperationsCourse Length: 1 day
Healthcare maintenance operations are an important internal business within a healthcare facility. These
types of maintenance operations can be a true profit center. This session helps participants to conduct an
extensive self-assessment of a total healthcare maintenance operation, to determine priorities for action,
and to define the potential savings within the healthcare facilities operation. It helps to establish
successful implementation strategies for improving the value of maintenance in all types of healthcare
operations.
After attending this session participants are able to develop the right type of metrics for healthcare
operations and to develop and implement a Healthcare Maintenance Excellence Index (HMEI) to
validate results for the total operation. Participants learn the basics of the best practices needed to
maximize the value of their maintenance operations and will be able to develop and use their own
Scoreboard for Healthcare Maintenance Excellence. From this session, each participant will be able to
apply the CMMS Benchmarking System to their operation and improve the effectiveness and use of their
current CMMS. Gaining maximum value from maintenance operations can be achieved by applying the
attitudes and principles presented in this session.
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13. Profit-Centered Maintenance: A New Millennium Strategy forMaintenance Excellence
Course Length: 1 day
A profit-centered attitude and philosophy toward maintenance and physical asset management is a
requirement of success for the maintenance leader in the 21st Century. This session presents a proven
profit-centered philosophy and approach to maintenance that will help maintenance leaders survive
during the new millennium.
It fully instills the principles of profit-centered maintenance into a learning adventure that can create a
complete change of attitude and a completely new vision toward maintenance and physical asset
management. It helps the existing maintenance leader take a new approach to mission-essential
maintenance and physical asset management. It builds greater communication, cooperation, and joint
commitment to total operation success between maintenance and operations.
This session presents an approach to help plant/operations managers, chief financial officers (CFO) and
most importantly CEOs to clearly see the impact of maintenance to profits, to product and process
quality and to total operational success. It helps them invest in maintenance rather than gamble with
maintenance costs. It helps your purchasing and procurement staff avoids the high cost of low bid
buying of parts, supplies, tools, and special equipment used within maintenance.
Overall, it will also help companies see the value of having a CMO. Future capable companies
effectively manage and get return on all assets including physical assets. This session is guaranteed, and
comes with a full service warranty to help the maintenance leader take a new look at their chosen
profession. It helps create the commitment and attitudes for a profit-centered approach to maintenance
and to establish the technical leadership role of the CMO.
14. Modernizing the Maintenance Storeroom OperationsCourse Length: 2 days
This seminar provides participants with the tools needed to implement a modern maintenance storeroom
that stocks the right parts in the right quantities, minimizes part shortages, eliminates paperwork,
maximizes inventory control, minimizes losses, accurately tracks assets, and maximizes storeroom
performance. Participants obtain the know-how on organization, manageability, and control of a
maintenance storeroom operation.
The importance of maintenance and the storeroom is now widely recognized. The naive perception that
maintenance storerooms do not add value has been proved wrong. This earlier perception led to theconclusion that the least-cost maintenance is the best maintenance so investment in storerooms was not
a priority. It is now clear to see that an effective storeroom is a requirement of success for the total
maintenance operation. The focal point of this seminar is to totally equip participants with the
knowledge and techniques needed to make maintenance storerooms the foundation for maintenance
excellence. Discover how to use a planned approach to stocking parts and supplieswhat to stock, how
much, and when.
