The Complete Course on Maintenance Planning and Scheduling

Course Info

Length: 2 Weeks

Type: Online

Available Dates


  • Feb-06-2023


  • Mar-06-2023


  • Apr-03-2023


  • May-08-2023


  • June-05-2023


  • July-03-2023


  • Aug-07-2023


  • Sep-04-2023


  • Oct-09-2023


  • Nov-06-2023


  • Dec-04-2023


Course Details

Course Outline

10 days course

The Business Case for the Benefit of Planning (Why Do Planning?)


  • Company Vision.
  • Why Developing Is Needed in Maintenance?
  • The concept of planning (e.g., Parts and Tools).
  • Increase Your Workforce Without Hiring
  • Case Study: The Practical Result of Planning.
  • Is Freed-Up Technicians.
  • “World Class” Wrench Time.
  • The Specific Benefit of Planning Calculated for Labour Only.
  • The Specific Benefit of Planning Calculated beyond Labour: The Ultimate Benefit.
  • Plant Staffing Level.
  • Why Does This Opportunity Exist?
  • Quality and Productivity: Effectiveness and Efficiency.
  • Planning Mission.
  • Frustration with Planning.
Planning Principles (What Makes Planning So Frustrating and What Makes It Work?)


  • The Planning Vision: The Mission.
  • Principle 1: Separate Group.
  • Principle 2: Focus on Future Work.
  • Principle 3: Component Level Files Illustrations.
  • Principle 4: Estimates Based on Planner Expertise.
  • Principle 5: Recognize the Skill of the Crafts.
  • Principle 6: Measure Performance with Work Sampling.


Scheduling Principles (Why Do We Have to Do Scheduling and What Makes It Work?)
  • Why Maintenance Does Not Assign Enough Work?
  • Advance Scheduling Is an Allocation.
  • Principle 1: Plan for Lowest Required Skill Level Illustrations.
  • Principle 2: Schedules and Job Priorities Are Important Illustrations.
  • Case Study: New Supervisor.
  • Case Study: Honouring the Schedule.
  • Principle 3: Schedule from Forecast of Highest Skills Available.
  • Principle 4: Schedule for Every Work Hour Available.
  • Principle 5: Crew Leader Handles Current Day’s Work.
  • Principle 6: Measure Performance with Schedule Compliance.
Success Only After Dealing with Reactive Maintenance


  • Proactive versus Reactive Maintenance.
  • Extensive versus Minimum Maintenance.
  • What Kind of Job Plan Is That!?
  • Case Studies Illustrating Actual Industry Successes.
  • Case Study: Electric Utility.
  • Case Study: Chemical Plant.
  • Case Study: Food Processing.
  • Case Study: Facilities 1.
  • Case Study: Facilities 2.
  • Case Study: Paper Mill.
  • Case Study: Wastewater Treatment Plant.
Basic Planning


  • A Day in the Life of a Maintenance Planner Work Order System.
  • Planning Process.
  • Work Order Form.
  • Coding Work Orders.
  • Using and Making a Component Level File Scoping a Job.
  • Troubleshooting.
  • Performance Testing or Engineering.
  • Engineering Assistance or Reassignment.
  • Developing Planned Level of Detail, Sketching and Drawing.
  • Job Plan Template.
  • Estimating Work Hours and Job Duration.
  • Job Safety.
  • Estimating Job Cost.
  • Contracting Out Work.
  • Wastewater Treatment Industry Example.
Advance Scheduling


  • Weekly Scheduling.
  • Forecasting Work Hours.
  • Sorting Work Orders.
  • Allocating Work Orders.
  • Common Sense for Interruptible and Other Work.
  • Formal Weekly Schedule Meeting.
  • Staging Parts and Tools.
  • What to Stage?
  • Where to Stage?
  • Who Should Stage?
  • The Process of Staging.


