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SECURING COMPETITIVE ADVANTAGE THROUGH EFFECTIVE TRAINING AND DEVELOPMENT
Developing Effective Work Procedures
Presented By: Ricky Smith, CMRP
“Training for Results”
Reliability… it’s in our DNA.

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This course is focused on repeatable and effective work procedure
development. If your organization does not possess or needs to update
effective, repeatable maintenance procedures then this training is for you or
someone in your staff.
Stop human induced failures, lack of repeatability in maintenance work, and
insuring when someone retires you have their knowledge in the form of
procedures is critical to the success of any organizations. Lack of effective,
repeatable procedures creates high variation in maintenance work execution.
Maintenance and Reliability leaders always talk about their best maintenance
person and how much experience they have. With effective, repeatable
procedures you would capture that experience, knowledge and skill in a
procedure.
When one has repeatable, effective procedures and a failure occurs the worst
thing that could happen is a procedure is changed or updated.
Reliability… it’s in our DNA.
SECURING COMPETITIVE ADVANTAGE THROUGH EFFECTIVE TRAINING AND DEVELOPMENT
Why attend this workshop?

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Each attendee will leave with comprehensive slides which can be used to
develop a procedure development process for your organization.
It is recommended that each attendee brings a computer with software
which is Windows compatible and has the ability to store procedure
development files and documents for use when an attendee returns to their
organization.
This is a fast pace and exciting workshop where one will learn in an
enjoyable and educational environment.
Reliability… it’s in our DNA.
SECURING COMPETITIVE ADVANTAGE THROUGH EFFECTIVE TRAINING AND DEVELOPMENT
Why attend this workshop?

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What are repeatable / effective work procedures and why they are a must for any organization
needing to optimize asset reliability and insure a safe and environmentally sound organization
Human factors which effect performance and effectiveness in maintenance work and how to
mitigate this problem
How to write a repeatable / effective maintenance procedure which are factual, easy to
understand, repeatable, and provide positive results
Known best practices in preventive, corrective, and lubrication procedure development
The process of mapping a new procedure with subject matter experts
How to write a procedure which is simple, repeatable and effective and allows for a true
continuous improvement process for maintenance work execution
How to measure the effectiveness of new process and the procedure for updating a procedure
At what knowledge and skill level a procedure should be written
Where required and potential parts are identified on a procedure
Where cautions and warnings should be posted (if a company has a requirement for procedure
development please bring it to this workshop)
Where specifications and standards are required in a procedure to insure work is accomplished
the right way the first time
Specific words which should be used to insure a procedure is short, effective, and understandable
by the maintenance person with the least amount of experience
To measure the effectiveness of all types of procedures thus allowing for a true continuous
improvement process using specific Key Performance Indicators
How to estimate total and labor hours for all procedures no matter how short or how long
Process mapping for procedure development to include roles and responsibilities (RACI / RASI)
identified
Reliability… it’s in our DNA.
SECURING COMPETITIVE ADVANTAGE THROUGH EFFECTIVE TRAINING AND DEVELOPMENT
In this training each attendee will learn:

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Introductions and Attendee Training Expectations
Introduction to Human Factors Engineering (HFE)
– Interaction between task, machines and environment
– Ergonomics or Man-machine interface
– Psychological and psychosocial factors in a system
– Factors affecting Human Performance
– Human Error data
– Current vs Future workforce transition and issues
– Workflow processes
– Standardize work procedures
– Performance standards
Introduction to Work Procedures
– Work Procedure Hierarchy
– Work Hierarchy Indenture levels
– Hierarchy Definitions
• Instructions
• Project
• Regular Job Plan Procedure
• Jobs
• Lubrication Procedure
• Tasks
• Operational Procedures
• Steps
• Operator and Maintenance checklist
Reliability… it’s in our DNA.
(page 1 of 3)
SECURING COMPETITIVE ADVANTAGE THROUGH EFFECTIVE TRAINING AND DEVELOPMENT
Workshop Outline

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Types of Work Procedures
• Preventive Maintenance
Procedure
• Regular Job Plan Procedure
• Lubrication Procedure
• Operational Procedures
• Operator and Maintenance
checklist
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Job Ranking
– Job Plan Execution
– Job Procedure Development
– 4-way Prioritization Model
• Exercise
– Intercept Ranking
• Job Sorting Exercise
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Basic Job Mapping
– High Level Mapping
– Job Level Mapping
– Task Level Mapping
– Job Mapping Process
• Exercise #1
• Exercise #2
(page 2 of 3)
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Advanced Job Mapping
– Warnings
– Cautions
• Examples
– Definitions and Conventions
• Constraints, impediments, resources
• Exercise
• Notes
• Performance standards
• Standard Procedures
• Job Mapping Workflow
• Exercise #1
• Exercise #2
Work Procedures
– Aspects of Procedure Design
– Common Terminology
– Procedure Basics
• Procedure Nomenclature
• Abbreviations
• Warnings
• Cautions
Reliability… it’s in our DNA.
SECURING COMPETITIVE ADVANTAGE THROUGH EFFECTIVE TRAINING AND DEVELOPMENT
Workshop Outline

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Work Procedures
– Aspects of Procedure Design
– Common Terminology
– Procedure Basics
Advanced Job Mapping
– Warnings
– Cautions
• Examples
– Definitions and Conventions
• Constraints, impediments,
resources
• Exercise
• Notes
• Performance standards
• Standard Procedures
• Job Mapping Workflow
• Exercise #1
• Exercise #2
(page 3 of 3)
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Work Procedures
– Aspects of Procedure Design
– Common Terminology
– Procedure Basics
• Procedure Nomenclature
• Abbreviations
• Warnings
• Cautions
• Revisions
• Estimating labor hours
• Tool, Equipment Word Use
• Choice of words and phrases
Mapping Procedure Development
Process
• Developing Procedure
Development Map
• Assigning Roles and
Responsibilities
• Developing a RACI / RASI Model
for Procedure Development and
Approval
Interested? Contact Lisa Pansing today at:
pansingl@alliedreliability.com
O. 843.377.2583
C. 843-442-0486
Reliability… it’s in our DNA.
SECURING COMPETITIVE ADVANTAGE THROUGH EFFECTIVE TRAINING AND DEVELOPMENT
Workshop Outline