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by Alexis Devenin, PMP
Not all jobs can be done remotely. This is the case of plant maintenance activities. Maintenance managers have the responsibility to reduce the infection risks of maintenance workers during work. In addition to implementing the sanitary measures widely promoted by health experts, managers must reflect on Maintenance Strategy in order to accomplish reliability and operational continuity.
The world is in “pause” or slow motion. Hence, there is an opportunity to reflect and improve the way things are done. In Maintenance Strategy, a rationalization of work must be done to minimize workers’ risk exposition. To do that, think in the following actions:
Review the frequency and criticality of maintenance work. Maintenance plans consider a lot of inspection and preventive change activities. The frequency of these activities has been set a long time ago, and no one has reviewed or updated these frequencies according to equipment behavior. This is not because of laziness, but rather because maintenance is usually a dizzying activity that doesn’t get the attention for a deep analysis. The slow rhythm of productive activities as a consequence of the pandemic is an opportunity to check the frequencies and content of the existing maintenance plans. Maintenance may be able to be done less frequently without a significant increase in risk of failure or equipment deterioration, and unnecessary interventions could be eliminated.
Favor predictive maintenance over preventive maintenance. Preventive maintenance often considers changes that are not necessarily related to an imminent failure. In fact, many failures are not related to wear or time in use. A lot of unnecessary works can be eliminated by switching to predictive maintenance instead of preventive maintenance. Predictive technologies like vibration analysis, thermography, oil analysis, nondestructive examination, etc. allow for diagnosis of equipment condition, and allows maintenance work to be honed in to where it is necessary.
Increase the effort in planning activities. The duration of many maintenance activities can be extended due to a lack of good planning. It is necessary to increase detailed planning to avoid delays related to lack of materials, tools, permits, and coordination. Planning can help ensure that workers will be in the plant for just the required amount of time, minimizing their exposure to others during the pandemic. .
Check the required critical spare parts stock. Supply chains are strongly affected due to the pandemic, and delivery times are very uncertain. For this reason, it’s important to reflect on the availability of critical spare parts in order to avoid additional troubles in maintenance of machines with unexpected failures.
Finally, make an effort to maintain a good work environment. Social distancing has affected the way we communicate. As maintenance is a stressful activity and in which, at times, relationships become very tense, it is essential to ensure good communication and team spirit.
Alexis Devenin is a Mechanical Engineer with his MBA and PMP certification. He is an Engineering Project Manager with 20 years of experience in the Steel, Mining and Renewable Energy industries. Connect with Alexis on LinkedIn.
I would like to welcome you to the monthly newsletter for April and I hope that you are all well in these continuing challenging times caused by COVID-19.
In this newsletter I would like to discuss how engineering management can be viewed from different perspectives including how it can help with the delivery of projects. As we know, projects are a key part of our lives. We may want to refurbish part of our house, which can be viewed as a project, or we could be planning for a special holiday, which can also be viewed as a project. Essentially a project is a temporary organization designed to meet a set of agreed objectives – and delivered according to the so called ‘iron triangle’, that is, according to a fixed budget, schedule and specification while achieving a pre-defined quality level. In this regard we can all become project managers and the set of skills and knowledge associated with this area is of course the field of project management.
I like to view project management as a subset of engineering management. Indeed, I have worked on projects and programmes (sorry, programs) for a large part of my career. Starting out as a graduate scientist working at the UK’s Ministry of Defence, I worked on projects to develop new types of energetic materials. I became a project manager and later on a program manager, overseeing R&D in areas such as the chemical analysis of propellant formulations and the mechanical testing of solid rocket motors. Working on these projects and programs, I was able to leverage my scientific knowledge, while beginning to establish and build my management skills and knowledge. Later in my career, I was able to work on various other projects, including the refurbishment of naval vessels along with the development of R&D programs for oil and gas applications.
