Friday, August 24, 2012

Want a better maintenance reliability process? Stop annual performance reviews.

by Terrence O'Hanlon, Publisher and CEO Reliabilityweb.com and Uptime Magazine


Here is bucket of cold water that I hope will wake you up.  If you prefer coffee – here is a hot Starbucks CafĂ© Latte Grande to shake you out of the dream you live in and work in.

I urge you to STOP performing annual reviews for team members if you want an improved maintenance reliability process.

How many of you have I lost at this point?  I can actually see those gears actually turning in your head at this point:  Stop annual reviews?  How can we tell if someone did a good job or a bad job? 



I did some research on the group that reads my articles and I discovered something that totally surprised me.

Half of my readers are above average and the other half is below average.

Smile.  :-) 

Maintenance expert Cliff Williams calls it “The Trouble With Averages”.

These results are going to be the case for any group – including your own maintenance reliability team.

Effective leaders guide and direct team members to contribute using the unique strengths that each individual has. 

Results come from the processes that the company employees – not from the people that the company employees. 

If the result is based on the people – the process is not stable.

Performance reviews should be conducted on your processes – not your people.

Annual reviews that include any aspect of individual performance naturally sub-optimize a team.  Why sacrifice for the team when I may get ahead if I am viewed as “more productive” than my co-worker?  Why sacrifice my individual performance for a better process result when I am not credited for process results?

Can anyone provide me with data that showed how these annual performance reviews, which are based on the individuals’ results, improve the process that the individual is working in?

If you want improved results from your maintenance reliability process – focus on improving the process.

The result comes from the process.

Your process is perfectly designed to deliver the results you are currently getting.

If you want a novel idea that may improve your processes or at least make the work environment much better – how about allowing each team member to review the process they work in (and provide at least 3 ideas to improve it) and allow them to rate their leaders in a safe and consequence-free way?


Sunday, August 19, 2012

Maintenance Program Performance – It Is Just A Phase You Are Going Through



You may have your own idea of the phases that an organization goes through as they drive reliability improvements and you may not know mine yet, but you will if you keep reading.

The point is not what my vision of high-performance maintenance phases are; the point is for you to recognize your own organization and to keep moving to the highest level.

Babies to children to teenagers to adults to senior citizens is just one of the phases we can describe to relate to the human condition.  Phase identification allows us to create a better understanding by generalizing various descriptions attached to each category.

No one is born knowing how to create high-performance maintenance programs.   The good news is that there are volumes of maintenance books written, a few high-quality, professionally managed maintenance conferences and trainings to attend, excellent maintenance magazines to subscribe to and a world of maintenance oriented web sites to learn from.

Some useful things I think I have discovered as I became familiar with hundreds of maintenance programs over the past 30 years are:

  • The tactics and tools of high-performance maintenance are documented and well known
  •  The strategies for reaching high-performance in maintenance are documented and well known
  •  Once you have deployed basic tools, tactics and strategies there is another critical element that will determine the performance level of the maintenance program







Maintenance Program Development Phases

Although I agree with the traditional maintenance program phase description of reactive to preventive to predictive to reliability-based to asset health management, I want to look at things from a slightly different angle.

Survival Phase
With no investment in tools, tactics or training many organizations find themselves in “Survival Mode”.  There is not a master plan or formal movement toward creating a more reliable operating environment.  These programs are highly reactive and everything revolves around ensuring operations gets back to production mode as quickly as possible after the inevitable breakdowns occur.  Many “repairs” do not last long, however no one is formally tracking failures so repeat problems will be accepted as “what’s so”.    Maintenance leaders and team members simply work to survive each shift and understand that the plant manager and operations managers set the priorities and are the masters they must serve; regardless of lack of vision they demonstrate toward increasing performance.  In this phase maintenance is often held responsible (blamed) for most of the breakdowns.  In the Survival phase it is every man/woman for them selves.

Common Sense Phase
Often times organizations will luck into adding a maintenance leader to the team who can apply enough common sense to find ways to avoid the worst repetitive failures in spite of the lack of tools, technologies or a master strategy.   The Plant Manager and Operations Manager do no embrace this common sense approach, they simply adapt their expectations to the new normal.  If there is a measurable result from the common sense approach, it is usually claimed by operations.  Common sense maintenance leaders tend to prefer to avoid the spotlight anyway.  Common sense maintenance leaders are greatly admired by the other maintenance team members who are happy to be out of Survival Mode.


