Maintenance Planning and Scheduling Training

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Maintenance Planning and Scheduling Training

Maintenance Planning and Scheduling Training is one of the fastest and most effective investments an organization can make to improve productivity and availability.

The processes participants learn in this class will allow for planning and control of maintenance resources. Equipment reliability is increased. Costs and availability of maintenance stores are improved. Waiting times, unnecessary parts and inaccurate information are eliminated. Budgeting is more comfortable and more accurate. Maintenance tasks are as much as 50% more efficient concerning costs and time.

This course teaches proven processes that are fundamental to effective planning and scheduling and successful CMMS/EAMS deployment. Participants engage in hands-on activities that build systems-independent process knowledge and skills they will be able to apply immediately.

Maximizing assets availability and reliability with the optimal cost are two conflicting objectives that each maintenance department needs to achieve.

Maintenance planning and scheduling is the first step needed to assist you in achieving these objectives. However, maintenance planning and scheduling are not only about using project management software to schedule tasks.

Besides planning and scheduling activities the planner needs to ensure that all logistics are provided for. The planner will also need to be engaged in the financial evaluation of maintenance initiatives.

Once the planning is done right, the next step will be to ensure that all the work orders are executed as per the plan and in compliance with all Health, Safety, and Environment (HSE) guidelines as well as company policies and procedures.

In this course, various techniques will be discussed that will assist you in due course to plan, schedule and control all your maintenance work orders for maximum effectiveness and productivity.

This course is accredited by The Society for Maintenance & Reliability Professionals (SMRP)

You might be interested in another Asset Management programs as a next step.

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  • View Schedule
  • COURSE TYPE Practitioner
  • DURATION 4 days


The course uses a mix of interactive and hands-on techniques. Besides the brief presentations by the consultant and the participants, the thrust will be on real-life work-related situations to develop maintenance schedules for preventive and breakdown jobs, calculate re-order points and optimal quantities of spare parts, evaluate maintenance initiatives, and develop the right maintenance KPIs.


Training is recognized by the Society for Maintenance & Reliability Professionals (SMRP) as an approved provider of continuing education and training aligned with key subject areas related to reliability and physical asset management.

This course gives SMRP members 30 hours of professional development units.

Participants who fully attend this course and complete the test on the last day will receive a Strategic Axis Professional Certificate (SAPC). SAPC certificates are regionally recognized and can be quite valuable when applying for more senior roles within the organization or outside.



Module 1: Objectives of maintenance

Definition of maintenance and asset management

Challenges and objectives of maintenance

The modern maintenance strategy

Maintenance windows

Maintenance methods

Types of maintenance

Classification of roles in maintenance

Customer service in maintenance

Module 2: The work order system

Purpose of the Work Order (WO) system

Information collected on a WO

Job estimating methods

Prioritizing maintenance work orders

Module 3: Preventive Maintenance (PM)

What is preventive maintenance

The importance of implementing a PM program

Establishing schedules

Breaking a facility into logical parts

Developing an equipment list

Developing equipment manuals

Setting up inventory

Understanding risks associated with a PM program

Module 4: Planning and scheduling of major maintenance WOS and shutdowns

The unique challenge of maintenance shutdowns

Importance of a clear Work Order (WO) scope definition

Work Breakdown Structure (WBS)

Methods for building an effective maintenance database

Critical Path Method (CPM)

Work order crashing

Resource scheduling and leveling

Module 5: Planning and controlling maintenance materials

Identification of inventory costs

Considerations in inventory decisions

How much to order: Economic Order Quantity (EOQ)

When to order (setting min and max levels)

Module 6: Controlling maintenance work

Maintenance Key Performance Indicators (KPIs)

Backlog indices

Schedule compliance indices

PM and emergency indices

Generic maintenance indicators

Module 7: The role of planning and scheduling in Performance Improvement

Maintenance of a business process

How scheduled maintenance can lock in waste and cost

Drawing learning from recurring maintenance tasks

Reviewing planned maintenance

Dealing with the productivity challenge

Refining maintenance policies

Capturing knowledge from inspection work

  • In The Classroom

  • Live, Online

  • Private Team Training

  • Indiviual Private Session

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