Throughout this time I was able to strengthen my project and program management skills and knowledge, including using process-driven as well as agile techniques. In parallel with this project management development, I was also able to draw on a wider set of skills and knowledge from the field of engineering management – even though at the time I was not necessarily aware that I was doing it. This included developing an understanding and using different techniques from systems engineering – formalized requirements capture, system modelling and using various system diagramming techniques. I also developed my knowledge of technology management, which was especially useful in an R&D environment. Learning how to assess technologies according to the TRL (technology readiness level) scale, using technology roadmaps to communicate the development trajectory for a portfolio of technologies, as well as drawing on innovation management practices. A further area that was developed was engineering economics, learning how to build a business case for a new technology program based on calculation of the NPV (net present value) for the investment. These additional areas took me beyond my original project management knowledge base, and expanded into different parts of the wider engineering management discipline.
We can consider engineering management from a further viewpoint. Some people debate the relative importance of IQ and EQ. Without going into lots of detail, I would argue that striving to have a good level of both is the ideal. The traditional view of scientists and engineers is that they have a good IQ but may sometimes be deficient in EQ. But why can’t we have good levels of both? Engineering management can help with this. Managing teams of engineers, working on projects as well as managing and directing programs along with strategic management and organizational leadership – all these areas, which are part of engineering management, require good people skills, and with experience, we can further develop our EQ alongside our technical orientation towards IQ.
In conclusion, engineering management can be viewed through many different lenses. As a disciplinary area that can support career development and help with the management of technology projects and programs. As a subject that includes a number of core building blocks (such as project management, systems engineering and technology management). As a field that helps technical specialists to build and enhance their EQ alongside their IQ. I would encourage us all to consider which lens we currently view engineering management through, and what it would be like to use a different lens from time to time.
Dr. Simon Philbin ASEM President
by Teresa Jurgens-Kowal, PE, NPDP, PMP®, CPEM
Like most of us, I have seen tremendous changes in my way of life over the past two months. January and February were extraordinarily busy for me as I conducted innovation best practice training online, in the Washington, D.C. area, and in Germany. My business was flourishing.
Now, since conferences are cancelled and company budgets for training and consulting are dried up, I don't know when or where my next assignment will be. My professional worries are compounded by personal concerns - my aging father had a heart attack and my husband's job transferred us to a new city where I literally know not one single person.
As an engineer and as a leader, I have chosen to tackle the plunging economy with a strategic approach. As engineering managers, we must deliberately choose steps to support our teams during what is expected to be a very long economic recovery.
Psychologists teach that whenever we experience a loss, we grieve. The loss can be the death of a beloved family member or friend. A loss is also a significant change. Many people have, and are, experiencing job loss. Students have lost contacts with classmates and teachers,and as Americans we have lost many freedoms through “stay-at-home” orders.
I don't know about you but over the past two months, I have felt all these emotions and I've circled back to shock, anger, and depression more than once. But as engineering and technology leaders, we must demonstrate hope to begin to rebuild. Our team members and direct reports need to understand our mission and vision for recovery.
So often we hear the phrase “do more with less.” That is probably not an option under the current economic conditions. I have heard reports that we should expect unemployment levels of 20% or more. Such rates of unemployment have not been witnessed in America since the Great Depression of the 1930s.
It also stands to reason that as the U.S. government sends out stimulus checks to put money into peoples’ pockets immediately, we will see higher taxes and inflation in the weeks and months to come. Some people will find the stimulus checks more attractive than working and the labor shortage will impact manufacturing, logistics, and the availability of education and services.
Even more dismal is the glut of oil in reserves. Because people cannot go to work and airplanes are not flying, we are not using gasoline or jet fuel as much. This has caused refineries to scale back production. The Railroad Commission of Texas is considering quotas on oil production for the first time in 80 years (that is, since the Great Depression).
Honest engineering managers will note that they are going to have less money and fewer people to accomplish goals and to get business going again. What are some actionable steps you can take? What will create hope?
It is natural for businesses to reallocate budgets from training and R&D to operations when their very survival is at stake. As an engineering manager, you should examine every cost to verify the continuation of the service. If you have been successful with staff working from home, do you need as much office space? Perhaps, with the crisis, you have found ways to bypass bureaucratic forms and approvals. Maybe you don't need a luxury vehicle fleet anymore.