Daily Scheduling and Supervision


  • A Day in the Life of a Maintenance Supervisor.
  • Assigning Names 273 Coordinating with the Operations Group.
  • Handing Out Work Orders.
  • During Each Day.
  • Avoiding Common Pitfalls That Wreck the Schedule.
Forms and Resources Overview


  • Forms.
  • Resources.
  • Component Level Files—Mini files.
  • Equipment History Files (Including System Files and Mini files)
  • Technical Files.
  • Attachment Files 308 Vendor Files.
  • Equipment Parts Lists.
  • Standard Plans.
  • Lube Oil Manual.
  • MSDS.
  • Plant Schematics.
  • Rotating or Critical Spares Programme.
  • Security of Files.
The Computer in Maintenance
  • A Day in the Life of a Maintenance Planner (Using a CMMS).
  • The Planner Must Use the CMMS Job Plan Module.
  • What Type of Computerization.
  • Software Already in Use.
  • Single User or Larger Network.
  • Creating versus Purchasing a Commercial CMMS.
  • Interfacing a CMMS with a Company Financial System.
  • Benefits with the CMMS.
  • Standardizing Work Processes Inventory Control.
  • Information for Metrics and Reports.
  • Finding Work Orders.
  • Linking Information to Equipment.
  • Common Database Scheduling.
  • PM Generation.
  • Problem Diagnosis and Root Cause Analysis Support.
  • Cautions with the CMMS.
  • Selection of a CMMS.


How Planning Interacts with Preventive Maintenance, Predictive Maintenance, and Project Work


  • Preventive Maintenance and Planning.
  • Project Work and Planning.
Control (How Do We Control Planning Itself and What Are Associated KPIs for Planning and Overall Maintenance?)


  • Key Process Indicators (KPIs).
  • KPIs for Scheduling.
  • KPIs for Planning.


Shutdown, Turnaround, Overhaul, and Outage Management


  • Different Types of Outages.
  • Accuracy of Task Estimates.
  • Cycle of Improvement: The Outage Report.
  • Controlling the Scope of Outages.
  • Elements of the Outage Organization.
  • Defining Outage Success.


Start Planning


  • What Is Maintenance Planning?
  • Why Do Companies Need Maintenance Planning?
  • WIIFM (What’s in It for Me?)


Planning Is Just One Tool; What Are the Other Tools Needed?


  • Work Order System.
  • Leadership, Management, Communication, Teamwork.
  • Qualified Personnel.
  • Reliability Maintenance.
  • Improved Work Processes.
What to Buy and Where
  • Mini file Folders.
  • Mini file Labels.
  • Miscellaneous Office Supplies.
  • Equipment Tags.
  • Recommended Tag Sizes and Colours.
  • Wire to Hang Tags on Equipment Deficiency Tags.
  • Shop Ticket Holders.
  • Open Shelf Files.
  • CMMS.


Overview of Duties for Planners and Others


  • Maintenance Planner.
  • Maintenance Scheduler.
  • Maintenance Planning Clerk.
  • Operations Coordinator or Gatekeeper.
  • Maintenance Purchaser or Expediter.
  • Crew Supervisor.
  • Planning Supervisor.
  • Maintenance Manager.
  • Maintenance Planning.
  • Project Manager.
  • Maintenance Analyst.
Computerized Maintenance Management Systems and Scheduling with Excel Spreadsheets


  • Planning Principles versus Using a CMMS.
  • Helpful Features for Planning and Scheduling.
  • Types of Projects.
  • Planning for a CMMS.
  • Ongoing Support.
  • Scheduling with Computer Spreadsheets.
  • The MPSH Scheduler Excel Spreadsheet.


Establishing and Supporting a Planning Group
  • Setting Up a Planning Group in a Traditional.
  • Redirecting or Fine-Tuning an Existing Planning Group.
  • Aids and Barriers Overview.
  • Major Areas of Planning Management.
  • Key Aids and Barriers.
  • – Examples.


Contracting Out Work
  • Why Contract Out Work?
  • Problems with Contracting Out Work.
  • Alternative Forms of Contracting Out Work.
  • Arbitration Considerations for Contracting Out Work.
  • Concise Text of Missions, Principles, and Guideline.

Course Video