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SMRP Certifying Organization

Skill-Sets of the Maintenance and


Reliability Profession and
Certification as a Professional
Jack R. Nicholas, Jr., P.E., CMRP
MQS LLC
PdMA Motor Reliability Technical Conference
May 9-11, 2006 - Clearwater Beach FL
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Content of This Presentation on the
Maintenance and Reliability Profession

Evolution of the fields of Maintenance and Reliability (M&R) into a


profession

What it takes to be an M&R Professional

How the M&R professional capabilities or skill-set inventory was


developed and evolves over time

How M&R practitioners can determine where they stand relative to


the current skill-set of the profession

What certification as a M&R Professional can mean to you and your


organization
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What is a Professional?

Websters definitions include:


A person that does something with great skill
of or engaged in or worthy of the high standards
of a profession

Rogets Thesaurus, under the words skill or skilled


lists:
Expert, adept, proficient, craftsman, skilled
workman, journeyman, or technician and in a non-
formal category a tough act to follow
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Evolution of the Maintenance and
Reliability Profession

The past 40 years has seen development of a significant body of


knowledge within the fields of Maintenance and Reliability

The multiple skills required can no longer be acquired solely


through on-the-job training and experience
Hundreds of texts and training courses, including online
Internet resources, address the skills required

Maintenance and Reliability have become closely linked


One cannot be successful in maintenance if reliability is not
assured from the activities performed

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Professional Society Formed

In 1992 maintenance and reliability practitioners formed the Society for


Maintenance and Reliability Professionals (SMRP)

Key elements of the Society mission are improvement of the profession


and support for education of practitioners

Within the first five years of annual conferences, numerous workshops,


and contacts with many educational institutions questions arose, such
as:
What is the knowledge a practitioner must have?
Where can a practitioner gain the knowledge?

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Inventory of Skill-Sets or Capabilities

In 1997 SMRP formed a Professional Certification Committee the PCC

One of the first tasks undertaken by the PCC was to inventory the skill-
sets required to be an M&R Professional

The PCC conducted numerous surveys and focus group discussions and
studied formal texts to develop an initial inventory of M&R Skill-Sets

An Internet survey was conducted to validate the proposes inventory and


receive additional input for it

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Inventory of Skill-Sets or Capabilities
(Continued)

The Internet survey of proposed M&R Skill-Sets was completed with over
400 responses from both inside and outside of the Society

The Skill-Set inventory was revised using survey results and was
published for the first time in 1999

The results are believed to be the most comprehensive listing of


maintenance and reliability skill-sets ever assembled by a non-
commercial organization

This provided the basis for development of a certification examination

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Inventory of Skill-Sets or Capabilities
(Continued)

The five Pillars of the M&R Profession outlined in the Skill-Set


inventory are:

Business and Management

Manufacturing Process Reliability

Equipment Reliability

People Skills

Work Management

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Inventory of Skill-Sets or Capabilities
(Continued)
An update and reorganization of the inventory of skill-sets is under
development and is expected to be published during 2006

The effort is being conducted by an SMRP Body of Knowledge


Committee

While the content remains essentially the same, with changes resulting
largely from new developments in the M&R field, each inventory will be
organized under a basic outline as follows:
Fundamental concepts, including terms & definitions

Tools and techniques

Processes

A brief sampling of specifics of the five Pillars of the Body of Knowledge


follows
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Pillar 1 - Business and Management

The first pillar of the profession describes the skills used to translate an
organizations business goals into appropriate Maintenance and Reliability
(M&R) goals that support and contribute to business results. Skills include:
Creating strategic direction, plans, and benchmarking
Planning and budgeting resources required by plans
Business case preparation for the strategic plan
Communicating and selling programs and change to stakeholders
Creating measurement and performance evaluation systems
Risk management
Project and change management
Maintenance/operations performance agreements and specs
M&R improvement and supporting processes development
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Skill Details Business & Management
Risk Management

Identify sources of risk and maintenance responsibility for


risk
Quantify risk where possible
Identify appropriate risk management approach and tools
Identify responsibility for implementing risk containment
approach
Implement compliance tracking method and business risk
containment process
Implement resolutions
Measure results and identify variances
Take appropriate change actions
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Pillar 2 - Manufacturing Process
Reliability

This pillar relates maintenance and reliability activities to the


manufacturing process of the organization, to ensure that these activities
improve the process. Skills include:
Maintaining process and industry standards and specifications

Understanding the manufacturing process

Manufacturing effectiveness techniques

Safety, health, and environmental

Managing effects of changes to processes and equipment


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Skill Details - Understand the
Manufacturing Process

