The document outlines 5 keys to enhance worker performance during shutdowns, turnarounds, and outages. The 5 keys are: 1) Communicate and provide nourishment for workers, 2) Coach workers rather than supervise them, 3) Use programming instead of traditional scheduling, 4) Only plan direct work using benchmark estimates, and 5) Minimize direct workers and maximize indirect resources supporting them. The document argues that these strategies can improve worker attitude, safety, efficiency, and project duration by inspiring high performance from knowledgeable, experienced, and willing workers.

1. 5 Keys Proven to EnhanceWorker PerformanceE.J. (Ted) ListerLister Management Inc.

2. Keynote HighlightsKnowledge + Experience = Wisdom (background/theme)

3. Definitive Definitions

4. The 4+ Key Performance Indicators

5. The Reality of the Situation

6. 5 Keys Proven to Enhance Worker Performance

7. AnswersKnowledge + Experience = WisdomBackground/Theme…KnowledgeElectrical / Instrumentation CertifiedPlanner / Scheduler / Project Controls ManagerExperience5 Continents; Several STO’s; Written and Conducted Numerous Training Courses; Authored 3 booksWisdomInspire others by sharing knowledge and experience

8. Slide 4Definitive DefinitionsUnderstanding…Effective vs. EfficientWhat to work on, vs. how best to execute the workStrategic Planning, vs. Work Management Planning Leadership vs. ManagementWho decides what to work on, vs. who manages the workProductivity vs. PerformanceProductivity is a factor applied to a benchmark estimatePerformance is a measure of earned vs. planned

9. Slide 5ASSET MANAGEMENT STRATEGIES21%WORK IDENTIFICATION14%WORK PLANNING10%SCHEDULING PROCESS20%EXECUTION PROCESS 13%UPDATE AND CONTROL PROCESS12%CLOSURE PROCESS8%LEARNED OPORTUNITIES2%Definitive Definitions – cont’dAbility to Influence Performance…Asset ManagementWork IdentificationWork PlanningWork SchedulingWork ExecutionUpdate and ControlKPI’s100%HIGH25%100%50%75%PERFORMANCE INFLUENCE FACTORTURNAROUND PROJECT DURATIONLOWFINISH

10. Slide 6The 4+ Key Performance IndicatorsIn Order of Magnitude…Safety, Health & EnvironmentWorker PerformanceWrench-time (76.7% direct in a 10 hour shift)

11. QA/QC (rework)Schedule (earned vs. planned)Cost (actual vs. planned)Direct

12. Indirect Slide 7The Reality of the SituationShutdowns, Turnarounds, and Outages are intense projects requiring a large workforce to executeContractors and transient workers constitute the majority of the workforceContractors and Transient workers:Desire a clean, safe, organized place to workSome are knowledgeable and experienced (wise)Some are knowledgeable (willing)Others are eager to learn and gain experience (wonder)

13. Slide 8The Reality of the Situation – cont’dThe most a worker can spend pulling wrenches in a 10-hour shift is 7.67 hoursLunch = n/a2 x 15 Minutes Coffee Time = .58 x 10 Minutes Walking Time (to and from the lunch trailer) = 1.33Pre-shift Safety Meeting = .25End-shift Wash-up = .25Minimum Indirect Hours = 2.33 Maximum Direct Hours = 7.67

14. Slide 9The Reality of the Situation – cont’dPotential delays, which affect worker performancePermitting, especially confined-space-entryDelayed access to process equipmentUnclear scope of work, or procedures, e.g., inspection requirements, cleaning…Planning (estimating) not accurate (non-benchmark / historical)Scheduling – not knowing what productivity factor to applyInclimate weatherWorker performance can easily drop below 50% - a reality that cannot be corrected with more workers

15. Slide 105 Keys Proven to Enhance Worker PerformanceFrom Strategic Planning to Execution…5. Minimize Direct Workers (maximize indirect resources)4. Plan Direct Work Only (use benchmark estimates)3. Discontinue Scheduling (program, as an alternative) 2. Discontinue Supervising (coach, as an alternative)1. Communicate and Nosh (don’t starve your workers)“ People invented work so they could keep playing together…”

16. Slide 115 Keys Proven to Enhance Worker Performance5. Minimize Direct Workers (maximize indirect resources)…More work is accomplished with fewer workers when supported by more indirect resourcesEach stakeholder department must determine, through strategic planning, how they intend to support the workforceThe ratio of supervisors to workers should be such that field support and coaching is maximized (paperwork is necessary, however, it shouldn’t take half the shift to prepare)Tools, materials, equipment and information need to be readily available

17. Slide 125 Keys Proven to Enhance Worker Performance4. Plan Direct Work Only (use benchmark estimates)…Plan work based on historical information, or industry standard benchmark estimates (utilize field-planners)Activities and logicCrew x duration = wrench-hoursIndirect resources, e.g., tools, materials, procedures, permitsRisk factor and grid location (use planning tags)Do not confuse planning with scheduling; what vs. whenDo not confuse strategy with planning; how vs. what

18. Slide 135 Keys Proven to Enhance Worker Performance3. Discontinue Scheduling (program, as an alternative)…Shutdowns, Turnarounds, and Outages are too complex to use traditional scheduling techniquesMaximize the power of your scheduling software to dynamically schedule work based on programmed logicAllow your scheduling software to develop a new schedule at the end of each shift based on field statusUse your scheduling software to run what-if scenarios and trend/forecast for productivity factor corrections

19. Slide 145 Keys Proven to Enhance Worker Performance2. Discontinue Supervising (coach, as an alternative)…Create an environment where crews are made up of wise, willing, and wonder workersInspired crews do not need supervision; they need support and coachingA knowledgeable supervisor, with little experience, and lacking wisdom, will generally take on the role of boss; let this person do the paperwork; let the coach support and inspire workers

20. Slide 155 Keys Proven to Enhance Worker Performance1. Communicate and Nosh (don’t starve your workers)…Everyone desires to know that they are achieving, meeting objectives; and to take corrective actionProduce shift schedules to communicate expectationsProduce shift reports to communicate project statusUse pre-shift safety meetings to communicate inspirational and encouraging information, praise, and humorEveryone works better after a good breakfastConsider pre-shift safety meetings as an opportunity to provide nosh (nourishment)

21. Slide 165 Keys Proven to Enhance Worker PerformanceBenefits…It’s easier to support fewer workersLess risk of incidentsLess indirect costsWorker attitude is improvedKnowledge is transferred; experience is gained; wisdom is transformed into continuous improvementSafest, most efficient, lowest cost, shortest duration project executed by inspired workers

22. Slide 175 Keys Proven to Enhance Worker PerformanceAnswers…Yes; you can email me for documents and tools related to Shutdowns, Turnarounds, and Outages (no charge)No; I’ve never worked in Texas, but I’d like toSure; front-load your schedule by 15% (amount of found work expected) to ensure your workforce can execute the work within the scheduled no-float pathYes; it’s true, some people don’t like to work (inspire, or isolate)

23. E.J. (Ted) ListerLister Management Inc.akaboreese@hotmail.com