THE FOUNDATIONS

OF RCM
C O U R S E S Y L L A B U S
THE FOUNDATIONS OF RCM
MODULE 1: INTRODUCTION

Overview:
This module is an overview of the RCM process. We’ll set forth the definition of RCM and review key terms. We’ll lay out the over-arching
topics that will be covered in The Foundations of RCM. We’ll finish up by discussing when an asset’s lifecycle RCM should be applied.

Unit 1: Introduction (0:51)

Unit 2: Definition of RCM (6:33)

Unit 3: What we’ll cover in The Foundations of RCM (3:33)

Unit 4: When should RCM be applied? (1:53)

Unit 5: Wrap-Up (2:05)

MODULE 2: THE EVOLUTION OF RCM

Overview:
Before we start exploring the principles of RCM, it’s essential to know not only how – but why – RCM was conceived in the first place. That way
we can really appreciate the majesty of its principles. This module takes us back to the commercial airline industry in the mid 1950s. It’s a
gripping story – and one that anyone who is responsible for physical asset management should know and understand. We’ll cover the events
that transformed their philosophy regarding equipment failure. And we’ll tell the story of how RCM was born and detail the various RCM
processes and documents that exist today. This Module plays an important role in the formulation of your own Asset Management Philosophy.

Unit 1: Introduction (1:09)

Unit 2: Lesson from the Commercial Airline Industry (9:26)

Unit 3: A New Philosophy Emerges within the Commercial Airline Industry (1:25)

Unit 4: RCM is born. (5:18)

Unit 5: Wrap-Up (2:24)

MODULE 3: THE FACILITATED WORKING GROUP APPROACH TO RCM

Overview:
In this module we’ll review the top three methods used to carry out RCM and we’ll evaluate whether or not each contains two of the main
ingredients for a successful RCM analysis. Through the review of one of the most devastating, yet remarkable, aircraft crashes in U.S. history,
we’ll highlight how teamwork is essential to preparation. We’ll also examine the pros and cons of historical data, in what ways it can be used
in an RCM analysis, and how a Facilitated Working Group approach can successfully fill the gaps. We’ll set forth the benefits of a Facilitated
Working Group, describe the logistics of a team approach, and identify what makes Working Groups Effective including characteristics of a
capable Facilitator.

Unit 1: Introduction (0:34)

Unit 2: Top Three Methods Used to Carry Out RCM (4:15)

Unit 3: The Value and Significance of Teamwork (7:07)

Unit 4: Historical Data and the RCM Process (2:53)

Unit 5: Augment Data with a Facilitated Working Group (2:03)

Unit 6: Benefits of a Facilitated Working Group (2:20)

Unit 7: Logistics of a Facilitated Working Group (1:18)

Unit 8: What makes Working Groups Effective Including Role of the Facilitator (2:59)

Unit 5: Wrap-Up (2:11)

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 MODULE 4: OPERATING CONTEXT

Overview:
In this module we’ll introduce the Operating Context, the document that is prepared prior to carrying out the seven steps of
the RCM Analysis. We’ll talk about why an Operating Context is prepared and we’ll outline the elements that are included in
an Operating Context.

Unit 1: Introduction (0:37)

Unit 2: Why an Operating Context is Prepared (1:52)

Unit 3: Drafting an Operating Context (5:38)

Unit 4: Wrap-Up (1:49)

MODULE 5: FUNCTIONS

Overview:
In this module we’ll review the importance of writing Functions and why it’s the first step in the RCM process. Through the
review of three air tanker crashes, we’ll discuss the idea of performance and why it is absolutely critical that the difference
between Required Performance and Design Capability is differentiated. We’ll set forth the two types of Functions – Primary
and Secondary – and how to classify them as either Evident or Hidden. We’ll learn how to compose Functions and how to
document them on the RCM Information Worksheet.

Unit 1: Introduction (0:53)

Unit 2: The Importance of Writing Functions – Design Capability versus Required Performance (7:28)

Unit 3: Two types of Functions – Primary and Secondary (1:43)

Unit 4: Classifying Functions – Evident and Hidden (3:15)

Unit 5: How to Compose Functions (13:02)

Unit 6: How to Document Functions (1:02)

Unit 7: Wrap-Up (2:12)

MODULE 6: FUNCTIONAL FAILURES

THE FOUNDATIONS OF RCM

Overview:
Functional Failures is the easiest step in the RCM Process and, relatively speaking, it’s pretty straight-forward. In this module
we’ll review what a Functional Failure is and identify the two types of Functional Failures – Total and Partial. We’ll also identify
how to compose Functional Failures and how to document them on the RCM Information Worksheet.

