The Maintenance Excellence Institute

Training for Maintenance Excellence

Professional Development for Maintenance Professionals

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 1

Training for Maintenance Excellence

Training 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 designed specifically 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 maintenance Consulting 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 Investment Our objective is to support the profession of maintenance and those in this challenging profession with training that provides a real return on investment. The Maintenance Excellence Institutes unique approach provides a measurable return on investment for the often hard to justify spending for professional development training. Our training results also will help develop maintenance managers into maintenance leaders, providing increased 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 an organization'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 that maintenance 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.

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 2 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-class attitudes 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 of The Maintenance Excellence Institutes learning adventure is that it is not over when its over. Following completion of each session, whether as an 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 training 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 systems 9 People assets: craft and storeroom personnel 9 Material assets: MRO parts, supplies, material for maintenance of physical assets 9 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 data 9 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 maintenance strategy To learn maintenance strategies necessary for 21st Century success

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 3 Who Should Pursue Training for Maintenance Excellence? The Training for Maintenance Excellence series of offerings covers a wide range of topics that will benefit 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 will help 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 Plant and Operations Managers Facility Managers/Property Managers Production and Operations personnel responsible for maintenance activities Maintenance Storeroom Managers MRO Purchasing and Procurement Staff Storeroom Associates Maintenance Manager Maintenance Supervisors/Foreman Maintenance Planners/Coordinators Maintenance Engineers Maintenance Leaders with other job titles Maintenance Team or Crew Leaders Maintenance Lead People Crafts People

Our Training for Maintenance Excellence Training Capabilities: The Maintenance Excellence Institutes suite of workshops and seminars has been presented worldwide 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.

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 4 Ref No. 1. 2. 3. 4. 5 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. Course Code
TMML5 TMML3 PIM1 PME1 EMPS2 AMPS5 PMETMP1 PMTSP3 MVPMO1 MVFMO1 MVFO1 MVHCO1 PCM1 MMSO2 EWMOS1 DEMOS1 EPNS1 CRI2 BMPTG1 MPMT2 AATBM2 CMMS2 MROPRO1 MTEAM2 MLEAD2 DEPPM2 CMO1 CMOME1 MSDA10

Summary of Training for Maintenance Excellence Offerings and Course Length Total Maintenance Management and Leadership: The Seminar for Maintenance Excellence (5 days) Total Maintenance Management and Leadership: The Seminar for Maintenance Excellence (3 days) PRIDE in Maintenance (1/2 to 1 day) Planning for Maintenance Excellence (1 day) Effective Maintenance Planning and Scheduling (2 days) Advanced Maintenance Planning and Scheduling (5 days) Project Management and Estimating Techniques for the Maintenance Planner (1 day) Project Management Techniques for the Shutdown Planner (3 days) Maximizing the Value of Plant Maintenance Operations (1 day) Maximizing the Value of Facility Management Operations (1 day) Maximizing the Value of Fleet Management Operations (1 day) Maximizing the Value of Healthcare Maintenance Operations (1 day) Profit-Centered Maintenance: The New Millennium Strategy for Maintenance Excellence (1 day) Modernizing the Maintenance Storeroom Operation (2 days) Establishing an Effective Work Order/Work Control System (1 day) Developing an Effective Maintenance Organizational Structure (1 day) How to Develop an Effective Parts Numbering System (1 day) Continuous Reliability ImprovementGoing Beyond RCM and TPM (2 days) Benchmarking Maintenance Performance: Think GlobalStart Local (1 day) Maintenance Performance Measurement Techniques (2 days) Applying the ACE Team Benchmarking Process (2 days) Implementing Effective Computerized Maintenance Management Systems for Enterprise Asset Management (2 days) Achieving MRO Procurement Excellence (1 day) Implementing Effective Continuous Reliability Improvement Teams for Total Operations Success (2 days) The Dynamics of Modern Maintenance Leadership (2 days) Developing Effective Preventive and Predictive Maintenance Programs (2 days) Developing Your Chief Maintenance Officer (1 day) Maintenance Excellence Strategies for the Chief Maintenance Officer (1 day) 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.

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 5

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) may sponsor public offerings of selected sessions 2. The Maintenance Excellence Institute may sponsor a public offering 3. 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 of The 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 and conference 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 Institute

6809 Foxfire Place, Suite 100 Raleigh, NC 27615 E-Mail: RalphPetePeters@aol.com or RalphPetePeters@PRIDE-in-Maintenance.com Office: 919-846-6019, Cell: 919-270-1173, Fax: 919-846-9804 http://www.PRIDE-in-Maintenance.com/

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 6

Training for Maintenance Excellence

Abstracts for 2002 Offerings

1. Total Maintenance Management and Leadership: The Seminar for

Maintenance 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
2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 7 provided to give extensive future reference. A copy of the latest edition of The Maintenance Excellence Institutes Scoreboard for Maintenance Excellence, The CMMS Benchmarking System and complete procedures for developing your Maintenance Excellence Index are also provided.