Let me caution, however, to not cut too far. Costs and investments are different. In order to survive an extended economic downturn, engineering and technology managers need to identify products, services, and features that add value. Such innovations require adequate investment, and research shows that companies that continue to invest in R&D during stock market declines are best positioned for growth when a recession ends.
The percentage of Americans employed has gradually shrunk for about 50 years already. We know that many companies have been forced to furlough, layoff , and fire workers during the corona-panic. Many of these people will not return to their jobs for a lot of reasons. It would be naive to assume your team will be the same size - or have the same skill sets –- as you had just two months ago.
Your team will still be grieving, and they are frightened by the rhetoric from constant television coverage. As a leader, you must consult with each individual one-on-one and with the whole team together. Discuss the organization’s goals and plans for survival. Prioritize the projects and actions that will provide short-term revenue over the next three to six months. Then, list the projects and plans that will deliver results in the next 12 to 18 months. Finally, add projects that are growth-oriented for the long-term .
While it will likely be “all hands on deck” to assign teams to short-term survival projects, recognize the projects that inspire passion in your team members. Short-term projects will include adding operational efficiencies, enhancing automation, and managing increasingly complex distribution systems with limited supplies. You may have some of the front-end work already done on these projects, so be sure to have open discussions with all available team members and senior executives regarding a strategic path forward.
Nothing is ever bad forever and nothing is ever good forever. Unless we all plan to hibernate in caves, business will someday resume in some fashion. As engineering managers, we must recognize our team members are traumatized and that our operations are maimed. Yet, we can offer hope by listening to our stakeholders (bosses, customers, employees), and quickly implementing survival tools. We must do less with less. So, consider your most critical recovery projects for investing, and assign your best skilled workers to execute those projects.
We have a long road ahead to rebuild our businesses after committing economic suicide. But the leaders in recovery can be – and should be – data-driven, hardworking engineering managers!
I am passionate about innovation and inspired by writing, teaching, and coaching. I tackle life with an infusion of rigor, zeal, and faith. It brings me great joy to help you build innovation leadership. I am an experienced innovation professional with a thirst for lifelong learning. My degrees are in Chemical Engineering (BS and PhD) and in Computer and Information Decision Making (MBA). My credentials include PE (State of Louisiana), NPDP, PMP®, and CPEM, and I am a DiSC® certified facilitator. Contact Teresa Jurgens-Kowal at info@simple-pdh.com or connect with me on LinkedIn.
by Harry Moser, Founder/President, Reshoring Initiative
Tectonic shifts in global supply chains were apparent even before the COVID-19 outbreak. Analysis by Bank of America points to tariffs, automation, carbon footprint issues, and national security as driving factors of the shift.[1] The Reshoring Initiative’s 2019 Data Report, due to be released in May, adds rising offshore wages and increased recognition of a broad range of costs and risks. Geopolitical turmoil and shifting priorities had made far-flung supply chains less appealing. The COVID-19 precipitated shock to our hyper-connected global supply chains was systemic and paralyzing. The coronavirus crisis revealed clear evidence of our overdependence on imports, especially from China. Companies have begun to reevaluate their supply chains and consider reshoring.
The increased credibility of reshoring or not offshoring is highly relevant to engineering management. Harvard Business School’s Professors Pisano and Shih have clearly described how the industrial commons is depleted when manufacturing is offshored. Both engineering and manufacturing suffer from the separation. There is also a tendency to overcome the problem by having engineering follow manufacturing to low labor cost countries.
The COVID-19 outbreak has made Americans keenly aware of our overdependence on imports of medical devices and pharmaceuticals. According to the Department of Commerce, 97% of all antibiotics in the U.S. come from China.[2] U.S. manufacturers source 80% of their active pharmaceutical ingredients (APIs) overseas, primarily from China, and China is the chief supplier of APIs for producers in other countries. Eight-six percent of U.S. hospitals and healthcare systems are concerned about personal protective equipment (PPE) shortages for frontline medical workers.[3] However, about 80% of all PPE is manufactured in Asia.
