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Planning & Scheduling

Structured Work Preparation, Scheduling, & Execution for Maintenance

Date

Location

Training Facility

 
  June 11-13, 2013 Kansas City, MO Holiday Inn Aladdin Hotel - (816) 421-8888
  July 9-11, 2013 Raleigh, NC Marshall Institute Training Center - (800) 637-0120
  August 6-8, 2013 Pittsburgh, PA Crowne Plaza Pittsburgh South - (412) 833-5300
  September 10-12, 2013 Raleigh, NC Marshall Institute Training Center - (800) 637-0120
  October 8-10, 2013 Houston, TX Marriott Houston Intercontinental - (281) 443-2310
  November 5-7, 2013 Raleigh, NC Marshall Institute Training Center - (800) 637-0120
  December 10-12, 2013 San Diego, CA Bahia Resort Hotel - (800) 576-4229
Standard Price: $1,295

FAQs

Planning and Scheduling Overview

This comprehensive 3-day, hands-on course, developed for both the new and seasoned planner, gives you all the tools you need to help you kick-start your Planning and Scheduling system.

In our increasingly competitive marketplace, there is less tolerance for unplanned downtime. Industry is experiencing the pressure of rising costs, foreign competition, and the need to improve work force productivity. Companies must make productive use of all their resources — labor, material, capital — through best maintenance practices. Planning and Scheduling has the greatest profit potential of any maintenance function — a "sure-fire" way to quickly improve maintenance performance and productivity.

Based on current maintenance trends and technologies and our vast expertise, we provide you with information and activities to better equip you to implement Planning and Scheduling. This interactive session includes information on how to build a winning partnership with production, a step-by-step implementation plan, and detailed information on the daily role of the planner. As always, we present real-world illustrations on the fundamentals of Planning and Scheduling to help you increase productivity and lower overall costs — which means faster repairs, less downtime, and greater availability.

Planning and Scheduling is a “must have system” in high performance organizations. Experience shows that the “Best of the Best” do the basics very well. Let us help you become "Best of the Best."

Special Features

  • Typical Work Management Process Flow Model
  • Support Systems Checklist Packet
  • Ranking Index for Maintenance Expense (RIME) Priority Tool
  • Backlog Management Tool
  • Work Prep Field Planning Workbook
  • More Hands-on Activities
  • Flash Drive with Tools & Forms
  • Implementation Tool
  • Post event E-Learning Lab (See details below)

At This Three-Day Seminar You Will Learn...

  • How to develop an effective business case for implementing or improving your planning and scheduling process
  • The essential support systems for effective planning and scheduling and develop a plan for improving those systems
  • The role of a planner/scheduler in an effective maintenance organization
  • The value of an efficient Work Management Process Flow by process mapping your current system and analyzing the gaps
  • How to identify work to be planned, and develop a Ranking Index for Maintenance Expense (RIME) priority system to assist personnel in ensuring work is being done in the proper order
  • How to apply the fundamental concepts of an effective scheduling process
  • The importance of proper work order closure and documentation to build good equipment history through complete and accurate data input
  • How to improve performance by benchmarking and analyzing Key Performance Indicators
  • High level concepts of project management for shutdowns and outages
  • The importance of developing a partnership with production/operations, purchasing, engineering and other key stakeholders in the planning and scheduling process
  • How to apply our proven step-by-step implementation process that combines field-tested change management techniques with a proven planning and scheduling process

Who Should Attend This Seminar?

You Should attend if you...

  • Perform Planning/Job Preparation Activities
  • Schedule Maintenance Activities
  • Manage Planner/Schedulers
  • Supervise Maintenance Work Teams
  • Purchase/Kit/Stage Parts for Maintenance
  • Manage a Maintenance Group’s CMMS
  • Interact with Daily/Weekly Maintenance Activities
  • Are Responsible for Ensuring Productivity on Equipment

Planning and Scheduling Seminar Content

Introduction to Planning & Scheduling

What is World Class Maintenance?
Maintenance as it relates to asset management
New maintenance operating philosophies, concepts, and techniques

Support Systems

Support systems maintenance relies on to make planning & scheduling successful

Role of the Planner/Scheduler

Skills and traits of a good planner
Allocation of a planner’s time
Where the planner fits into the organization’s structure
Duties of the planner/schedule

Work Management Process Flow

Process Mapping
RACI Charting

Identify & Plan

Identification and Prioritization of Work
Planning Work Orders

Schedule

Foundational Concepts of Scheduling
Types and Categories of Schedules
Influences on Scheduling
Elements of a Planning and Scheduling Process Agreement
Typical Constraints Placed on Scheduling
Factors Impacting Personnel Availability
Building the Schedule
Scheduling Meetings

Execute & Closeout

Work Performance and Execution
Closing Out a Work Order and Documentation

Analyze

Maintenance Reporting
Key Performance Indicators (KPIs)
Backlog Management
Benchmarking the Planning and Scheduling Process

Project Management for Shutdowns & Outages

The “Outage” Planner/Scheduler
What is Project Management?
Project Key Elements
4 Phases of Project Management

Partnerships

Shared responsibility
Example roles and responsibilities of key stakeholders
Building partnerships between key stakeholders

The Maintenance Planner’s Improvement Model

Continuous improvement tools and techniques
5 steps in the Maintenance Planner’s Improvement Model

Implementation

14 steps to implementing planning and scheduling

Course Instructors

Hank Bardel

Mr. Bardel is a maintenance consultant whose thirty plus years in the maintenance field includes a broad range of experience from entry-level electrical technician to maintenance supervision and management. Most recently, Hank served as a TPM Coordinator, where he trained and instituted Equipment Improvement Teams and trained approximately 70 shift crews on the 5S process. Mr. Bardel’s work experience includes an eight-year stint in the United States Air Force, where he gained much experience in electronics, general...Read More

Glenn Smith

Glenn Smith is an experienced maintenance and manufacturing engineer with over thirty-seven years of experience in engineering maintenance, electrical/instrument field, maintenance supervision, safety management and area operations. As maintenance supervisor for E.I. Dupont, Glenn was responsible for developing and implementing preventive/predictive maintenance schedules and developing planning/scheduling metrics and cost metrics. Mr. Smith had supervisory responsibilities over approximately 36 employees, as well as managing a $3 million budget. Having served as a planner/scheduler for over eight years, Glenn is able to cover the "nuts and bolts" of Planning and Scheduling in an easy to understand, step-by-step manner... Read More

Planning and Scheduling Resources

Related Articles

Pitfalls of Planning and Scheduling

Do Your Planners Have the Training they need to be Effective?

View all Maintenance and Relaibility Articles

More Resources

Planning and Scheduling Blog Posts

Planning & Scheduling Tips

E-Learning Labs

E-Learning Lab

On-site Training

Are you looking for customized training delivered at your facility?

Are you looking for effective group training?

Do you want training specific to your facility, systems and equipment?


If so, our on-ite training is for you. This cost-effective training method also reduces travel and accommodation expenses. Call Glenna today at 1-800-637-0120 to learn how you and benefit and save from on-site training.


 

Blog Posts

The History and Purpose of PSM-NEP
Fri, 10 May 2013 05:29:00 GMT
PM Optimization as a Routine
Thu, 28 Mar 2013 19:52:00 GMT
Where to Start? Building a World Class MRO Process
Thu, 21 Mar 2013 19:42:00 GMT
     
 

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