ABSTRACT

The widening skills gap in America: Who will keep our automation running?

With our society’s emphasis on technology (smart phones, internet, social media,....) we have an entire generation that is skipping over the technology (manufacturing plants, robotics, PLS, CNC,....) that makes the technology. We value the brain surgeon (for obvious reasons) but do not value the skills that built the facility, HVAC, O2 Generators, and sterile operating environment critical for success. Without these services the surgeon will fail. Many plants find it harder and harder to find the skills required to keep the plant running efficiently. How significant is this decline? What will the consequence be if unchecked? What can be done to change the direction?

During the presentation we will cover widening skills gap in America, key contributing factors, and discuss possible solutions.

Participants will learn:

1. Data on the decline
2. Live polling of key factors within the group
3. Factors leading to the skills gap from the companies participating in the session
   1. Brainstorm causes
4. Discussion on the career opportunities available
5. Discussion on the consequence of the skills shortage

GREG FOLTS

President/CEO, Marshall Institute, Inc.
Greg Folts is a Certified Maintenance and Reliability Professional, a Lean Six Sigma Black Belt, and has served as Manager of Continuous Improvement over Lean Six Sigma and Total Productive Maintenance. He has great passion for Maintenance and Reliability, especially in the areas of: strategy, partnerships between maintenance and operations, Digital Transformation (IIOT or Industrial Internet of Things), Asset Management/ISO 55000, and translating reliability concepts into shop floor practical solutions. Greg strongly believes in standardization, processes, strategic thinking, and partnership at all levels of the organization. He is a lifelong learner, loves meeting people and sharing knowledge, embraces challenges, and enjoys helping clients solve problems.

REGISTER NOW for the Greg Folts Presentation

Wednesday, Dec. 2, 2020: 11am-12pm EST

---

ABSTRACT

Using Metrics to Drive Maintenance Process Improvements

Eight years ago, we struggled to even define what reliability meant in our plants. We started a reliability improvement effort because downtime was eating our lunch. We defined what good looked like and developed the metrics to help lead us forward. As plants reach goal they run like finely tuned machines, as they should. We utilize a robust array of metrics to measure how our processes are performing and improving over time. Utilizing the correct metrics has helped us define our goals and expectations as an organization, bring visibility to our improvement efforts and help us in our continued push toward excellence.

Participants will learn:

1. Why Process Management is essential for excellence
2. Quality data is the commodity that we deal in
3. Determining which metrics and why
4. What does reliability really look like in an operation
5. How metrics lead us to the promised land

MARK ROBERTSON

Senior Reliability Specialist – Land O’ Lakes

I have spent the past 40+ years working and leading maintenance and reliability departments and organizations. I know the hardships of working in reactive cultures. No one really thrives in these cultures they just survive. With the proper processes established, defined performance expectations and measures utilized, any operation can move to reliable. This is my passion and goal for the plants I work with.

REGISTER NOW for the Mark Robertson Presentation

Wednesday, Jan. 13, 2021: 11am-12pm EST

---

ABSTRACT

Practical Tips for Leaders to Create Followship in the Shop

Creating and sustaining “followship” is the mark of a true leader. This presentation will use an engaging alliterative approach to cover the 14 C’s of leadership: Compassion, Commitment, Compromising, Cooking (not Catering), Complimenting, Criticizing, Character, Courage, Challenging, Collaborate, Consistent, Competent, Connecting, and Commiserating.

When mastered, the 14 C’s can help you make your concerns their concerns, and as a result, create trust and lasting followship.