Identify and understand what you make or provide as a service and


how you do it

Identify process flows, control systems, variability criteria and


relationships affected by maintenance and reliability

Identify and prioritize customer requirements

Relate costs of the best maintenance and reliability practices to


customer value

Develop and implement plan to improve reliability and capture


benefits identified

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Pillar 3 - Equipment Reliability

There are two kinds of activities that apply to this skill-set:


Activities used to assess current capabilities of equipment and processes, in
terms of Reliability, Availability, Maintainability, and Criticality
Activities used to select and apply the most appropriate maintenance practices,
so that the equipment and processes continue to deliver their intended
capabilities in the safest and most cost-effective manner
Skills include:
Determining equipment and process performance targets from the business
plan
Establishing current performance levels and analyze gaps
Establishing strategy to assure performance
Executing strategy using best tools and techniques
Cost-justifying and budgeting for tactics selected
Reviewing performance and adjusting maintenance strategy
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Skill Details Equipment Reliability
Performance - Indicators & Metrics

Determine current capabilities of the production equipment to meet


expectations of the business plan. Identify and quantify gaps between
capabilities and expectations.
Prioritize equipment assets and processes to assure that M&R
resources are appropriately allocated.
Select and apply appropriate metrics (such as OEE) to assess current
condition and capabilities of equipment assets and production
processes. Other metrics include:
MTBF/MTTR/MTBR
Maintenance cost per unit of production and percent of total cost of
production
Equipment availability, scrap rate, cost of quality
Process availability, throughput, and cost of unreliability
Lost opportunity costs
Production delays and delay rates
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Pillar 4 - People Skills

This inventory describes processes for assuring that the maintenance


and reliability staff is best qualified to achieve the goals that are set.
Skills include:

Assessing organizational competence and direction

Developing the maintenance and reliability organization structure

Developing the maintenance and reliability staff

Communicating maintenance and reliability plans and results to


the organization and other stakeholders

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Skill Details People Skills -
Communicating Maintenance and
Reliability to the Organization

Identify information exchange requirements

Identify methods to measure if communications are


successful

Establish decision communications vehicles

Develop communications implementation plan and


evaluate and adjust as needed for improvement

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Pillar 5 - Work Management

This pillar of the profession focuses on the skills used to get the
maintenance and reliability work done. It includes scheduling and
planning activities, quality assurance of maintenance activities, and
inventory management. Skills subsets include:
Work identification
Prioritization system
Work planning prior to scheduling
Cooperative work scheduling and backlog management
Resource management (people, materials, financial)
Document work execution and update records on completion
Data collection, history review, and failure identification
Institute performance measures and follow-up processes
Project planning and execution
Progressive training, planning, and execution

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Skill Details Work Management
Tools and Techniques

Performance measures

Project planning, including:


Estimating, contractor management, control
Data collection, including:
Levels of detail, user identification, tracking
Data analysis, including:
Failure analysis, and corrective action tools
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Development of the Examination

Once the skills inventory was refined, work began on a set of


questions that could be assembled for a certification examination

Candidate questions were developed by members of the Professional


Certification Committee

It was determined that a two-hour exam containing 110 multiple-


choice questions would be sufficient to establish competency

By mid-year 2000, an initial set of exam questions was validated for


each of the five major Skill-Set areas

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Validation of the Examination
Questions

The initial question bank was established after two years of effort by
members of the SMRP PCC

Members of the PCC took Alpha exams and adjusted questions to make
them more effective at determining competency

Several Beta exams were conducted for practitioners who had not seen
the questions and the results subjected to statistical analysis (using the
Angloff Method) to assess validity

Questions that failed statistical validation were either removed from the
question bank or modified to improve their validity
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Origination and Validation of CMRP
Examination Questions
The certification examination question bank is constantly being
expanded and analyzed for validity
Origination and validation is as follows:
Questions are solicited from practitioners with broad knowledge
of a particular skill area
Society members engaged in examination development test
themselves and other volunteer practitioners on candidate
question sets, accepting and/or modifying them as needed to
strengthen them to the standard established for the CMRP exam
While in the bank each official exam question is subjected
periodically to Angloff Method of statistical analysis after use in
a given number of exams

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CMRP Examination Results

As of the end of 2005, over 1900 individuals from over 18


countries have taken the CMRP examination and well over 1000
have been certified

Examinees asked for comments on the exam (before they knew


whether or not they were successful) have been overwhelmingly
positive, writing for example:
Good broad questions in all five areas
Well organized, tough test
Excellent; reflects real world concerns and job concerns
Extraordinarily complete
Challenging, as our profession should be
Learned more about what to learn about