A recent report by the United Nations Conference on Trade and Development said, “the COVID-19 outbreak will potentially accelerate existing trends of decoupling and reshoring driven by the desire…to make supply chains more resilient.”[4] According to a Thomas study, 60% of U.S. manufacturers say business has been impacted by the coronavirus.[5] A recent Thomas follow-up study found that over 50% of manufacturers surveyed are ‘likely’ to ‘extremely likely’ to bring production and sourcing back to North America post-coronavirus. Additionally, 47% of U.S. manufacturers report they are now seeking domestic sources of supply.[6] The Reshoring Initiative can provide resources to evaluate if reshoring is right for your company.
Trade data shows a decline in Chinese shipments that began in mid-February 2020 as the coronavirus outbreak caused Chinese factories to shutter. Key U.S. medical shipments from around the world slowed during the crisis. Hand sanitizer and swab imports from China dropped by 40%, and N95 mask imports were down 55% in March 2020.[7] As Chinese factories slowly reopened, export restrictions were enforced due to quality issues and China’s need to fill their own domestic demand. Critical medical supplies were stranded as suppliers and brokers were unable to receive official clearances for U.S. bound shipments.[8]
A broad range of costs and risks can be quantified using the free online Total Cost of Ownership Estimator®. Making sourcing decisions based solely on price often results in a 15% to 25% understatement of offshoring costs. TCO analysis helps companies objectively quantify, forecast and minimize total cost. It takes into account the Ex Works price plus 28 additional costs and risks. TCO quantifies factors, such as those associated with the risk of supply chain shocks or disruptions caused by natural disasters, political unrest or even pandemics. Use of TCO breaks down internal silos, making the impacts on sales, inventory, warranty and engineering relevant to the sourcing decision. Recommended reading includes “Getting A Company Started with TCO” to plan your TCO analysis.
After leading GF AgieCharmilles for 25 years, Harry founded the Reshoring Initiative to bring five million manufacturing jobs back to the U.S. Largely due to the success of the Reshoring Initiative, Harry was inducted into the Industry Week Manufacturing Hall of Fame 2010, participated actively in President Obama’s 1/11/12 Insourcing Forum at the White House and is on the Commerce Department Investment Advisory Council. Harry is frequently quoted in the WSJ, NYT and Forbes, and seen on Fox Business, MarketWatch, and other national TV and radio programs. He received engineering degrees at MIT and an MBA from U. of Chicago.
National Metalworking Reshoring Award Companies that have successfully reshored metal-worked products, parts or tooling, including castings, are invited to compete for the National Metalworking Reshoring Award. The Reshoring Initiative, PMA, NTMA, and AMT are pleased to sponsor this competition. Applications must be submitted by June 30, 2020. To view award details and enter to win, visit www.amtonline.org/reshoringaward. OEMs and contract manufacturers are both eligible. FDI (foreign direct investment) is also eligible. AMT and the Reshoring Initiative are also focused on helping companies make the right sourcing decisions: Rebuilding the Domestic Supply Chains.
by Larry Mallak, PhD, FASEM
The Great COVID quarantine of 2020 changed how we work, live, play, read, source essentials, and even how we think. We used new tools, got creative with old ones, connected more with some people and less with others, things were canceled, webinars were added, plans were scuttled and new ones were created, some gigs went away and others were added. When you look back on your time working from home (WFH), what will you identify as your accomplishments? Did you intentionally write down goals to achieve during this time or did it just evolve on its own?
There’s still time, but not much. By the time this is published, some cities, states, and regions, and nations will be “reopening.” People will be going back to work, socializing in small groups, and more. Will you go back to work as the same old “you” or will you be different?
When my employer, Western Michigan University, made the decision to move all classes online in March, I was appointed by our Provost to a team to help with “instructional continuity” because of my experience in online teaching. I went on to build a special “2020c” plan for myself with all sorts of ideas for reading, research, writing, networking, etc. (See the graphic below.) I thought I would have lots of extra time to finally get caught up on my reading and research.
