Advanced World-Class Storeroom Principles

This highly interactive three-day seminar provides a practical, reliability-focused approach to managing maintenance materials from initial item setup through procurement, storage, issue, return, repair, and disposal.

Through discussion, exercises, problem solving, and application to their own operation, participants evaluate current practices, identify improvement opportunities, and develop a prioritized plan that can be implemented after the seminar.

View course details

Who Should Attend?

Storeroom and Materials Managers responsible for maintenance inventory and material availability
Storeroom Supervisors, Coordinators, Clerks, and Attendants involved in daily materials processes
Maintenance and Reliability Leaders seeking to improve planning, scheduling, and work execution
Planners and Schedulers who depend on accurate parts information and timely material staging
Purchasing and Procurement Professionals supporting maintenance, repair, and operations materials
Plant and Operations Leaders responsible for controlling cost while improving equipment reliability

What You Will Learn

A clear understanding of how materials management contributes to maintenance performance and equipment reliability
Practical methods for improving item data, inventory accuracy, critical-spares decisions, and stocking levels
A working knowledge of the strategic and tactical processes that control material flow through the storeroom
Stronger purchasing, receiving, repair, return, and emergency-procurement practices
Tools for improving storeroom safety, layout, organization, accountability, and problem solving
A customized improvement plan that converts seminar learning into prioritized action at their site

Course Details: RA01835-D909

Course Outline

Day 1 – Foundations and Strategic Practices

The Storeroom's Contribution to Total Process Reliability

Common Storeroom Challenges
The Storeroom's Role in Reliability

Nine Strategic Practices
Main Topics

Data Scrubbing
Optimizing Stock Levels
Critical Spares Evaluation
VMI/Consignment

Supplemental Course Materials Provided

Problem Solving
Monthly Budget
Salvage Value
Material Scrap
Parts Standardization

Day 2 – Tactical Processes and Procurement

Fifteen Tactical Processe
Main Topics

New Item Setup
ABC Classification
Cycle Counting
Kitting
Issuing
Obsolescence
Materials Preventive Maintenance

Supplemental Course Materials Provided

Improvement Opportunities
Purchasing and Procurement
Requisition of Materials
Receiving
Repair or Replace
Delivery
Return to Supplier and Return to Stock
Emergency Procurement

Stores Stock Committee

Form and Charter
Improvement Opportunities

Maintenance Budget Contribution

Making Sense of Cents
Storeroom Users
Improvement Opportunities

Root Cause Analysis

Fix It Forever
What Hits Your Radar
5 Why Analysis

Day 3 – Safety, Layout, and Your Improvement Plan

Safety and Environmental Practices

Your Plant Goals
The Storeroom's Contribution

Storeroom Layout

Current State and Future State
Storage Requirements
5S Activities

Storeroom Organization

Roles and Responsibilities
Process Guide and Workflow
RACI and Activity Detail

Develop Your Improvement Plan

Seminar Review
Customized Improvement Plan

Course Schedule

Location and Lodging

Course Location

Pyle Center

702 Langdon Street
Madison, WI 53706

Map

866-301-1753

608-262-1122

Lodging

Fluno Center

601 University Avenue
Madison, WI 53706

Map

Accommodations include: Your stay includes hot breakfast buffet, fitness center, business center, convenient on-site parking. Guest rooms are complete with Keurig coffee maker, refrigerator, complimentary high-speed Internet, and 40-inch, flat screen, high-def TVs.

Online Reservations

877-773-5866

608-441-7117

DoubleTree by Hilton Madison Downtown

525 West Johnson Street
Madison, WI 53703

Map

Accommodations include: Complimentary WiFi and Local/Airport Shuttle. Parking available $15/night.

Online Reservations

608-251-5511

800-222-8733

Madison Concourse Hotel and Governor's Club

One West Dayton Street
Madison, WI 53703

Map

Room: rates start at $160

Accommodations include: Complimentary WiFi, Local/Airport Shuttle, Pool, and Fitness Center.