Participants will learn:

1. The difference in a leader’s approach and a manager’s approach
2. What makes people primarily see you as a leader first and a manager second
3. How to move back and forth between leading and managing, and leading and following
4. Contrasting leader/manager scenarios with attendee participation
5. How to frame a conversation to facilitate follow through

ANGELA JO WALL

Senior Manager of Engineering and Maintenance, ButterBall, LLC

• Maintenance Manager @ MOPICO for 3 yrs
• 13 yrs experience as community college instructor in Engineering
• Journeyman Industrial Electrician, Unlimited Electrical License since 2004
• CMRP since 1/2020
• Past Certified Energy Manager and Certified Manufacturing Technologist
• AAS – Industrial Maintenance Technology
• BS – Business Management, Computer Information Systems
• MS – Technology Systems, Manufacturing Systems
• EdS – Higher Education Leadership
• NSF Principal Investigator and Project Manager
• University research for federal grant projects – SFSU
• Grant writer for public and private entities

REGISTER NOW for the Angela Wall Presentation

Wednesday, Feb. 10, 2021: 11am-12pm EST

---

ABSTRACT

Developing the Leadership Mindset: Realizing Your Potential

Join Tom Furnival, Marshall Institute's Vice President, on Wednesday, March 10, at 8am PT / 11am ET for the next free webinar in the MRM Summit series. Tom will discuss the importance of “Developing the Leadership Mindset”. The Leadership Mindset is a superpower perspective that is the key source of success for modern leaders. The goal of this session is to get you to explore how your mindset is enabling your success, and how it may be holding you back from realizing your potential.

In the webinar you will have the opportunity map your mindset strengths and gaps with the baseline assessment.

Key topics include:

1. The purpose of leadership
2. The life-changing influence of your mindset
3. Leveraging the Leadership Mindset
4. Take the baseline mindset assessment

THOMAS J. FURNIVAL

Vice President, Marshall Institute

Thomas (Tom) is a business leader who is passionate about education, growth and potential. Since joining Marshall Institute in 2007 Tom has brought strategic vision, action, and growth through high-level leadership.

Tom has a BA in Business and Marketing from The University of Stirling. He’s a Certified Professional in Learning and Performance (CPLP).

REGISTER NOW for the Tom Furnival Presentation

Wednesday, March 10, 2021: 11am-12pm EST

---

ABSTRACT

Inventory Optimization in Medical Manufacturing

In 2018 an Asset Management assessment a medical product plant in San Angelo identified that site inventory was one of the biggest opportunities. The assessment identified what many already knew but did not know how to solve. A few of the findings were: the site had many satellite tool cribs, inventory was ‘protected’ by an open store “honesty policy”, cycle counts were annual, and we had no metrics. Sound familiar?

In this presentation I will share the struggles, successes, and learnings from our two-year journey to transform our inventory management system and positively change our culture.

Participants will learn:

1. Culture change is not easy
2. Benefits of frequent cycle counts
3. Honesty policy is not honest
4. Strict inventory policies
5. Weekly / monthly metrics

CHAD SANDQUIST

Reliability Engineer Tech in Medical Manufacturing

• • Retired 22 yrs Air Force Aircraft Hydraulic Mechanic
  • 5 yrs experience Air Force Process Improvement (AF Lean Green Belt, Blackbelt)
  • Medical Manufacturing Industry:
    • 5 yrs Manufacturing Maintenance Facilitator
    • 3 yrs Reliability Engineer Tech
  • Certifications: ASQ Green Belt, SMRP - Maintenance Reliability

REGISTER NOW for the Chad Sandquist Presentation

Wednesday, April 7, 2021: 11am-12pm EST

---

ABSTRACT

The Many layers of Optimizing PM's

The goal of every preventive maintenance process is to administer the correct level of preventive maintenance, using no more resources and material than is needed, to deliver maximum throughput or maintain the desired capacity level. But how do we do that? How do we ensure our PM strategies are continuously improved to be in “tip top shape?” The goal is to ensure the PM's provide optimal value over the life of the asset. In this presentation you will learn about the many layers of optimizing PMs, when to use them, and what results to expect.

