Maximo for Maintenance Planners Training

Many planners in our organizations have lacked formal training, resulting in limited knowledge of how Maximo relates to their job as a Planner.

To address this issue, we have developed a training program specifically designed for Planners who use Maximo on a daily basis. This training will provide a comprehensive review of the work management process using Maximo, with a particular focus on how to effectively identify, plan, and execute work. Additionally, participants will learn about managing job plans, prioritizing work, gathering historical data, and implementing preventive maintenance strategies.

Managers who oversee Planners will also benefit from this training, as it will give them a better understanding of the knowledge and skills Planners should possess in relation to Maximo. This will enable Managers to support Planners in generating high-quality planned work packages.
Furthermore, we recognize that some Supervisors and Leads may also be assigned Planning responsibilities, even though it may not be their primary role. While this may not be ideal, we view it as an opportunity to help these individuals become more efficient by improving their Maximo skills.

By enhancing the Maximo proficiency of our Planners, Managers, and other personnel involved in Planning, we aim to optimize our operational efficiency and improve the overall quality of our work packages.

Topics Covered in This Training:

  • Maintenance Planning Overview
  • Service Requests
  • Work Order Creation
  • Planning Pre-Work and Job Site Visit
  • Development of the Draft Plan
  • Planning in Maximo
  • Developing and Using Job Plans
  • Capture Historical Work Data
  • Preventive Maintenance
  • Continuous Improvement

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

About this Seminar

    This seminar is ideal for…

    • 5Planners using Maximo
    • 5Maintenance Team Leads or Supervisors that manage Planners
    • 5Maintenance Team Leads or Supervisors that have to plan work


    Day 1
    • Section 1: Maintenance Planning Overview
    • Section 2: Service Request
    • Section 3: Service Request Approval & Work Order Creation
    • Section 4: Planning Pre-Work
    • Section 5: Conducting the Job Site Visit and Developing the Draft Plan
    Day 2
    • Section 6: Planning in Maximo
    • Section 7: Job Plans
    • Section 8: Work Order Release
    • Section 9: Bill of Materials
    • Section 10: Maintenance Plans, Items, and Job Plans
    • Section 11: Continuous Improvement

    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.

    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!