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Participants learn different putaway options and the pros and cons of each. Discussions of automation
and some of the drawbacks are included. All participants learn how to make vendors their partner and to
reduce their costs in the process. This seminar also helps attendees to:
Determine storeroom organizational ownership and accounting methods Avoid surprise accounting Recognize financial realities of stockroom manning and ways around them Understand overhead storeroom costs Establish correct stock levels and increase service levels with fewer stock outs Set up improved inventory control systems Establish standard operating procedures that can be understood and used Establish an effective numbering system and locator system for parts and materials Establish a control system that works for special tools and equipment Improve storage and materials handling methods and equipment Understand key principles for layout, space planning, and security of storerooms
Use cycle counting and understand importance of proper slotting Establish a storeroom modernization plan See benefits of technologies such as bar coding, e-procurement, and remote RF data entry.15. Establishing an Effective Work Order/Work Control SystemCourse Length: 1 day
If employees were in business to provide maintenance contract service, they would invoice customers
for work, and they would document work accomplished. They would respond to customer work
requests, account for time, expenses, and strive to make a profit. They would also monitor backlog of
customer requests, give firm appointments to accomplish work, and strive to give quality customer
service. An in-house maintenance practice must do exactly the same. This session helps participants to
apply proven work management techniques for maintenance, effective work order systems, and workcontrol, use of the right priority system, improved craft labor accountability, and improved parts
accountability. Success of planning and scheduling depends on an effective work order system, good
work control, and management. This seminar helps attendees to:
Understand the three purposes of a work order system Understand need for effective planning and scheduling of maintenance work Determine a smooth work order flow Use a key resource; the maintenance planner/scheduler Improve work order information Use the PPM work order Use the corrective work order Use the standing work order Understand and use different types of work orders Establish an improved work order priority systems.
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16. How to Develop an Effective Maintenance OrganizationalStructure
Course Length: 1 day
This course revolves around the structural organization of a maintenance department and the many
forms it can take. Despite a multitude of variables, there are some constants. This seminar explores all
those factors and assists each participant in constructing organizational structures and position
descriptions that best fit their conditions. This session covers:
Variables in a maintenance organizational structure Dealing with outside contracting Responding to users needsthe customer Different forms of maintenance services provided Performing proactive maintenance services Performing reactive maintenance services Key objectives when developing organizational structure How to consider organizational priorities Designing a maintenance organization Developing realistic goals and objectives Developing and maintaining realistic capabilities Co-dependence between maintenance and operations The secret to total operations success and profits.17. How to Establish an Effective Parts Numbering SystemCourse Length: 1 day
This seminar is designed to help an organization develop a more effective parts numbering system by
either revising a current system or starting up of a new parts inventory management system. It is also
directed toward helping develop the entire parts database elements. Several methodologies for parts
numbering are presented with focus on the recommended approach.
Practical exercises are used to illustrate key points. This session provides participant the opportunity to
bring samples of their parts numbering system and their parts master file and to brainstorm with the
instructor and participants. The importance of database maintenance and control are reviewed as a key
requirement of success.
18. Continuous Reliability Improvement: Going Beyond RCM/TPMCourse Length: 2 daysReliability is not a destination but rather a continuous process and journey. This seminar goes well
beyond today's reliability-centered approaches to look at the reliability of all maintenance resources not
just equipment/facility assets. This presentation focuses on how to effectively mesh both old and new
technologies into a profitable, long-term strategy for CRI. It includes the how-to process for reliability-
centered maintenance as well as a more comprehensive integrated approach that focuses on total
operations success. It addresses the technical understanding and successful implementation of existing
and emerging maintenance technologies and best practices that are a significant challenge for todays
maintenance leader. A key highlight is the use of time-tested methodologies for internal benchmarking
to measure the results of overall maintenance and reliability improvement.
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This practical presentation reviews and supports the use of traditional reliability/maintainability
practices. However, it takes giant steps beyond current RCM approaches to outline a continuous,
integrated process for improving total reliability of the following resources:
Equipment/Facility Resources (Asset Care/Management and Maximum Uptime via RCMTechniques) Craft and Operator Resources (Recognizing the most important resourceCrafts People and
Equipment/ Process Operators)
Maintenance Repair Operations (MRO) Resources (Establishing Effective Materials ManagementProcesses)
Maintenance Information Resources (Effective Information Technology Applications forMaintenance)
Maintenance Technical Knowledge/Craft Skills Base (Closing the Technical Knowledge ResourceGap)
Synergistic Team Processes (Tapping the Value-Added Resource of Effective Leadership-DrivenTeams to Support Total Operations Success).
Practical methods for continuous improvement within each of the key maintenance resource areas are
outlined. Most importantly, a strategy for integrating all related improvement activities into an overall
continuous reliability improvement process with maintenance both strategic and shop level maintenance
planning is included.
