
Learn to implement maintenance planning and scheduling as part of a work management process, elevating asset reliability, reducing reactive work, and enabling proactive decisions.
Explore how planning and scheduling tackle downtime and operating expenses, boost profitability, and enable connected decision making with the industrial internet of things and predictive maintenance.
Identify, prioritize, plan, schedule, execute, and close work orders using a structured work management process to improve data quality, asset reliability, and reduce reactive costs.
Identify the right work at the right time using aggressive defect detection and correct equipment identification, and empower everyone to report small faults early for proactive work.
Convene production, maintenance, and planning to define emergency, urgent, and normal work, document the agreement, and display it so all teams align on priorities and reduce conflict.
The planning phase defines what to do and how, preparing materials, resources, and cross-discipline needs to produce a robust plan before scheduling maintenance work.
Collaboratively plan and schedule with production and maintenance to create a six-week horizon. Refine the backlog, ensure parts availability, and freeze a final plan for execution in a weekly schedule.
Manage backlog as a reservoir to balance workload with available capacity, ensuring 5–7 weeks of work on hand and clear planning for ready, planned, and identified but not planned items.
engage the material management team and warehouse to ensure spare parts availability, enabling effective maintenance and preventing production disruption and strained production and maintenance relationships.
Assign work to the responsible team, obtain feedback on completed work, and document and close the work order to maintain high schedule compliance, prioritizing internal craftspeople and pre-execution planning.
Close the work order loop, improve data accuracy by fixing what we don't know, prevent garbage in, garbage out, and share information with engineering, reliability, warehouse, procurement, and project teams.
Identify key performance indicators (KPIs) that integrate maintenance and reliability with corporate goals and daily work. Distinguish leading indicators from lagging indicators to drive schedule compliance and reduce emergency work.
Define the planning window by identifying known long-range work and seasonal requirements, such as winter prep and summer contingencies, to establish a long-range maintenance plan and a six-week cycle.
Outline the full work management loop—from prioritization to closure—to improve KPI and throughput. Highlight empowering the team with data integrity, clear meetings, and defined RACI roles.
Explore workforce management in maintenance and reliability, covering planning, lifecycle, benchmarking, culture, and data capture to align vision and drive efficiency and investment in people.
Explore workforce management as a system to report, measure, and plan the workforce, drive productivity, align with business goals, and guide talent development and organizational change.
Align management vision with employees, shape structure to influence behavior, and guide teams through forming, storming, norming, and performing with vision, skills, resources, action plan, and rewards.
Plan workforce by defining the plan, visioning the future, and ensuring the right people with the right competencies are available, then develop an action plan and implement, monitor, and refresh.
Explore the employee life-cycle from hiring to retirement, emphasizing talent-focused hiring, cultural fit, leadership development, and a smooth exit to sustain loyalty and consistent performance.
Explore how Baby Boomers, Generation X, Millennials, and Generation Z shape workplace dynamics, communication, and leadership, and learn to leverage diverse strengths while respecting each generation's perspectives.
Examine benchmarking in workforce management and the value of developing staff, weighing 5 to 6 percent training budgets and 96 hours per employee annually.
Explore centralized, decentralized, and hybrid organization structures for maintenance and reliability teams, weighing ownership, responsiveness, and decision speed to optimize planning, scheduling, and resource management.
Explore key readings on maintenance planning and scheduling, covering planning principles, scheduling practices, lean maintenance, and metrics to maximize uptime and minimize downtime across outages and turnarounds.
In today’s competitive market, companies are under increasing pressure to produce higher quality goods and services at lower production costs. A key component of the overall cost of manufacturing is maintenance and the key role of maintenance is to guarantee the reliability of the production plant. The crucial element for ensuring that maintenance is cost-effectively delivered is the planning and scheduling of maintenance tasks.
The foundation of excellence and achieving cost-effective equipment reliability starts with Maintenance Planning and Scheduling.
Maintenance planning plays a critical role within the overall physical asset management processes yet, many organizations are still struggling to get it implemented properly and reap the benefits that it brings. By understanding the fundamental processes behind this operational level strategy, you will be able to identify what is missing in your personal skillset and in your organization. As a result of your participation in this Maintenance Planning training course, you will also identify the responsibilities you will need to embrace in order to establish an effective maintenance planning function.
This training course places the emphasis on the key processes and techniques of maintenance planning that are necessary to sustain the reliability of our assets. Whether you are new to maintenance planning or you have been doing maintenance planning scheduling for a while, this training program will give you new knowledge, insights, and skills that are of great value to your maintenance career and income earning potential.
This training course will highlight:
The building blocks of an efficient planning function
A fast track programmed maintenance development process
Planning work for quality and efficiency
Scheduling work in a manner that ensures the continuity of operations
Gaining the commitment of operations to the maintenance plan and schedule
Generating performance indicators that pinpoint problems and opportunities
Eliminating equipment defects through detection, disclosure, planning, scheduling, and execution
Learning objectives & benefits
Achieve maximum maintenance effectiveness through proper planning and scheduling activities.
Become proactive rather than reactive in carrying out maintenance activities.
Increase equipment Availability, Reliability, safety, and plant profitability.
Differentiate between the planning and scheduling process.
Apply appropriate prioritization methods based on business risks and needs.
Implement a Knowledge Management System to address the craft skills shortage.
Design repeatable procedures to reduce maintenance-induced failures.
Develop a scheduling process that integrates with Operations.
Describe and integrate the interdependencies with the Storeroom.
Analyze and evaluate the effectiveness and efficiencies of the maintenance process.
Understand common maintenance problems, delays, and inefficiencies
Use performance metrics, PM compliance, schedule compliance, backlog, efficiency, and labor utilization
Define the term backlog and its relationship to estimating
Create effective job plans
WHO SHOULD ATTEND?
Successful maintenance planning and scheduling programs require the disciplined application of proven processes and interdepartmental partnerships. It is important for departments that are influenced and impacted by the processes to understand the processes.
Maintenance Planner
Planning engineers
Maintenance Supervisor
Maintenance Manager
Maintenance Engineer
Operation Engineer
Operation Coordinator
Production Supervisor
Reliability Engineer