Six Simple and Sustainable Steps

This process governs how operations, maintenance and support groups interact and support each other in order to accomplish work. When multiple human organizations interact, productivity and effectiveness losses are inevitable. Mitigating and minimizing these losses is done through implementing and driving a consistent work management process using continuous improvement tools.

To see where your company stands, ask yourself this question, “Do we have the processes in place to continuously drive and improve safety, reliability and profitability while mitigating our operational risks?”

The Work Management process has six steps. When implemented, you have the potential for a substantial increase in machine uptime, productivity and quality improvements and overtime reductions that generate increases in R.O.I.

The six steps of Work Management:

1. Identify

The process that defines how, when and in what way work is identified and organized in a tracking system.


  • Proactive and early identification
  • Complete and accurate information
  • Proper equipment monitoring

2. Plan

The process that defines what work needs to be done, how long it will take, what crafts are involved, what tools and materials are required and how it is accomplished.


  • Job packaging/field scoping
  • Parts and materials resourcing
  • Cross-functional collaboration

3. Schedule

The process that defines when the work will be accomplished and who will do it.


  • Daily/weekly scheduling
  • Logistics, kitting and staging
  • Cross-functional collaboration

4. Complete

The process that standardizes the steps followed in each job in order to accomplish the scheduled work.


  • Highly productive
  • Supervisor follow-up
  • Cross-functional collaboration

5. Document

The process that defines how knowledge is captured and communicated.


  • Quick, accurate and organized
  • Easily accessible
  • Produces performance metrics

6. Analyze

The process that defines how leaders work together to continuously improve the safety, reliability and profitability.


  • Cross-functional collaboration
  • Change authority
  • Problem solving abilities