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By Scott A. Ekleberry
The purpose of this report was to
 investigate new ways for the Timken
      Company, Bucyrus Bearing
     Operations, to administer and
  schedule certification of personal in
        Department 40 and 45.



1/10/2013        Scott A. Ekleberry       2
    Certification data was collected.
     Overdue certifications mapped-out.
     Key personnel were polled for input.
     The impact of department vacation on
      timely certification was explored.
     Alternative methods considered for the
      certification process.
     Final analysis of certification process
      and alternatives laid out.
1/10/2013            Scott A. Ekleberry         3
1/10/2013   Scott A. Ekleberry   4
1/10/2013   Scott A. Ekleberry   5
The certification process in place
for Departments 40 and 45, is just
not working. Countless associates
are overdue for certification, some
  as much as two years or more.


1/10/2013     Scott A. Ekleberry      6
Inspectors Overdue for Certification




                    Total Inspectors




                                       0      10      20   30   40   50   60   70


1/10/2013                        Scott A. Ekleberry                             7
Total Number of LMA Overdue for
              Certification




                Total Number of LMA




                                         0         5   10   15   20

1/10/2013                     Scott A. Ekleberry                      8
Total Cone MA's Overdue for
          Certification




    Total Number of Cone MA's




                                0          20        40   60   80   100

1/10/2013                       Scott A. Ekleberry                        9
1/10/2013   Scott A. Ekleberry   10
    Do you feel there is a problem with the way training
      or recertification is handled in your department?
     Do you feel that scheduling training/recertification
      on (or near) the associate’s birthday would help in
      keeping certifications current?
     Do you feel that a lack of proper training is a problem
      in your department?
     Do you feel scheduling brush-up training on (or near)
      the associate’s birthday would be an asset?
     Do you feel there is a problem completing
      certifications and training during the summer months
      due to vacations schedules?
     Do you feel that the present certification and training
      programs are adequate?

1/10/2013                  Scott A. Ekleberry               11
100% of respondents felt
      that training and
    certification were not
       handled well in
   Departments 40 and 45

1/10/2013   Scott A. Ekleberry   12
Do you feel that the present certification and
                 training programs are adequate?


                                    Yes
                                    17%




                                    No
                                   83%




1/10/2013                     Scott A. Ekleberry             13
Do you feel that scheduling certification on
            (or near) the associate’s birthday would help
                  in keeping certifications current?

                                    No
                                   33%




                                  Yes
                                  67%




1/10/2013                     Scott A. Ekleberry            14
Do you feel that a lack of proper training is a
                   problem in your department?

                                      No
                                     17%




                                     Yes
                                     83%




1/10/2013                     Scott A. Ekleberry              15
Do you feel scheduling brush-up training on (or
            near) the associate’s birthday would be an asset?




                 No                                 Yes
                 50%                                50%




1/10/2013                      Scott A. Ekleberry               16
Do you feel there is a problem completing
            certifications and training during the summer
                  months due to vacations schedules?

                                  Yes
                                  67%




                                   No
                                  33%




1/10/2013                    Scott A. Ekleberry             17
Do you feel that the present
            certification and training programs
                        are adequate?



                                              Yes
              No                              17%
             83%




1/10/2013                Scott A. Ekleberry         18
1/10/2013   Scott A. Ekleberry   19
“The LMA on each line should
            be responsible for certification
            of each MA on their line, since
               they work with them and
             should know what additional
              training they need, if any.”


1/10/2013               Scott A. Ekleberry     20
“Training methods and ability is
   not consistent from trainer to
             trainer.”

     “Training and certifications
   should be verified by more than
      one trainer, especially in
          recertification's.”
1/10/2013      Scott A. Ekleberry    21
“Training methods and ability is
   not consistent from trainer to
             trainer.”

     “Training and certifications
   should be verified by more than
      one trainer (especially in
          recertification's).”
1/10/2013      Scott A. Ekleberry    22
“One person should be designated the sole
    trainer for each operation, and stick with that
   person; in this way, each person trained has the
           same information and training.”

      “Each instructor should have the ability to
     disqualify someone, and the company should
        respect the judgment of the instructor.”

