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PREVENTIVE
MAINTENANCE
BEST
PRACTICES
Learn PM Best Practices
through classroom lecture,
exercises, and group Discussion
Prepared by: Ricky Smith
World Class Maintenance
In Partnership With: UpKeep
The Maintenance Community
2020
October 19-21, 2020
Southern Wesleyan University
Clemson, South Carolina
Virtual or Live
FOR MORE INFORMATION SEND YOU REQUEST TO:
RSMITH@WORLDCLASSMAINTENANCE.ORG
In Partnership With: UpKeep
The Maintenance Community
ABOUT THIS WORKSHOP
This workshop is activity based and hands-on,
with focus on the “Best Practices in Preventive
Maintenance”,
WHO SHOULD ATTEND?
> Maintenance Planners
> Maintenance Supervisors
> Senior Maintenance Technicians (influential techs)
> Maintenance Managers
> Maintenance Engineers
> Reliability Engineers
> TPM Coordinators / SME
2020PM BEST PRACTICES //
0 2
2020PM BEST PRACTICES //
Knowledge is the foundational
requirement in all skills.
COURSE OBJECTIVES:
Share Known PM Best Practices
Definition of Preventive Maintenance
How PM Compliance can be misleading
Learn how write an effective PM Procedure
Create a Continuous Improvement Process for PM
Learn how to know if a PM or PM Program is
effective or not
Share Known Maintenance and Reliability Best
Practices
Describe the objective of PM
Execute hands-on PM exercises in a group 
environment
Learn how to measure if a PM function is
effective
How to engage Production / Operators to execute
simple PMs
Create a Proactive PM Workflow model to
manage asset and process reliability
Create and understand Leading and Lagging PM
Metrics
How to transition from current state to a
proactive PM function
Define how to measure and manage change
Learn to implement a new way of thinking by and
for plant staff
Create a Master Plan, with timeline for
PM implementation  
…and so much more!
0 3
In Partnership With: UpKeep
The Maintenance Community
2020PM BEST PRACTICES //
Introduction to PM Best Practices
0 4
DAY 1 TRAINING SCHEDULE
Instructor and Attendee Introductions
Your Current PM Program - 2 Ups / 2 Downs per attendee
Expectations from each attendee and instructor
Course Overview: Objectives, Daily Training Schedule
Why PM is not working in most organizations
Proactive Maintenance Workflow Model/Process
World Class Maintenance Case Study (Alumax/Alcoa Mt Holly –
John Day PE)
Definition of key terms:
Maintenance
Reliability
Operator Care
Preventive Maintenance
Predictive Maintenance
Maintenance Planning
Maintenance Scheduling
Work Execution
Work Order Close Out
Creation of the a Vision Statement, Mission Statement, and
Guiding Principles for Successful Preventive Maintenance
What are the expectations from PM?
Failure Modes and mitigation strategies   
Developing and Managing an Effective PM Program
PM Workflow Process
Steps required to develop and manage an effective PM Program
Best Practice PM Procedures Example
PM Roles and Responsibilities (RACI)
Managing a PM Program
"Walk by" PMs
PM Leading and Lagging KPIs and KPI Dashboards
Group and Individual Exercises:
Create a PM Dashboard
One thing each person learned today
In Partnership With: UpKeep
The Maintenance Community
In Partnership With: UpKeep
The Maintenance Community
Review of Day 1
PM and the PF Curve
Maintenance Planning definition, requirements, and
expectations
Proactive Maintenance Planning and Scheduling Process and
why it is important for a successful PM Program
PM Vision Statement, Mission Statement, and Guiding Principles
Operator Care and PM
Repeatable Procedure definition and how to create
Why Repeatable Procedures are critical
Examples of Repeatable procedures for PM
Parts requirements
Definition of Kitting and how to establish a kitting process
Parts Ordered from Vendor vs Storeroom Stock
Security of Scheduled Work Parts/Material
Group and Individual Exercises:
Create PM Vision Statement, Mission Statement, and Guiding Principles
Create a PM Repeatable Procedure for a given example asset
Create a Process Map for PM
Create a RACI Chart (Roles and Responsibilities for PM)
Create a PM Procedure for a specific asset at your site
2020PM BEST PRACTICES //
Maintenance Planning
0 5
DAY 2 TRAINING SCHEDULE
In Partnership With: UpKeep
The Maintenance Community
What's one thing you learned so far?