Tools and Tactics Phase
When a Sales Representative brings in an Ultrasonic Detector for a demonstration, jaws drop and hearts skip a beat.   The team is excited and can see the value in expanding their senses to detect potential problems way before they could by using human senses alone.  The same holds true for vibration analysis, electric motor testing, oil analysis and infrared thermal imaging.

The problem I sometimes see is that many organizations simply add these “predictive” tools and the inspections tasks associated with them, on top of a reactive or preventive maintenance program.  They do not have a failure prevention or defect elimination strategy so a shot gun approach is taken and with enough low-hanging fruit to pick, everyone soon falls in love with the new reactive “Predictive” maintenance program. 

The same holds true for adding maintenance planning and scheduling.  I have seen many organizations that were very effective at planning the wrong work.  They could plan work but that work did not prevent or detect failures and some times that planned work even caused additional failures.

Last but not least, a pet peeve of mine are maintenance programs that substitute FMEA (Failure Modes and Effects Analysis) for RCM (Reliability-Centered Maintenance) or PM Optimization (PMO) for maintenance task analysis.  Per my friend and Reliability Centered Maintenance Using RCM Blitz book author Doug Plucknette, FMEA falls short because:

  • Failure Modes are assessed at a higher level
  • It does not use a formal decision process to determine the correct tasks
  • It does not consider what should be done if there is no applicable or effective task


FMEA is a tool and does not a strategy make!

Tools and tactics are needed for high-performance maintenance, however having them and aiming them are two different things.

Maintenance leaders and team members in the Tools and Tactics phase know or at least sense that there are positive ways forward.  Many times they begin to see the possibilities that come from a high-performance maintenance programs.  Other programs languish in this area and I believe it comes from maintenance leaders who have become comfortable and are often highly acknowledged by top company leadership for picking the low hanging fruit and creating (temporary) results.  These leaders are unable or unwilling to formally adopt the high-performance maintenance strategies that are already so well documented and proven. 


Strategies Phase
Since 1978, the concept of Reliability-centered Maintenance (RCM) has been spreading as a dominant strategy for almost all high-performance maintenance programs.  In summary, RCM shifted efforts from maintenance as “fixing things” to maintenance as “ensuring that things functioned” as the asset owner requested.  Using a disciplined analysis techniques, failure causes and consequences were identified and intervention and prevention strategies were developed.

Living programs and Root Cause analysis allow the strategy to be continuously improved and Reliability Engineering methods like Weibull Analysis provide even more resources for performance.

The strategy phase is much harder to create and fully implement than the tactics and tools phase.  Think about your top management when they hear that their top talent is locked away in rooms – sometimes for weeks at a time, talking about failure that “might” occur.    Executives who lack vision often see very little value in this approach and only support a small fraction of the resources that are needed to fully implement and apply this strategy.  If that is not bad enough, almost everyone else in the company will not only resist this new strategy, some will actively work to undermine it because of the change it represents to them.  Undermining a strategy is much easier than successfully implementing one.


Culture Of Engagement
Please understand that I am a big fan of the tool, tactics, technologies and strategies that are well-documented and proven effective for high performance maintenance programs.  The problem I have seen is that too many programs that were tool, tactic and strategy focused failed to deliver sustainable business results and often fall back into early cycle phases that repeat every decade or so.

I call it the Vicious Cycle Of Maintenance Improvements and it results when the past improvement efforts fail to engage the other members of the organization.  When universal engagement is lacking, improvement programs are at risk from funding reduction, manpower reduction, key personnel changes and many other short-term decisions that come from above.



In order to create a culture of engagement, everyone involved in making the journey to high-performance must see how that journey relates to him or her.  They must know that they are respected as people, that their ideas are heard, that they have some ability to impact the performance and that this new and different performance level benefits them in some way.   That takes much more than telling them about it once or twice.