This presentation provides practical guidelines for the maintenance leader to face future technological
challenges in a proactive and profitable manner. It also greatly improves and enhances executive-level
understanding of mission-critical maintenance.
19. Benchmarking Maintenance Performance: Think GlobalStartLocal
Course Length: 1 day
If a company adopts a profit-centered maintenance strategy, they must benchmark maintenance
performance locally at the shop floor level. Yet they must also think global in terms of using all
available best practices. Maintenance operations must clearly understand and know where they stand
with regard to a broad range of performance factors. Achieving maintenance excellence requires a total
commitment to the process of continuous maintenance improvement. Progress towards goals must be
measured. This seminar presents a requirement of success in all types of maintenance mission-essential
operations.
Participants learn how measurement of maintenance performance includes multiple performance factors
such as the total scope of the internal maintenance operation as well as the external service to customers
of maintenance. This seminar provides a strategy for measuring maintenance performance that allows
organizations to:
Effectively audit the total maintenance operation Identify improvement opportunities Develop improvement priorities Identify broad-based performance factors
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Develop maintenance performance measures.This workshop provides proven techniques for the measurement of maintenance labor. This presentation
highlights one of todays newest techniquesthe ACE Team Benchmarking Process for improved
reliability and quality maintenance customer service.
Additional highlights show how to develop a MEI with broad-based performance measures and more
effective performance reporting using existing data. The measurement of maintenance performance and
service allows participants to track progress and achieve:
Improved craft labor productivity Reduced maintenance costs/greater value Improved planning Improved customer service Improved work control Improved cost control/accountability Reduced inventory costs Increased equipment up-time/reliability.20. Introduction to Maintenance Performance Measurement
TechniquesCourse Length: 2 days
Engineered standard data for maintenance is now available from The Maintenance Excellence
Institute Associates but requires that the Advanced Maintenance Planning and Scheduling Course(AMPS10) be completed by at least one person in the organization who is the primary user of this data.
However, this two-day introductory course is helps to make the right choice and to use the best
measurement technique for operations. It includes practical exercises on using a number of differenttechniques and how engineered work measurement systems are applied to maintenance-type repairs. It is
an essential introductory course for maintenance leaders at all levels and specifically maintenance
planners who must establish reliable planning times for a wide range of maintenance type work. This
seminar builds the foundation for selecting a methodology within your operation for establishing
reliable and acceptable planning times for maintenance. Key topics include:
Why having reliable planning times for maintenance work is so important The standard data approach and review ofThe Maintenance Excellence Institute Maintenance
Standard Data
How to apply standard data for engineered work measurement Understanding the Universal Maintenance Standard approach to engineered standards
Developing and using benchmark jobs
Work content
Work content comparison and slotting
Developing and using spreadsheets
How to apply The ACE Team Benchmarking Process Reviews of the techniques for establishing maintenance planning time.21. Applying the ACE Team Benchmarking Process
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Course Length: 2 Days
Maintenance work by its very nature seldom follows an exact pattern for each occurrence of the same
job. Therefore, exact methods and exact times for doing most maintenance jobs cannot be established as
they can for production-type work. However, the need for having reliable performance measures for
maintenance planning becomes increasingly important as the cost of maintenance labor rises and the
complexity of production equipment increases.
As a means to overcome many of the inherent difficulties associated with developing maintenance
performance standards, the ACE (A Consensus of Experts) System relies primarily on the combined
experience and estimating ability of a group of skilled craftsmen. The objective is to determine reliable
planning times for a number of selected benchmark jobs. This system places a high emphasis on
continuous maintenance improvement and the changing of planning times to reflect improvements in
performance and methods as they occur.
