trm planning and scheduling workshop slides 20131114
TRANSCRIPT
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11/13/2013 1
TRM Planning and Scheduling Workshop
Scott Stukel, CMRP - Total Resource Management ([email protected]) Commander Scott Smith, USN (Ret.), – Keynote Speaker ([email protected])
Business Manager, Naval Air Station Whidbey Island Tom Coraggio – Total Resource Management ([email protected])
Best Practices in Planning & Scheduling
Pasadena Hilton
November 14, 2013
9:00am-2:00pm
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11/13/2013 2
TRM Planning and Scheduling Workshop
Agenda
• Introduction & Welcome
• Keynote – Commander Scott Smith, USN (Ret)
• Break
• Open Forum - “Your P&S Challenges and Successes”
• Break
• Hot Topics Discussion
– Introduction to Planning & Scheduling
– Selling P&S to Management & Operations
– Roadmap to Implementation
– Metrics & KPIs
• Lunch
• Roundtable Discussion: Ask the Experts & Share Your Experiences
• Closing Remarks
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11/13/2013 3
TRM Planning and Scheduling Workshop
• Founded in 1993
• Entirely Focused on Maximo Solutions
• 100 Employees Strong
• 4 Offices: California, Hawaii, Texas, Virginia
• Over 200 Maximo Clients
• Over 400 Staff Years Maximo Experience
• Over 25 Upgrades to Maximo 6 or 7 (100% Success Rate)
• Over 250 Maximo Integrations
• Almost 100 Maximo Certifications
• IBM Premier Business Partner
• Most Experienced Maximo Utilities Deployment Organization
• Industry Leading Software for Maximo Configuration
• World Class Organizational Change Management / Training
Total Resource Management
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11/13/2013 4
TRM Planning and Scheduling Workshop
TRM Corporate Overview
WW IBM Maximo Advisory Board Maximo Utilities Working Group
Maximo Facilities Management Working Group
17+ years dedicated to Maximo 400+ Person years of experience
220+ Maximo Customers 19 V7 Implementations in the last 2 years
110+ Customers
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11/13/2013 5
TRM Planning and Scheduling Workshop
Keynote Address:
Commander Scott Smith, USN (Ret.)
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Navy case study:
Moving from “CMMS” to “EAM”
and the importance of planning and scheduling
Scott Smith
Business Manager, Naval Air Station Whidbey Island
Former Navy Maximo & EAM leader
11/13/2013 6 This brief does not represent official Navy policy or endorsement
Total Resource Management (TRM) was a Strategic Partner during the Navy’s EAM evolution
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The Navy Shore Establishment Functional Limitations
7
• Global Footprint o 11 Regions, 72 Installations
o Over $100B in plant value ; over $10B in annual projects & operations
• Diverse asset mix o Facilities, Utilities, Environmental, Transportation, Real Estate…
o Air Stations, Piers, Shipyard, Hospitals, Housing…
• Mission: Enable Fleet Customers
Plan
& Design
Contract &
Construct
Operate, Maintain
and Repair
Available, Reliable and Cost-effective Assets
Fleet Customers: Ships, Squadrons, Shipyards…
Enterprise Asset Management
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Moving from “CMMS” to “EAM”
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“Optimized whole lifecycle Asset Management is no longer a 'nice idea' - it's an expected business norm. So a system for proving it and sustaining it is vital.“
- John Woodhouse (Institute for Asset Management)
“The trends suggest the maintenance function (CMMS) will become part of a larger integrated set of actionable intelligence within ERP (or EAM)”
- Maximo Managers Guide for Business Performance (2013)
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What is EAM?