In order to ensure that your maintenance program reaches and sustains a high-performance level, you must ensure that you get the tools, tactics and strategies right enough to generate consistent business results.  You must also make those results highly visible to everyone in the organization.

As made abundantly clear by Winston Ledet’s Heroic Change series of books, what works in one culture may not work in another.  As William Shakespeare so eloquently writes in Hamlet “therin lies the rub” meaning having the answer is no answer at all.  Knowing the people you work with and what makes them tick is as important if not more important than knowing the right tools, tactics and strategies for improved equipment reliability.

  


Listen and learn more than you speak and teach if you want to remain in the top phase of high-performance maintenance.  Engage everyone in your organization in high-performance maintenance if you want to sustain the results.

Sunday, August 12, 2012

Reliability Enlightenment

by Terrence O'Hanlon, Publisher and CEO Reliabilityweb.com and Uptime Magazine


Don’t alter what your management knows about reliability, alter the way they know it


Over the years I have heard many maintenance reliability professionals lament that their leadership does not understand or appreciate the concept of reliability.  I could not disagree more regardless of what level of ignorance is demonstrated by the decision that they make.

I have a news flash for the complainers: your leadership already knows reliability!

I can assure you that your organizations’ top leadership has an expectation of reliability.  The KNOW they want and need a certain level of reliable operation to meet profit goals or to accomplish a mission.

They may also wonder why you are not delivering it.  They provide tools like vibration analysis data collectors, infrared thermal imaging cameras and other condition monitoring technologies.  They provide software like computerized maintenance management systems (CMMS) and asset health management systems (AHM).  They provide manpower through direct employees and service contractors.    What else can they do?

Although these resources are useful when an organization seeks higher levels of reliability, the most powerful thing leadership can provide is leadership. 

Leadership creates and communicates the mission and vision of the organization.  The mission and vision set the goals and the goals set the tasks.  Leadership does not have to know the specific tactics required to enhance reliability, however it is very useful for them to understand the philosophies and strategies that can improve reliability.

The organization and its people will by nature provide as much or more resistance to reliability improvements than will the simple physics of failure prevention.  To overcome those hurdles, leadership must guide the team for a sustained effort even when results are not present on the immediate horizon.

Not many people were born with all of the instinct and intellect, experience and knowledge required to create high-performance reliability.  The industrial revolution began in 1712 however the concept of Reliability-Centered Maintenance (RCM) did not appear until 266 years later in 1978.  

As I stated, top leadership in your organization already knows reliability.    They wonder why you don’t.

Your job as a maintenance reliability leader is to transfer what top leadership already knows, which is probably based on out-of-context memories, more than one bad experience and false assumptions about the way things fail (i.e. bathtub curve). 

You must find ways to move them to the actual truth about “why and how” things fail, what the effects of those failures are in order of priority and what will be done to ensure these most critical failures will not occur in the future.  
This includes teaching and doing.

Failure Patterns
(Image courtesy Allied Reliability)


Although training and briefings are useful, nothing supports “knowing” more than forcing false memories and faulty assumptions to be replaced with a “real” experience.  What your leadership understood about reliability will evaporate like a cloud on a hot, dry summer day and be replaced by an “ah-hah” moment of reliability enlightenment.  A leader who has experienced reliability enlightenment will be your biggest and best resource.

Start with a small pilot reliability project on a critical system and set time and resources expectations in the beginning.  Unless you have prior experience it is a good idea to bring in a qualified consultant that can guide the project.

As humans, we have the capability of creating some level of “concept” even when we have not experienced something directly.  If someone describes a new meal recipe to you, your mind can begin to anticipate and “know” the flavor.  Likewise if someone described walking on hot coals with bare-feet, your mind allows you to “imagine” that experience as well.  Imagining and experiencing are two different things.  As for the yummy meal, I want to experience that and I want to avoid the hot coals (sorry Tony Robbins) even though I have read of the wonderful sense of mind-over-matter that is reported from prior hotfooted participants.

We can think we “know” things without experience however without experience we run the danger of allowing our associated memories; that may or may not be accurate, to define things. 

So Grasshopper, your only limits are in your mind.  Many before you have traveled the path forward.  Reliability Enlightenment awaits anyone who is willing to gain it.