a The Role of Maintenance Management Consultants
a by Jeffrey Lewis
a      Consultants are often used by organizations to support the activities of a particular department. Consultants can be for used on a short or long-term basis, and the expectation of the client should be to have the consultant help them develop a blueprint for performance improvement. Given the nature of maintenance, consultants in this sphere are expected to deliver a reliability of 100% of the planned operating time of equipment.
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     "Client Centered Consulting" by Cockman, Evans and Reynolds (McGraw -Hill), describes consultants as "people who find themselves having to influence other people or advise them about possible courses of action to improve the effectiveness of any aspect of their operations, without having any formal authority over them or not choosing to have."
     This article seeks to establish a template for maintenance management consultants, in order that client expectations are realized. Also, It will assist consultants to improve performance and erode the stigma which is sometimes associated with the employment of external consultants.
     In recent times, media reports have indicated that organizations are cutting back on outsourced consultancy services. Is there an underlying truth that consultants not effective as per our definition? This may not be deliberate, as most consultants may be extremely knowledgeable in their area, but lack mechanisms at the consultant / client interface to create an environment where they will no longer be needed. The maintenance consultant must empower the client to reach continuous performance improvement and maintain the required reliability beyond the duration of the consulting contract.
     It is hoped that that this discourse can assist consultants and clients in the maintenance sphere to have an understanding of the constituent components, including dependency disengaging skills, for a successful relationship. The format has to be set up from the get-go, the consultancy has to be initiated with that intent in mind. It should form the basis of the consultancy structure, with firm exit plans. It must not be an afterthought.
     The client should request during the engagement presentation the process that will empower persons charged with the eventual execution of the responsibility. The client cannot assume that the consultant will provide it.
     Maintenance training to a large extent is confined to craft training. The development of maintenance management, has been interpreted as managing the craft practices. This is borne out by the design format of Computerized Maintenance Management Systems (CMMS). Most of the 200 odd programs are based on recording keeping, work order generation and backlog mechanisms. Consultants inevitably left clients dependent on their services.
     This is obvious, since the existence of activities geared for backlog repair could not exist if maintenance consultants equipped their clients with the theory to provide reliability continuously. Backlogs cannot exist in the midst of reliability.
     Therefore, one can conclude that many of the programs were not designed with reliability in mind.
     The CMMS type programs as described, have been employed against a background of Total Productive Maintenance (TPM) and Reliability Centered Maintenance (RCM) systems - which promote reliability. Questions are raised whether the programs and the systems are compatible. This is important because CMMS programs are really information systems, and as such should be formatted to meet the needs of the operating system, in order to meet the needs of decision making information. A review of CMMS does not indicate which program aligns with a particular system.
     These issues are relevant, because Cockman, Evans and Reynolds claim many consultants, in general, are guilty of 'dispensing small amounts of professional advice for large fees (and in the process ensuring dependency)'. These practices give industrial consultants a bad name. The purpose here is to develop the means to remove the dependency, thus encouraging organizations to rethink their attitudes on outsourced skills and place maintenance consultants in a more favorable light. The culture of dependency, reduces the effectiveness of the consultant, as is to be expected. Consultants can become extinct and irrelevant.
     It is at this point we join the authors to appeal to maintenance consultants to develop the means to remove the dependency type consultations. Move towards what is called Client Centered Consulting. The primary focus is to be effective by leaving the client fully competent to create performance improvements, based on the methodology set up for your work.
     The following summary points to increase effectiveness are made by the authors. They are reviewed, as they are applied within the context of maintenance for consulting purposes:
 
Consultant's Requirements
Client's Expectations
1. Starting where the clients are, not where you think they are. Review the client's maintenance system and assess whether it facilitates reliability on an overall basis, based on the system design. Basically determine if they have written procedures in place and establish the types of measurements taken.
2. Helping clients decide what data or information to collect Identify and work alongside clients based on the operating environment, to determine the information that will ascertain reliability. Indicate sources for relevant information and the development of a format to accommodate such information. Develop procedural documentation to support all the elements, which contributes to maintenance.
3. Allowing clients to diagnose their problems for themselves Develop for clients the tools of Planning, Execution and Analysis (PEA) as the methodology to resolve their problems on a continuous basis. This gives the clients the framework, so that they can help themselves long after you have gone.
4. Helping clients make sense of the data, rather than doing it yourself Show clients how to use reliability assurance determined procedures and measurement information to provide improvements. Be purposeful.
5. Providing theory to helping clients make sense of the data or make decisions about the course of action Explain the concept of maintenance defined as 'wear management', and
how it promotes reliability. Demonstrate its implications and how it provides the basis for maintenance information, and hence the decision making process of the system.
6. Helping clients gain commitment to the plan of action. Clients are helped to commitment by instituting maintenance policies and procedures for their management of maintenance. This should be coupled with an appropriate information system, to match such requirements for reliability and the potential for the lowest cost.
7. Assisting clients to implement the decisions and arranging the
follow-up, if appropriate.
Demonstrate to the client, via training, how the procedures provide the basis for improvements through feedback and related decision making.
8. Disengaging responsibility as soon as possible. The demonstration in 7 above, simplifies dis-engagement for the
consultant and transfers responsibility for reliability to the client.
9. Ensuring that clients retain ownership of the problem and don't become client dependent. Armed with the procedures, the client is poised to resolve any potential problem. The procedures provide the means for retaining ownership, and removes consultant dependency, as they proactively avert 'problems', by doing the right thing and removing waste.
     We have subjected the highlighted points of the authors' summary to our own interpretation, of how they can be achieved within the context of maintenance practices in particular. We now have to turn our attention to arguments, which will determine whether our path for guiding the consultant is correct.
     The authors further refer to previous work by Lippit & Lippit, and have adapted it to illustrate the level of client / consultant activity. In order to confirm that the elements as described in 1-9 fit into a recognizable and accepted process, we will draw it to your attention.
     The chart demonstrates typical styles. It represents the extent of directiveness between the client and the consultant. The styles illustrate the consultant / client interface relationships, as a result of such styles.
     The ideal for consultants, extends across 6-8, which displays a great deal of consultant directive activity, for training, developing policies and procedures. The chart demonstrates that these activities lead the client at the non-directive end to be less dependent
Raises questions for reflection Observes problem solving process and raises issues mirroring feedback Gathers data and stimulates thinking interpretives Identifies Alternatives and resources for client and help access consequences Offers alternatives and participates in decisions Trains clients  Regards links and provide policy or practice decisions Proposes Guidelines, Persuades or directs in the problem solving process.
1 2 3 4 5 6 7 8
(Lippet and Lippet-Pfeiffer and Company San Diego 1978)
     The elements of 6,7,8 allow the client more non-directive input, for exercising greater involvement, as the non-directive elements 1,2 and 3, have a point of reference.
     Client-Centered techniques, are consistent with the generally accepted processes for management, which promotes the use of measurement and procedures as the desirable format. According to Lippet and Lippet, the styles reflected between 6-9 remove dependency. Clients whose maintenance management are developed by consultants as per the argued methodology, are assured that the consultant's work can effectively improve their operations, eliminate dependency, provided the consultant's process is geared towards reliability.
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Jeffrey Lewis has been involved in both plant and fleet maintenance for about 30 years. In 1998, he developed a system of Decals for labeling the maintenance requirements on equipment, at the moment the patent is pending. Presently, he is a UE Service Partner and an ISO 9000
consultant for small businesses in Southern California. You may email him aat: jeflewis@pacbell.net
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