How often should PM strategies and tasks be reviewed?

The question is often asked "how often should PM strategies and tasks be reviewed?" Here are 3 processes an organization should have in place to support PM reviews.


The question is often asked "how often should PM strategies and tasks be reviewed?" Here are three processes an organization should have in place to support PM reviews.

1. Root cause analysis (RCA) review: Each time an RCA is performed on failed equipment a review of the maintenance strategy should also be performed. The review of the maintenance strategy including the PM tasks should determine if a task exists that is supposed to prevent or identify early the incipient failure that ultimately led to the failure of the equipment.

If a task exists it should be determined if the task was performed properly. If the task was performed properly then the task should be changed as its ineffective. If the task was not performed properly then training should be provided to so that the task will be performed properly in the future. If no task exists then one should be developed and added to the PM procedure and the maintenance strategy updated.

2. Maintenance tech feedback: Feedback from the maintenance techs can be a valuable source of information. If the maintenance techs provide information or suggestions on how to improve a task it should be reviewed by the technical authority (discipline engineer) to ensure effectiveness.

3. Five-year PMO review: Industry best practice suggests that a formal review of all PM routines should take place every five years. The formal review is sometimes called PM Optimization. This is the minimum requirement in Marshall Institutes estimation.

- Some oil industry maintenance and integrity standards require a review every five years. Of course they use SCRM or derivative of it. Their standards for RCM are less rigorous than some industries like the nuclear power industry.

- John Moubray, author of RCM II, suggests a review every 12-24 months for critical equipment and up to three years for less critical.

- Anthony Smith, author of RCM: Gateway to World-Class Maintenance, recommends a first review at 18-24 months and then every three years after that.

- Steve Turner, well known RCM practitioner from aviation industry, and owner/creator of a preventive maintenance optimization process in Australia recommends minimum every three years.

- The Society of Maintenance and Reliability Professionals in the U.S. recommends every three years.

- Marshall Institute’s experience and observations of companies in industry suggests that a review every five years is the minimum for most equipment and operating contexts.

My key point is that maintenance strategies need to be reviewed periodically. If the organization understands the risks and has history to support their decisions they should be able to determine an acceptable frequency for reviews.

No comments
The Top Plant program honors outstanding manufacturing facilities in North America. View the 2013 Top Plant.
The Product of the Year program recognizes products newly released in the manufacturing industries.
The Engineering Leaders Under 40 program identifies and gives recognition to young engineers who...
A cool solution: Collaboration, chemistry leads to foundry coat product development; See the 2015 Product of the Year Finalists
Raising the standard: What's new with NFPA 70E; A global view of manufacturing; Maintenance data; Fit bearings properly
Sister act: Building on their father's legacy, a new generation moves Bales Metal Surface Solutions forward; Meet the 2015 Engineering Leaders Under 40
Cyber security cost-efficient for industrial control systems; Extracting full value from operational data; Managing cyber security risks
Drilling for Big Data: Managing the flow of information; Big data drilldown series: Challenge and opportunity; OT to IT: Creating a circle of improvement; Industry loses best workers, again
Pipeline vulnerabilities? Securing hydrocarbon transit; Predictive analytics hit the mainstream; Dirty pipelines decrease flow, production—pig your line; Ensuring pipeline physical and cyber security
Upgrading secondary control systems; Keeping enclosures conditioned; Diagnostics increase equipment uptime; Mechatronics simplifies machine design
Designing positive-energy buildings; Ensuring power quality; Complying with NFPA 110; Minimizing arc flash hazards
Building high availability into industrial computers; Of key metrics and myth busting; The truth about five common VFD myths

Annual Salary Survey

After almost a decade of uncertainty, the confidence of plant floor managers is soaring. Even with a number of challenges and while implementing new technologies, there is a renewed sense of optimism among plant managers about their business and their future.

The respondents to the 2014 Plant Engineering Salary Survey come from throughout the U.S. and serve a variety of industries, but they are uniform in their optimism about manufacturing. This year’s survey found 79% consider manufacturing a secure career. That’s up from 75% in 2013 and significantly higher than the 63% figure when Plant Engineering first started asking that question a decade ago.

Read more: 2014 Salary Survey: Confidence rises amid the challenges

Maintenance and reliability tips and best practices from the maintenance and reliability coaches at Allied Reliability Group.
The One Voice for Manufacturing blog reports on federal public policy issues impacting the manufacturing sector. One Voice is a joint effort by the National Tooling and Machining...
The Society for Maintenance and Reliability Professionals an organization devoted...
Join this ongoing discussion of machine guarding topics, including solutions assessments, regulatory compliance, gap analysis...
IMS Research, recently acquired by IHS Inc., is a leading independent supplier of market research and consultancy to the global electronics industry.
Maintenance is not optional in manufacturing. It’s a profit center, driving productivity and uptime while reducing overall repair costs.
The Lachance on CMMS blog is about current maintenance topics. Blogger Paul Lachance is president and chief technology officer for Smartware Group.