Benefits of a PM Optimization
PM Optimization example
PM Optimization Process
Benefits of a PM Optimization Process
Expectations of a PM Optimization Process
Which asset or assets to perform a a PM Optimization (PMO)
Principles for performing a PMO on a specific asset
Example of a PMO and the results
Steps to success in the PMO Process
Best practices / lessons learned in PM Optimization
Group and Individual Exercises:
PM Best Practices Exam
PM Optimization Process
Project Plan for when you return
Final Exam
Course Close Out / Evaluation
2020PM BEST PRACTICES //
Maintenance Planning and Scheduling Alignment
0 6
DAY 3 TRAINING SCHEDULE
2020PM BEST PRACTICES //
HOW TO ENROLL:
Such a fun, engaging, and
informative course! I learned so
much in only a few days.
Complete the "Attendee Registration Form" on the
next page and email your completed registration
page to rsmith@worldclassmaintenance.org.
October 19-21, 2020
Southern Wesleyan University
Clemson, South Carolina
Virtual or Live
Cost: $750 per person. If you are signing up for two or more people,
the cost is $650 per person.
Go to worldclassmaintenance.org for more
information. You'll also find free, downloadable
resources at worldclassmaintenance.org with no
email required.
Connect with us on social media:
Email: rsmith@worldclassmaintenance.org
LinkedIn: Ricky Smith, CMRP, CMRT, CRL
Twitter: @RickySmithCMRP
Facebook: World Class Maintenance Inc.
0 7
In Partnership With: UpKeep
The Maintenance Community
- Caitlyn Young, CMRP
412 Simms School Road
Central, SC 29630
864-722-3086
Attendee Registration
Workshop: _________________________________
Workshop Date: _____________________________
Attendee Information
Attendee Name: _________________________________
Position: _______________________________
Email: _________________________________
Company Name: _________________________________
Address: _________________________________
_________________________________
Purchase Order: ___ Check: ___ Credit Card ___
PO #: ____________________________
Cost: $750.00 USD
October 19-21, 2020
Email this document to rsmith@worldclassmaintenance.org
PM Best Practices plus PM Optimization

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Preventive Maintenance Best Practices plus PM Optimization Workshop Brochure

  • 1. PREVENTIVE MAINTENANCE BEST PRACTICES Learn PM Best Practices through classroom lecture, exercises, and group Discussion Prepared by: Ricky Smith World Class Maintenance In Partnership With: UpKeep The Maintenance Community 2020 October 19-21, 2020 Southern Wesleyan University Clemson, South Carolina Virtual or Live FOR MORE INFORMATION SEND YOU REQUEST TO: RSMITH@WORLDCLASSMAINTENANCE.ORG
  • 2. In Partnership With: UpKeep The Maintenance Community ABOUT THIS WORKSHOP This workshop is activity based and hands-on, with focus on the “Best Practices in Preventive Maintenance”, WHO SHOULD ATTEND? > Maintenance Planners > Maintenance Supervisors > Senior Maintenance Technicians (influential techs) > Maintenance Managers > Maintenance Engineers > Reliability Engineers > TPM Coordinators / SME 2020PM BEST PRACTICES // 0 2
  • 3. 2020PM BEST PRACTICES // Knowledge is the foundational requirement in all skills. COURSE OBJECTIVES: Share Known PM Best Practices Definition of Preventive Maintenance How PM Compliance can be misleading Learn how write an effective PM Procedure Create a Continuous Improvement Process for PM Learn how to know if a PM or PM Program is effective or not Share Known Maintenance and Reliability Best Practices Describe the objective of PM Execute hands-on PM exercises in a group  environment Learn how to measure if a PM function is effective How to engage Production / Operators to execute simple PMs Create a Proactive PM Workflow model to manage asset and process reliability Create and understand Leading and Lagging PM Metrics How to transition from current state to a proactive PM function Define how to measure and manage change Learn to implement a new way of thinking by and for plant staff Create a Master Plan, with timeline for PM implementation   …and so much more! 0 3 In Partnership With: UpKeep The Maintenance Community
