INTRODUCTION THE PERSONAL CONSULTANT In business today `down sizing' seems to be the in word. It is a term used to mean that a business is taking advantage of Parkinson's law, which says in effect that the available workload will tend to completely fill the available time. Or stated another way, workers will pace themselves to use the allotted time. What isn't stated, when the term is used, is that the time frame was too large to begin with. Either because, the workload wasn't properly understood (how long will this process take?) or there was an unexpected down turn in the demand creating the workload. In either case, there is no sure way for today's manager to know how much to down size without knowing the true value of the workload. Just about everyone at one time or another has had or will have someone at their right hand giving them specialized advice. We see it on TV in congressional hearings and in court proceedings. The technical advice is supplied to the participants, on both sides, by their right-hand-man. That is precisely the Industrial Engineer's role in the business world. He is a consultant on engineered values to apply to every day business problems. That is not to say that he has all the answers needed, but within his area of knowledge and experience, he can be depended on to give valid information to be used by managers to make the best decisions they can. He is basically a management consultant. The Personal Consultant was a natural progression out of the Facilities Management Series, and incorporates those programs into the toolbox. It was developed because no collection of the programs within it could be located, and it was felt that a set of these tools organized into one toolbox would be beneficial to an analyst performing management studies. An users manual has been written only for the Facilities Management Series. The balance of the programs are either well enough menu driven or are of technical enough nature to require a certified analyst, and as such, a user's manual was deemed not required. The highly technical programs, such as MTM, are written so as to protect the uncertified person from faulty judgement. In those programs a statement is always made to the effect that no attempt is made to teach the discipline. The non industrial engineer is not excluded from using these programs, but should be encouraged to learn the more technical areas as they are needed. In this manner the series has enough depth to become ever more valuable to the user as they become more expert, but can be of value also from the first day. It can be like a Hoehner Marine Band harmonica, but is like a Chromonica, allowing sharps, flats, and varying shadings to problem solving. If from evaluation of questions coming from registered users a need is indicated for additional user manual, it will certainly be written. An industrial engineer's efforts can be directed in numerous directions. Five of these areas are Facilities Management, Facilities Acquisition, Decision Analysis, Value Engineering, and Work Measurement. At this point the toolbox has programs directed towards these areas. Since the area is dynamic, development work is continuing to expand the toolbox, and each release should have some new tools. In places the areas tend to merge and overlap, so that a program can be used in more than one area. Each program is a module or tool within the control of the main menu program which allows each program to blend into an array that gives the appearance of a very large program. Yet each program can be stored in floppy disk, streamer tape, or bernoulli media, waiting, away from the computer for the time it is needed. The Main menu allows the analyst to keep only the tools most commonly used, ready at hand, while the balance are left available but not using storage space. The Main menu alerts the analyst when a tool called for must be loaded. Only a modular program approach accommodates this. What follows is where each tool fits into the overall scheme of things and how it is valuable to that scheme. No valid advice can be given without understanding the question, and anything that can have a value assigned to it can be managed. Each of the programs that follow allow the analyst to assign values to a given function or aid visualization of values that have been assigned by a previous program. These programs are analysis aids, only. 90% of true analysis occurs when the analyst is forced to put the facts and figures developed in the study into written form. A narrative or report, whatever it is called, presents the problem, the study data, the conclusion from the data, and recommendations of alternatives for solution of the problem. Most will also include a study showing the impact to the operations of each alternative. The toolbox does not provide a text editor. There are numerous good ones on the market. The Layout Planning program is used to aid in Facilities Management, Work Measurement, Manpower Planning and Facilities Acquisition. In facilities management, one essential consideration is efficient and optimum use of the facilities. Layout Planning accomplishes this through consideration of which operation or department should be neighbor to which other operation or department within the facility, multi-floors can be considered also. After that is accomplished, each operation or department is considered for detailed placement of furniture and equipment within the operation or department. Using the Furniture and Equipment program to develop Work Station Units (basic modules showing total space, specific standardized layout of furniture, equipment and operator space plus allowance for aisles), those work station units can be blocked into an operation or department with other work station units and modified to meet existing need and provide a standardized detailed layout. One key in work measurement is, how much time is required because of required walking, both within and without an operation or department. The distance information is developed in Layout Planning and in Furniture and Equipment Survey, and can then be developed into standard time using MTM. By developing the data in Layout planning, the analyst is developing staffing requirements to validate the furniture and equipment needs. These needs can either be present or sometime in the future. To develop future needs the Decision Analysis program has compounding algorithms available, and the Statistics program allows regression analysis and or random sampling and probabilities. When extending the analysis into the future you are looking at the operations requirements for possible replacement (acquisition). By putting layout planning at the very core of your planning you begin to look at facilities as functional entities before looking at their form (functional buildings can be attractive but not all attractive buildings are functional). Are you in business to look attractive or perform a function? As you are probably beginning to see the programs within the toolbox are interdependent and yet can stand alone, depending on how much depth you want to put into your study. Layout of facilities on a site can be accomplished also. The Furniture and Equipment Survey as mentioned above is needed if, one you are going to rearrange your layout, and two if you are anticipating moving into a different building. The furniture and equipment program develops work station unit data, equipment costs and