Participants will learn the 10-Step Procedure for Using the ACE System:
1. Selecting benchmark jobs2. Selecting and training the experts (ACEs)3. How to develop major elemental breakdown for benchmark jobs4. How to conduct first independent evaluation of benchmark jobs5. Process for summarizing the first evaluation and gaining consensus6. Conducting a second independent evaluation of benchmark jobs7. Summarizing second evaluation and gaining consensus.8. Conducting a third independent evaluation if required9. Conducting a group session to review final results10.How to develop spreadsheets using benchmark jobs
The ACE team Benchmarking approach combines the DELPHI technique for estimating along with theinherent and inevitable ability of most people to establish a high level of performance measures for
themselves. As used in this application, the course objective is to help planners use this technique to
obtain the most reliable, reasonable estimate of maintenance-related work content time from a group
of craftsmen.
This team approach allows for independent estimates by each member of the group, which in turn builds
into a consensus of expert opinion for a final estimated time. The final results are therefore more readily
acceptable since they were developed by skilled and well-respected craftsmen from within the work
unit. Application of the ACE System promotes a commitment to continuous maintenance improvement
and provides reliable planning time for a wide range of maintenance activities.
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22. Implementing Effective Computerized Maintenance ManagementSystems for Enterprise Asset Management
Course Length: 2 days
CMMS/EAM is the business management system for maintenance and physical asset management. The
future lies in Computerized Maintenance Management Systems (CMMS) that can upgrade and support
the total maintenance business operation. Effective management of physical assets throughout an
enterprise is essential. This session provides practical knowledge and guidance on how-to use an
existing CMMS or an Enterprise Asset System (EAM) more effectively. It provides the how-to for
analyzing an organizations functional needs and how to evaluate and select a new CMMS/EAM
system. It also examines many of the pitfalls that have occurred during the selection, evaluation, and
implementation process and how to avoid them.
Strategies for justifying, planning, preparing for, and installing a new CMMS are included along with
techniques for integrating CMMS with other company systems. One primary focus is on maintenance
improvement opportunities that must be addressed and in place prior to successful CMMS
implementation. Participants learn how CMMS enhances best practice such as work control; planning,
scheduling, parts inventory management, preventive maintenance, and improved information for
continuous reliability improvement. This course also provides an in-depth review of how to use existing
data to measure maintenance performance using a Maintenance Excellence Index.
Instructors share their practical experience in installing countless CMMS. Participants learn how to use
The CMMS Benchmarking System as an internal benchmark to measure the success of their own CMMS
investment. Participants also receive a copy of the living book; The Guide to Computerized
Maintenance Management System as part of their reference material from this course.
23.
Achieving MRO Procurement ExcellenceCourse Length: 1 dayOrganized, well timed purchasing and procurement of MRO parts, material, and supplies are vital to an
effective maintenance operation. This session helps both the specific staff person responsible for
procurement as well as the maintenance leader having supervisory responsibility for MRO purchasing.
Maintenance leaders and purchasing personnel return to their organizations having learned more
efficient ways to buy maintenance MRO items. This seminar helps to:
Examine the many aspects of maintenance that affect sound and timely purchasing activities Understand the growing importance of MRO materials management Find out how maintenance purchasing activities can be optimized in all type operations
Determine practical considerations that are key to making purchasing decisions How purchasing and maintenance planning and scheduling can work better together How to avoid the high cost of low bid buying Use current techniques for e-procurement How maintenance leaders can get maximum value from storeroom and MRO purchasing.
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24. Implementing Effective Continuous Reliability Improvement (CRI)Teams for Total Maintenance Operations Success
Course Length: 2 days
Continuous maintenance improvement requires teamwork internal to the maintenance operation as well
as external teamwork with customers. Effective team processes are a proven practice for total operations
success and profitability. This seminar allows participants to implement The Maintenance Excellence
Institute's process for establishing leadership-driven, self-managed teams within maintenanceoperations.
Participants are provided a time-tested, practical, and comprehensive approach that will compel and
inspire their organization to greater success with Business Process Continuous Improvement (BPCI)
applied within maintenance. Without question, maintenance operations pursuing maintenance
excellence with BPCI out perform status-quo maintenance operations. Key points include:
Lead maintenance as if you owned it
Respond quicker and adapt better to change Create peak-to-peak performance in maintenance operations Understand teams Shift from individuals to teams Understand the power of collaboration Charter maintenance teams for total operations success Become a partner in progress with total organization Deliver better quality service and a higher level of service Improve safety, morale, and employee satisfaction Maximize the value of maintenance operations Become a learning maintenance organization Develop a team approach to make maintenance a profit-centered success.