   “Each trainer should be solely responsible for
 keeping records of training and certification. The
 training department should take a leadership roll
                    in training.”

1/10/2013             Scott A. Ekleberry              23
“We need proper trainers.”




1/10/2013            Scott A. Ekleberry   24
“We need a full-time trainer on each shift who will be held
   accountable for proper training; management should stand
        behind this trainers decision of "pass" or "fail".”

 “Have the LMA do recertification's, and have the supervisors
verify this; inspectors should self re-test using an on-line test. “

  “The instructor should be with new associates for two weeks
 in the line assignment the associate will be assigned to. Leave
      the associate to prove knowledge, with LMA, for two
     weeks, before certifying or moving to next operation.”

     “Hold trainer accountable for knowledge, once trained
  associate should be able to change over machines in allotted
 time frame, or instructor should have a good reason why they
                            cannot.”
1/10/2013                   Scott A. Ekleberry                     25
Number of Associates on Vacation

   20

    10

      0
                                                                                              Number of Associates
           January
          February
            March
             April




                                                                                              on Vacation
                     May
                           June
                                  July
                                         August
                                                  September
                                                              October
                                                                        November
                                                                                   December



1/10/2013                                     Scott A. Ekleberry                                                     26
Number of Associates on Vacation

   15
   10
     5
     0
                                                                                                     Number of Associates
          January
         February
           March




                                                                                                     on Vacation
                    April
                            May
                                  June
                                         July
                                                August
                                                         September
                                                                     October
                                                                               November
                                                                                          December



1/10/2013                                            Scott A. Ekleberry                                                     27
1/10/2013   Scott A. Ekleberry   28
Track Certifications using a database and
 spreadsheet system. Trainers or managers
 need only update the spreadsheet with the
        next certification date for each
 associate, the database will automatically
  track the needed certifications from that
 point on. The same method could be used
     for needed training, but clearly, the
      certification situation needs to be
                addressed first.
1/10/2013         Scott A. Ekleberry          29
Schedule certification on, or
 around, the associates birth date.
   This will make it very easy to
  update the spreadsheet record
 once the new certification process
             is in place.


1/10/2013      Scott A. Ekleberry     30
Explore the possibility of the Timken IT
  Department designing an interface with
 the supplied Access Database which will
automatically e-mail supervisors reports of
associates due for certification on a weekly
 basis. This would eliminate the manager
 having to make reports from the database
      and e-mail them to supervisors.


1/10/2013         Scott A. Ekleberry       31
It is felt that the new database/spreadsheet
       system is a viable means of tracking
  certifications easily and accurately. For most
   effective use, the spreadsheet and database
should be placed in a folder on the server, so that
    they may be easily accessed and updated.

   As with any system, this one will only be as
 effective as those that are assigned to update the
               files on a regular basis.
1/10/2013             Scott A. Ekleberry              32

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Certification proposal for department 40 and 45