square footage requirements. You can identify furniture and equipment by floor and operation or department. This information dovetails with the Overhead Cost program. It is also used in the Custodial Requirements program. Depending on the ambition and sophistication of the analyst, the data developed here can be used to evaluate furniture and equipment usage, identifying unused furniture and equipment, methods improvements, additional furniture and equipment needs. Once again the thrust is to optimization and efficiency. The Overhead Cost program allows development of the overhead cost of each operation or department. The costs aren't intended to be developed to a degree of accuracy that an accountant would appreciate, but rather as a measuring device to draw the attention of first line managers to an area of facility management often overlooked. It can turn the spot light on poor housekeeping, furniture and equipment management, utilities management, etc.. This program uses data from the Furniture and Equipment program and the Custodial Requirements program. The Custodial Requirements program uses data from the Furniture and Equipment program and allows development of custodial requirements for each function required of custodians. It develops requirements for the workroom by operation or department, and can be used to develop employee work assignments when used with a detailed layout drawing developed in Draft Choice or some other CAD program (even AutoCad if you are ready to spend or have spent $3,000.00). A drawing can show blocked out assignments with codings to indicate cleaning needs and frequencies. Also the program develops work hour requirements including fringe to develop staffing requirements. The Graphical Representation program uses data developed in the Layout Planning, Furniture and Equipment Survey, and the Overhead Cost programs. This program develops scaled graphs for visualization of data developed above, from calibration charts to overall cost/operation charts. This program does not stand alone. It requires at least one of the four programs mentioned above to be able to graph anything. The last program in the Facilities Management Series is the Space Relationship program. This program takes combined flow and service rankings from the Layout Planning program and puts the affinity pairs of operations or departments in rank order in a table to be used in a CAD program to draw the Space Relationship Diagram (Block Diagram). The listing also gives suggested length of the side of the square for square footage of each operation. This allows a starting place at a square to be ran, by the analyst, into the shape of best fit. While the other programs aid in developing this data, only this program and the Furniture and Equipment Survey data are carried over into Draft Choice or another CAD program. Where eventually a detailed furniture and equipment layout drawing can be developed. As mentioned earlier then data from the other programs can be overlaid on either the block or detailed drawings. Draft Choice needed some customization to make it more compatible with the thrust of these programs. A library of flow chart symbols was created to be used in developing the various process charts used in work measurement. This library is accessed from each individual process analysis form header in the Draft Choice File/Load sequence. The Work Measurement Series starts with the various process charts: Operations Process, Flow Process, Operator Process (Right and Left Hand), Man-Machine Process, and Simo (Memo- motion using Therblig symbols to chart). The Simo chart is rarely, if ever, used any more but was included for completeness. Each procedure gives a fast track to overall understanding of a complex procedure or operation. The process charts are useful in any study, from Facilities Management through Value Engineering, where understanding of a process or function is required. Winding up the Work Measurement series is the Element Analysis program. Since Methods Time Measurement (MTM) is of a technical nature that requires analysis by trained analysts, the Element Analysis program performs only the grunt work of filling out the various forms. Routine calculations are performed, but the analyst must use a Time Measurement Unit (TMU) chart supplied by the MTM Association. The forms do provide total seconds, minutes, and hours for each element and the total operation or method analyzed, after the analyst has filled in the motion descriptions, frequencies and TMU's. There is a summarization form also. Value Engineering, like MTM, is another area where untrained analysts could develop conclusions hazardous to good management decisions. However, if the menus are followed, a group of people could come to some functional activity simplifications. The menu steers selection of the VE team, also. The trained analyst can through the use of OVAL (Organization Value Analysis Logic) analyze the office environment for down sizing. This procedure helps to question activities or parts not supporting the intended function of the item or operation under study. Most every study should present alternative solutions for management consideration. To aid in alternative evaluation the Decision Analysis program is included. This program allows the analyst to look at the economic impact of each alternative through the use of discounted differential cash flows. It also develops salvage value for buildings and land, and develops depreciation schedules (in straight line or sum of the years methods). Amortization schedules can be generated, showing fixed payments for the entire term, single additional principle payments at specified dates, or fixed additional principle payments starting at a specified future date. This feature allows looking at various prepayment strategies to evaluate alternative strengths and weaknesses. Each of the six compound interest algorithms can be called to perform individual calculations. The next program in this version is Statistical Analysis. While there are numerous statistical programs on the market, it was felt that one should be included in the toolbox. This program uses the random number generator to develop a listing of random samples from a selected sample size. It allows the analyst to perform regression and correlation analysis. It uses universe standard deviation to avoid bias, and looks at normal distribution, `t' and chi square. The program allows repeated passes with the data until the analyst wants to quit. For those who can't let go of reference tables, normal distribution,`t', and chi square tables are provided as help screens and can be referenced for insertion data. In the Manpower Planning module Complements & Schedules allows the analyst an opportunity to develop enough personnel data to schedule people. This data also gives ready refer- ence for home address with telephone, and can be used to develop seniority listings based on accession dates. This program can also be used to build proposed schedules for recommended staffing levels developed in the Volume, Hours & Productivity program. The Volume, Hours & Productivity pro- gram allows development of volume and hour data, to develop productivity reports. It also allows use of historical data to develop average daily volumes and hours for projections into the future. With these additions, the Personal Consultant should be a fairly complete tool for the management analyst.