The Importance of a CMMS as a Knowledge Management Tool

Topics 1.Why use checklists2.How are checklists used for

knowledge transfer3.How to apply checklists in a

CMMS4.Mobilizing your checklists

Why Use Checklists

Atul Gawande, MD and Author

Author of TheChecklist Manifesto

https://en.wikipedia.org/wiki/Atul_Gawande

“Good checklists are precise. They are efficient, to the point, and easy to use even in the most difficult situations. Good checklists are, above all, practical.” 

- Atul Gawande

Ignorance

A partial understanding of the world and how it works

In the 1950’s, heart patients were put on bed rest for weeks in order to avoid strain to heart

Ineptitude

Knowledge exists yet we fail to apply it correctly

In 2007, 72% of patients underwent coronary interventions within 90 minutes while in 2011 it increased to 94%

http://www.aha.org/research/reports/tw/12oct-tw-quality.pdf

Checklists can fillthe gap betweenerror andsuccess rate

“The checklist cannot be lengthy. Keep it between five and nine items, which is the limit of working memory.” 

- Atul Gawande

Benefits of ChecklistsEnsures consistency

Used to reduce failure

Aids in memory and

Informational aidCompleteness when

attention

carrying out a task

“If you miss just one key thing, you might as well not have made the effort at all.”

- Atul Gawande

In the Workplace…

Employees feel Workers feel organizedaccountable for performing inspections because there is a written record

when provided guidelines on inspections

Source: US Dept. of Energyhttp://www1.eere.energy.gov/femp/pdfs/OM_5.pdf

can extend equipment life

Implementing a preventive maintenance checklist by 25%

Source: https://inspectioneering.com/content/2016-05-23/5360/instilling-a-checklist-culture-to-improve--asset-integrity-manag

Process Reliabil

ity

Verifiable Complian

ce

Operational

Insight

Best Practice Capture

Facility Checklist Benefits

How Checklists Improved in Aeronautics and Healthcare

https://www.goodreads.com/author/quotes/3078.Atul_Gawande?page=5

Ployer P. Hill Boeing Model 299

“Checklists seem able to defend anyone, even the experienced, against failure in many more tasks than we realized.” 

https://www.goodreads.com/author/quotes/3078.Atul_Gawande?page=5

5-Point checklist reduced line infections from 10% to 0

Checklists Used for Knowledge Transfer

“The volume and complexity of what we know has exceeded our individual ability to deliver its benefits correctly, safely, or reliably. Knowledge has both saved us and burdened us.” 

- Atul Gawande

Intellectual Capital

Organization

al CultureInformationTechnology

Knowledge

Management

ExplicitDocumentation Procedures Checklists and Inventory

TrainingConcept MappingContractors, Part-time

ImplicitMentoring/CoachingJob SharingSimulator TrainingStorytellingAfter-Action ReviewsCommunities of Practice

employees, and Retirees

http://www.state.sc.us/dio/KnowledgeTransfer.htm

Knowledge Transfer used to…

Preserve the intellectual capital of the organization

Create more flexibility in the workforce

Provide employees with a wider diversity of skills

http://www.state.sc.us/dio/KnowledgeTransfer.htm

Source: Levine & Gilbert, CA at Berkleyhttp://www.irle.berkeley.edu/cohre/knowledge.html

a companyWhen an employee leaves

70%walks out the door with himof his knowledge

http://www.reliableplant.com/Read/30198/managing-retiring-workers

Approximately

10,000baby boomersare retiring every day

http://fortune.com/2015/06/23/know-your-millennial-co-workers/

Millennialswill make up

50%of the global workforce by 2020

Knowledge transfer is only valuable when it is integrated into a set of policies for knowledge generation and captureSource: Levine & Gilbert, CA at Berkleyhttp://www.irle.berkeley.edu/cohre/knowledge.html

Applying Checklists in a CMMS

“Checklists provide protection against failures. They remind us of the minimum necessary steps and make them explicit.”

- Atul Gawande

Mobilizing Your Checklists

“Just ticking boxes is not the ultimate goal. Embracing a culture of teamwork and discipline is.” -Atul Gawande

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