• What is Enterprise Asset Management (EAM)? o Objective: Maximize lifecycle value of assets across an enterprise
• Increasing emphasis - ISO 55000 coming in 2014 (now PAS-55)
o Strategic goal: Improve “Return on assets”
• Manufacturing: +7% asset availability = +140% earnings (1)
• Navy Facilities: +5% asset extension = $70M annual capital reduction (2)
o Requires collaborative processes throughout asset lifecycle (LC)
• Acquisition: ~ 25% of LC cost ; sets asset capabilities
o “White Collar” groups: Planning, Engineering, Contracts…
• Operate and Maintain: ~ 75% of LC cost ; sustain asset capabilities
o “Blue Collar” groups: Operations, Maintenance, Materials…
• Why is EAM Hard? o Organizational, process, and system “silos”
• Significant leadership, energy, and innovation needed to integrate…
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EAM Lifecycle Vision Integrate Organizational, Process and System “Silos”
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EAM
Design
Build Maintain
Repair
Operate
Shops
Operations Engineering
Contracts
Plan
“Blue Collar” “White Collar”
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EAM Lifecycle Vision Integrate Organizational, Process and System “Silos”
11
EAM
Design
Build
Shops
Operations Engineering
Contracts
Operate
Plan
Maintain
Repair
CMMS “Blue Collar Integration”
“Blue Collar” “White Collar”
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EAM Lifecycle Vision Integrate Organizational, Process and System “Silos”
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EAM
Shops
Operations Engineering
Contracts
Operate Plan
Design
Build Maintain
Repair
Acquisition “White Collar Integration”
“Blue Collar” “White Collar”
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Navy Facilities EAM Evolution Keys to Success
• Executive sponsorship and functional guru buy-in o Must have a compelling & cost-effective solution set
o Consolidate systems prior to integration
• Leverage flexible “CMMS” as EAM Hub (Maximo) o Provides 80% of needed functionality
o Incremental roll-out ; prove new processes in pilot
o Be careful with “Single Platform” – performance, ‘change rigidity’
• Extend Maximo with “White Collar” functionality o Project Management (eProjects)
• Add CPM scheduling, cost mgmt, documents, and collaboration
o Contract & Construction Management (eContracts)
• Eliminate “swivel chair integration” ; add documents & collaboration
• Avoid “Financial centric” systems that no one will use o “Mainframe EAM” & “ERP EAM” not successful
o “ERP is a round peg in square hole” for Asset Intensive companies
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Navy Facilities circa 1995 Major organization and system silos
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Organization Silos – Fragments E2E process
System Silos – Hundreds of local, non-
integrated applications
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Navy Facilities 2002 Organizational Integration – Where are the enabling systems?
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11 regional commands (FECs)
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Navy “EAM” 2005 Organizational Integration – Where are the enabling systems?
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Construction
WebCM
eContracts
Key 1: Leverage
Maximo as “EAM Hub”
SPM – Single Platform Maximo (single instance supporting 70 bases)
Key 1: Extend Maximo
as “EAM Hub”
Key 2: Extend Maximo
for Projects & Contracts
Key 3: Data store for
integrated views
Key 1: Leverage
Maximo as “EAM Hub”
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Extending Maximo Composite apps for Project & Contract management
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Maximo Asset and Work Core
Initial work
request Plan/Design
(Project)
eProjects Schedule, Costs, Collaboration
Financial Views Documents CPM Schedule
Construct
(Contract) Award
(Contract)
eContracts Transactions, Documents…
Financials (Mainframe)
Procurement (Windows)
Cost
Views Integrated Transactions
Funds, Commitment…
Eliminate Redundant Data Entry
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Integrated Data Store Support data needs across EAM applications
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Work Data
(Maximo &
eProjects)
Contract
Costs (FIS)
Schedule
(MS Proj’s)
Budget
Data
(FIS)
Status
(eProjects)
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Navy Facilities EAM Evolution Lessons Learned and Future Opportunities
• Must have ‘Complete’ Organizational Buy-in o Executive level – must have organizational mandate
o Functional Gurus – must be onboard, ideally leading their area
o System Gurus – recruit the best in-house and contractor team