Participants will learn:

1. Common strategic and tactical mistakes made with PM Optimization efforts
2. Using a focused management team to manage and improve preventive and predictive maintenance strategies
3. How to apply multiple PM Optimization tools within the optimization strategy
4. The differences between a PMO Workshop, PM Blitz, PM Review and PM Audit
5. How to combine strategy, process, and tactics together for a comprehensive PM Optimization approach

STEVE GOWAN

Director of Manufacturing Services, Marshall Institute

Steve Gowan is a proven Continuous Improvement leader with 20 years of industrial leadership experience coupled with 7 years of Asset Management/Maintenance and Reliability consulting.

Steve's industrial experience started in the United States Air Force while serving as a Crew Chief on the B-1 Bomber. After serving in the military, Steve held various engineering positions in the aerospace industry, owned his own business, was a MRO Manager for an automotive company, and was Plant Manager for a mass production bakery.

As a consultant, Steve has held various positions at Marshall Institute including Senior Consultant, and Manager of Manufacturing and Training Services, and currently is the Senior Manager of Manufacturing Services. Steve is a proven trainer, facilitator, coach, and mentor. Steve's passion for continuous improvement, experience at multiple levels in industry, and leadership skills allow him to guide and train clients to optimize, improve, develop, and implement strategies focused on reliability gains and cost savings.

REGISTER NOW for the Steve Gowan Presentation

Wednesday, May 5, 2021: 11am-12pm EST

---

ABSTRACT

Develop a Winning PdM Partnership

I have really cringed twice in my career, the first is when implementing a TPM program and the director said, “We will put a grease gun at every machine so the operator can grease their own machine.” The other was when I was told to buy 3 IR cameras and tell the technicians to go and find problems. The issue with both commands were that they did not include training first.

In this presentation I will show you a PdM implementation plan I have used successfully in 2 companies. In both companies we developed a strong and sustainable PdM program, leveraging the support of a PdM partner/company. To me the key word here is sustainable. You will hear how I “sold” the programs to upper management while getting buy-in from my team and my peers. I will share with you the documents which we created to monitor the program, the training plan we developed, and the way we made it sustainable.

Participants will learn:

1. How to select the PdM Partner
2. Getting the buy-in from upper management
3. Showing the value through quick wins
4. Developing your team to do PdM
5. Sustaining the PdM program

CHUCK GASKINS

Senior Maintenance Manager, Plymouth Tube Corporation

Chuck was raised in construction but started my maintenance career around 1990 in metal stamping as a technician, which lead to developing the MRO crib, installing the first CMMS, and eventually facility manager. Chuck then moved to the food industry where he became a maintenance planner, maintenance coordinator, and finally corporate TPM & Reliability leader. Chuck was given the opportunity to attend NCSU/ Marshall Institute's MRM course and earned his CMRP. He is currently serving as Sr. Maintenance Manager for Plymouth Tube Company with direct responsibility over our Hopkinsville, Kentucky maintenance and reliability program, and assisting other mills.

REGISTER NOW for the Chuck Gaskins Presentation

Wednesday, June 2, 2021: at 11am-12pm EST

---

ABSTRACT

Communicating Your Way to Shutdown Readiness and Success

Communication is the key to ensuring major events such as Shutdowns, Turnarounds and Outages are successful. We will discuss some proven practices and tools which will enable you, the Execution Team, to effectively communicate throughout the preparation, shutdown, execution, startup and closeout phases.

Participants will learn:

1. The benefits of roadmaps/ timelines to reflect major milestones and activities
2. The benefits of organizational charts to ensure clear lines of communication
3. The benefits of communications boards to communicate readiness status
4. The benefits of plot plans to communicate key areas for logistics preparation during executions

ALAN WARMACK

Director, Training Services and Partner

Alan brings 40 years of experience in Maintenance and Reliability. He progressed through Industrial Maintenance as a Supervisor, Planner, Planning and Scheduling Manager and Continuous Improvement Manager. Over the last 17 years, Alan has consulted in maintenance and turnarounds, lecturing at NCSU, leading international conferences, training, coaching and consulting both publicly and in-house.