I eventually became one of 11 people tapped as “Faculty Champions” at WMU, charged with being a point person for online course conversion. I created YouTube videos on quiz creation, creating quick ‘n dirty narrated PowerPoints, and more. I answered many emails and held Webex meetings to troubleshoot and solve online course problems. But, I really didn’t get to that reading and writing as I had planned.
A few webinars caught my attention. Often, I can’t spare an hour for these, but I viewed them as a way to connect and to learn. So, I “went” to Harvard and learned tips for remote teaching and how to hold simulations online. I attended a webinar with EPIC (Ethnographic Praxis in Industry Conference) and learned tips for remote work from the founder of Stripe and ethnographer Sam Ladner, among others. I attended online whiteboarding firm Mural’s webinar on collaborative tools, as well. I implemented many of these tips in my grad class and it went really well.
I revisited my 2020c plan after nearly two months at home. What did I accomplish? Well, quite a bit, but not exactly to plan. Highlights include figuring out how to put my Workplace Resilience Instrument online and provide real-time feedback, developing a Mural-based problem-solving tool, working up a resilience study, and networking. I learned many new online teaching tools, techniques, tips, and created some of my own.
Here are some tips I’ve learned and share for remote work and teaching:
When I emerge from COVID, I will have strengthened my online teaching capabilities, contributed to the knowledge base for online teaching, advanced my research, and built connections with many people whom I would not have “had time for” or the circumstances for those opportunities.
Dr. Larry Mallak is an industrial engineer whose work on corporate ethnography is bringing new tools to balance the art and science of new product development. He’s a Professor of Industrial and Entrepreneurial Engineering & Engineering Management at Western Michigan University. Prior to his university appointment, he worked in Charlotte, North Carolina, for Premier Healthcare and he has worked as a science reporter for National Public Radio. His work has been featured in numerous outlets, including TEDx, Engineering Management Journal, WORK, and Industrial Management. He holds Ph.D. and M.S. degrees in Industrial & Systems Engineering from Virginia Tech, with a B.S. in Industrial Engineering from the University of Illinois. Dr. Mallak is a Fellow of ASEM.
I would like to welcome you to the monthly newsletter for March. As we all know the Coronavirus (COVID-19) is currently having a big impact on many aspects of our lives. In this worrying time, I would like to send best wishes for the health and safety of all members of the ASEM community as well as their families. COVID-19 now looks to be a global pandemic and while different countries and corresponding governments are responding in different ways, I think it is important that such a response should be guided by experts – scientists and clinicians (including epidemiologists) – so that the strategies adopted to mitigate the impact of the pandemic are evidence-based and rigorous. Such an approach is consistent with our own values as engineering managers.
During this current period, many of us are working from home where possible. Universities are in many cases delivering teaching via online systems and this has resulted in significant challenges and disruption to ensure the online provision was made available in a timely fashion. Also at universities, student members of the society are clearly impacted by the current situation and will be concerned about their own education and research work and how the required commitments can be fulfilled this academic semester. Members of the society from industrial companies and governmental organizations face challenges associated with their own work responsibilities and the need to work from home if possible. These certainly are challenging and one could even say unprecedented times – and I very much hope that our collective efforts will help to minimize the deleterious impact of COVID-19 and that our normality of life, work and study will resume as soon as possible.
I also wanted to pass on that we are carefully monitoring the COVID-19 situation in regard to the 2020 International Annual Conference scheduled to take place at the end of October in Denver, Colorado. This is still more than half a year away and currently the conference preparations are continuing as planned – There are no changes to the technical paper submission and peer-review process, and we currently expect to hold the conference as planned. However, we will continue to monitor any new developments and ensure to keep members informed if any changes need to be made. Although please be rest assured that in the event the conference is disrupted by travel restrictions due to COVID-19, conference registration fees will be refunded.