  • 1. By Scott A. Ekleberry
  • 2. The purpose of this report was to investigate new ways for the Timken Company, Bucyrus Bearing Operations, to administer and schedule certification of personal in Department 40 and 45. 1/10/2013 Scott A. Ekleberry 2
  • 3. Certification data was collected.  Overdue certifications mapped-out.  Key personnel were polled for input.  The impact of department vacation on timely certification was explored.  Alternative methods considered for the certification process.  Final analysis of certification process and alternatives laid out. 1/10/2013 Scott A. Ekleberry 3
  • 4. 1/10/2013 Scott A. Ekleberry 4
  • 5. 1/10/2013 Scott A. Ekleberry 5
  • 6. The certification process in place for Departments 40 and 45, is just not working. Countless associates are overdue for certification, some as much as two years or more. 1/10/2013 Scott A. Ekleberry 6
  • 7. Inspectors Overdue for Certification Total Inspectors 0 10 20 30 40 50 60 70 1/10/2013 Scott A. Ekleberry 7
  • 8. Total Number of LMA Overdue for Certification Total Number of LMA 0 5 10 15 20 1/10/2013 Scott A. Ekleberry 8
  • 9. Total Cone MA's Overdue for Certification Total Number of Cone MA's 0 20 40 60 80 100 1/10/2013 Scott A. Ekleberry 9
  • 10. 1/10/2013 Scott A. Ekleberry 10
  • 11. Do you feel there is a problem with the way training or recertification is handled in your department?  Do you feel that scheduling training/recertification on (or near) the associate’s birthday would help in keeping certifications current?  Do you feel that a lack of proper training is a problem in your department?  Do you feel scheduling brush-up training on (or near) the associate’s birthday would be an asset?  Do you feel there is a problem completing certifications and training during the summer months due to vacations schedules?  Do you feel that the present certification and training programs are adequate? 1/10/2013 Scott A. Ekleberry 11
  • 12. 100% of respondents felt that training and certification were not handled well in Departments 40 and 45 1/10/2013 Scott A. Ekleberry 12
  • 13. Do you feel that the present certification and training programs are adequate? Yes 17% No 83% 1/10/2013 Scott A. Ekleberry 13
  • 14. Do you feel that scheduling certification on (or near) the associate’s birthday would help in keeping certifications current? No 33% Yes 67% 1/10/2013 Scott A. Ekleberry 14
  • 15. Do you feel that a lack of proper training is a problem in your department? No 17% Yes 83% 1/10/2013 Scott A. Ekleberry 15
  • 16. Do you feel scheduling brush-up training on (or near) the associate’s birthday would be an asset? No Yes 50% 50% 1/10/2013 Scott A. Ekleberry 16
  • 17. Do you feel there is a problem completing certifications and training during the summer months due to vacations schedules? Yes 67% No 33% 1/10/2013 Scott A. Ekleberry 17
  • 18. Do you feel that the present certification and training programs are adequate? Yes No 17% 83% 1/10/2013 Scott A. Ekleberry 18
  • 19. 1/10/2013 Scott A. Ekleberry 19
  • 20. “The LMA on each line should be responsible for certification of each MA on their line, since they work with them and should know what additional training they need, if any.” 1/10/2013 Scott A. Ekleberry 20
  • 21. “Training methods and ability is not consistent from trainer to trainer.” “Training and certifications should be verified by more than one trainer, especially in recertification's.” 1/10/2013 Scott A. Ekleberry 21
  • 22. “Training methods and ability is not consistent from trainer to trainer.” “Training and certifications should be verified by more than one trainer (especially in recertification's).” 1/10/2013 Scott A. Ekleberry 22
  • 23. “One person should be designated the sole trainer for each operation, and stick with that person; in this way, each person trained has the same information and training.” “Each instructor should have the ability to disqualify someone, and the company should respect the judgment of the instructor.” “Each trainer should be solely responsible for keeping records of training and certification. The training department should take a leadership roll in training.” 1/10/2013 Scott A. Ekleberry 23
  • 24. “We need proper trainers.” 1/10/2013 Scott A. Ekleberry 24
  • 25. “We need a full-time trainer on each shift who will be held accountable for proper training; management should stand behind this trainers decision of "pass" or "fail".” “Have the LMA do recertification's, and have the supervisors verify this; inspectors should self re-test using an on-line test. “ “The instructor should be with new associates for two weeks in the line assignment the associate will be assigned to. Leave the associate to prove knowledge, with LMA, for two weeks, before certifying or moving to next operation.” “Hold trainer accountable for knowledge, once trained associate should be able to change over machines in allotted time frame, or instructor should have a good reason why they cannot.” 1/10/2013 Scott A. Ekleberry 25
  • 26. Number of Associates on Vacation 20 10 0 Number of Associates January February March April on Vacation May June July August September October November December 1/10/2013 Scott A. Ekleberry 26
  • 27. Number of Associates on Vacation 15 10 5 0 Number of Associates January February March on Vacation April May June July August September October November December 1/10/2013 Scott A. Ekleberry 27
  • 28. 1/10/2013 Scott A. Ekleberry 28
  • 29. Track Certifications using a database and spreadsheet system. Trainers or managers need only update the spreadsheet with the next certification date for each associate, the database will automatically track the needed certifications from that point on. The same method could be used for needed training, but clearly, the certification situation needs to be addressed first. 1/10/2013 Scott A. Ekleberry 29
  • 30. Schedule certification on, or around, the associates birth date. This will make it very easy to update the spreadsheet record once the new certification process is in place. 1/10/2013 Scott A. Ekleberry 30
  • 31. Explore the possibility of the Timken IT Department designing an interface with the supplied Access Database which will automatically e-mail supervisors reports of associates due for certification on a weekly basis. This would eliminate the manager having to make reports from the database and e-mail them to supervisors. 1/10/2013 Scott A. Ekleberry 31
  • 32. It is felt that the new database/spreadsheet system is a viable means of tracking certifications easily and accurately. For most effective use, the spreadsheet and database should be placed in a folder on the server, so that they may be easily accessed and updated. As with any system, this one will only be as effective as those that are assigned to update the files on a regular basis. 1/10/2013 Scott A. Ekleberry 32

