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Maintenance Planning Basics
Rating: 4.5 out of 5(3,111 ratings)
19,874 students

Maintenance Planning Basics

Learn maintenance planning, work orders, job preparation, prioritization, and scheduling fundamentals
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 sections • 18 lectures • 1h 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 and Preventive Maintenance Basics Courses are recommended

Description

Build a solid foundation in maintenance planning and understand how effective work preparation contributes to maintenance efficiency and operational reliability.

Effective maintenance planning is an essential part of a well-organized maintenance department. It helps maintenance teams prepare work systematically, coordinate resources, reduce avoidable delays, and improve the execution of maintenance activities.

However, successful maintenance planning requires more than preparing work orders. It involves understanding maintenance requirements, collecting technical information, coordinating with stakeholders, prioritizing activities, and preparing maintenance work before execution.

Maintenance Planning Basics introduces the fundamental concepts, responsibilities, and practices of maintenance planning in industrial organizations.

What will you learn?

Throughout this course, you will explore:

  • The role and importance of maintenance planning.

  • The responsibilities of maintenance planners.

  • Maintenance work management fundamentals.

  • The information required to prepare maintenance job plans.

  • Maintenance backlog and work prioritization concepts.

  • The relationship between maintenance planning and scheduling.

  • Common maintenance planning challenges and improvement opportunities.

Who should take this course?

This course is designed for:

  • Maintenance engineers and technicians seeking to understand maintenance planning.

  • Newly appointed maintenance planners.

  • Maintenance supervisors and team leaders.

  • Maintenance and reliability professionals.

  • Operations professionals involved in maintenance coordination.

  • Engineering students and fresh graduates interested in industrial maintenance careers.

Why take this course?

Maintenance planning is an important competency for professionals working in industrial maintenance and asset-intensive organizations.

By understanding its fundamental principles, you can contribute to better work preparation, improved coordination between departments, and more systematic maintenance execution.

Whether you are starting your maintenance career or looking to strengthen your understanding of maintenance planning, this course provides a practical introduction to the subject.

Start building your maintenance planning knowledge today.

Bonus: Downloadable Maintenance Planning Toolkit

Turn your learning into practical action with five downloadable resources:

  • Maintenance Work Order Form

  • Maintenance Organization & Roles Template

  • Spare Parts Inventory Tracker

  • Maintenance Budget Planning Sheet

  • Maintenance Planning Basics Cheat Sheet

These ready-to-use resources help you apply maintenance planning concepts in real industrial environments. The Word and Excel templates are fully editable and can be adapted to your organization's requirements.

Who this course is for:

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

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