Tech Shelter Group Process Assessment Methodology

People, Processes, Technology, Assets

• Introduce Tech Shelter Group Team to hourly & management personnel.
• Present the scope & purpose of Assessment. Why are we here?
• Key personnel selection by client for Team coordination & facilitation.
• Review current work schedules, client availability.
• Schedule Focus Interviews.
• Physical Plant, Field & Process Facility Tour.
• Conduct Focus Interviews.
• Conduct Appropriate Diagnostics.
• Map Operations Mgt System/ Work Management Process.
• Create & Validate “As is” Process Maps (Brown Papers).
• Conduct effectiveness studies (DILO, Ratio Delay, Variance, others).
• Assess Production Unit(s) Availability, Utilization.
• Perform Equipment Downtime Analysis.
• Analyze & Map MRO/Stores/Procurement Process.
• Conduct CMMS Assessment - Use & Functionality.
• Assess Present & Future Contractor Usage.
• Analyze Current Capital & Expense Projects - Cost/Schedule/Benefits.
• Assess Financial & Performance Reporting Systems (KPIs).
• Review & Assess Organizational Management Structure.
• Review & Validate Assessment data with Key Personnel & Supervision.
• Prepare & Deliver Progress Update to Management Team.
• Refine, Validate & Organize data by Opportunity Area.
• Develop Findings & Opportunities for Improvement
• Develop Baselines by Opportunity Area (Gap Analysis)
• Quantify Improvement Opportunities; Prioritize.
• Review Opportunities with Management Team Assess
• Conduct Organizational Readiness for Improvement Diagnostic 

• Develop Business Case (ROI) for viable Improvement Opportunities.
• Develop “To Be” Process Flow Changes & Activities.
• Design Process Improvement Implementation Plan.
• Develop Implementation Project Schedule & Critical Timelines.
• Present Assessment Results & Improvement Plan to Leaders.
• Engage for Required Implementation & Facilitation Resources.
• Develop Return on Investment (ROI) & Benefit Tracking Mechanism.
• Select & Train Joint Implementation Team.
• Refine Process Improvement Implementation.
• Schedule & Critical Timeline, as required.
• Establish Project Management Reviews & Progress Reports.
• Develop & Share New Work Paradigms & Activities with Management Team.
• Develop Detailed “To Be” Work Processes & Communication Initiative.
• Modify Roles, Responsibilities, Jobs & Organization as required for success.
• Develop & Provide Related Training to each Employee & Leadership level.
• Develop “Benchmarking” Capability for Process Improvement Opportunity Areas.
• Pilot & Implement New Work Management Process Structure.
• Design & Develop Performance Indicators & Reporting Systems (KPIs).
• Ensure Alignment of Process Improvements to Company Strategic Plan & Objectives.