Editor's Notes

  1. Steps Taken Included:Certification data was collected.Overdue certifications mapped-out.Key personnel were polled for input.The impact of department vacation on timely certification was explored.Alternative methods considered for the certification process.Final analysis of certification process and alternatives laid out.
  2. Certification data was somewhat disorganized. All certification data was collated into one spreadsheet using multiple worksheets.
  3. To make data much easier to access, the certifications spreadsheet was linked to an Access database. The database was set up with three linked tables, and each table had queries added to enable sorting of certification data instantly. Overdue certifications can be tracked in less than 30 seconds, and reports can be generated from the data. Certification dates are simply updated in the linked spreadsheet, then the data is updated in the database automatically.
  4. There are sixty-three cone inspectors in Department 45, of those sixty-three, thirty-one are overdue for certification as of June 6, 2008.. This represents nearly a 50% lapse in certification for Department 45.
  5. There are eighteen Lead Manufacturing Associates in Department 40, of those eighteen three are overdue for certification as of June 6, 2008.
  6. There are ninety Manufacturing Associates in Department 40, of those sixty seven are overdue for certification as of June 6, 2008; this means that 74% of MA’s in Department 40 are overdue for certification.
  7. Questionnaires are a time-honored method of gaining anonymous input on pertinent data and comments. In this instance, supervisors, trainers, and one manager were polled.
  8. Key Personnel Were Polled on Six Main Points:Do you feel there is a problem with the way training or recertification is handled in your department?Do you feel that scheduling training/recertification on (or near) the associate’s birthday would help in keeping certifications current?Do you feel that a lack of proper training is a problem in your department?Do you feel scheduling brush-up training on (or near) the associate’s birthday would be an asset?Do you feel there is a problem completing certifications and training during the summer months due to vacations schedules?Do you feel that the present certification and training programs are adequate?
  9. When asked “Do you feel there is a problem with the way training or recertification is handled in your department?,” 100% of respondents felt there was a problem.
  10. 83% of respondents felt that the certification and training programs for Department 40 and 45 were inadequate, while only 17% percent felt training and certification was adequate.
  11. When asked if they thought scheduling certification on (or near) the associate’s birthday would help in keeping certifications current, 67% of respondents felt that it would help, while only 33% felt it would have no effect.
  12. An overwhelming majority of respondents felt that there was insufficient training in Departments 40 and 45.
  13. When asked if they feel scheduling brush-up training on (or near) the associate’s birthday would be an asset, respondents were split 50/50 in favor and against.
  14. When asked: “Do you feel there is a problem completing certifications and training during the summer months due to vacations schedules?”, 67% of respondents felt that this was a problem.
  15. When asked: “Do you feel that the present certification and training programs are adequate?”, 83% of respondents felt that the training and certification programs were not adequate.
  16. Question #7 was text-based, and opinions were asked for. The next six slides represent some of the responses from that question. The next six slides will play without narration, as they are self-explanatory.
  17. Clearly, heavy vacation schedules in May-October will have an impact on training and certification in Department 40.
  18. As in Department 40, heavy vacation schedules in May-October will have an impact on training and certification in Department 45.
  19. By doing this one simple step, the associate, manager, and supervisor can provide a checks and balances system to make certain each associate gets certified on time. Where birth dates fall on a weekend, the associate would need to be scheduled for certification the week before or after.