Growing Your Efficient Storeroom: From foundational to intermediate: Part IV


Last month, we spent time discussing the Tactical Processes, those items identified in blue blocks:

·        Parts Standardization
·        BOMs
·        Requisition of Material
·        Receiving Purchased Items from Stores
·        Obsolescence
·        Repair or Replace

To round out the Intermediate – Efficient storeroom discussion, this month we are going to review the Last Used Report, and the Optimize Physical Layout idea.  These blocks are grey and salmon colored, respectively.


Intermediate Efficient

Figure 1:  Intermediate-Efficient 

The Last Used Report is identified on this road map as a Key Performance Indicator.  It’s a listing of the components in the storeroom that have exceeded some criteria for issue frequency.  It is often this report that is the first and only evidence that the storeroom has, to indicate a part, or parts, are potential candidates for obsolescence.

It’s recommended that components are evaluated quarterly to determine if they are candidates for obsolescence.  This audit is commissioned by the Stores Stock Committee and many plant agencies own various aspects of this study.

Growing Your Efficient Storeroom: Part III

From foundational to intermediate: Part III

Last month, we spent time discussing the remaining Strategic Practices: those remaining items identified in yellow blocks:

  • Special Tools
  • Safety Items
  • Materials Scrap
  • Disposal of Scrap
  • Salvage Value

For August, we are going to discuss the Tactical Processes: those items identified in blue blocks:

  • Parts Standardization
  • BOMs
  • Requisition of Material
  • Receiving Purchased Items from Stores
  • Obsolescence
  • Repair or Replace


Figure 1:  Intermediate-Efficient


Training Snapshot: Maximizing Asset Reliability through Preventive Maintenance

If you have ever wanted to peek under the hood of Marshall Institute’s training content, now is your chance. I will be revealing content from our maintenance and reliability public seminars in this Training Snapshot series.  This is the second post in the series. The first post provided a snapshot of our Materials Management for Maintenance seminar.

In this post, we are looking into our Maximizing Asset Reliability through Preventive Maintenance seminar.  The content below is taken from the first of seven sections. In this section, we are covering the definitions of preventive maintenance, corrective maintenance, and the typical problems with PMs Today.  We wrap up this snapshot with seven questions for YOU to think about. Your answers will be illuminating and the process of collecting this data will be powerful. Enjoy this snapshot. 

Marshall Institute Training Center


Preventive Maintenance (PM)

Preventive Maintenance can be defined as any activity that…

Hank Bardel: 1945 - 2015

It is with sadness in our hearts to share the news that our friend and colleague, Hank Bardel, passed away on Wednesday, August 5. 

Because Hank was such a big part of Marshall Institute, we felt it appropriate that Hank’s family asked our CEO, Dale Blann, to share some thoughts about Hank at his memorial service.  Following is an excerpt from Dale’s tribute to Hank: 

Marshall Institute has lost a part of who it is—Hank was the perfect embodiment of all those qualities and virtues we have always wanted Marshall Institute instructors and consultants to project to the world. 

We all learned a lot from Hank.  What we learned from Hank made it possible for many of us to know what we were supposed to be doing.  It was Hank’s simple coaching, and the example he set, that showed the rest of us how it could be done.

It was an understatement to say that Hank could tell a story—for all I know, some of them may have been true.  But it wasn’t really the truth of the story that mattered—it was the message.  I’m pretty sure that for almost every learning point he taught in his classes—Hank had a story associated with it, by which, he could make the point more relevant, more memorable—and more often than not, funny.

Training Snapshot: Materials Management for Maintenance

If you have ever you wanted to peak under the hood of Marshall Institute training content now’s your chance. I will be revealing content from our maintenance and reliability public seminars in this Training Snapshot series.  This post checks out a snippet of our Materials Management for Maintenance seminar training manual.  We join the seminar in the early stages where we discuss the current state of a typical storeroom, and conversly, the outcomes of a World Class MRO operation.  

Marshall Institute Training Center

Growing your Efficient Storeroom


From foundational to intermediate: Part II


Last month, we spent time discussing some of the Strategic Practices, those items identified in yellow blocks on our road map:

·         Critical Spares Evaluation

·         ROP/EOQ, MIN-MAX, OOR

·         Problem Solving

·         Open Stock

·         Lighting Survey

Recognized Leader in Reliability Training



Marshall Institute has been recognized by SMRP (the Society of Maintenance and Reliability Professionals) as a leading provider of reliability and physical asset management education and training.  Marshall Institute received exclusive tier 5 recognition through the Approved Provider Education program due to high quality training that aligns with SMRP’s body of knowledge (BoK). The following courses have been approved:


Growing Your Efficient Storeroom

From foundational to intermediate

By far, the largest of the six divisions of a world class storeroom is the Intermediate-Efficient section.  Within this section, we begin to sharpen our processes and practices and create the activities that really enhance our entire storeroom operation.


