Performing a Program Review


Elizabeth Nelson’s blog last week explained the value in program reviews and how often companies perform them. Today I want to get into the nuts and bolts of the review and what to do with the results.

First of all, reserve at least 1 hour of uninterrupted time for the review. Make sure you invite key personnel to attend and everyone is prepared. 

An effective program review will provide answers to the following questions:

        1. What are the goals of the review?
        2. Is your equipment list up to date?
        3. Is your fluid information up to date?
        4. If you test both lubricants and coolants, are you using both sets of data to see if an issue in the cooling system is affecting the lubrication system?
        5. Is the total number of samples increasing or decreasing?
        6. What information did you discover during the review?
        7. What action will you take to resolve problems?
        8. When will you perform the next review?

Make sure everyone leaves the review with a clear expectation of what needs to happen in the future and when it needs to be accomplished. Write down notes from the meeting, assignments and deadlines.

Performance reviews can be a lot of work, but the process can push a fluid analysis program to the next level. If you need assistance setting up a program review, have questions for the Field Services Team or just want to share the results of a successful review, please contact me. I look forward to hearing from you!

Proven Impact. Proven Uptime. Proven Savings.
Let us prove it to you.