More Madison Lodging Options

Course Notes

This is a HyFlex (in-person and online) taught course. Please be prepared to attend all days either in-person or online. Contact us if you have any questions or if you need to make a change.

This course uses the Canvas course management and Zoom platforms. A UW NetID is required to access the online course site. Both in-person and online students should have a NetID and access the Canvas course website. Your registration confirmation email will give you instructions on how to create a NetID and log into Canvas.

Canvas will have digital materials for this course. Please watch the email address you provided for important course updates and information. Check your spam file if you do not see emails from the "wisc.edu" addresses.

Instructor and Program Director

Instructor

Steve Gowan

Vice President - Partner at Marshall Institute

Steve Gowan is a Continuous Improvement leader with over 20 years of industrial experience and 14 years in Asset Management, Maintenance, and Reliability consulting.

He began his career in the United States Air Force as a Crew Chief on the B-1 Bomber, where he also served as an MRO Inventory Liaison. During his time at Dyess Air Force Base, he was named Airman of the Year after developing an improved inventory management process for aircraft spare parts. After his military service, Steve held engineering roles in the aerospace industry, owned his own business, and later served as an MRO Manager in the automotive sector and Plant Manager for a high-volume bakery.

Across every role, his focus has been continuous improvement. He has led initiatives in TPM, 5S, storeroom and spare parts management, employee development, root cause analysis, preventive and predictive maintenance, equipment reliability, and Lean manufacturing.

At Marshall Institute, Steve has served in several leadership roles, including Senior Consultant, Manager of Manufacturing and Training Services, Senior Manager of Manufacturing Services, Director of Consulting Services, and now Partner and Vice President. In his current role, he focuses on helping clients build practical strategies and ensuring his team delivers meaningful, measurable results.

Steve is a hands-on trainer, facilitator, and coach who works closely with clients to improve reliability, reduce costs, and build sustainable processes that stick.
Program Director

Jon Wellik

Total Credits:

CEU 2.1,

PDH 21,

Applies to these Certificates:

Advanced Maintenance and Reliability Management Gold,

Maintenance and Reliability Management,

Course Administration

Fee Information

This course has two attendance options, face-to-face or online.

Face-to-face attendance fee includes morning and afternoon breaks, scheduled lunches, and course materials.

Online attendance fee includes online instruction and course materials. Online attendees will access course sessions via the Zoom web conferencing platform.

Payment Options

If you are planning to attend an Interdisciplinary Professional Programs course, payment is required at the time of registration. Below are the payment options:

Pay by Credit Card

Enroll online and pay by credit card.

Search for the course on the website and then click on the Enroll Now button from the course webpage.
Enter all necessary course attendee information and payment information on the course enrollment page.
You will receive an email to confirm successful enrollment and payment.

Enroll over the phone and pay by credit card.

Call CERC Registrations at 608-262-2451.
Provide the registrations representative with:
- the course name, dates, and/or course number.
- the necessary course attendee information and payment information.
You will receive either a mailed document or an email to confirm successful enrollment payment.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

Fill out a registration form (found either in the back of the course brochure you received in the mail or here).
Prepare a check, made payable to UW Madison.
Mail the registration form and check to: CERC Registrations 21 N Park St, Ste 7101 Madison, WI 53715
You will receive either a mailed document or an email to confirm successful enrollment and payment.

Pay by Purchase Order

Request Purchase Order information from registration@cerc.wisc.edu
- If a fee quote is needed, contact custserv@interpro.wisc.edu first
You will receive an invoice from UW–Madison Business Services for payment, usually within 3–5 business days

Military

If using SF-182 form, please call our registration number at 608-262-2451 or email registration@cerc.wisc.edu for details and instructions.