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CMRP Examination History

2000 Initial Alpha exams conducted


PCC took versions of exam and adjusted questions based on results
2000 Preliminary skill-set inventories and exam-related list of publications
promulgated
2000/2001 - Beta exams conducted in various venues and First Edition Reference
Guide published. First official certifying exam conducted.
2003 - Updated reference listing published in Second Edition Reference Guide
April 2004 - 500th person certified as a Maintenance and Reliability Professional
2002 to Present - Official certifying exams scheduled and given at many
conference, workshop, and organization sites in many countries around the world
July 2005 - 1000th person certified as a Maintenance and Reliability Professional
2005 - First CMRP exam given in Spanish language
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Number of CMRPs by Country
Status: March 30, 2006

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Evolution of the Certification
Organization

Concurrent with administration of the first official certification examination


in 2001, the Board of the Society for Maintenance and Reliability
Professionals formally established a Certifying Organization - SMRPCO to
succeed the Professional Certification Committee

Most members of the Professional Certification Committee accepted


positions as officers, directors, and examination development committee
leaders in SMRPCO, providing continuity until tenure rules required their
replacement. A complete turnover has occurred since and new volunteers
are in place

SMRPCO serves anyone interested in certification

Membership in SMRP is not required to be certified


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Certification Survey Results
Benefits to Individuals

Survey results of 1999 have been validated as actual


benefits have been realized in the past 5 years.

PERSONAL personal satisfaction, sense of accomplishment

PROFESSIONAL recognition, credibility, and visibility

FINANCIAL promotability, marketability, and compensation

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Certification Survey Results
Benefits To Individuals (Continued)
PERFORMANCE BASELINE
For self
For organization
For future positions
EFFECTIVENESS - knowledge, skills
Performing
Selling proposals, ideas
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Certification Survey Results
Benefits To Organizations

SELECTION CRITERIA - in hiring and promotions

BASELINE STANDARD - for any organizations


maintenance and reliability staff

PROVIDE IMPROVEMENT PATH/PLAN - Whats needed


to meet the standard?

ENSURE COMPETENCY OF STAFF - knowledge, skills,


performance
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Certification Survey Results
Benefits To Organizations (Continued)

PROVIDES CONSISTENCY
Person to person
Plant to plant
ADDS A SENSE OF PROFESSIONALISM
INCREASES CREDIBILITY
Satisfy customers
Become more competitive
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Certification Future

Expand SMRPCO administration to manage and coordinate


multiple exam and certification activities
Expand venues Over 50 exam sites have been used
worldwide to date, many more than once
Attain certification of SMRPCO approach by the American
National Standards Institute (ANSI) and the International
Organization for Standardization (ISO)
Recruit additional industry, utility, and government agency
sponsors for Sustaining Member and Advisory Board
participation
Promote certification in industries, governments, utilities, and
institutions of higher learning
Recruit individuals to help govern SMRPCO and expand and
validate the exam question bank(s)

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2005/2006 SMRPCO Team
Chairman Vice Chair Secretary Past Chair SMRP Past
/Treasurer Chair
Dave Army Rick Rich Dane Brooks
Baldridge Overman Larry Cote
Marketing Exam Exam Academic ICI/ SMRP
Director Director Question Liaison Management
Contractor
Terry Jack Nicholas Administrator
Scott Kelly Joe Peterson
OHanlon Jack Nicholas
Director Body of Public Board
Related Knowledge Member
Certifications Dave Jim Phillips
(Vacant) Andrews

-------------------- Exam Team Leaders --------------------

Exam Exam Exam Exam Exam


Development Development Development Development Development
(Work (People Skills) (Business & (Manufacturing (Equipment
Management) Management) Process) Reliability
(Vacant) Nichole Michael Steve Rich
Trantham Eisenbise Mikolajcik Overman

----------------- Exam Team Contributors ---------------

Derek Burley, Michael Eisenbise, Steve Mikolajcik, John Mitchell, R. Keith Mobley,
Tom Moriarity, Jack Nicholas, John Snell, Drew Troyer

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How Can I Find Out More?

Additional information
on Maintenance and
Reliability Certification is
available to members
and non-members on
the Internet at:
SMRP Site:
www.smrp.org

e-mail address:
info@smrp.org

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How Can I Find Out Still More?

The SMRP Certifying Organization


publishes a Reference Guide for
Certification in Maintenance and
Reliability Management

The 43 page Guide, updated in


2003, can be downloaded from
the SMRP web site

A hard copy is also available for


purchase via phone, FAX, mail or
Internet

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How Can I Find Out Still More?

You may also contact the SMRP


Certifying Organization and obtain
a brochure by:
Calling 800-950-7354

North America and Overseas


Voice Phone 865-212-0111
or Fax 865-558-3060

Mail to P.O. Box 51787,


Knoxville, TN 37950-1787 USA

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