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Maintenance Planning Basics
Rating: 4.5 out of 5(2,886 ratings)
17,091 students

Maintenance Planning Basics

Understanding maintenance planning basics of successful maintenance department
Created byHaitham Eldalil
Last updated 7/2026
English
English [Auto],French [Auto],

What you'll learn

  • You will learn the basic tips of Maintenance Planning Basics and how to build a job plan of manage a shutdown
  • Job Plan Details
  • Job Plan's Information Sources
  • Shutdown Management Tips
  • Spare Parts Management Tips
  • Maintenance Planner Skills

Course content

3 sections18 lectures1h 9m total length
  • Stop Firefighting. Start Planning1:08
  • Safety First5:22

    Identify hazards and assess risks before maintenance, implement safety precautions and permits, inspect scaffolding, and apply lockout tagout for energy isolation to ensure a safe, compliant operation.

  • Understanding Maintenance Organization & Function10:29

    Understand the main pillars of maintenance organization—preventive and predictive maintenance, planning and scheduling, execution, and shutdowns management—and how design, planning, and coordination with operations ensure reliable uptime.

  • Understanding The Work Order Flow7:46

    Understand the full work order flow from work request through planning, approval, scheduling, and execution. Learn how validation avoids duplication and how post-execution feedback updates the plan.

  • Read Article: How to Maximize the Efficiency of Your Maintenance Organization4:23
  • Definitions & Role of maintenance planners3:42

    Define and execute maintenance plans by coordinating labour, spare parts, and experts, plus prepare job plans and equipment drawings to ensure efficient, safe, and cost effective repairs.

  • Required skills for planners & Design of job plans4:04

    Identify essential skills for planners, such as communication, computer proficiency, AutoCAD, and data management, and design dynamic job plans that emphasize safety, resources, and clear work instructions.

  • Spare parts management & Maintenance Budget6:24

    Build and code a bill of materials for plant assets, balance spare parts stock, and align planning, procurement, and warehouse to optimize maintenance budget.

  • Read Article: Managing Working Capital Through Effective Spare Parts Management5:41
  • Shutdown management & Sources of job plan information4:58

    Coordinate shutdown management like a focused project, collect activities, prepare job plans and resources, and use Microsoft Project to reveal the critical path and budget while consulting OEM manuals.

  • Software skills required for planners & Common questions5:11

    Learn software for maintenance planning, including CMMS, ERP modules, SAP, Maximo, Oracle, and Excel or Microsoft Project; build, follow, and update job plans, and distinguish them from work orders.

  • A message to the top management1:10

    Industrial maintenance planning boosts efficiency and reliability by coordinating operations and maintenance, scheduling inspections, and preventive repairs. Invest in planning today to lower costs, increase production, and improve safety.

  • Knowledge Test
  • Take Your Maintenance Career to the Next Level1:57

    Advance your maintenance planning career by applying fundamental concepts, principles, and practical techniques to boost maintenance performance, while exploring ai tools and complementary courses for ongoing professional growth.

Requirements

  • Maintenance Management Basics Course is recommended

Description

Basics of Maintenance Planning, and tips about other related topics like spare parts management, shutdown management, job plan design, and recommended sources of job plan information.

For maintenance managers, maintenance planners and even operation and maintenance team members, they should know the basics of maintenance planning and how to better utilize it in order to improve the performance of their organization.

This module should have primary knowledge about job plan, its template and how to build it.

It also discusses the basic role and responsibilities of planners and what type of skills they should acquire and strengthen.

The also highlight the basic software they should learn and master in order to do their job proffesionally.

Who this course is for:

  • Maintenance Planners
  • Mechanical Engineers
  • Fresh Graduate Engineers
  • Operation and Maintenance Team Members
  • Maintenance Managers
  • Electrical Engineers
  • Planning Managers