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Work Management Assessment

This assessment contains one question for each work process within the Work Management work stream. For each question, select one of four categories that best describes your organization’s maturity level.

The maturity level descriptions are also represented in the Work Management Maturity Matrix for reference as you complete the assessment.

Work Management Maturity Matrix

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Work Management Assessment

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1. Work Identification (WID)

1-REACTIVE: No process or procedure in place

Work requests are rarely written or include incorrect equipment and non-existent descriptions
Requestors do not enter work priority or submit all requests as “top priority”
Work is requested via word of mouth or radio
Requests and work orders are generated by maintenance vs. asset owner/user

2-EMERGING

≥70% of work requested to the correct asset within the hierarchy
Asset owners/users request work an informal (subjective) priority
Most work (≥60%) documented on a work order
Information is of sufficient detail to take appropriate action ≥60% of the time.

3-PROACTIVE

≥85% of work requested to the correct asset within the hierarchy
Asset owners/users request work and follow a documented priority coding process with ≥85% compliance
Majority of work (≥85%) is properly documented on a work order
Information is of sufficient detail to take appropriate action ≥85% of the time

4-EXCELLENT

≥99% of work requested to the correct asset within the hierarchy
Asset owners/users request work and follow a documented priority coding process with ≥99% compliance.
No work is done without a properly documented work request/work order
Work identification process is audited and continuously improved

Question 1 of 7

2. Work Approval (WAP)

1-REACTIVE

Work requests are approved without review
Requests do not have required information (≤50% documented)
Requests are not corrected or returned for completion (≤50%)

2-EMERGING

Work requests are sometimes approved after review and appropriate priority coding
Work requests have some required information before approval (≥50%)
Requests are sometimes corrected and/or returned for completion (≥50%)

3-PROACTIVE

≥ 85% of requests follow a documented approval and priority coding process
≥85% of work requests have the required information and follow the documented identification process before approval
≥85% of requests are frequently corrected and/or returned for completion

4-EXCELLENT

≥ 99% of requests are approved with proper review and priority coding
≥ 99% of work requests have the required information and follow the documented identification process before approval
≥ 99% of improperly filled out work requests are returned for completion

Question 2 of 7

3. Urgent Work Preparation (UWP)

1-REACTIVE

No documentation or measurement of emergency or unplanned work; evident ≥60% or more of weekly work is unplanned
Crafts are dispatched to jobs via radio or word of mouth and obtain their own parts, tools, equipment, etc.
Work orders are not used to capture emergency/unplanned work
Return to service activities are not coordinated or completed prior to releasing the asset (≤50%)

2-EMERGING

Emergency/break-in work beginning to be documented and is ≤50%
Planners and supervisors equally involved in coordinating, dispatching, and obtaining parts for emergency/unplanned work
Some work orders are used to capture time and parts; the overuse of standing work orders is evident
Return to service activities are coordinated and completed prior to releasing the asset (≥50%)

3-PROACTIVE

Emergency/break-in work is ≤20% and effectively managed
Clear, documented process manages unplanned work
Work is effectively captured on a work order for the correct asset with ≥85% compliance; standing work orders are rare
Return to service activities are coordinated and completed prior to releasing the asset (≥85%)

4-EXCELLENT

Emergency/break-in work is effectively managed and ≤15%
Reducing unplanned work is a joint effort between all affected parties
Work is effectively captured on a work order for the correct asset with >99% compliance; standing work orders are extremely rare
Return to service activities are coordinated and completed prior to releasing the asset (≥99%)

Question 3 of 7

4. Work Planning (WPL)

1-REACTIVE

Non-existent or minimal job planning, labor estimating or parts kitting
If planners exist, they frequently coordinate emergency work and expedite parts
Majority of maintenance is conducted in reaction to an emergency/breakdown
No job library; bill of materials (BOMS) are limited and/or incorrect (≤50%)

2-EMERGING

≥50% of jobs are planned, estimated and kitted
Planners sometimes (50%) scope jobs in the field; emergency work consumes much of the planner’s time
≥50% of work orders have accurate labor estimates
≥50% of assets have accurate BOMs

3-PROACTIVE

Planning, kitting, return to service, and estimating takes place on most work orders (>85%); planners are minimally involved in emergency work
Comprehensive and detailed plans/task lists are created; planners routinely scope jobs in the field (>85%)
A library of pre-planned work orders is developed and BOMs are correct (>85%)
Planners receive feedback from completed work orders and update the job plan library (>85%)