I would like to conclude this introduction by highlighting the excellent news that ASEM has recently published the 5th Edition of the Engineering Management Body of Knowledge Guide (EMBOK Guide). The EMBOK Guide serves as a foundation for certification exams, curriculum development, and professional development programs. The guide can be viewed as a foundational reference for the discipline of engineering management. I would like to offer my thanks to Dr. Hiral Shah (Editor) and Walter Nowocin (Associate Editor) for their leadership and dedication on the production of this key publication for the Society. I would also like to thank all the chapter authors for their hard work and contributions to the new publication.
Stay safe and keep washing your hands.
Dear ASEM Members,
Given the ongoing Coronavirus (COVID-19) developments, we would like to provide an update on ASEM's response to the situation. First of all, we send our best wishes to all our members in the United States and around the World. Please know that the health and safety of the ASEM community that you are all a part of is our first priority.
The ASEM conference committee is closely monitoring the situation. Since the 2020 International Annual Conference will take place in Denver at the end of October (28th to 31st), which is still over seven months away, all of the conference preparations are continuing as planned. There are no changes to the technical paper submission and peer-review process, and we currently expect to hold the conference as planned (https://asem.org/2020-IAC-Call-for-Papers).
We advise you to follow the paper submission and registration deadlines as usual. We will continue to monitor any new developments and keep you informed if any changes need to be made. Please be rest assured that in the event the conference is disrupted by travel restrictions due to COVID-19 your conference registration will be refunded.
Please feel free to email asem-hq@asem.org for any questions or concerns. We hope to see you in Denver.
Sincerely,
As engineering managers we have a natural interest in science and technology, including how technologies can be commercialized for practical benefits. Indeed, commercialization of technology for industrial purposes has been undertaken across many applications and of course for many years. Historians have described in detail the Industrial Revolution, or First Industrial Revolution, as the period from ca. 1760 to 1830, where the manufacture of materials transitioned from hand production methods to the use of mechanization and machines in factories.
Growing up as a boy in the United Kingdom in the county of Nottinghamshire (famed for the legend of Robin Hood), I recall visiting a place called Cromford Mill, which was the world's first water-powered cotton spinning mill – developed in 1771 by the industrialist Richard Arkwright in Cromford, Derbyshire. Even today, this is an impressive facility and has been named as a UNESCO World Heritage Site. This form of industrialization powered forward the first industrial revolution and the resulting changes that occurred thereafter.
Bringing the story up-to-date, many people now believe that we are potentially in the midst of a new industrial revolution, which is the fourth one. Innovation 4.0 can be regarded as a collection of different but related technologies that enable integration between physical and digital systems. The related technologies include cyber-physical systems, the industrial internet of things, artificial intelligence, autonomous robots, simulation, system integration, big data and big analytics, additive manufacturing (3D-printing), augmented reality, cloud computing and cybersecurity. Looking ahead it is likely that adoption of 5G wireless technology for digital cellular networks, with much faster download speeds, will help to power forward adoption of Industry 4.0 technologies.
Industry 4.0 technologies are already enabling a step-change in productivity improvements in the advanced manufacturing sector, for example, in the production of automotive vehicles. But Industry 4.0 also has the potential to enable major levels of disruptive innovation in other industrial sectors. Examples include smart delivery of materials to companies, where inventory levels are remotely monitored and replacement products are delivered by driverless vehicles. Just-in-time custom manufacturing through additive manufacturing on-site enabling reductions in manufacturing and distribution costs. Intelligent transportation networks supporting driverless operation of cars. Automation of repetitive tasks such as data entry and low level accounting practices.
Alongside these opportunities there will also be challenges created – certain jobs and professions may even become redundant – although this also occurred in previous industrial revolutions. Apparently, when steam-powered locomotive trains and cars with internal combustion engines were introduced, there was no longer a need for many of the workers associated with horse-drawn carriages (such as blacksmiths). Equally, many new jobs were created, for example, through the manufacture of complex machinery to enable more efficient agriculture. Consequently, there are likely to be new professions created as part of the adoption of Industry 4.0 technologies.