• Practical solutions only o Leverage Maximo where viable – “80 percent” solution
o Extend with compatible layers – composite apps, data store
o Avoid “Exotic” solutions including ‘ERP for EAM companies’
• Future Opportunities o With building blocks on-line, support complex processes
• Advanced mobile access – maintenance, construction…
• Capture/transfer ‘digitized’ asset data during construction phase
• Integration with base maintenance contractors
• Integrate with Navy ERP financials
• Improved Planning and Scheduling processes…
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Importance of Planning & Scheduling
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“Planning and Scheduling have the highest potential impact on timely and effective accomplishment of maintenance work.“
- Maintenance and Reliability Best Practices (Ramesh Gulati)
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Public Works Center (PWC) San Diego- 1993 Competitive forces drove major change
• 1993 - Competitive Environment o 200 craft workers in 8 shops – HVAC, Renovation, Roofing, Painting…
o “Working capital” – all costs embodied in rates ; customers see all costs
o 1992: Customers forced to use in-house shops
o 1993: Customers provided with multiple contract options
• Mandate: Improve or reduce workforce by 50%+
• “Rapid” Improvement needed o Job Planning – “what and how”
• Significant “on the fly” planning by craft workers
• “I am looking for the right parts” (driving between 7 shop stores)
• Result: Significantly higher job costs – ‘customers are mad’ (Cost)
o Shop Scheduling – “who and when”
• Sub-optimized support: materials, tools, engineering…
• Reactive work cutting into PM tasks
• Results: Projects taking too long – ‘customers really mad’ (Time)
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Planning and Scheduling - KPIs Major Challenges across the board
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Key Performance Indicators (KPI) PWC - 1993 World-Class
Planned Maintenance ~ 50% 85 - 90%
Rework ~ 15% < 1%
Material stock availability ~ 70% 99%
Average Cost Variance by Project ~ 40% 0%
Schedule Compliance ~ 50% > 90%
PM completion percentage ~ 70% 100%
Percent material delivered < 50% > 90%
Ready Backlog Days 4 to 6 weeks
Job Planning
Scheduling
Blue – From Maintenance and Reliability Best Practices (Ramesh Gulati)
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Planning & Scheduling as Tetris Shrinking and packing the ‘blocks’
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Effective Planning – plan upfront, reduce craft worker delay
Effective Scheduling – optimize labor, material, tools, equipment… few “gaps”
Where we were Where we needed to be
Craft person “on the fly” planning moved into scheduling
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Public Works Center (PWC) San Diego- 1994 Major Changes Implemented
• Cultural Mandate o Everyone onboard for change - workers, supervisors, material, contracts… (or all
groups will be reduced through customer “de-funding”)
o Hold all accountable including managers
• Finding the right planners o PM – well established
o Lead Craft workers – can handle minor work
o Job Planners – for larger, multi-trade work
• Revamped Materials o Revamp shop store inventory – A/B/C type analysis
o Indefinite delivery contracts – 2 days vice 45 day in-house purchasing
o Use limited duty personnel as material expediters & kitting team
• Aggressively manage scheduling – forcing function o Lock in PM schedule – QA team (limited duty) checks completion
o Planned hours become customer contract – over-runs paid by PWC overhead
o Weekly scheduling meetings expanded with support leaders, e.g. materials
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Public Works Center (PWC) San Diego- 1994 Lessons Learned
• Planning and Scheduling = Needed forcing function o Customer confidence – “right cost” at “right time”
o Support functions (material, tools, contracts…) – work to production schedule
o Supervisors and Schedulers – hold team accountable (planned vs. actual hours)
• Planning and Scheduling evolution 1. Organizational alignment
2. Get the Process right – leverage best practices
3. System support - In 1994, systems were limited (MS Project interface??)
• Today’s system opportunity o Still have to get the organization and process alignment
o For asset intensive companies, leveraging EAM capabilities (not ERP), e.g.
inventory, purchasing, makes maintenance planning & scheduling much easier
o Planning and Scheduling improvements:
• Maximo – improved “out of the box” functionality
• Advanced 3rd party tools, e.g. AKWIRE, CiM – robust forecasting, scheduling
across crafts and shops…
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Questions?