Alan has recently transitioned from the Director of Energy Services to Director of Training. His focus is ensuring Marshall Institute provides knowledge transfer and skills development to maintenance professionals. Alan has worked with Fortune 500 companies across North America, Canada, the Middle East and the Caribbean.

REGISTER NOW for the Alan Warmack Presentation

Wednesday, July 14, 2021: at 11am-12pm EST

ABSTRACT

Asset Management: An Asset's Life Cycle Cost vs. Value

Whether you subscribe to a formal asset management approach such as ISO 55000 or not, every organization that depends on physical assets to make products or provide services is engaged in asset management. The critical focus of ISO 55000 or any asset management effort is to ensure that assets deliver their intended value for the organization.

The maintenance group is uniquely positioned to develop the prescription for the care of all physical assets and to safeguard the delivery of their value. ‘Unique' because it is the primary charter of most maintenance departments to guard the inherent reliability of capital assets. Actions taken to assure this reliability are what the ISO standard calls ‘control activities.'

What's missing from our calculus is an ability to define the stages of an asset's life cycle, and to make compelling arguments to alter or stick to the maintenance plan.

Missing until now.

Participants will learn:

• • 1. Overview of asset management and ISO 55000
    2. How ISO 55000 compliments Total Productive Maintenance
    3. Stages of an asset's life cycle
    4. Control activities during an asset's life
    5. When to replace or modify an asset − a cost vs. value determinant

JOHN ROSS

Senior Consultant, Marshall Institute

John Ross is an experienced maintenance and manufacturing engineer and consultant. John has over twenty-five years of experience in maintenance, from the Air Force shop floor to private industry upper-level management. In recent years, John worked with plant design and building plant process equipment. He has directed preventive and predictive maintenance programs aimed at filling a void where reactive maintenance was the norm. He helped increase PM effectiveness to 98% and maintain a 100% scheduling effectiveness.

As a consultant and facilitator John has worked in the international world of industry supporting maintenance efforts in Spain, Scotland and Saudi Arabia for US manufacturers. Using his TPR and lean backgrounds, John engineered and directed cost reduction efforts to improve production and bottom-line without sacrificing quality. John is lead facilitator for MRM and an integral member of the Marshall Institute team.

---

ABSTRACT

Eliminating Future Failures Through PMO

The goal of any preventive maintenance program is to improve equipment reliability not only through targeted activities at set intervals, but to find and prevent future failures. But how do we know that we are doing the “right things” at the “right time”? Preventive Maintenance Optimization (PMO) is the process that one organization utilized and in a short time has started realizing improvements.

This presentation will discuss how the PMO process, learned during the MRM training series, was established and implemented through the following steps:

• • • Establish need for PMO initiative: current situation
    • Develop PMO process: ownership, opportunities/targets, roadmap, timelines
    • PMO review/approval process: corporate steering team, pass/fail criteria, attachments, visuals
    • Tracking progress & reporting
    • Auditing improved PM's and measuring success

Participants will learn:

• • 1. Establish a PMO process
    2. Identify PMO opportunities and targets (roadmap improvements)
    3. Establish who and how optimized PM's are reviewed
    4. Tracking progress and evaluate
    5. Next steps to ensure optimized PM's are performed

TONY LEOMBRUNO

TPM Champion, Metals-North America, Ardagh Group

Tony Leombruno is an MRM graduate and has over 25 years of experience in the maintenance and reliability field. After serving in the US Army for 5 years, he spent 9 years in the overhead crane industry working his way from technician to service manager. He then transitioned to the steel and forging industry where he spent 10 years with roles ranging from Maintenance Manager, Project Manager, and Director of Field Services and Installations with a focus on developing PM and PdM programs. Tony joined Ardagh Group Metal Packaging in 2015 in the newly created role of TPM Champion and is responsible for developing and improving the corporate maintenance program. His primary focus has been implementing a new Computerized Maintenance Management System (CMMS) and utilizing his MRM training to develop a Preventive Maintenance Optimization (PMO) program.

