Highlights
44 questions structured across 6 categories (and 4 optional ones) to quickly evaluate the performance of the management of a production site.
A mix of normative questions with precise and auditable criteria with opinion seeking answers providing a degree of objective evaluation balanced with subjective perception.
Scoping questionnaire for a Production environment
Key principles
The focus of this questionnaire is on the management practices of a production site. However, it also includes sections on the general context and management of the organization.
Four functional areas are optional (Maintenance, Planning, HSE and Energy; you can activate them depending on the context. You can also choose to let the participants decide for themselves whether or not to include these areas.
For these, since they are not the focus of the evaluation, there are a limited number of questions to keep the questionnaire short.
Description of the questionnaire
Background - objective: to understand the participant's personal profile, role and department organization (if he/she is a manager)
- sub-categories: personal information, role and missions
- questions: 4 open-ended questions (one optional); personal role and history, current responsibilities, department organization (optional)
Challenges - Action Plan - objective: to understand challenges, strengths and weaknesses, as well as actions for improvement
- sub-categories: challenges-force-weaknesses, improvement plan
- questions: 6 questions; challenges, strengths, weaknesses, improvement plan, evaluation of the success of the improvement plan and reasons for the evaluation
Roles - responsibilities - performance management - objective: understand the clarity of roles and responsibilities, the effectiveness of the organization's work interfaces and performance system
- subcategories: roles and responsibilities, interfaces, performance management
- questions: 6 questions; evaluation of each theme with reasons for the evaluation
Production - objective: to understand the effectiveness of production management, key performance factors and key issues
- sub-categories: key performance factors, performance monitoring, Lean actions, bottlenecks (quantity, quality), efficiency of main processes, equipment performance (conditional)
- questions: 15 questions: list of key performance factors with the actions in place to optimise them; evaluation of their effectiveness, key indicators used and list of management meetings, Lean actions and evaluation of their effectiveness, bottlenecks or areas with quality problems, evaluation of the main processes (resource management, planning, operating procedures, quality, skills, root cause analysis, short interval control), equipment reliability, changeover times, parameter control
Maintenance (the whole category is optional) - objective: understand the key characteristics of maintenance and performance
- subcategories: general performance, detailed questions
- questions: 9 questions: 9 questions; general performance evaluation, evaluation of key maintenance processes (installation of new equipment, preventive plan, curative maintenance, maintenance management, skills, production-maintenance coordination), use of maintenance management software and processes managed by it, detailed processes in place (priority system, equipment criticality, FMEA, standard time, failure history and reliability plans, indicators)
Planning (the whole category is optional) - objective: understand the principles, processes and performance of planning
- subcategories: general performance, detailed questions
- questions: 6 questions; general performance evaluation, detailed evaluation (repair rate on time, forecast, long-term to daily planning, supply planning, stocks, planning optimization)
HSE: Health - Safety - Environment (the whole category is optional) - objective: understand the principles and performance of health, safety and environment
- subcategories: general performance, detailed questions
- questions: 6 questions; evaluation of health, safety and environmental performance, processes in place (policy definition, roles, training and communication, risk area management, indicators, staff awareness and suggestion system)
Energies (the whole category is optional) - objective: to understand the principles and performance of energy and effluent management (electricity, gas, clean water and waste water...)
- subcategories: general performance, detailed questions
- questions: 4 questions; performance evaluation, process in place (consumption reduction plans and actions, integration into standard procedures, staff awareness, measurement system, indicators)
Benefits and obstacles (conclusion) - objective: to understand the perceived benefits and obstacles, and the motivation for an improvement plan
- subcategories: improvement plan and benefits
- questions: 6 questions; needs for an improvement plan, perceived benefits (priority among a list), perceived obstacles to improvement, other
Specific analyses of the evaluation
A balance between objective and subjective assessments
The evaluation includes a mix of normative questions with specific and verifiable criteria, and opinion research questions.
It is a balance between objective evaluations and participants' perceptions or comments that allows to:
better contextualize qualitative comments through relative evaluations,measure the degree of consensus among the different participants,understand the reasons or collect different opinions or ideas on strengths, weaknesses, challenges, levers for progress...Key steps
after purchase and activation of the service, the key steps are the following:
- The service manager* can directly carry out an evaluation by answering the questionnaire (optional); steps 2 to 4 are optional depending on whether he/she wishes to invite other participants to carry out the evaluation
- If he/she wishes to invite other participants to conduct the evaluation, he/she proceeds to steps 2 to 5
- Otherwise he/she goes directly to step 5 of viewing the results
- He/she can still do his evaluation after the participants if he did not do it at the beginning
- Customisation of the service to the organisation by the service manager*
- Service name, title and introduction for the participants invited
- Selection of participants to the service
- Definition of dimension to enable analysis by organisation dimension (optional)
- Selection of anonymity option
- Sending of an invitation link to the selected participants
- Evaluations performed by selected participants, on the Wevalgo web platform
- Participants connect to Wevalgo web site thanks to the link sent by the service manager
- Participants answer on-line
- The service manager can follow up the answers progress status
- Results available at the end of evaluations on the Wevalgo website
* The service manager is the person who purchased the service.
Recommended participants for an evaluation
For the evaluation we recommend the following participants:
- Production site top management
- A few workshop managers or technical area managers
- Business unit Manager
- A few people outside the production function: sales or marketing, purchasing, supply chain…
- In case of several geographical sites, a selection of each site managers, enabling to compare the practices between the different sites.
Get instant and full access to reports as soon as evaluations are completed.
Gain multi-level analysis on several axis that can be explored in varied depths and dimensions through a user friendly results menu. A few samples of the results report are shown below
Results by organisational dimension
Compare performance across your own, relevant and entirely customisable organisational dimensions. For example by geographical locations, departments, hierarchical levels or any other you see fit. Zoom in to breakdowns by category, subcategory and/or question
Results by evaluator and category
You can see detailed results to better understand the causes of your organisation performance
We have expert consultants on hand to build their own evaluations, assist you and interpret your results. Select the Expert Review option on the purchase menu.