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Scott Smith
NAS Whidbey Business Manager
Former Navy Maximo & EAM leader
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Backup - Maximo
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Navy Maintenance Mgmt - 1995 Many systems with lots of manual integration
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1995 - PWC Work Mgmt Client Requests Multiple Work Systems= Human Integration External Execution
Client Request ·-----� (Paper)
Estimates Wine st
Field Worker Information
Time& Accounting
System
Utility
Work
System
Shops Integration (lnhouse Maintenance)
Minor & Specific Work
System
Recurring Work
System
Project Mgmt "EFD/A"
Contract Mgmt �-- "ROICC"
BOSC Cost & Material Systems
Condition Assessment
Asset Integration
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Navy Maintenance Mgmt - 2000 Full “CMMS” integration
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Client Requests
Estimates Win est
Field Worker Automation
PDA
Time SLCADA
2000 - PWC Maximo Integrated Maintenance Mgmt
Shops Integration (lnhouse Maintenance)
External Execution
Project Mgmt "EFD/A"
Contract Mgmt ·�-- "ROICC"
BOSC Cost & Material Systems
Assessment FCAP
Asset Integration
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Navy Asset Mgmt - 2005 Maximo integrated with Projects & Contracts
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Client Requests Single Platform Maximo (SPM)
Enterprise Asset Mgmt - Work, Assets, Maintenance
Client Systems ---""� DMLSS ...
Client Request ----.6
SPM, RSIMS
Estimates Win est
Field Worker Automation
PDA
Time SLCADA
External Execution
Project Mgmt eProjects
Contract Mgmt �1""!!!1---- eContracts
BOSC Cost & Material Systems
Phoenix ...
Assessment FCAP
Shops Integration (lnhouse Maintenance) Asset Integration
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11/13/2013 31
TRM Planning and Scheduling Workshop
Break
15 Minutes
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11/13/2013 32
TRM Planning and Scheduling Workshop
Open Forum:
”Share Your Successes & Challenges”
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11/13/2013 33
TRM Planning and Scheduling Workshop
Break
15 Minutes
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TRM Planning and Scheduling Workshop
Discussion:
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11/13/2013 35
TRM Planning and Scheduling Workshop
Planning & Scheduling Overview
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11/13/2013 36
TRM Planning and Scheduling Workshop
Enterprise Asset Management
Enterprise asset management (EAM) is the whole-life optimal
management of an organization’s physical assets to maximize value.
It covers such phases as design, construction, commissioning, operations, maintenance and decommissioning/replacement of plant, equipment and facilities.
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TRM Planning and Scheduling Workshop
• A Structured Approach to Managing Infrastructure Assets
• A Framework for Improving Decisions About How and When to Acquire, Operate, Maintain, Renew, and Dispose of Assets
Asset Management Is…
Plan
Design
Build
Operate
Maintain
Renew
Not a System You Can Buy – A business discipline and culture that is enabled By People, Processes, Data, Technology , and Results
Don Linn, P.E., Cincinnati MSD: "… Through effective PM and predictive data we are pushing back replacement by at least 5 years or 25% greater useful life. I predict we will be capable of deferring replacement … as we continue to maintain this equipment effectively. This is a deferred savings of about $6,000,000 on this alone."
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TRM Planning and Scheduling Workshop
Work Management Best Practice Process Flow
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11/13/2013 39
TRM Planning and Scheduling Workshop ™ total
resource management
A Comi.lung dnd Techno&og)-Company
Work Management Process Overview
Identification Planning
NO
Work Approved and Funded? YES
Maintenance
Requirement Identified through Operations,
PM, Maintenance, or Other Method
-+ Work is estimated and
as well as - Plan is Developed Planned Renewal,
Replacement, or
Capita l Imp rovement
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TRM Planning and Scheduling Workshop
Work Management Process and Maximo
Identification “Identify Work”
Create Service Request/ Work Order
Asset, Location, Failure Hierarchy
Planning “Identify Resources”
Scope Work, Estimate, Create Resource Plan
Work/Job Plan, Labor/Craft, Item/Inventory, Tools, Safety
Scheduling “Allocate Resources”
Manage Availability & Backlog, 4-Week Schedule
Work Order(status/dates), Calendar, Scheduling Tool
Execution “Utilize Resources”
Assign Work, Coordinate Resources, Monitor Progress
Work Order, Communication Log, Assignment Tool
Reporting & Closeout
Record Work Done, Resources Used, Follow-up
Work Reporting, Timekeeping, Logs, Follow-Up WO/SR
Process Maximo Phase
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TRM Planning and Scheduling Workshop
Maintenance Planning
”What do you mean I need to think ahead?”