During this years MRM Summit, Tony will be presenting how he was able to leverage the lessons learned through MRM training to create a corporate PMO program that is realizing ongoing improvements.

---

ABSTRACT

Building Your Maintenance Organization to Deliver Reliability

How hard is it to turn downtime into uptime with a new company? How deep is a hole? After being hired as a maintenance manager charged with improving asset reliability, Chuck Gaskins, realized he was facing an uphill battle. The current state was worrying. Supervisors planned jobs on the fly, the MRO crib is open stock, the CMMS is only used to house low quality PMs like “Check pump”, and downtime data is housed in excel spreadsheets. Where to start? What to do? Even with the MRM Diploma and CMRP certification under his belt the task was daunting. In this presentation Chuck will share the successes and learnings in address his company's reliability issues.

Participants will learn:

• • 1. To identify the gaps in the organization
    2. Building a plan to lay the foundation for reliability
    3. Communicating the need to upper management
    4. Gaining buy-in to change the culture of your team
    5. Training for success

CHUCK GASKINS

Senior Maintenance Manager, Plymouth Tube Corporation

Chuck was raised in construction but started my maintenance career around 1990 in metal stamping as a technician, which lead to developing the MRO crib, installing the first CMMS, and eventually facility manager. Chuck then moved to the food industry where he became a maintenance planner, maintenance coordinator, and finally corporate TPM & Reliability leader. Chuck was given the opportunity to attend NCSU/ Marshall Institute's M&RM course and earned his CMRP. He is currently serving as Sr. Maintenance Manager for Plymouth Tube Company with direct responsibility over our Hopkinsville, Kentucky maintenance and reliability program, and assisting other mills.

---

ABSTRACT

Reliability Foundations: Why Most People Stumble Out of the Starting Blocks and Never Recover

We often make change harder than it needs to be. Moving an organization from current state to a future vision is a challenging venture because it involves convincing an entire work group to willingly participate and commit to doing things differently, often times when they can't see that it is in their best interest to do so. Many failed or under-performing implementations occur due to ignoring or under-appreciating elements of implementation that are vital in winning the commitment of the workforce. Focusing effort toward advanced Maintenance and Reliability elements prior to having a solid foundation for change often results in a small group within the organization having to rely on mandating tasks and providing constant oversight to maintain the improvements. To get off to a great start, we must ensure that we give adequate consideration in the following areas:

• • 1. Reduction of waste and variation
       1. Take stuff off their plate before adding things to it
    2. Developing a Driving Force for Change
       1. Connecting the individual to the change effort
    3. Implementing and measuring basic, functional processes
       1. Making sure the basics are embedded before adding complexity
    4. Increased priority on maintenance scheduling
       1. Scheduling is more important than planning (in the beginning)

Let's discuss specifically why these basic elements are often glossed over and why doing so creates a compromised foundation for improvement.

Participants will learn:

• • 1. Why the first goal of improvement should be reducing variation and waste.
    2. Impactful tips on generating a motivated and committed workforce.
    3. Why process metrics may be more important that performance KPI during the initial stages of implementation.
    4. Why scheduling should be the first major goal and milestone of the improvement effort

STEVE GOWAN

Senior Manager of Manufacturing Services, Marshall Institute

Steve Gowan is a proven Continuous Improvement leader with 20 years of industrial leadership experience coupled with 7 years of Asset Management/Maintenance and Reliability consulting.

Steve's industrial experience started in the United States Air Force while serving as a Crew Chief on the B-1 Bomber. After serving in the military, Steve held various engineering positions in the aerospace industry, owned his own business, was a MRO Manager for an automotive company, and was Plant Manager for a mass production bakery.

