Efficient Plant October 2017 - 53

WORKFORCE TRAINING

A RELIABLE PERFORMANCE-MANAGEMENT PROCESS
DEPENDS ON TWO FORMS OF STANDARDS:

The real value of audits comes when they're leveraged as learning or
teaching activities, not as punitive tools.

Audit or Assess?
Understand the
Difference

ELIMINATING VARIABILITY and deviation from established standards, processes, and procedures is essential to a
reliable, sustainable organization. The solution, according to
Keith Mobley of Life Cycle Engineering (LCE.com, Charleston, SC), is both simple and complex.
Periodic audits, especially when unannounced, help ensure
compliance with established standards. Such audits are the
easy part of performance management. The complex part
is creating well-defined standard processes (what must be
done) and procedures (how it will be done) for all recurring
activities, tasks, and work essential to reliability and performance management.
Understand, however, that "audits" are not the same as
"assessments." While both add value, they differ in form and
function. Mobley provided the following details, starting with
a brief summary of the performance-management process.
- Jane Alexander, Managing Editor

R. Keith Mobley, CMRP, is a consultant with Life Cycle Engineering
(LCE), based in Charleston, SC. For more information, visit LCE.com or
email kmobley@LCE.com.

OCTOBER 2017

+

+

 The first form is standard processes and procedures. They must be clear,
systematic definitions of how critical activities, tasks, and work shall be
performed. The intent of these standards is to eliminate variability and inconsistency, as well as ensure universal adherence to best practices. Standard
work also defines roles, responsibilities, and accountability, creating transparency throughout the organization.
 The second form of standards, work standards, defines the timing, duration,
and cost for each of the procedures developed as standards above. Where
standard work ensures that recurring work consistently follows a bestpractice sequence of tasks or activities, work standards ensure each of the
tasks are performed effectively and efficiently. Work standards should be
established for all critical procedures that have a direct or indirect impact on
reliability and performance.

HOW/WHEN TO USE AUDITS
By definition, an audit is designed to verify and quantify actual performance versus an established standard. Without both standards described in the previous
bullet points, one cannot effectively audit performance. When these criteria are
met, almost anyone in the organization can effectively audit execution of the
covered tasks, activities, or procedures.
Audits are limited to procedures or discrete tasks that can be defined as
activities that are performed in a unique sequence and within quantifiable
boundaries. They are used to measure how specific, well-defined activities, procedures, or tasks are performed. Generally thought of in terms of finance, audits
are effective for standard procedures that have systematic-execution directions
and work standards that define timing, duration, labor hours, and cost.
Remember: Audits are not useful for evaluating processes and more abstract
definitions, i.e., activities that are also essential for a reliable, sustainable organization. This is when assessments are required.

HOW/WHEN TO USE ASSESSMENTS
Assessments are evaluations or estimations of the nature, quality, or ability of
someone or something to meet objectives. They come in many forms, each designed to quantify specific environments or operations. Conversational assessments use open-ended questions that, when answered by a cross-section of
employees, create a mosaic of prevailing culture, organization, and performance.
Assessments are more abstract than audits. They are effective in quantifying
organizational behavior, culture, philosophy, and overall performance.
Remember: Unlike audits, effective assessments rely on assessors with the
expertise and experience, i.e., subject-matter experts, to interpret and quantify
input, compared with best practices. EP
EFFICIENTPLANTMAG.COM |

53


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Table of Contents for the Digital Edition of Efficient Plant October 2017

Editorial
Implementations
Profitable Reliability Control On Your Horizon
Experts Provide IIoT Insights
Integrating Automation Into Shade Manufacturing
Fluid-Flow Challenges
Looking For Failure In All The Wrong Places
Closer Human/Robot Collaboration
Note These Causes Of Motor Failure
Reliable Pumping Supplement: Food & Beverage Processing
On The Floor
Uptime
IIoT
Pump 'Cavitation' Might Not Be
Never Too Late For Basic Navigation
Audit or Assess? Understand The Difference
A Perfect Pair: Barcodes and Your CMMS
Lubrication Strategies
Products
Ad Index
Showcase
Efficiency Insight
Efficient Plant October 2017 - 1
Efficient Plant October 2017 - Cover1
Efficient Plant October 2017 - Cover2
Efficient Plant October 2017 - 1
Efficient Plant October 2017 - 2
Efficient Plant October 2017 - 3
Efficient Plant October 2017 - 4
Efficient Plant October 2017 - 5
Efficient Plant October 2017 - 6
Efficient Plant October 2017 - 7
Efficient Plant October 2017 - Editorial
Efficient Plant October 2017 - 9
Efficient Plant October 2017 - Implementations
Efficient Plant October 2017 - 11
Efficient Plant October 2017 - Profitable Reliability Control On Your Horizon
Efficient Plant October 2017 - 13
Efficient Plant October 2017 - 14
Efficient Plant October 2017 - 15
Efficient Plant October 2017 - Experts Provide IIoT Insights
Efficient Plant October 2017 - Integrating Automation Into Shade Manufacturing
Efficient Plant October 2017 - 21
Efficient Plant October 2017 - 22
Efficient Plant October 2017 - 23
Efficient Plant October 2017 - 17
Efficient Plant October 2017 - 18
Efficient Plant October 2017 - 19
Efficient Plant October 2017 - Integrating Automation Into Shade Manufacturing
Efficient Plant October 2017 - 21
Efficient Plant October 2017 - 22
Efficient Plant October 2017 - 23
Efficient Plant October 2017 - 24
Efficient Plant October 2017 - Fluid-Flow Challenges
Efficient Plant October 2017 - 26
Efficient Plant October 2017 - 27
Efficient Plant October 2017 - 28
Efficient Plant October 2017 - Looking For Failure In All The Wrong Places
Efficient Plant October 2017 - 30
Efficient Plant October 2017 - 31
Efficient Plant October 2017 - 32
Efficient Plant October 2017 - 33
Efficient Plant October 2017 - Closer Human/Robot Collaboration
Efficient Plant October 2017 - 35
Efficient Plant October 2017 - Note These Causes Of Motor Failure
Efficient Plant October 2017 - 37
Efficient Plant October 2017 - 38
Efficient Plant October 2017 - Reliable Pumping Supplement: Food & Beverage Processing
Efficient Plant October 2017 - 40
Efficient Plant October 2017 - 41
Efficient Plant October 2017 - 42
Efficient Plant October 2017 - 43
Efficient Plant October 2017 - 44
Efficient Plant October 2017 - 45
Efficient Plant October 2017 - 46
Efficient Plant October 2017 - On The Floor
Efficient Plant October 2017 - 48
Efficient Plant October 2017 - Uptime
Efficient Plant October 2017 - IIoT
Efficient Plant October 2017 - Pump 'Cavitation' Might Not Be
Efficient Plant October 2017 - Never Too Late For Basic Navigation
Efficient Plant October 2017 - Audit or Assess? Understand The Difference
Efficient Plant October 2017 - A Perfect Pair: Barcodes and Your CMMS
Efficient Plant October 2017 - Lubrication Strategies
Efficient Plant October 2017 - 56
Efficient Plant October 2017 - 57
Efficient Plant October 2017 - 58
Efficient Plant October 2017 - 59
Efficient Plant October 2017 - Products
Efficient Plant October 2017 - 61
Efficient Plant October 2017 - Ad Index
Efficient Plant October 2017 - Showcase
Efficient Plant October 2017 - Efficiency Insight
Efficient Plant October 2017 - Cover3
Efficient Plant October 2017 - Cover4
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