4-EXCELLENT

Planning, kitting, return to service, and labor estimating takes place on all corrective work orders (≥99%); planners are not involved in emergency work
≥99% plans/task lists are created with accurate details; planners regularly scope jobs in the field
BOMs are correct (≥99%); a library of pre-planned work orders is developed and updated based on craft feedback (≥99%)
Greater than 90% of work is planned and kitted; actual vs estimated accuracy is within 15%

Question 4 of 7

5. Work Scheduling (WSC)

1-REACTIVE

No future scheduling or coordination takes place (possible exception of PMs)
Emergency or break-in work is ≥50%
No measures of schedule compliance
On-time (10% rule) PM compliance is <50%

2-EMERGING

Work is scheduled one day ahead; other departments having little to no input
Emergency or break-in work is <50%; some work is scheduled ≥50%
The importance of schedule compliance is understood and ≥70%
On-time (10% rule) PM compliance is ≥70%

3-PROACTIVE

Work is scheduled one week ahead, forecasted ≥4 weeks ahead and coordinated between affected groups
Emergency or break-in work is <20%; most work is scheduled >80%
Weekly schedule compliance is >80% On-time (10% rule)
PM compliance is ≥90-94%

4-EXCELLENT

Work is scheduled one week ahead, forecasted ≥8 weeks ahead and coordinated between affected groups
100% available manpower scheduled
Schedule compliance consistently 85-90%
On-time (10% rule) PM compliance is ≥95%

Question 5 of 7

6. Work Execution (WEX)

1-REACTIVE

Technicians typically choose and plan their work each day
Pre-job briefs are inefficient; crafts arrive at the job site >1hr after shift start time
It is optional to follow established procedures or written job plans
Maintenance supervisors consumed with emergencies and rarely monitor work execution

2-EMERGING

Work is typically chosen and assigned by a supervisor each day
Pre-job briefs exist; ≥50% of the time crafts arrive prepared at the jobsite within 20-30 min after shift start
Crafts are expected to follow established procedures/job plans with ≥70% compliance
Maintenance supervisor regularly monitors work execution and ensures job kits are complete and correct (≤50%)

3-PROACTIVE

Supervisor assigns work based on the published schedule with ≤20% break-in work
Pre-job briefs are effective; ≥80% of the time crafts arrive prepared at the jobsite within 20-30 min after shift start time
Crafts are expected to follow established procedures/job plans and provide feedback with >85% compliance
Maintenance supervisor regularly monitors the work being accomplished and ensures job kits are complete and correct (≥50%)

4-EXCELLENT

The supervisor assigns work based on the published schedule with ≤15% break-in work
Pre-job briefs are effective; ≥90% of the time crafts arrive prepared at the jobsite within 20 min after shift start time
Crafts follow established procedures/job plans and provide effective feedback with compliance >99%.
Maintenance supervisor regularly monitors the work being accomplished and ensures job kits are complete and correct (≥80%); return to service activities completed prior to releasing the assets back to the owner

Question 6 of 7

7. Work Closeout (WCO)

1-REACTIVE

Work orders are not completed by the person doing the work
Limited description of work completed is; many unclosed work orders in the database
No failure codes or cause codes
Failure data is not available and/or not used for continuous improvement

2-EMERGING

Work orders are completed by the person doing the work and reviewed by the supervisor with ≥70% compliance
Description of completed work is routinely accomplished with few unclosed work orders (≥70% compliance)
Some failure codes or cause codes are used on work order (≥50%)
Some failure data is available and used ad hoc for continuous improvement

3-PROACTIVE

Work orders are completed by the person doing the work and reviewed by the supervisor with ≥85% compliance
Description of completed work is a documented expectation with no unclosed work orders (≥85% compliance)
A mature list of failure codes and failure modes are used correctly with ≥85% compliance
Accurate failure data is available and used on an proactive basis for continuous improvement

4-EXCELLENT

Work orders are completed by the person doing the work and reviewed by the supervisor with ≥99% compliance
Proper work closeout documentation has ≥99% compliance; work backlog is accurate
A mature list of failure codes and failure modes are used correctly with ≥99% compliance
An effective, documented program exists to use failure data for continuous improvement

Question 7 of 7

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You will receive an email with the results of the assessment for your records. Life Cycle Engineering also has access to assessment results.

Combine results from multiple assessments

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Use the assessment results workbook to create a single table of assessment scores and view results from multiple members of your team in one place.

Combined Assessment Results Worksheet

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