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TRM Planning and Scheduling Workshop
Maintenance Planning – “Identifying Resources”
Planner Activities
1. Work Screening
2. Job Research
3. Task & Resource Planning
4. Work Package Creation
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TRM Planning and Scheduling Workshop
Maintenance Planning – “Identifying Resources”
Planner Activities
1. Work Screening – The Planner reviews new Service Requests & Work Orders to validate information necessary to plan work:
• Correct equipment number & location
• Work description or equipment symptoms
• Work priority
• Failure reporting/work order classification
• Initial safety considerations
The Planner also reviews CMMS work orders to determine if the job has been performed previously and history is available.
They also may search for a job plan template for the requested work and review predictive data as applicable.
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TRM Planning and Scheduling Workshop
Maintenance Planning – “Identifying Resources”
Planner Activities (cont.) 2. Job Research – The Planner may visit the equipment location to
field plan the work order. Work order planning at equipment location encompasses the following:
• Observing physical restraints • Identify environmental condition • Identify safety issues • Prepare field drawings or sketches • Take digital pictures with supporting notes • Prepare any type of notations that will help plan the job • Specify special tools and/or equipment
About 25% of a Planner's time should be spent in the field, assessing and "scoping" maintenance work.
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Maintenance Planning – “Identifying Resources”
Planner Activities (cont.)
3. Task & Resource Planning – The Planner develops and documents the work plan using experience and/or information obtained during visit to equipment work area to create the job plan, it includes at a minimum:
• Craft, skill level, and number of each craft needed to perform the required work.
• Spare parts and material requirements needed to complete the work order.
• Special equipment such as Fork trucks, Trailer, Cranes, Pumps/Generators, Cleaning Rigs, Welding/cutting machines, etc.
• Permits such as Confined Space, Hot Work, Scaffold/Elevated Work, Hole Watch, etc.
• Technical documentation that is needed to support the craftsperson.
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Maintenance Planning – “Identifying Resources”
Planner Activities (cont.)
4. Work Package Creation - The Planner assembles all information and documentation necessary to schedule & execute the work and when all resources are available they assign responsibility, set the priority, add any other information, and verify the plan one final time. Planners may also attach electronic documents to the CMMS work order.
When all spare parts, materials, and other non-labor resources are known to be available, the work order is ready for scheduling.
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Planning Tools – Maximo has all you need
Planned Work Order
Tools Instr.
Labor Parts
Asset Tasks
Maximo users plan work through: • Tasks/Sequence • Parent/Child work orders • Crafts & Estimated time/effort • Materials/Parts • Services • Tools • Attachments
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Maintenance Scheduling “It’s not Rocket Science”
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Maintenance Scheduling – “Allocating Resources”
Scheduler Activities
1. Screening – The Scheduler reviews the work plan and makes any necessary modifications to priority, additional estimate details, and/or designation if work will be performed by a specific crew, specialty, or tradesperson.
2. Manage Scheduling Backlog and the 4-Week schedule.
3. Coordinate with Operations & Facilitate the weekly scheduling meeting.
4. Support Supervisors/Leads with executing the schedule.
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The 4-Week Schedule
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The Weekly Scheduling Meeting
• The joint scheduling meeting is attended by any/all operations, maintenance, and engineering personnel who have a need to provide inputs to the current schedule.
• Schedulers have visibility into availability of resources and will follow up with procurement, engineering, operations, contractors, etc. to ensure that work placed in the schedule will have the required resources available when needed.