2. Total Maintenance Management and Leadership: The Seminar for

Maintenance 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 Maintenance Excellence, The CMMS Benchmarking System and complete procedures for developing your Maintenance Excellence Index are also provided. The same 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 Maintenance
Course 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 profitcentered 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 for The Scoreboard for Maintenance Excellence benchmark assessment.

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 8

4. Planning for Maintenance Excellence

Course 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 essential foundation 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 shoplevel 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 and select 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 Scheduling

Course 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.
Ralph W. Peters and PEOPLE Inc.

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 9

6. Advanced Maintenance Planning and Scheduling Techniques

Course 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. This workshop 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 results

The 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 Maintenance Planner

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 to how best to use these tools in day-to-day and shutdown planning/scheduling activities.

8. Project Management Techniques for the Shutdown Planner

Course 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
2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 10 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 desired outcomes. 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 beyond planning of day-to-day shop level activities.

9. Maximizing the Value of Plant Maintenance Operations

Course 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 plant maintenance 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 Operations

Course Length: 1 day Facilities 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.

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 11 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 the FMMS Benchmarking System to their operation and improve the effectiveness and use of their current 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 Operations

Course 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 selfassessment 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 Operations

Course 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.

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 12

13. Profit-Centered Maintenance: A New Millennium Strategy for Maintenance 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 Operations

Course 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 the conclusion 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.

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 13 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 System

Course 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 work control, 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.

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 14

16. How to Develop an Effective Maintenance Organizational Structure

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 System

Course 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/TPM

Course Length: 2 days Reliability 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 reliabilitycentered 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.
2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 15 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 RCM Techniques) Craft and Operator Resources (Recognizing the most important resourceCrafts People and Equipment/ Process Operators) Maintenance Repair Operations (MRO) Resources (Establishing Effective Materials Management Processes) Maintenance Information Resources (Effective Information Technology Applications for Maintenance) Maintenance Technical Knowledge/Craft Skills Base (Closing the Technical Knowledge Resource Gap) Synergistic Team Processes (Tapping the Value-Added Resource of Effective Leadership-Driven Teams 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 GlobalStart Local

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
2001-2002

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The Maintenance Excellence Institute Training for Maintenance Excellence-Page 16 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 Techniques

Course 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 different techniques 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 of The 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

2001-2002

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Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 17 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 jobs 2. Selecting and training the experts (ACEs) 3. How to develop major elemental breakdown for benchmark jobs 4. How to conduct first independent evaluation of benchmark jobs 5. Process for summarizing the first evaluation and gaining consensus 6. Conducting a second independent evaluation of benchmark jobs 7. Summarizing second evaluation and gaining consensus. 8. Conducting a third independent evaluation if required 9. Conducting a group session to review final results 10. How to develop spreadsheets using benchmark jobs The ACE team Benchmarking approach combines the DELPHI technique for estimating along with the inherent 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.

2001-2002

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Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 18

22. Implementing Effective Computerized Maintenance Management Systems 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 Excellence

Course Length: 1 day Organized, 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.

2001-2002

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Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 19 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 maintenance operations. 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 Leadership

Course 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. The Maintenance Excellence Institute. All Rights Reserved
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2001-2002

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 20

26. Developing Effective Preventive and Predictive Maintenance Programs

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 Officer

Course 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
2001-2002

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Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 21 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 Maintenance Officer

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 C position. 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 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
2001-2002

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Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 22 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 Apply Engineered 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 first week 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 Maintenance Standard Data and will be authorized to use it only at the site where there is a fully-trained person to apply the data.

2001-2002

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Ralph W. Peters and PEOPLE Inc.

The Maintenance Excellence Institute Training for Maintenance Excellence-Page 23

Make Plans Now:

Our objective is to support the profession of maintenance and those in this challenging profession with training that provides a real return on investment. The Maintenance Excellence Institutes unique approach provides a measurable return on investment for the often hard to justify spending for professional development training. Our training results also will help develop maintenance managers into maintenance leaders, providing increased long-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 your organization and for help with planning your Training for Maintenance Excellence event, contact:

The Maintenance Excellence Institute

6809 Foxfire Place, Suite 100 Raleigh, NC 27615 E-Mail: RalphPetePeters@aol.com or RalphPetePeters@PRIDE-in-Maintenance.com Office: 919-846-6019, Cell: 919-270-1173, Fax: 919-846-9804 http://www.PRIDE-in-Maintenance.com/

2001-2002

The Maintenance Excellence Institute. All Rights Reserved

Ralph W. Peters and PEOPLE Inc.