25. The Dynamics of Modern Maintenance LeadershipCourse Length: 2 days
Modern maintenance leadership skills are essential to lead today's mission-essential maintenance
operation. Dynamic leadership skills are a key part of survival techniques as the new millennium begins.
A maintenance leader with a positive, profit-centered vision of the future replaces the maintenance
manager of the status quo. The seminar helps to:
Learn leadership techniques that can be applied today
Evolve from management to leadership Understand why leadership is a verb Discuss the challenge of shifting from management to leadership Learn the power of collaboration Understand differences between technical leadership and maintenance leadership Become the leader of a learning organization Remember to take time for time management and self-management Understand evidence of success for the successful maintenance leader.
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26. Developing Effective Preventive and Predictive MaintenancePrograms
Course Length: 2 days expandable to 3 days
This session helps to build and/or improve current preventive and predictive maintenance programs
(PPM). Participants gain management and technical skills to take the leadership role to implement these
important maintenance best practices. Participants hear about the latest methods, techniques, and
technologies presented by industry professionals.
Participate in the hands-on writing of procedures and have them critiqued by the class and the instructor.
Participants learn what not to do and how to sell your operation on the benefits of effective PPM. Other
key topics and benefits of this seminar include:
Understand the difference between preventive and predictive maintenance Understand Reliability Centered Maintenance (RCM), its definition and purpose How continuous reliability improvement (CRI) goes beyond RCM to support your PPM How organizational structures for PPM should be developed A detailed description and application of common preventive and predictive procedures Recommended PPM scheduling techniques How to construct and implement a PPM program
With Outside Assistance
Done Completely Internally
How to establish PPM priorities Recommendations for training PPM personnel Data Analysis and how best to do it Developing PPM metrics and reporting results How to apply proven strategies for successful PPM.27. Developing Your Chief Maintenance OfficerCourse Length: to 1 day
This session is for top leaders of organizations that need help with developing a Chief Maintenance
Officer. It is for those who need answers to these three questions. 1. How high is your return on
maintenance? 2. If the physical asset management process within your operation was an internal
business would it be profitable or would you look to divest it? 3. Are you still In Search of
Maintenance Productivity and Reliability? If there is no real answers to these basic questions its about
time you hired a good CMO, a Chief Maintenance Officer. It defines the key role of an effective CMO
as a new C position, one that must be considered if profit optimization is to be achieved. For multiple
site operations with extensive physical assets, this session defines how a CMO can bring together best
practices that can be applied uniformly for greater ROI. Key topics include how to:
Sell the importance of maintenance and physical asset management in your organization Organize maintenance operations to maximize value to the operation Realize maximum value from The Scoreboard for Maintenance Excellence assessment Understand Continuous Reliability Improvement (CRI) and how it goes well beyond RCM Gain maximum value from maintenance planning Understand why techniques for maintenance work measurement are still needed
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Improve maintenance storeroom operations and MRO material management Measure and improve overall equipment effectiveness for increased capacity Effectively measure maintenance performance and ROI with your Maintenance Excellence
Index (MEI)
Get the most from your existing Computerized Maintenance Management System (CMMS)/Enterprise Asset Management (EAM) investment
Manage maintenance as if it is a profit-center and internal business opportunity.This session provides a roadmap for developing the CMO position, the technical skills needed, the
leadership skills required and organizationally how this position should function for maximum ROI.
28. Maintenance Excellence Strategies for the Chief MaintenanceOfficer
Course Length: to 1 day
This session is also for top leaders of organizations that need help with understanding how maintenance
can help maximize profit optimization. It further supports the need for an effective CMO as a new Cposition. This seminar provides an executive level look at 21 maintenance best practices and strategies
that organization leaders, CMOs and other maintenance leaders of the new millennium must understand
and apply. It outlines how organizational strategy and business plans for the future cannot survive
without these essential maintenance best practices. It helps organizations to realize the importance of a
Strategic Maintenance Plan and how to integrate this plan with a business plan.