• Supervisors & schedulers get together to discuss any work that needs coordination between departments, crafts, or operations.
• The Scheduler adds work orders to the next, two-weeks out, and three-weeks out schedules in the 4-Week Schedule.
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The Supervisor’s Role in Scheduling
• Maintenance Supervisors attend to the specifics as to who-what-where-when for the weekly schedules. – The Scheduler assists the Supervisor by ensuring that materials, tools,
and/or services are available and communicate this information with all concerned parties in Maintenance and Operations.
• Maintenance Supervisors look after the day-to-day activities comprised in the weekly schedule. They assign Technicians in a best-fit fashion to the various Work Orders.
• They also determine the trade availability for the next, two, and three weeks out and forward that on to the Scheduler.
• Supervisors assign the work to crafts daily or weekly to execute and the scheduling process phase is complete.
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Scheduling Tools
• IBM Maximo Asset Management Scheduler – http://www-01.ibm.com/software/tivoli/products/maximo-asset-mgmt-scheduler/
• CiM Maintenance Visual Planner Suite – http://cimmaintenance.com/visual-planner-suite/
• Solufy AKWIRE Visual Planning & Scheduling for Maximo – http://www.solufy.com/index.php/side-visualscheduler
• Pipeline Software Visual Scheduler – http://www.gopipeline.com/visualscheduler/
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Selling Planning & Scheduling
to your Organization
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The Business Case for Planning & Scheduling
It’s all about the bottom line, or is it?
What does “old school” Management think?
You go to your manager requesting to implement planned maintenance in your organization. Pre-conceived notions and misinformation compel them to respond:
“It’s too expensive!”
“We can’t hire more people!”
“We already have a PM program!”
“The supervisors (or leads) should be doing it!”
“We are already doing it!”
“We don’t need it!”
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The Business Case for Planning & Scheduling
It’s all about the bottom line, or is it?
How do you respond?
Simply stated, a 10% increase in productivity for a 50 tradesperson maintenance organization would yield approximately 9,600 more hours to do work. That’s approximately 5 more tradespersons worth of work output!
– Will that enable you to significantly reduce overtime?
– What could that do to your backlog?
– What initiatives could you undertake? (PM Optimization, Predictive Program, Capital or Special Projects, etc.)
– What are the secondary benefits? (operations efficiency, increased equipment availability/throughput)
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The Business Case for Planning & Scheduling
It’s all about the bottom line, or is it?
But wait, there’s more…
Effective maintenance Planning & Scheduling conservatively results in 10-15% reduction in Inventory Expense.
– For an organization that spends $1M per year in maintenance materials, this would yield approximately $100-150K savings annually!
– In addition, you can expect to reduce amount of inventory required to be held in the warehouse, resulting in a reduction of carrying and handling costs.
Can you afford not to implement effective Planning & Scheduling?
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Roadmap to Implementing Effective
Planning & Scheduling
That all sounds great, but how do we get there?
Here’s How:
1. Understand where you are, where you want to go, and what benefits you can expect to achieve.
2. Develop a workable implementation plan and get management behind it.
3. Execute your plan.
4. Train and empower your people.
5. Measure progress and continuously improve.
Show management the improvement and enjoy your promotion…
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1. Understand Your Current & Desired States, Estimate Benefits
• Perform an assessment of your current planning & scheduling practices. – Do you have Planners? Schedulers? Maintenance Engineers?
– What is the current ratio of planners to tradespersons?
– To what level are you planning & estimating work?
– Do you maintain a 4-week schedule?
– Do you conduct frequent planning/scheduling meetings with operations (and engineering)?
– What is your maintenance efficiency?
– What technology/tools do you have & are they adequate?
– What KPI’s, Metrics, Reports are you using?
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What should my ratio of supervisor, planner/scheduler,
or maintenance engineer to craftsperson be?