Event Cancellation

We reserve the right to cancel a course due to insufficient enrollment or unforeseen events. If we cancel a course, participants will be notified via email or phone and will be given the option for a full refund or to transfer their registration and any fees paid to another course. We are not responsible for non-refundable plane tickets, hotel reservations, and other travel related expenses. For enrollee Course Cancellation, refer to notes on course page.

Cancellation Policy

If you cannot attend, please notify us as soon as possible before the course start date for a refund. Once you access course materials, a refund is not available.

Course Details: RA01835-E088

Course Outline

Day 1 – Foundations and Strategic Practices

The Storeroom's Contribution to Total Process Reliability

Common Storeroom Challenges
The Storeroom's Role in Reliability

Nine Strategic Practices
Main Topics

Data Scrubbing
Optimizing Stock Levels
Critical Spares Evaluation
VMI/Consignment

Supplemental Course Materials Provided

Problem Solving
Monthly Budget
Salvage Value
Material Scrap
Parts Standardization

Day 2 – Tactical Processes and Procurement

Fifteen Tactical Processe
Main Topics

New Item Setup
ABC Classification
Cycle Counting
Kitting
Issuing
Obsolescence
Materials Preventive Maintenance

Supplemental Course Materials Provided

Improvement Opportunities
Purchasing and Procurement
Requisition of Materials
Receiving
Repair or Replace
Delivery
Return to Supplier and Return to Stock
Emergency Procurement

Stores Stock Committee

Form and Charter
Improvement Opportunities

Maintenance Budget Contribution

Making Sense of Cents
Storeroom Users
Improvement Opportunities

Root Cause Analysis

Fix It Forever
What Hits Your Radar
5 Why Analysis

Day 3 – Safety, Layout, and Your Improvement Plan

Safety and Environmental Practices

Your Plant Goals
The Storeroom's Contribution

Storeroom Layout

Current State and Future State
Storage Requirements
5S Activities

Storeroom Organization

Roles and Responsibilities
Process Guide and Workflow
RACI and Activity Detail

Develop Your Improvement Plan

Seminar Review
Customized Improvement Plan

Course Schedule

Location and Lodging

Course Location

Pyle Center

702 Langdon Street
Madison, WI 53706

Map

866-301-1753

608-262-1122

Lodging

DoubleTree by Hilton Madison Downtown

525 West Johnson Street
Madison, WI 53703

Map

Accommodations include: Enjoy complimentary business center, WiFi and Local/Airport Shuttle. Each room has a refrigerator, microwave, 42-inch HDTV, and executive desk. Parking available $15/night.

Online Reservations

608-251-5511

800-222-8733

Madison Concourse Hotel and Governor's Club

One West Dayton Street
Madison, WI 53703

Map

Room: rates start at $160

Accommodations include: Complimentary WiFi, Local/Airport Shuttle, Pool, and Fitness Center.

Fluno Center

601 University Avenue
Madison, WI 53706

More Madison Lodging Options

Course Notes

This is a HyFlex (in-person and online) taught course. Please be prepared to attend all days either in-person or online. Contact us if you have any questions or if you need to make a change.

Instructor and Program Director

Instructor

Steve Gowan

Vice President - Partner at Marshall Institute

Steve Gowan is a Continuous Improvement leader with over 20 years of industrial experience and 14 years in Asset Management, Maintenance, and Reliability consulting.

He began his career in the United States Air Force as a Crew Chief on the B-1 Bomber, where he also served as an MRO Inventory Liaison. During his time at Dyess Air Force Base, he was named Airman of the Year after developing an improved inventory management process for aircraft spare parts. After his military service, Steve held engineering roles in the aerospace industry, owned his own business, and later served as an MRO Manager in the automotive sector and Plant Manager for a high-volume bakery.

Across every role, his focus has been continuous improvement. He has led initiatives in TPM, 5S, storeroom and spare parts management, employee development, root cause analysis, preventive and predictive maintenance, equipment reliability, and Lean manufacturing.

