In this video, Jeff Shiver CMRP shares a method for you to audit your work management processes.


Hello, I'm Jeff Shiver, Managing Principal of People and Processes. We talk about processes all the time and one of the challenges for us is how do we actually know that the processes are working? We do that from auditing.

Okay, Jeff, what's an audit?

Well, what we want to do is we typically like to take three maybe monthly PMs that have been done randomly out of the basket that have been turned in, or maybe there's three separate corrective maintenance work orders, or whatever the case may be.

We take the plant manager, and the operations manager, and the maintenance manager, and we then get the technician, and maybe the planner scheduler, maybe even the materials management people. We walk around with those three work orders, and we look and we say, "Did we have the materials we needed in advance? Did we plan and schedule the job like we should have? Did we follow up? Did we do the supervision? Did the technician actually do the work that we intended?"

It's not so much about the work that was done. Wat we're trying to really understand is, "Did the processes work?"

Again, take three or four of those work orders, take them out, do the walk around. If people know that you're watching, it seems like the level of detail increases. Especially, for example, if you get the site director or plant manager to go with you when you do those walks. Then people say, "They're really serious. We want to make sure that this is done right. We want to make sure the processes work right."

By the way, if they don't, it's an opportunity for us to fix them, to get them right. Hope you enjoyed the tip. I'm Jeff Shiver, People and Processes. Have a great day.