SKF Reliability Systems - Library
SKF Reliability Systems - Library
SKF Reliability Systems - Library
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Guiding Principles for Maintenance Planning and Scheduling<br />
By Ricky Smith and Dare Petreski (USA)<br />
“Focusing an organization’s efforts is the only way to achieve and maintain success”<br />
Guiding Principles are principles an organization must follow in order to be successful in any area where<br />
there may not be proper alignment. Planning and scheduling will never be effective without the alignment of<br />
Production, Maintenance, and Engineering.<br />
Guiding Principles keeps an organization focused and the success of planning and scheduling hinges on these<br />
principles. Planning and Scheduling Guiding Principles are developed together with leadership in Production,<br />
Maintenance, Maintenance Planning, Maintenance Scheduling, <strong>Reliability</strong> Engineering, Maintenance<br />
Engineering, and Project Engineering. Developing these principles together as a team allows an organization<br />
to be aligned in their efforts and ensure success of Maintenance Planning and Scheduling.<br />
Planning Guiding Principles<br />
• All “critical” work will have effective work procedures developed.<br />
• All Preventive Maintenance / Condition Monitoring (with exception of regulatory<br />
compliance PMs) must address specific failure modes.<br />
• Planners focus “only on future work”.<br />
• Bill of Materials must be developed for all Critical Equipment.<br />
• Production and Maintenance must be aligned in the planning process:<br />
- Roles and Responsibilities<br />
- Expectations<br />
- Metrics<br />
• Jobs not previously planned will be “scoped” by the maintenance technician & the<br />
planner.<br />
Scheduling Guiding Principles<br />
• Planned Jobs must have all parts on site and kitted before being scheduled.<br />
• Availability of equipment must be communicated to maintenance at least 7 days in advance.<br />
• Manage the backlog:<br />
- Total<br />
- Ready to Schedule<br />
- Waiting Parts<br />
• Perform an after-action review on any shutdown over 4 hours using the “2 Up / 2 Down Rule”<br />
“2 Up / 2 Down Rule”<br />
Most organizations fail with their after action review or the reviews do not provide expected results.<br />
In the US Army they use the 2 Up / 2 Down Rule. For any after action review you identify with your<br />
team the 2 things you need to sustain (you did this very well) and the 2 things you need to improve.<br />
You post the 2 Ups and the 2 Downs. The next after action review on the same issue should result in<br />
the 2 Downs becoming the 2 Ups. You cannot improve everything overnight so you must take change<br />
in small bites.<br />
Maintenance Planning and Scheduling is key to the success of any organization however it must be managed<br />
so that everyone understands the rules and follows them.<br />
If you have a question or comment please send an email to Ricky Smith at rsmith@gpallied.com<br />
Editors Comment:<br />
Ricky Smith, one of the World’s best known speakers and authors on Maintenance and <strong>Reliability</strong> issues, is<br />
contributing a regular column to the Asset Management and Maintenance Journal.<br />
Ricky Smith has a New Book: “Industrial Repair, Best Maintenance Practices”<br />
This book is available from Amazon at http://www.amazon.com/Industrial-Machinery-Repair-Maintenance-<br />
Engineering/dp/0750676213/ref=cm_cr_pr_product_top/183-4540390-6320933?<br />
To Subscribe to the AMMJ go to page 60 or go to www.maintenancejournal.com<br />
to download the SUBSCRIPTION FORM. Annual Subscription is from $80