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Jump Start your PM Program


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In this presentation you will learn how to: …

In this presentation you will learn how to:
• Complete your PMDirect implementation in typically less than two months
• Find time savings in your PM program
• Move from reactive to proactive

Published in: Technology, Business
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  • 1. Jump-Start Your Preventive Maintenance Program The importance and helpful options for planning your maintenance program For Audio: Please dial 1-866-740-1260 Code: 7440763
  • 2. Today’s Speakers Kimberly Norton Senior Client Success Advocate, David Kornegay Senior Applications Engineer, Mike Stapleton Founder and Primary Facility Consultant, Service Management Assist For Audio: Please dial 1-866-740-1260 Code: 7440763
  • 3. Today’s Session Learning Objectives: • The Challenges with PM • Frequently Asked Questions • Preventive/Planned Maintenance Study Results For Audio: Please dial 1-866-740-1260 Code: 7440763
  • 4. Summary PM Benefits • • • • • • Reduce emergencies 50% Reduce average cost per work order up to 40% Reduce long term capital costs Reduce energy consumption Reduce risk Reduce disruption of the learning environment All the data confirms investing in PM is the right business decision! For Audio: Please dial 1-866-740-1260 Code: 7440763
  • 5. PREVENTIVE MAINTENANCE THE CHALLENGES For Audio: Please dial 1-866-740-1260 Code: 7440763
  • 6. Financial Responsibilities
  • 7. Financial Cut Burdens
  • 8. Why Do Many People Look to Develop a Preventive Maintenance Program? • • • • • • Better Use of Fewer Failures Maintenance More Planned Work Personnel Fewer Emergencies • Improved Equipment Reduced Overtime Operation Extended Equipment • Less Downtime Life “Benefits of a Successful PM Program” is taken from Complete Building Equipment Maintenance Desk Book Second Edition, Edited by Sheldon J. Fuchs, P.E. Page 19 in the chapter by Paul D. Tomlingson.
  • 9. Don’t fall into a “Gym Membership Mentality”
  • 10. What Hinders People from Setting Up a Preventive Maintenance Program?         Time Too busy “fighting fires” Not sure where to start Lack of information We’ve “hit a wall and need help” Limited resources to assign to work Restrictions on leadership Unsure of what resources will be needed
  • 11. We Know It’s Not Easy! • • • • Lack of Leadership Lack of Funding To many fires to handle The list goes on….
  • 12. But Sometimes…
  • 13. SO, What We Want from You…
  • 14. …So You Can Say…
  • 15. Cost Impact 50% - 65% reduction in the rate of emergency work Lower cost per work order with the average cost per work order being 28.6% to 39.3% less
  • 16. So How do you ever become PROACTIVE?
  • 17. Options 1. Develop schedules yourself? – – – – Previous experience/staff knowledge PMDirect Templates PM Books (e.g.,RSMeans) Manufacturer recommendations 2. Utilize industry expert? 3. Combination of both?
  • 18. Service Management Assist Facilities Management Solutions • Formed in response to education facility management needs • Goal is to be a primary support for your existing facility management team • Provide consultation and management systems for in-house facility departments • Focus on most vital elements of facility management: Planned Maintenance Implementation and Custodial Scheduling
  • 20. Frequently Asked Questions • Where do I begin? – HVAC? – Roofing? – Health and Safety Inspections? – Mandates? – ???
  • 21. PMDirect Implementation Flow: SMA provides planned maintenance customized to your institution with very little time invested by facility management. Determine the Scope of Planned Maintenance: Respond to the Overall Project Duration is typically … 45 - 60 days questionnaire 1 hour Equipment Data Gathering: Internet Conferencing Interview; Physical Tour; Gather existing data … use the appropriate method Design Meeting: Equipment Spreadsheet Import 1 hour meeting to determine the method that will best accomplish the equipment inventory… the interview method of gathering equipment is often spread between several employees 1. PM Wording 2. Post PM frequency on the calendar 3. Labor time estimates 4. Assignment Schedule the PM’s into SchoolDude 1 hour to 6 hours. Training 2 hours
  • 22. Frequently Asked Questions • What information is needed? – What details? – What is the balance between “too much vs. too little” detail? – How do we get the information to the coordinator and into a system?
  • 23. The Equipment Inventory Challenge The essential equipment information entries needed to start a planned maintenance program are as follows: 1. Item #; 2. Equipment description; 3. Area location of the equipment; 4. Location (building) and 5. Filter / belt information related to the piece of equipment (existing lists of equipment, belts and filters are obtained to add to the list). The first four listings allow the beginning of the planned maintenance scheduling. Many details like manufacturer, model and serial numbers are added by employees during the first cycle of planned maintenance work orders; these details are written on the work order and batched for entry by a clerical person. The detailed equipment list may be obtained by physical tours of your buildings … this is advantageous for institutions that may not have the resources or information available. The most common sources of obtaining information for the equipment inventory: Existing or old CMMS programs; existing hard copy equipment inventories; BAS equipment lists; blueprint tables and “as built” documents. Internet conferencing interviews of key facility employees to form lists of equipment. Have SMA train your employees to conduct physical inventories of equipment.
  • 24. Frequently Asked Questions • How do I implement a PM program? – What impacts can I expect on my time? – What impacts can I expect for my staff? – What will we need to research and provide?
  • 25. The Design Calendar plots estimated time, sequence, assignment, etc..
  • 26. A review of time estimates by month ….
  • 27. Planned maintenance work order example complete with the wording established in the Design Meeting.
  • 28. Frequently Asked Questions • What should be considered in implementing a new or updated PM program? • What benefits could I show?
  • 29. Helpful Reports
  • 30. Frequently Asked Questions • What help is available to get me started? – Who is my contact? – How often are we following up with each other? – Who will I need to coordinate with?
  • 31. Frequently Asked Questions • What does it include? • What type of support can I expect? • When can I expect results? • What kind of results can I show?
  • 32. Contact Information • Contact SchoolDude’s SuccessPlus team for more information: 877.868.3833 • Websites: – –