As a consultant, Steve has held various positions at Marshall Institute including Senior Consultant, and Manager of Manufacturing and Training Services, and currently is the Senior Manager of Manufacturing Services. Steve is a proven trainer, facilitator, coach, and mentor. Steve's passion for continuous improvement, experience at multiple levels in industry, and leadership skills allow him to guide and train clients to optimize, improve, develop, and implement strategies focused on reliability gains and cost savings.

---

ABSTRACT

Using Systems Thinking to Optimize Maintenance Performance

System. We hear and use the word all the time. "There's no sense in trying to buck the system," we might say. Or, "This job's getting out of control, I've got to establish a system." Whether you are aware of it or not, you are a member of many systems - a family, a community, a church, a company. You yourself are a complex biological system comprising many smaller systems. And every day, you probably interact with dozens of systems, such as the environment, the economy, the internet, the organization you work for, etc. But what exactly is a system? How would we know one if we saw one, and why is it important to understand systems? Most important, how can we manage maintenance more effectively by understanding systems?

This presentation discusses the importance of viewing the maintenance business and associated processes as a "system". The discussion will define what are the basic practices or processes in a maintenance organization and how they interact as a system to deliver value. It will also discuss how the processes, when interconnected in a system, deliver value and bottom-line results and ultimately prepare a foundation for implementing advanced practices and new ways of working.

Participants will learn:

• • 1. How systems thinking is different than traditional forms of analysis
    2. How system behaviors drive performance
    3. The key processes of an organization’s maintenance and reliability system
    4. The consequences of poor systems integration
    5. How to think from a systems perspective
    6. The benefits of good systems integration

TRACY STRAWN

Strategic Advisor, Marshall Institute

Mr. Strawn is a Maintenance and Reliability Consultant with over forty years of experience in the process and manufacturing industries. Tracy has worked for 21 years in the upstream Exploration and Production side of the oil and gas industry managing surface and subsurface maintenance activities.

As a professional management consultant, Tracy's experience includes successful design and implementation of maintenance and reliability programs and change efforts. These engagements involved working with all levels of the organization in developing asset management strategies to deploy to plant and facility operations. Training experience includes design and delivery of custom training programs for public, industry clients, and the University setting.

Tracy has a BSc degree from California State University, Fresno and has done Post Graduate Studies in Behavioral Science at California State University, Bakersfield. He is a Certified Quality Engineer (CQE) through American Society of Quality (ASQ) and a Certified Maintenance and Reliability Professional (CMRP) through the Society of maintenance and Reliability Professionals (SMRP). He is an accomplished conference speaker and published writer.

---

ABSTRACT

Digital Transformation: Digitalization of Maintenance Management and Real Time Solutions

If you listen to all the hype about digital transformation of industry you may feel like progress is being made so moving so quickly you're likely to walk into your facility tomorrow to see an unrecognizable shop floor run autonomously by robots. This excitement for the next shiny object is understandable but not quite accurate. In this presentation Greg shares his prediction and plan for how to plan for the future while staying grounded in the present. Greg will present both a digital maintenance management strategy that prepares you for the future, and remind us about the importance of a strong maintenance and reliability foundation to realize our digital tools and potential.

Participants will learn:

• • 1. The processes of digitalization and automation of industrial maintenance and the continuity of operations
    2. To define milestones towards digitalization
    3. Present a digital asset management strategy
    4. The players and roles in the development of the digital maintenance area
    5. Restrictions, obstacles, and consensus of the implementation of new technologies for industrial maintenance within TPM, PdM, PaM, and CBM

GREG FOLTS

President, Marshall Institute

• • • 1980-1991- AAA Electrician- Valeo Engine Cooling, SKF Bearings
    • 1991-1994- TPM Coordinator- SKF Bearings
    • 1994-1999- Continuous Improvement Manager- SKF Bearings
    • 1999-2005- Director of Operations Marshall Institute
    • 2005- current- President/CEO Marshall Institute

---