Due to the enormity of the Intermediate-Efficient section, we are going to divide it up into 4 blogs for discussion.


Maintenance & Reliability Management Diploma: Graduation Announcement

MRM Logo

The Office of Professional Development at North Carolina State University is pleased to announce that the following people have successfully completed the requirements for the Advanced Diploma in Maintenance and Reliability Management (MRM):
  • Kevin Cavanaugh, Cheniere, Cameron, LA
  • Silviu Diaconu, Tembec Kapuskasing, Kapuskasing, Canada
  • Jeremiah Evans, GKN Driveline, Newton, NC
  • David Farmer, SPX Transformer Solutions, Goldsboro, NC
  • Kenny Hager, GKN Driveline, Newton, NC

Making Our Effective Storeroom Efficient

The Foundational Steps Necessary to Move from Effective to Efficient

The role of the Stores Stock Committee becomes intrinsically clearer as this oversight body helps to guide the storeroom organization from effective to efficient.  Much of the detail in last month’s blog concerning the formation, training, and chartering of this leadership group was intended to set the course for future growth.  Up until this point, those processes and procedures established in the effective foundational, and intermediate levels are those commonly practiced by a majority of today’s storerooms.  Going forward, discussions will center on elevating our game to another level.

MRM Participant Travels 156 hours to Attend Program!

Baba Salihi, of West Africa, recently graduated from Marshall Institute and NC State’s Maintenance and Reliability Management (MRM) Diploma Program.  To receive the diploma, participants must attend three classes/modules, successfully pass assessments, and complete homework.  Baba went beyond the call of duty by traveling 156 hours total from Akjoujt, north of Mauritania.  “Why would anyone do this?” you must wonder.  Baba explains that MRM is “one of the best maintenance training programs in the world!”  

Excerpts from an interview with Baba on how MRM made his travels totally worthwhile: 

Tell us what you do.

The Stores Stock Committee: Straightening Roads & Leveling Mountains

For this month’s blog, we are going to slow down just a little and spend some time discussing a nuance that will be critical for the storeroom to successfully advance fromeffective to efficient. For this transformation, we must have an active support structure to provide guidance, oversight, and clout, essentially straightening roads and leveling the mountains of obstacles that might impede progress.

Companies that have ventured into Total Process Reliability (TPR) with Marshall Institute will recognize the support structure necessity as being step 3 of the 8-phase change model.

Advance the Foundation of YOUR Effective Storeroom

Last month we discussed the processes and practices that are necessary for a storeroom to be effective at a very ‘foundational’ level.  Those specific activities are important as they are the building blocks of a world class MRO inventory process.  From here, we build upon the groundwork just laid and grow to an intermediate level of effectiveness, while continuing to develop processes that lead us to higher performance.

After the Intermediate-Effective processes, we’ll continue to build our practices until we are performing at or near a world class level.  Let me provide an early glimpse of all that goes into controlling maintenance inventory:

Effective and Efficient Processes and Practices

Table 1:  Effective and Efficient Processes and Practices

Becoming 'YOUR BEST' Maintenance Supervisor


“A real leader or supervisor’s success is not solely measured on their personal ability, but is better measured by the success of the team they lead. This success is based both on the personal and professional growth of the team they lead.” R. Scott Smith.


It can take years, if not decades, to realize the wisdom of the quote above. Becoming a great Maintenance Supervisor and demonstrating true leadership requires the mix of the right traits, skills that are honed through the years, and the maturity and humility to learn from mistakes.

Maintenance Supervisors are the front line of leadership; they are the ‘sharp end of the spear’!

Before your storeroom can be efficient, it must first be effective

Welcome back!  This month, we are going to discuss the initial step of making your maintenance storeroom effective.  We are often contacted by clients who tend to share a common vision and goal, asking “Can you help us make our storeroom more efficient?”  “Of course we can, that’s what we do!”  It’s usually during this first contact with the client that we’ll caution, “First, let’s make sure your storeroom is effective.” 

As I mentioned in January’s blog, I recommend that you begin the continuous improvement process of your maintenance inventory with a sense of where you are now (current state).  We have an extensive, thorough, and sometimes painful assessment, and also a tamer storeroom survey that can be used for such evaluations.  Those are the tools that we use, but in lieu of such formality, you should at least gain a sense of your current state by using any internal resource at your disposal.  Stores is a critical aspect of your reliability effort and you need to understand this element in order to move forward.

After an assessment, we can focus on the strategy of building an effective storeroom and then an efficient storeroom by following a concise and easy to navigate road map to reach a world class MRO storeroom.