Scorecards offer an easy way to track and evaluate maintenance effectiveness. They give a quick picture of your capability help you effectively target areas for improvement. They are also an important tool to help justify obtaining additional resources for your mission to achieve continuous improvement.
But not all scorecards are the same. There are many different kinds of scorecards, each with different levels of detail included. So which scorecard should you use for your organisation?
I’m going to compare three different scorecards: Simple, Pyramid, and Full Audit.
But before I do this, here are some questions to ask yourself before you choose which scorecard is right for you to help establish parameters around what they will be used.
- How many metrics do I need?
- How long will it take to score?
- What resources are available to score?
- Automated reports
- Self-scored reports
- Manual reports
For most of the scorecards I had, we developed software that extracted the data so we knew everybody was measuring in the exact same way. Because when I was at Anheuser-Busch we had 12 domestic breweries, we had seven canning plants, and then when InBev took over we added six breweries in Canada, so now I had all the Labatt breweries that had to measure, and shortly after that they started sending me down to breweries in Brazil. It has to be something where you can push a button as much as possible and just have it generate a report. A lot of companies make front-ends for SAP or for whichever system they use to extract that data, but you want it calculated the same way at every location.
4. How often will we measure?
Are you going to measure weekly, which might be a little bit too much because it doesn’t give you time to change? Monthly or quarterly are usually good, or sometimes annually, depending on what it is you’re measuring.
5. Who is my target audience?
6. Can the scorecards be rolled up into one score?
You don’t want to have “I scored 3 in this, 2 in that, 4 in that, 3 in this, 5 in that.” You want to just have it a 10-point scorecard or a 50-point scorecard or whatever it may be, and just report one score at the end of it.
Here are three options for scorecards: a simple scorecard, a pyramid and a full audit. Watch the videos below for more in-depth information on each:
- Smaller number of metrics
- Usually the metrics you wish to focus on most
- Can be evaluated monthly or quarterly
- Content will change more often than the other methods
- Calculations can be simple or multifaceted
- Usually self-scored and then discussed
- Scoring generally 1 – 10
- Set of blocks in the form of a pyramid
- Each level adds complexity
- Series of questions behind each block
- Questions are weighted 1 through 4
- Ratings for questions can be partial or all/nothing
- Ratings are usually updated quarterly although in the beginning monthly may work better
- Blocks are colour coded (Green – Yellow – Red) to show status
- Full Audit
- In-depth look at hundreds of metrics
- Usually grouped in categories
- Takes several days to a week to complete
- Generally performed every one to two years
- Scoring is on a point scale. 0 – 1,000 points is typical
- Subsections can be colour coded
This post is based on Kevin Desrosiers’ top-rated presentation at Mainstream Conference 2017. You can watch video of his full presentation “Choosing Metrics to Achieve Cost Optimisation and World Class Performance.”
About the Author
Kevin Desrosiers is Systems Reliability Team Lead at Monsanto (USA). He has been in Engineering and Maintenance for 35 years: moving from plant engineer to maintenance supervisor to maintenance superintendent to engineering manager, and finally as a corporate strategic asset planning manager. He is a Certified Maintenance and Reliability Professional.