As new professions are created and the nature of engineering jobs changes, there will still be a need for managers to oversee the development and implementation of new technologies – managers with a technical background and this includes engineering managers. This represents a key opportunity for engineering managers to help capitalize on the emerging technologies (such as those associated with Industry 4.0) and it is important to have an up-to-date awareness of such technological developments. From an academic education perspective, there is a need to ensure engineering management programs are structured appropriately, according to both a technical and pedagogic perspective, to deliver graduating engineers with skills aligned with industry’s requirements as Industry 4.0 gathers pace over the coming years.
We should also ensure that our society’s products (such as the Engineering Management Body of Knowledge and Engineering Management Handbook) are updated to reflect these and other technological advancements. Nevertheless, in this time of emerging technologies, changing and new jobs as well as new industries and technological changes that may impact our lives in different ways, it is an exciting time to be working in engineering management. Some of the Industry 4.0 technologies may ultimately make a bigger impact than others, but having a good background and understanding of engineering management means we can not only be spectators but also participants in the current industrial revolution as well as future ones.
by Gene Dixon, PhD, MBA, FASEM, CPEM Chair, ASEM Fellows Associate Executive Director, ASEM
This is a little different spin on practicing engineering management. This is directed towards those EM’ers working on advanced degrees and are seeking permissions to use IP that others have created. Maybe there are other applications for those with imagination.
I remember the trepidation I had in reaching out to noted authors about using their materials. Nobody ever told me how. The pundits said just ask. Ask how? Phone call? Email? Snail mail? I didn’t know. I did email them. And, it was really gratifying when I heard positive responses from noted authors like Ira Chaleff, James Burns, and Kouzes and Posner.
Still how do you pose the question, “Can I use your chart, survey, or cite your work?”
I want to make 2 points.
Last week I received a request that schooled me on how to ask that question. The teacher learned from the student.
There was a conference on followership the summer of 2019. I was unable to attend; however I’ve had a great number of requests since that conference for permission to use The Followership Profile developed as part of my dissertation.
The request was simple and direct. It got right to the point by making the request in its opening line. The requestor then went on with a brief statement of purpose.
The next sentences were the sentences that I wish I had known to use when I was asking permissions. The requestor quoted (and cited) some of my previous work. It was a brief one or two sentences from a co-authored piece.
This quote was a clear statement that the requestor had done their homework and gave the impression that they knew what they were going, and wanted, to do. I may be easy to impress, and this was certainly impressive and appealing to me. A simple gesture that said to me that the requestor was prepared and valued work I had done and that they wanted to use.
Point 1: Demonstrate your preparation and why you want the IP owner’s permission.
There was another request from an international researcher. The grammar was not consistent with US norms, but the request properly addressed the researcher’s purpose. Once permission was granted, the acknowledgement and appreciation were endearing. I have never received such a warm thank you from anyone who used, or uses, proper grammar. As Dale Carnegie said, “Be hearty in your approbation, lavish in your praise.” We’ve corresponded a couple of times since then and I have a standing invitation to visit them in the future.
Point 2: Give heartfelt thanks for permission when you receive it.
There you have it. If you are a researcher requesting permissions, make a pitch that is appealing and give thanks. Maybe with some imagination, even the most experienced EM practitioner can find other ways to apply these two points.
And, let’s all go find a new ASEM member.
Gene Dixon is the Associate Executive Director of the American Society for Engineering Management (ASEM) and is a retired university Professor having taught aspiring engineers at the undergraduate level for 14 years. He is a Certified Professional Engineering Manager and has held positions with Union Carbide, Chicago Bridge & Iron, E.I. DuPont & deNemours, Westinghouse Electric, CBS, Viacom, and the Washington Group over a span of 28 years. His work experience includes project engineer, program assessor, senior shift manager, TQM coach, production outage planner, and a remediation engineer. He is a fellow of the ASEM and served as secretary, president-elect and was the 2015 ASEM President. He was awarded the Bernie Sarchet Award by the ASEE EM Division and the Frank Woodbury Service Award by the ASEM. He has served a board member of ASEE’s Design in Engineering Education Division, the Engineering Management Division, and the Engineering Economy Division and the editorial board of Thee Engineering Economists. He has served as a board member for the Institute for Industrial and Systems Engineering’s (IISE) Engineering Economy Division and the IISE’s Society for Engineering Management Systems Division.
