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Facilitator’s Role in Operational Reliability

By: José Durán

Abstract:

Now days the Operational Reliability improvement process is laying on team work. RCM, RBI, RCFA, TPM, etc. all of these techniques need teamwork on long term basis. In this article you may find some useful guides about how to implement them in a good way. They are personal experiences acquired in big projects, so they can not be taken like 100 % "fail-safe" rules.

Teamwork

Nature: Cross-functional, highly proactive, and self-motivated team. Integrated by people of departments of Maintenance, Operations, and Specialist (invited by special requirements). These people will have to be highly familiarized with subjects that they are incumbent on to them. The team will be directed by a facilitator coming or not from the named departments.

The improvement of the performance implies contributions in attitudes, organization, knowledge, cultural patterns and results.

Functions:

Make activities of continuous improvements in the company activities. These may be grouped in two front of work:

  • Reactive Activities: Root Cause Analysis

  • Proactive Activities: Reliability Centered Maintenance, Risk Based Inspection, etc.

Previous Activities:

These analyses allow us to set an implementation order so that we can use the techniques named above.

  • Lost Opportunities Analysis: i.e. before Root Cause Analysis (RCA)

  • Criticality Analysis: i.e. before Reliability Centered Maintenance (RCM), Risk Based Inspection (RBI).

Activities to perform:

  1. Set the work teams. Select personal of the right profile according to the project nature. Select natural replacement for each team member. It is important to avoid problems related with vacations, transfer, etc. of the team members.

  2. Prepare an inventory of systems or opportunities to analyze.

  3. Perform the criticality and/or lost opportunities analyses.

  4. Prepare an implementation order for the techniques to be used.

  5. Estimate the possible impact for the company in each system/opportunity.

  6. Select the systems/opportunity with bigger impact and the best probability to succeed.

  7. Define the work objectives. Define clearly the systems functions and/or the nature of the opportunities.

  8. Prepare the activity schedule. The nature of this schedule depends on the team, and limits/needs of the team. The program may include meetings in a weekly, daily, two-weekly or full time dedication (i.e. per system).

  9. The work program will have to arrive until the implantation from activities and its pursuit. NOT TO FALL IN THE SYNDROME OF SOLUTIONS IN PAPER !!!!.

  10. Prepare a contingency plan avoiding any delay due to foreseeable reasons, i.e. vacation, sickness of the team member.

  11. Obtain consensus with the management previous points.

  12. Begin the analysis. Starting off a simple but concise documentation of previous points.

  13. Complete the analysis.

  14. Suggest solutions.

  15. Evaluate the economic feasibility of the suggested solutions.

  16. Document the whole process, make small summaries/presentations for management purpose.

  17. Turn into realty the suggestion propose and justified by the work team.

  18. Track the activity implementations and their results.

  19. Verify whether the results are applicable in other areas of the company.

  20. Perform a workshop to analyze how the total process is working, make the corrections. CONTINUO IMPROVEMENT IS REACHED HERE.

  21. Perform the next analysis only IF THE IMPLEMENTATION OF THE LAST ANALYSIS HAS BEEN COMPLETED.

Facilitator’s Role

The facilitator is the team leader, will have to facilitate the implementation of philosophies and techniques to use, taking advantage of the different skill from the personal who work in the teams. Facilitators will have to be competent enough in the following areas:

  1. Techniques/tools to use

  2. Analysis

  3. Managing meetings

  4. Time keeping

  5. Administration, logistic

  6. Communications

The typical functions of the facilitator include:

  • Organize and to direct all the inherent activities to the project.

  • Planning, programming and direction of meetings. Guarantee the execution of the meeting in any case. Therefore must handle alternatives to resolve any problem with the team member.

  • Select the level, define the borders and the work scope, and besides consider the impact, the duration and the resources required for the same.

  • Guarantee the understanding of every step to take.

  • Guarantee the right order of implementation; avoid giving methodological jumps that affect the process integrity.

  • Assure that the project fulfill within the plan with a margin of error acceptable.

  • Co-ordinate all support material for the teamwork (drawings, diagrams, etc.), as well as, documentation keeping and sharing it in line with the team.

  • To be the focal point of communications of the team, centralizing the information related to the work. Keep the management aware about every plan and progress of activity, generating high quality reports.

  • To be the technical voice that clarifies every doubt (methodological) presented by the team.

  • Transcript the data generated if it is needed.

  • Research deeply on the treated subjects and not to admit uncompleted information, in many cases verify the information generated in the meetings. So, he/she must have judgment enough to know if specialists are needed.

  • Assure that solutions surpass the level of technical reports, be say be implant real.

  • Recognize training needs of the team members and lend it when be required and be to his/her level.

  • Assure the consensus reaching of the decision making.

  • Encourage the team.

  • Manage the problems: personal relationship, interruptions, etc.

Who would have be Facilitator?

Facilitators are key people in a project performing. Better results are possible with facilitators on a full time rather than part time dedication. The good facilitator has a wide sense of ownership on the assets. Must have a reasonable knowledge about the process, but should not be necessarily an expert.

Based on assuring the long-term commitment in the project the use of facilitators coming from the company and in a full time dedication is recommended.

About the Meetings:

  • The team must have common objectives, good methodological knowledge, and an action plan/program.

  • Special care must be taken with specialist invited in order to provide them with enough and clear information before and after the meeting.

  • The work session must not be longer the 90 min. 15 min. breaks between sessions (if journeys longer than 90 min. are planned).

  • Remember that the meeting are social events should be pleasant events (these projects sometime last years).

  • Of not been possible to reunite all the team, could be made sessions of work by specialty, assuring the participation of operations representatives.

  • The facilitator will prepare an agenda with objectives to fulfill in the meeting and they should be verified at the end of the same.

  • Never to suspend a meeting without fixing the next meeting.

  • The meeting environment must be blameless.

  • Avoid bad critics about team member opinions. The team should solve the internal problems without external comments.

  • The facilitator will have to animate to the participation of all the member of an enthusiastic way.

  • The time should be used in an intelligent and effective way.

  • The key information should be validated before taking further steps.

  • Work based on facts and not on suppositions.

  • Work on solutions for problems instead problems for solutions.

  • Assigned and no completed activities produces serious problems. The facilitator should assure the ways to allow the team member to do the work.

  • Differ big subjects for when enough information is had about them.

Communications

  • Communication is the vital sap of this kind of big project.

  • The facilitator could channel communications.

  • Communications should cover the all organization.

  • The facilitator should be a good salesman of the project and results, so that could allocate resources for them.

  • Billboards with allusive information about the project and results are invaluable help.

  • A graph with result ($$ Vs. Time) obtained could be useful.

About the author:

José Durán is Electrical engineer with a Master Degree in maintenance Engineering. In the last years He has been working like consultant engineer in Operational Reliability for oil companies in Venezuela and Colombia, consulting, training, and facilitating in activities like: Reliability Centered Maintenance, Industrial Risk Management, Maintenance Optimization, Maintenance Project Management, etc. Covering different fields of oil industry like extraction, pumping, oil refining, service like power generation, gas injection, etc.

More information: please contact him by:

Email: jduran@ieee.org

Fax: (011)58-74-446159 (Venezuela)

 

 

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This page last updated on

11/26/07 14:39

 

 

 

 

 

 

 

 

 

 

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