Maintenance Planning and Scheduling Training Course

Participants can assess maintenance requests and define the information needed before planning begins.

• Minimum work-request data: asset, symptom, location, consequence and urgency
• Problem statements separating observed condition from assumed repair solution
• Five Whys questioning used to clarify recurring equipment symptoms
• Photographs, drawings and operating history supporting accurate work scoping
• Request screening rules for duplicates, incomplete data and inappropriate priorities
• Operations and maintenance interfaces during work identification and approval

Participants can assign defensible maintenance priorities using consequence, urgency and asset criticality.

• Priority matrix combining safety, environmental, production and quality consequences
• Asset criticality ranking using consequence and probability scoring criteria
• Urgency versus priority when assigning target completion dates
• Risk-based maintenance decisions for degraded but operating equipment
• Escalation criteria for immediate response and emergency work authorization
• Priority-code governance preventing routine work from becoming artificial emergencies

Participants can convert approved work requests into clear, bounded maintenance job scopes.

• Site inspection sequence for defining physical scope and access requirements
• Scope boundaries identifying included tasks, exclusions and interface responsibilities
• Equipment history review before selecting repair, replacement or inspection tasks
• Bill of work developed from drawings, manuals and field observations
• Defining acceptance criteria for returned-to-service equipment condition
• Scope-change controls preventing unapproved additions during work execution

Participants can write job plans that specify safe task sequences, resources and quality checks.

• Job-plan structure: task steps, craft hours, materials and special tools
• Task sequencing using predecessor relationships and defined hold points
• Standard job plans differentiated from asset-specific corrective work plans
• Quality checkpoints inserted before concealment, testing and equipment release
• Clear task language describing action, location, component and acceptance criteria
• Planned-versus-actual feedback used to revise job plans after execution

Participants can estimate labour requirements and balance work against available maintenance capacity.

• Craft-hour estimates based on task content, access and equipment condition
• Estimating crew size without confusing elapsed duration and labour hours
• Allowances for travel, permits, isolation, setup and functional testing
• Historical work-order data used to calibrate estimating assumptions
• Weekly capacity calculation from crew availability, leave and productive time
• Load charts comparing planned craft demand with available labour capacity

Participants can prepare material and service requirements before work enters the weekly schedule.

• Material take-offs developed from job plans and equipment drawings
• Bill of materials checked against stock codes, quantities and specifications
• Kitting process for staging parts, consumables, tools and documentation
• Long-lead material controls using required dates and expediting triggers
• External service scopes defining deliverables, timing, competence and acceptance
• Readiness codes identifying material, tool and service constraints

Participants can integrate safety controls, isolations and operating constraints into maintenance plans.

• Permit-to-work requirements identified during job planning and scheduling
• Lockout-tagout steps linked to isolation plans and authorised persons
• Job safety analysis controls integrated with task sequence and hazards
• Operations handover requirements before equipment isolation and maintenance release
• Simultaneous operations reviewed for conflicts, restricted access and hazards
• Testing and commissioning responsibilities defined before permit closure

Participants can establish a visible, controlled maintenance backlog with actionable work categories.

• Backlog categories separating approved, planned, ready, scheduled and deferred work
• Backlog age analysis identifying stale work orders and review thresholds
• Ready backlog measured in weeks by craft and priority
• Weekly backlog review agenda covering risk, readiness and capacity
• Deferral decisions documented with rationale, controls and revised review dates
• Backlog cleansing rules for duplicates, completed work and obsolete requests

Participants can plan preventive maintenance work to protect compliance and reduce avoidable reactive demand.

• Preventive maintenance task review using failure modes and task purpose
• Calendar-based and meter-based triggers selected for appropriate asset conditions
• Maintenance routes grouped by location, craft and access requirements
• PM compliance measures separated from completion quality and effectiveness
• Overdue preventive work assessed using risk and criticality criteria
• Seasonal maintenance requirements incorporated into rolling maintenance plans

Participants can construct weekly schedules from ready work, labour capacity and operating windows.

• Weekly scheduling cycle from backlog selection through schedule release
• Frozen schedule periods protecting planned work from casual changes
• Schedule loading by craft, shift, location and available hours
• Work selection rules balancing priority, age, readiness and production opportunity
• Daily coordination meetings confirming permits, access and emerging constraints
• Supervisor acceptance of schedules before release to maintenance crews

Participants can manage daily work execution while preserving the integrity of the weekly schedule.

