Chapter 11 Ten Steps To Operational Efficiency: Monitoring Equipment

This document outlines 10 steps for achieving operational efficiency. Step 1 involves increasing management awareness of operations and maintenance through developing mission statements and plans. Step 2 is to begin tracking O&M activities to understand time and cost expenditures. Step 3 identifies troubled equipment to prioritize. Step 4 commits to addressing one troubled system by tracking its operations, maintenance, costs and downtime. Step 5 strives for operational and maintenance training on the selected system.

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Chapter 11 Ten Steps To Operational Efficiency: Monitoring Equipment

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Chapter 11 Ten Steps to Operational Efficiency

Step 1: Strive to increase management awareness and appreciation of the operations and
maintenance program/department.
Consider developing a maintenance mission statement and requesting/requiring management
sign-off.
Consider developing a maintenance plan and requesting/requiring management sign-off.
Begin the development of the OMETA linkages.
- Develop key points of contact within other departments that can participate in the O&M
mission.
Step 2: Commit to begin tracking Operations and Maintenance activities.
Need to understand where O&M time is spent.
Need to understand where O&M dollars are spent.
Consider (strongly) purchasing or enhancing a Computerized Maintenance Management
System and commit to its implementation and use.
Step 3: Through tracking begin to identify your troubled equipment and systems.
Make a list of these systems and prioritize them.
Step 4: Commit to addressing at least one of these troubled systems.
Begin base-lining/tracking this system.

- System operations and history.

- System maintenance and history.

- System costs, time to service, downtime, resulting overtime, etc.

Step 5: Commit to striving for Operational Efficiency of this system.

Strive to understand how to properly operate this system.

- Define and complete operator training needs.

Strive to understand how to properly maintain this system.

- Define and complete maintenance training needs.

Step 6: Commit to purchasing or contracting for some form(s) of diagnostic, metering, or

monitoring equipment.
Step 7: Commit to trending the collected tracking and diagnostic data.

O&M Best Practices Guide, Release 3.0

11.1

Ten Steps to Operational Efficiency

Take to time to understand the data.

Look for and develop project opportunities.
- Develop appropriate cost justification metrics.
Step 8: Select, request funding for, and complete first Operational Efficiency project.
Start small, pick a project that will be a winner.
Carefully document all findings.
Present success in terms management will understand.
Step 9: Strive to highlight this success capitalize on visibility opportunities.
Consider writing an internal success story/case study.
Submit finding to trade publication or industry conference.
Step 10: Commit to choosing the next piece of equipment...go to Step 3.
Steps 1 and 2 are ONGOING ACTIVITIES!

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