Unit 1: Functional Failures (6:24)

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THE FOUNDATIONS OF RCM
MODULE 7: FAILURE MODES

Overview:
In this module, we’ll talk about how a properly written Failure Mode puts you on the right road and sends you in the right
direction towards formulating technically appropriate Failure Management Strategies. A Failure Mode is what specifically
causes a Functional Failure. But all Failure Modes have to contain the right amount of detail and be written at the right level
in order to formulate meaningful solutions. We’ll set forth the four questions to ask in order to determine if a Failure Mode
should be included in an RCM Analysis. That way we avoid “analysis paralysis.” We’ll also show you how to document Failure
Modes on the RCM Information Worksheet.

Unit 1: Introduction (1:43)

Unit 2: What a Failure Mode is (5:12)

Unit 3: How to Compose Failure Modes (4:20)

Unit 4: What Failure Modes to Include in an RCM Analysis (3:35)

Unit 5: How Detailed Should Failure Modes Be Written (4:03)

Unit 6: Identifying Failure Modes for Each Functional Failure and Documenting Failure Modes on the RCM
Information Worksheet (3:45)

Unit 7: Wrap-Up (2:13)

MODULE 8: FAILURE EFFECTS

Overview:
A Failure Effect is written for each Failure Mode. In this module we’ll explore what a Failure Effect is, how to compose one,
what information to include (and how detailed it should be), and how to record it on the RCM Information Worksheet.

Unit 1: Failure Effects (12:12)

MODULE 9: FAILURE CONSEQUENCES

Overview:
The “essence of RCM,” as my mentor, the late John Moubray used to say, is “managing the consequences of failure.” In this
module, we’ll start with an introduction to the RCM Decision Diagram and then learn how to classify Failure Modes as Evident
or Hidden. Then we’ll discover how to assess the Consequences of each Failure Mode as Safety, Environmental, Operational, or
Non-Operational. We’ll finish up the module by talking about how to record Consequences on the RCM Decision Worksheet.

Unit 1: Introduction (1:05)

Unit 2: What a Failure Consequence is and an Introduction to the RCM Decision Diagram (3:16)

Unit 3: How to classify Failure Modes as Evident or Hidden (9:33)

Unit 4: Assess Failure Consequences (9:19)

Unit 5: How to document Failure Consequences on the RCM Decision Worksheet (4:53)

Unit 6: Wrap-Up (2:13)

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 THE FOLLOWING THREE MODULES WILL BE AVAILABLE ON NOVEMBER 20, 2017

MODULE 10: PROACTIVE MAINTENANCE AND INTERVALS

Overview:
Assigning proactive maintenance and associated intervals is the sixth step in the RCM process. In this module, we’ll discuss what constitutes
“proactive maintenance,” in the context of RCM. We’ll also set forth the two criteria that must be satisfied in order to assign a proactive mainte-
nance task. We’ll discuss Scheduled Restoration, Scheduled Replacement, and On-Condition maintenance tasks in-depth. And we’ll learn how to
document these proactive tasks on the RCM Decision Worksheet.

Unit 1: Introduction (0:58)

Unit 2: Proactive Maintenance in the context of RCM and Criteria for Assigning Tasks (2:16)

Unit 3: Preventive Maintenance (15.25)

Unit 4: On-Condition Maintenance (16.05)

Unit 5: Combination of Tasks (1:30)

Unit 6: Documenting Proactive Maintenance on the RCM Decision Worksheet and Synchronizing Initial Task Intervals (4:57)

Unit 7: Wrap-Up (2:24)

MODULE 11: DEFAULT STRATEGIES

Overview:
Assigning Default Strategies is the seventh step in the RCM process. In this module, we’ll discuss Default Checks; Failure Finding Tasks; No
Scheduled Maintenance; and other Default Strategies such as engineering redesigns, operating procedure additions, supply changes,
technical publication revisions, and training recommendations. And we’ll learn how to document these proactive tasks on the RCM Decision
Worksheet.

Unit 1: Introduction (0:38)

Unit 2: Default Checks (6:42)

Unit 3: Failure Finding Tasks (5:07)

Unit 4: No Scheduled Maintenance and Other Default Strategies (5:50)

MODULE 12: ANALYSIS VALIDATION AND IMPLEMENTATION

Overview:
Upon completion of an RCM analysis, it must be validated. In this module we’ll discuss the Validation Process and implementation
THE FOUNDATIONS OF RCM

of the results.

Unit 1: RCM Analysis Validation and Implementation (5:35)

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