• Daily dispatch board showing assigned work, status and schedule changes
• Morning coordination routines confirming labour, permits, materials and access
• Break-in work criteria distinguishing urgent response from poor planning
• Schedule changes recorded with reason codes and authorisation levels
• Crew feedback captured for actual hours, task changes and material issues
• End-of-day status updates maintaining accurate work-order information

Participants can use critical path logic to plan and control major maintenance work packages.

• Work breakdown structure developed for shutdown and major maintenance scope
• Predecessor logic using finish-to-start and start-to-start relationships
• Critical path method calculations for duration, float and schedule sensitivity
• Milestones defined for isolation, inspection, repair, testing and handover
• Resource constraints assessed against critical-path work and specialist availability
• Recovery actions evaluated after delays to critical maintenance activities

Participants can prepare a controlled shutdown work list, readiness process and execution schedule.

• Shutdown work-list criteria separating essential scope from desirable improvements
• Scope freeze milestones controlling late additions and engineering changes
• Readiness reviews covering drawings, materials, permits and contractor requirements
• Turnaround work packs assembled for field execution and quality records
• Daily progress reporting against milestones, critical path and emerging risks
• Post-shutdown review capturing scope growth, delays and planning lessons

Participants can plan contractor work with defined scope, controls, interfaces and acceptance requirements.

• Contractor work scopes defining boundaries, deliverables, competencies and exclusions
• Site induction, permit and supervision requirements built into work packages
• Interface matrix assigning responsibilities between contractors, operations and maintenance
• Service-level milestones monitored through daily progress and quality checks
• Contractor labour loading included within integrated weekly maintenance schedules
• Completion dossiers checked before acceptance, payment approval and close-out

Participants can define CMMS data standards that support planning, scheduling and maintenance analysis.

• Mandatory CMMS fields for asset, failure, labour, materials and status
• ISO 14224 failure-data concepts applied to equipment history coding
• Failure codes distinguishing component, mechanism, cause and corrective action
• Work-order close-out standards for hours, quantities, findings and recommendations
• Master-data controls for equipment hierarchy, task lists and material records
• Data-quality audits identifying missing, inconsistent and misleading maintenance information

Participants can calculate and interpret measures that show planning quality and schedule execution performance.

• Schedule compliance calculated from completed scheduled work and approved changes
• Planned work percentage measured using defined planning-quality criteria
• Backlog size reported by craft, priority, readiness and ageing
• Break-in work percentage analysed by source, urgency and recurring causes
• PM compliance reviewed alongside overdue risk and work quality
• KPI review routines linking performance trends to specific corrective actions

Participants can investigate recurring schedule failures and select practical corrective actions.

• Pareto analysis identifying dominant reasons for schedule non-compliance
• Five Whys analysis applied to recurring material and access delays
• Cause-and-effect diagrams organising people, process, equipment and information factors
• Constraint logs tracking unresolved issues, owners and target completion dates
• Corrective action plans specifying controls, measures and review dates
• Learning reviews converting execution feedback into planning-standard improvements

Participants can design governance routines that sustain maintenance planning and scheduling discipline.

• Work-management meetings defined by purpose, attendees, inputs and decisions
• RACI matrix assigning accountability for planning, scheduling and execution
• Standard operating procedures controlling work-order status and handoffs
• Maturity assessment identifying priority gaps in work-management process discipline
• Improvement roadmap sequencing quick fixes, capability building and system changes
• Management review packs linking maintenance measures to operational performance

Participants can align maintenance planning priorities with asset strategy, risk and operating objectives.

• Maintenance strategy links between asset criticality, failure modes and job plans
• Risk register inputs used when prioritising deferred maintenance work
• Reliability-centred maintenance outputs translated into planned maintenance activities
• Bad-actor equipment reviewed using repeat work orders and downtime history
• Operating windows negotiated from production plans and equipment constraints
• Capital replacement decisions distinguished from recurring maintenance scope

Participants can build, review and present a complete maintenance planning and scheduling pack for a defined asset area.

• Asset-area case data reviewed for demand, risk, capacity and constraints
• Work requests screened using priority, criticality, scope and readiness criteria
• Job plans prepared with tasks, labour, materials, permits and acceptance checks
• Backlog analysis produced using age, status, craft and risk categories
• Weekly schedule built with capacity loading, frozen work and contingencies
• Performance measures selected for compliance, backlog, break-ins and planned work
• Improvement actions presented with owners, milestones and governance routines