At Marshall Institute, Steve has served in several leadership roles, including Senior Consultant, Manager of Manufacturing and Training Services, Senior Manager of Manufacturing Services, Director of Consulting Services, and now Partner and Vice President. In his current role, he focuses on helping clients build practical strategies and ensuring his team delivers meaningful, measurable results.

Steve is a hands-on trainer, facilitator, and coach who works closely with clients to improve reliability, reduce costs, and build sustainable processes that stick.
Program Director

Jon Wellik

Total Credits:

CEU 2.1,

PDH 21,

Applies to these Certificates:

Advanced Maintenance and Reliability Management Gold,

Maintenance and Reliability Management,

Course Administration

Fee Information

This course has two attendance options, face-to-face or online.

Face-to-face attendance fee includes morning and afternoon breaks, scheduled lunches, and course materials.

Online attendance fee includes online instruction and course materials. Online attendees will access course sessions via the Zoom web conferencing platform.

Payment Options

If you are planning to attend an Interdisciplinary Professional Programs course, payment is required at the time of registration. Below are the payment options:

Pay by Credit Card

Enroll online and pay by credit card.

Search for the course on the website and then click on the Enroll Now button from the course webpage.
Enter all necessary course attendee information and payment information on the course enrollment page.
You will receive an email to confirm successful enrollment and payment.

Enroll over the phone and pay by credit card.

Call CERC Registrations at 608-262-2451.
Provide the registrations representative with:
- the course name, dates, and/or course number.
- the necessary course attendee information and payment information.
You will receive either a mailed document or an email to confirm successful enrollment payment.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

Fill out a registration form (found either in the back of the course brochure you received in the mail or here).
Prepare a check, made payable to UW Madison.
Mail the registration form and check to: CERC Registrations 21 N Park St, Ste 7101 Madison, WI 53715
You will receive either a mailed document or an email to confirm successful enrollment and payment.

Pay by Purchase Order

Request Purchase Order information from registration@cerc.wisc.edu
- If a fee quote is needed, contact custserv@interpro.wisc.edu first
You will receive an invoice from UW–Madison Business Services for payment, usually within 3–5 business days

Military

If using SF-182 form, please call our registration number at 608-262-2451 or email registration@cerc.wisc.edu for details and instructions.

Event Cancellation

Cancellation Policy

If you cannot attend, please notify us as soon as possible before the course start date for a refund. Once you access course materials, a refund is not available.

Advanced World-Class Storeroom Principles

2027 and later

Who Should Attend?

What You Will Learn

Course Details: RA01835-D909

Course Outline

Day 1 – Foundations and Strategic Practices

Day 2 – Tactical Processes and Procurement

Day 3 – Safety, Layout, and Your Improvement Plan

Course Schedule

Location and Lodging

Course Notes

Instructor and Program Director

Course Administration

Fee Information

Payment Options

Pay by Credit Card

Enroll online and pay by credit card.

Enroll over the phone and pay by credit card.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

Pay by Purchase Order

Military

Event Cancellation

Cancellation Policy

Stay Connected

Course Details: RA01835-E088

Course Outline

Day 1 – Foundations and Strategic Practices

Day 2 – Tactical Processes and Procurement

Day 3 – Safety, Layout, and Your Improvement Plan

Course Schedule

Location and Lodging

Course Notes

Instructor and Program Director

Course Administration

Fee Information

Payment Options

Pay by Credit Card

Enroll online and pay by credit card.

Enroll over the phone and pay by credit card.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

Pay by Purchase Order

Military

Event Cancellation

Cancellation Policy

Stay Connected

Related Courses

Asset Strategy Development with FMEA, PMO and RCM

Total Productive Maintenance and Operator Driven Reliability

Supervision and the Art of Supervising

Maintenance Lubrication Fundamentals

Maintenance Planning and Scheduling

Past Courses

Advanced World-Class Storeroom Principles

Advanced World-Class Storeroom Principles