Condition Monitoring > Essential Balancing Skills

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3 days (2 days classroom 1 day field/shop)


Precision balancing plays a critical role in Reliable Manufacturing. In many facilities balancing is contracted out which if not managed correctly can lead to poor quality and machines that do not run in a precise state. This seminar is designed to provide attendees with the essential knowledge and skills needed to perform balancing tasks in the field or in the shop. The seminar is customized to suit the hardware/ software utilized in the facility.


This seminar provides attendees with a real and working practical knowledge of various balancing applications, including vector diagrams, single plane, two plane, and static couple separation procedures. and most important of all, “hands on”, “performance based” class exercises. These class exercises use “working” and “dynamically running” demonstrators. System measurements are performed in the classroom and provide technicians with an immediate feedback on the application and results of techniques applied. These hands-on exercises comprise approximately 50% of the class.  Throughout the class, balancing tips and tricks are explained that will enable attendees to achieve the precision tolerances desired in a shorter period of time. Session attendees will have an improved awareness regarding the relationship to asset reliability improvement, management communication of related issues and a comprehensive approach to balancing. Maintenance Technicians will find the seminar informative, and loaded with practical tips.

Processes Covered

Balancing Introduction

  • Types of Unbalance

    • Center of Gravity

    • Center of Geometry

    • Static

    • Couple

    • Dynamic

    • Quasi-Static

  • Phase angle

    • Lag

  • Centrifugal Force

  • Shop vs Field Balancing

Unbalance Fundamentals / Single Plane Balancing​

  • Single Plane Vector method

  • Single Plane Program

Multi Plane Balancing

  • Why 2 plane balancing

  • Two Plane Program

  • Overhung (Static/Couple Derivations)

Balancing Tips

  • Estimating Trial Weight Amount

  • Estimating Trial Weight Angle

  • Changing Weight Radius

  • Vector Split and Combine

  • Measuring Accurate Angles

  • Precautions for adding / removing weights

    • Positioning final weights correctly

    • Allowances for welding

  • Using Record Sheets

    • Calculating Final Unbalance

Balancing Machine

  • Field Exercises on Balancing machine or in field

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