• Supervisor to Craftspeople 1:10
• Planner/Scheduler to Craftspeople 1:20
• Maintenance Engineer to Craftspeople 1:40
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1. Understand Your Current & Desired States
• Define the desired state for your organization. – Planning & Scheduling group
organization, staffing, training, roles, & responsibilities.
– Process development & standardization.
– Technology/tool enhancement or implementation of new/additional tools.
– Budget
– KPI’s, metrics, & reports.
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Desired State Minefield
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Estimate Your Benefits
• Estimate the benefits you can expect to achieve.
– Complete benefits self-assessment questionnaire worksheet.
– Implement KPIs & metrics to measure your progress.
– Communicate results to stakeholders & management to ensure their support.
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2. Develop Implementation Plan & Gain Management Support
• Define a clear, workable implementation plan that addresses:
People - What are the organizational impacts and how will you enable change?
Processes – How will you do business in the desired
state and how will you get the organization there?
Technology – What software & tools will you use and how will you use them?
Communicate your plan to stakeholders & management and get them to drive the ship.
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3. Execute the Implementation Plan
• Implementation Details: – Form, train, and empower a
planning & scheduling group.
– Standardize business process and metrics/KPIs
– Modify or implement technology, software, & tools to support effective planning & scheduling.
– Roll out
– Monitoring & continuous improvement
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4. Train & Empower your Workforce
• Immersion training, Planning and Scheduling 101 – Recommended for all Maintenance Personnel but required for
Supervisors, Leads, & Planners/Schedulers
– Introduction & Overview of Planning & Scheduling
• Advanced Planning & Scheduling – Required for Planners/Schedulers & Supervisors, leads
recommended
– Hands-on Functional and Technical “How-to” Training for planning & scheduling work, backlog, and managing the 4-week schedule
• Ongoing mentoring and skills development – Follow-up workshops & seminars for Planners/Schedulers, &
Supervisors
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5. Measure your progress to continuously improve
• Institute actionable, realistic metrics & KPIs to measure progress and identify needs for focused improvement
– “Metrics” is a collective term used to categorize reports, charts, graphs, etc. intended to measure aspects of an organization’s activities and performance
• Communicate progress to stakeholders & management and facilitate action
• Planning & Scheduling Group plays the key role in making it happen
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Planning & Scheduling Metrics/KPIs
Name Description Definition Benchmark Value
Current Value (if available)
Targeted Goal/ Timeframe
Percentage of Planned Maintenance
What percentage of completed work orders were planned
Count of planned work orders divided by count of all work orders
> 85% Not available TBD
Planning Effectiveness Difference between planned work hours and actual hours spent to complete work
Total hours planned divided by total maintenance hours
+/- 10% Not available TBD
Ratio of Planned & Scheduled Maintenance
Ratio of Planned & Scheduled Maintenance to total hours worked
Total hours of planned & scheduled work divided by total hours
85-95% Not Available TBD
Key Performance Indicators – Work Planning
Name Description Definition Benchmark Value
Current Value (if available)
Targeted Goal/ Timeframe
Schedule Compliance* Ratio of work completed to work scheduled
Work Completed divided by work scheduled
> 90%, Upward trend
Not Available TBD
PM Schedule Compliance* Ratio of PMs completed to PMs scheduled
PM work Completed divided by PM work scheduled
> 95%, Upward trend
Not Available TBD
Scheduling Effectiveness Difference between weekly hours scheduled for work and actual hours taken to complete work
Actual work hours divided by scheduled hours (weekly)
+/- 10% Not Available TBD
Key Performance Indicators – Work Scheduling
* Schedule compliance metric needs to take into account minimum schedule or total availability to discourage schedule manipulation to boost compliance numbers,
initially the weekly schedule should leave 10-15% of available time free to handle emergencies or schedule injections
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Lunch
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Roundtable:
”Ask the Experts and
Share Your Experiences”
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Scott Stukel, CMRP - Total Resource Management ([email protected]) Commander Scott Smith, USN (Ret.) – Keynote Speaker
Tom Coraggio – Total Resource Management ([email protected])
Closing Remarks, Questions?
Thank You!