Maintenance Excellence Strategies for the CMO is the fast track version of our course; Total
Maintenance Management: The Seminar for Maintenance Excellence with these keys topics on how to:
Sell the importance of maintenance and physical asset management in your organization Organize maintenance operations to maximize value to the operation Ensure that basic practices for work control and work management are working Create improved organizational teamwork and improved management appreciation of maintenanceRequirements and needs Effectively use The Scoreboard for Maintenance Excellence for a self-assessment Improve lubrication and preventive maintenance practices Establish an effective predictive maintenance strategy Understand the best from techniques and philosophies such as Reliability Centered Maintenance
(RCM) and Total Productive Maintenance (TPM)
Understand Continuous Reliability Improvement (CRI) and how it goes well beyond RCM and TPM Establish effective maintenance planning and scheduling techniques Gain maximum value from maintenance planners Understand todays important techniques for maintenance work measurement Improve maintenance storeroom operations and MRO material management Measure and improve overall equipment effectiveness Effectively measure overall maintenance performance Establish your Maintenance Excellence Index (MEI) to validate ROI Get the most from your existing Computerized Maintenance Management System (CMMS)/
Enterprise Asset Management (EAM) investment
Determine when it is time to upgrade your CMMS/EAM Develop a strategy for craft skills development Determine your strength and weaknesses on safety and regulatory compliance issues
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Improve the maintenance contribution to ISO/QS 9000 and quality Develop the leadership skills to face todays maintenance challenges Manage maintenance as if it is a profit-center and internal business opportunity.
29. Maintenance Standard Data Applications Course: How to ApplyEngineered Standards to Non-Repetitive Maintenance Tasks
Course Length: 2 weeks
This is a special two-week course on maintenance standard data application offered as required for
selected clients by The Maintenance Excellence Institute. This two-week course includes the firstweek of instruction followed by time at the worksite before the second week of instruction. This schedule
allows participants to apply what they learned during the first week. Participants develop job plans from
their own operation and have them reviewed and critiqued by the instructor during the second week. The
key benefits from attending this course are:
Understanding how to apply the 10-step process for planning and scheduling
Methods for estimating work order labor content How to determine scope of work and develop an accurate job plan How to understand and accurately apply maintenance standard data for
Electrical Sheet metal Masonry
Millwright Carpentry Welding
Pipefitting Insulation Painting
Practical experience in developing actual job plans from your own operation Establishing standard job plans as templates in your CMMS A complete copy of all maintenance standard data The rights to use the maintenance standard data at your site How to construct a weekly schedule and to control scheduling on a day-to-day basis Techniques for developing a turnaround schedule for major shutdowns.Important Note
Participants in this course receive a copy of The Maintenance Excellence Institute's MaintenanceStandard Data and will be authorized to use it only at the site where there is a fully-trained person to
apply the data.
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Make Plans Now:Our objective is to support the profession of maintenance and those in this challenging profession with train
that provides a real return on investment. The Maintenance Excellence Institutesunique approach provia measurable return on investment for the often hard to justify spending for professional development trainin
Our training results also will help develop maintenance managers into maintenance leaders, providing increalong-term personal performance over the long term are essential objectives. To get more information and to
discuss more specific details about course objectives and content, to find out the best approach for you and y
organization and for help with planning your Training for Maintenance Excellence event, contact:
The Maintenance Excellence Institute6809 Foxfire Place, Suite 100
Raleigh, NC 27615
E-Mail: [email protected] [email protected]
Office: 919-846-6019, Cell: 919-270-1173, Fax: 919-846-9804
http://www.PRIDE-in-Maintenance.com/
mailto:[email protected]:[email protected]://www.pride-in-maintenance.com/http://www.pride-in-maintenance.com/mailto:[email protected]:[email protected]