by Palak Shah
The term engineering is not limited to the educational or professional arena but encompasses a wide spectrum of life science and materials science applications. Engineering is innately involved, from micro to mega creations, explorations to innovations, and from deliberated designs, development, production; to functional maintenance and management of cross-functional sectors withstanding unavoidable human flaws and unforeseen natural disturbance over time. When ‘time is money’ and not everything can be predicted ahead of time, there is no black and white approach for working through trials and errors adhering to fundamental guidelines. Even with set standard procedures and consistent practices, changes are inevitable for engineering further prospects, up-to-date competitive advantage, and optimum outcomes. Engineering is intended to make life simpler, faster, and better than harsh or difficult work. Engineering managers need to know the rules well, so they can break, amend, or reset the standards effectively as needed.
Having things simple and smooth comes from a well-balanced engineering approach - naturally, individually and collaboratively. Multifaceted planning, cross-functional execution, and overall management are not only complex under time constraints but also calls to include hypotheses and judgement for uncertainty. Beyond their traditional applications in inventory management and lean manufacturing, the ‘Just-in-Time’ (JIT) and ‘Just-In-Case’ (JIC) methods have their relevance to engineering any day-to-day tasks on every workfloor at companies, at homes, and at remote online workplaces. Consider whether JIT is an ideal philosophy or a real practice, while JIC is a model planning or mere probability. Either JIT or JIC is conventionally considered, but balancing between these methods for the same project in different circumstances is a key to comprehensive engineering life-cycle management. I call it ‘JI(T-C)’, a lean, safe, energy efficient and user friendly approach applicable to any field of engineering. This combination makes for a sustainable method that prepares the system to be more resilient to constructively embrace all sorts of incidents or curveballs.
The core purpose of ‘JI(T-C)’ is to balance lean efficiency and safety. Take this application on the 5S methodology: Sort, Set-in-order, Shine, Standardize, and Sustain.
Utilize a RACI (Responsible, Accountable, Consulted, Informed) matrix
Sorting out different areas suitable for efficient time practices, as well as case analysis of potential hazards requiring more lead time.
Set in order the resources and workflow to have minimal waste, JIT required steps with feasible tasks and safe, ergonomic arrangements.
Employ CAPA (Corrective and Preventive Action) and FMEA (Failure Modes & Effect Analysis)
Shining refers to keeping the process clear and transparent to avoid pitfalls.
Standardizing approach for each unique case or similar cases, with resource flexibility for time shifts and emergency tasks, followed by standard documentation and proper reporting.
Use TQM (Total Quality Management)
Sustaining objectives under quality checks and occasional maintenance with a vigilant view for deformities to be resolved within lead time.
Below are some useful sites for a few diverse engineering disciplines as well as JI(T-C) training, prevention, and parenting solutions as a part of engineering all-round life-cycle management.
All-Round Engineering Management Consulting:
https://en.wikipedia.org/wiki/Engineering_management
Inner Engineering:
https://www.innerengineering.com
JIT Training & Prevention from Social Engineering:
https://www.talentlms.com/blog/just-in-time-training-workplace/
https://www.imperva.com/learn/application-security/social-engineering-attack/
JIT Parenting and JIC Positive Parenting Solutions:
https://jitp.info
https://www.positiveparentingsolutions.com
About the Author
Palak Shah has pursued her BS in Biomedical Engineering and MS in Engineering Management with a Project Management certification. She is also a proud mother currently living in Dallas, Texas with her daughter and husband. She carries diverse work experience from a STEM tutor to corporate internal & external operations change analyst and as an independent consultant for medical devices engineering, R&D and IT sectors for SAP implementation. She possesses an innate awe for learning multi-languages and loves reading, writing, scrapbooking and striving for result-driven communication & creativity in all-round opportunities & challenges. Connect with her on LinkedIn.
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