Overall Equipment Effectiveness Toolkit

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Knowledge and skill in applying analytical and evaluative techniques to the identification, consideration and resolution of issues or problems concerning efficiency and effectiveness of program operations to devise organizational structuring options for complex, diverse organizations.

More Uses of the Overall Equipment Effectiveness Toolkit:

  • Ensure you facilitate; guided by your core values and fundamental behaviors, you strive to foster a caring organization, committed employees and challenging work that benefits your employees, customers, and communities.

  • Support the internal Project Management and installation teams in developing and executing Customer Success strategies to address Customer Engagement, profitability, upselling opportunities, and overall Customer Satisfaction.

  • Arrange that your organization identifies features of potential significance in the project plans to determine level of documentation needed, level of project impact, and project schedule.

  • Confirm your organization identifies work priorities to ensure the most important work is completed first based on project schedule and supervisor guidance.

  • Arrange that your group learns to analyze plans and/or environmental information to determine how to best avoid, minimize, and or mitigate environmental impacts.

  • Assure your strategy determines level of knowledge and evaluates performance of personnel in department, demonstrates leadership, budget, policy, procedure and Organizational Structure knowledge.

  • Supervise: work is reviewed periodically, typically through Status Reports and at completion, to ensure policy compliance and alignment with the requirements of projects and/or work activities.

  • Confirm your business learns to compile accurate and complete information during work day and/or inspection to ensure costs associated with work performed are allocated appropriately.

  • Confirm your enterprise updates information tracking systems with schedule updates, project progress reports, and commitments to ensure accurate and complete information.

  • Make sure that your design complies; address all discipline, performance or attendance issues by performing the necessary progressive discipline process with Human Resources and Department leadership support.

  • Make sure that your project learns to conduct random inspections of sites, equipment, and materials to determine that the job is being completed as specified.

  • Arrange that your business participates in brainstorming sessions to streamline workflow processes, identify new initiatives, and improve business practices.

  • Orchestrate: overall management of divisions Customer Satisfaction and determine existing or potential customers specific services and equipment needs.

  • Secure that your planning complies; access and maintain confidential information that is used to contribute significantly to the development of management positions with respect to employer employee relations.

  • Analyze data input and statistics extracted from Data Processing systems to assure adequacy and accuracy of products and functions.

  • Make sure that your team learns to conduct laboratory and/or field tests by taking measurements, performing calculations, and/or using appropriate equipment to determine material properties.

  • Develop plans for accomplishment of assigned functions to meet priorities, deadlines and implementation of goals established by management.

  • Confirm your venture learns to interpret a variety of engineering rules, regulations, policies, procedures, and documentation for internal and external business partners to facilitate understanding, enhance communication, and ensure compliance.

  • Be accountable for adapting to changes in job demands, work priorities, and Organizational Structure without adverse effects on ones job performance.

  • Provide methods for improving, consolidating, simplifying, and standardizing operations and management of maintenance activities.

  • Establish: review the effectiveness and efficiency of equipment and maintenance management and needs for improvement of existing practices and the impact on the overall maintenance program.

  • Confirm your organization coordinates with internal and external business partners to facilitate communication for project delivery of transportation projects.

  • Collect customer forecasts for planned activities and service and work with Forecasting and Inventory Management to integrate into overall forecast; establish guidelines for customers to manage circumstances when demand exceeds capacity.

  • Arrange that your organization prepares and/or checks and review Board of Trustee reports, records and other material for accuracy, completeness, and conformity with established standards and regulations.

  • Develop integrated Supply Chain Process Improvements to increase speed to market and deliver cost effective products and services to customers.

  • Ensure your group assures that minutes of staff meetings which document agenda items and consideration of staff concerns with identified action plans and outcomes are kept.

  • Devise: review sales reports and other performance data to measure productivity and goal achievement and to determine overall performance (see line item 10).

  • Evaluate directives to ensure adherence to standard methods, conformity in maintenance procedures, and the proper use of maintenance equipment, facilities, and personnel.

  • Confirm your operation maintains professional working relationships with peers and with upper management to ensure smooth and effective team operations.

  • Confirm your operation ensures effective management and Internal Controls of assigned organization property through periodic inventories in accordance with organization guidelines.


Save time, empower your teams and effectively upgrade your processes with access to this practical Overall Equipment Effectiveness Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Overall Equipment Effectiveness related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Overall Equipment Effectiveness specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Overall Equipment Effectiveness Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Overall Equipment Effectiveness improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What data do you need to collect?

  2. What information qualified as important?

  3. Is there an action plan in case of emergencies?

  4. Who do you want your customers to become?

  5. Is a follow-up focused external Overall Equipment Effectiveness review required?

  6. Do you have a Overall Equipment Effectiveness success story or case study ready to tell and share?

  7. Who will gather what data?

  8. What are the business goals Overall Equipment Effectiveness is aiming to achieve?

  9. What are your operating costs?

  10. How do the Overall Equipment Effectiveness results compare with the performance of your competitors and other organizations with similar offerings?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Overall Equipment Effectiveness book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Overall Equipment Effectiveness self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Overall Equipment Effectiveness Self-Assessment and Scorecard you will develop a clear picture of which Overall Equipment Effectiveness areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Overall Equipment Effectiveness Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Overall Equipment Effectiveness projects with the 62 implementation resources:

  • 62 step-by-step Overall Equipment Effectiveness Project Management Form Templates covering over 1500 Overall Equipment Effectiveness project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Overall Equipment Effectiveness project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Overall Equipment Effectiveness project team have enough people to execute the Overall Equipment Effectiveness project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Overall Equipment Effectiveness project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Overall Equipment Effectiveness Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Overall Equipment Effectiveness project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Overall Equipment Effectiveness project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Overall Equipment Effectiveness project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Overall Equipment Effectiveness project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Overall Equipment Effectiveness project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Overall Equipment Effectiveness project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Overall Equipment Effectiveness project with this in-depth Overall Equipment Effectiveness Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Overall Equipment Effectiveness projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Overall Equipment Effectiveness and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Overall Equipment Effectiveness investments work better.

This Overall Equipment Effectiveness All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.