Planned work is 3 to 4 times more cost-effective than unplanned work

In this seminar, you will learn how to effectively plan and schedule maintenance work. You will also learn how to structure your maintenance organization to allow for planner/schedulers to be introduced successfully to a reactive maintenance environment.

You will gain an understanding of the correct process for work management from the initial work order to job execution. You will understand the roles and responsibilities of planner/schedulers. You will learn how to rank and prioritize maintenance work. You will learn Key Performance Indicators you will need to track your planning and scheduling process. Most importantly, you will learn the 14 steps to implement planning and scheduling at your site.

Upcoming Public Training Dates

  • 05

    Maximo for Maintenance Planners - Live, Web-based

    Central Standard Time (UTC -6:00)
    2 days, 08:00 AM - 05:00 PM
    • $1,095.00 excl. Tax
  • 10

    Maintenance Planning & Scheduling - Hybrid In-person

    3 days, 08:00 AM - 05:00 PM
    Planned work is 3 to 4 times more cost-effective than unplanned work
    • $1,595.00 excl. Tax
  • 10

    Maintenance Planning & Scheduling - Hybrid Live, Web-based

    Central Standard Time (UTC -6:00)
    3 days, 08:00 AM - 05:00 PM
    • $1,595.00 excl. Tax
    Register10 places remaining
  • 17

    Materials Management for Maintenance - Hybrid In-person

    3 days, 08:00 AM - 05:00 PM
    • $1,595.00 excl.
  • 17

    Materials Management for Maintenance - Hybrid Live, Web - based

    Central Standard Time (UTC -6:00)
    3 days, 08:00 AM - 05:00 PM
    • $1,595.00 excl.
    Register10 places remaining

About this Seminar

You will learn to…

  • PIdentify how maintenance supports World Class Asset Management
  • PIdentify the benefits planning and scheduling has on Maintenance productivity
  • PSummarize the Roles and Responsibilities of Maintenance Planners and Schedulers
  • PDefine the essential Support Systems for effective Planning and Scheduling
  • PRecognize the benefits of partnerships
  • PDiscuss the importance Process Maps and RACIs play in Planning and Scheduling
  • PIdentify the benefits of proactive and standard identification and prioritization
  • PDemonstrate the ability to plan PM, PdM & CM work
  • PDemonstrate the ability to build a weekly maintenance schedule
  • PIdentify the benefits of standard work execution and closeout
  • PDiscuss how analyzing Maintenance Metrics can improve performance
  • PList the differences between maintenance and project planning and scheduling
  • PDevelop an action plan for improving your performance

Special Features

  • PWrite a Mock Job Plan
  • PParticipate in a Mock Scheduling Meeting
  • PBrainstorm your next steps to improving your Planning and Scheduling Processes
  • PStart to think about your personal schedule should look like to get the most value out of your day

    Attend this seminar if you…

    • PDon’t know the value and contribution Planning and Scheduling lends to the big picture and bottom line
    • PWould like to gain support in improving your Planning and Scheduling process by having a better understanding of the value of Planning and Scheduling
    • PWould like to increase the Planner’s and Scheduler’s productivity by learning what they should and shouldn’t be responsible for
    • PCan benefit greatly by understanding the systems that support the Planning and Scheduling processes
    • PWant to understand how to make the best of partnerships that will help get the most out of the Planning and Scheduling processes
    • PWould gain value out of understanding how processes and thinking from a process perspective impacts a Planner’s and/or Scheduler’s performance
    • PSee value in understanding how work being properly identified and prioritized prior to being received by the Planner, allows the Planner to focus on planning valuable work orders
    • PBelieve that the Planner’s ability to plan jobs effectively will assist in jobs being executed in an efficient manner
    • PWant to understand how the Planner’s ability to estimate job duration and manpower needs will impact the effectiveness of the schedule
    • PWant to gain the ability to build an effective weekly schedule that will lead to work being executed by the right technicians at the right time
    • PWould like to understand the benefits seen in the execution stage as a result of the work done in the plan and schedule stages
    • PWould like to know more about the role Planner plays in analyzing the work that has been done in order to learn from any mistakes and improve the process
    • PWould like to understand what additional responsibilities a Planner or Scheduler may have if they are involved in special projects like; Shutdowns, Turnarounds, and Outages


      Day 1
      Welcome & Orientation
      Section 1: Introduction to World Class Asset Management

      • Asset Management
      • Maintenance Excellence
      • Improvement Opportunities

      Section 2: Value of Planning & Scheduling

      • Importance of Planning & Scheduling
      • Improvement Opportunities

      Section 3: Planner/Scheduler Roles and Responsibilities
      • Planner Responsibilities
      • Scheduler Responsibilities
      • Planner/Scheduler: Combined Role
      • Improvement Opportunities

      Section 4: Support Systems
      • CMMS – Work Order System
      • Improvement Opportunities

      Section 5: Partnerships
      • Importance of Partnerships
      • Improvement Opportunities 

      Day 2

      Sections 1-5 Learning Review

      Section 6: Understanding Processes
      • Process Guides
      • Process Maps/Workflows
      • RACI
      • Maintenance Workflow
      • Improvement Opportunities

      Section 7: Identify & Prioritize
      • Work Identification
      • Work Orders
      • Work Prioritization
      • Improvement Opportunities

      Section 8: Plan
      • Planning Maintenance Jobs: Process Steps
      • Improvement Opportunities

      Day 3

      Sections 6-8 Learning Review

      Section 9: Schedule
      • Scheduling Maintenance Jobs: Process Stages

      Section 10: Work Execution & Closeout
      • Work Execution
      • Work Closeout & Documentation
      • Improvement Opportunities

      Section 11: Analyze
      • Analyze
      • Maintenance Metrics
      • Backlog Management
      • Planner’s Improvement Tools
      • Improvement Opportunities

      Section 12: Shutdown, Turnarounds and Outages Planning & Scheduling
      • STO Planner/Scheduler
      • STO Timeline Phases
      • Improvement Opportunities

      Sections 9-12 Learning Review

      Section 13: Planner / Scheduler Improvement Plan Wrap-Up

      Benefits of our World Class Training

      Expert Facilitators

      Our expert facilitators are seasoned practitioners, bringing on average 20 years of industry experience. With over 40 years of training under our belt Marshall Institute has the depth of resources and expertise necessary for success. Whether it’s in-person or online, our expert facilitators will deliver the same high quality training at every seminar.

      $150 Team Discount

      The more participants you register, the more you save. For two or more registrations (same topic or different topics), paid for at the same time, you will receive $150 discount per registration.

      200% Satisfaction Guarantee

      If you are not 100% sure about online training, we’ll give you peace of mind. If you are not completely satisfied with the Marshall Institute public seminar you attend, we will refund your payment, PLUS offer you another seminar (online or physical) up to the value of the original program, free of charge!