  • 4. 2020PM BEST PRACTICES // Introduction to PM Best Practices 0 4 DAY 1 TRAINING SCHEDULE Instructor and Attendee Introductions Your Current PM Program - 2 Ups / 2 Downs per attendee Expectations from each attendee and instructor Course Overview: Objectives, Daily Training Schedule Why PM is not working in most organizations Proactive Maintenance Workflow Model/Process World Class Maintenance Case Study (Alumax/Alcoa Mt Holly – John Day PE) Definition of key terms: Maintenance Reliability Operator Care Preventive Maintenance Predictive Maintenance Maintenance Planning Maintenance Scheduling Work Execution Work Order Close Out Creation of the a Vision Statement, Mission Statement, and Guiding Principles for Successful Preventive Maintenance What are the expectations from PM? Failure Modes and mitigation strategies    Developing and Managing an Effective PM Program PM Workflow Process Steps required to develop and manage an effective PM Program Best Practice PM Procedures Example PM Roles and Responsibilities (RACI) Managing a PM Program "Walk by" PMs PM Leading and Lagging KPIs and KPI Dashboards Group and Individual Exercises: Create a PM Dashboard One thing each person learned today In Partnership With: UpKeep The Maintenance Community
  • 5. In Partnership With: UpKeep The Maintenance Community Review of Day 1 PM and the PF Curve Maintenance Planning definition, requirements, and expectations Proactive Maintenance Planning and Scheduling Process and why it is important for a successful PM Program PM Vision Statement, Mission Statement, and Guiding Principles Operator Care and PM Repeatable Procedure definition and how to create Why Repeatable Procedures are critical Examples of Repeatable procedures for PM Parts requirements Definition of Kitting and how to establish a kitting process Parts Ordered from Vendor vs Storeroom Stock Security of Scheduled Work Parts/Material Group and Individual Exercises: Create PM Vision Statement, Mission Statement, and Guiding Principles Create a PM Repeatable Procedure for a given example asset Create a Process Map for PM Create a RACI Chart (Roles and Responsibilities for PM) Create a PM Procedure for a specific asset at your site 2020PM BEST PRACTICES // Maintenance Planning 0 5 DAY 2 TRAINING SCHEDULE
  • 6. In Partnership With: UpKeep The Maintenance Community What's one thing you learned so far? Benefits of a PM Optimization PM Optimization example PM Optimization Process Benefits of a PM Optimization Process Expectations of a PM Optimization Process Which asset or assets to perform a a PM Optimization (PMO) Principles for performing a PMO on a specific asset Example of a PMO and the results Steps to success in the PMO Process Best practices / lessons learned in PM Optimization Group and Individual Exercises: PM Best Practices Exam PM Optimization Process Project Plan for when you return Final Exam Course Close Out / Evaluation 2020PM BEST PRACTICES // Maintenance Planning and Scheduling Alignment 0 6 DAY 3 TRAINING SCHEDULE
  • 7. 2020PM BEST PRACTICES // HOW TO ENROLL: Such a fun, engaging, and informative course! I learned so much in only a few days. Complete the "Attendee Registration Form" on the next page and email your completed registration page to rsmith@worldclassmaintenance.org. October 19-21, 2020 Southern Wesleyan University Clemson, South Carolina Virtual or Live Cost: $750 per person. If you are signing up for two or more people, the cost is $650 per person. Go to worldclassmaintenance.org for more information. You'll also find free, downloadable resources at worldclassmaintenance.org with no email required. Connect with us on social media: Email: rsmith@worldclassmaintenance.org LinkedIn: Ricky Smith, CMRP, CMRT, CRL Twitter: @RickySmithCMRP Facebook: World Class Maintenance Inc. 0 7 In Partnership With: UpKeep The Maintenance Community - Caitlyn Young, CMRP
  • 8. 412 Simms School Road Central, SC 29630 864-722-3086 Attendee Registration Workshop: _________________________________ Workshop Date: _____________________________ Attendee Information Attendee Name: _________________________________ Position: _______________________________ Email: _________________________________ Company Name: _________________________________ Address: _________________________________ _________________________________ Purchase Order: ___ Check: ___ Credit Card ___ PO #: ____________________________ Cost: $750.00 USD October 19-21, 2020 Email this document to rsmith@worldclassmaintenance.org PM Best Practices plus PM Optimization