Maintenance Planning & Scheduling & Work Control
- Description
- Curriculum
The aim of Maintenance Planning & Scheduling is to maximize production equipment effectiveness by enhancing economic efficiency and profitability. Effective planning ensures that every effort is made to eliminate the root causes of lost production due to equipment failure, while optimizing equipment performance across its lifecycle.
The most efficient path to achieving this goal lies in structured maintenance planning and scheduling. While hands-on experience is essential for successful execution, many engineers lack the practical exposure needed to manage comprehensive maintenance programs. This course is designed to bridge that gap—offering a real-world framework that builds on proven methodologies and expands existing knowledge into a more actionable and insightful format.
Course Objectives
By the end of this program, participants will be able to understand and apply the core principles of Maintenance Planning, including:
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Overview of maintenance fundamentals
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Maintenance policies and philosophies (PM, CM, PdM, RCM, etc.)
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Planning and scheduling techniques
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Introduction to Computerized Maintenance Management Systems (CMMS)
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Performance management through KPIs, benchmarking, and audits
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Maintenance activities management
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Root Cause Analysis (RCA)
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Budgeting and cost control in maintenance
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Spare parts management strategies
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Maintenance contracts, outsourcing, and contractor management
Training Methodology
This course uses a blended learning approach to ensure practical understanding and engagement:
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Structured booklet and handouts
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Interactive PowerPoint presentations
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Group discussions and peer learning
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Instructional videos and demonstrations
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1
Day 1: Foundations of Maintenance Planning-
General definitions and overview of maintenance
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Maintenance classification by cost, priorities, and policies
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Effective Maintenance Management Process
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Differences between Preventive and Predictive Maintenance (PM & PdM)
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Predictive Maintenance techniques
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Proactive vs. Reactive Maintenance
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Workshop: Comparing PM and Run-to-Failure (RTF) policies
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Overview of advanced maintenance policies: RCM, RBI, TPM
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Utilizing RCM and RBM to minimize failures
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Criticality Analysis and Reliability Excellence
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Case study: Understanding maintenance planning
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Maintenance Planning vs. Scheduling
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Workshop: Calculating manpower size, maintenance cost, and workload distribution
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2
Day 2: Asset Management & Failure Analysis
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The road to Asset Management
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Asset Management Standardization & Cycle
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PAS-55-1:2008 & PAS-55-2:2008
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ISO-55000, 55001, 55002
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Key elements of an Asset Management System
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Overview of CMMS & ERP systems
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Functions, benefits, and implementation process
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Integration with Asset Management, Work Management, and Planning
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Controlling Maintenance Work
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Understanding backlog, root causes, and monitoring
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Equipment failure causes and Failure Code Hierarchy
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Failure classes, problems, causes, and remedies
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Applying Root Cause Analysis (RCA)
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RCA vs. RCFA, failure patterns, and task selection
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Autonomous Maintenance and operator roles
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Tools: 5 Whys method and Fishbone diagram
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Case studies
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3
Day 3: Maintenance Activity & Time Management
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Maintenance Activities Management
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Work scope development and job package preparation
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Procedures, resource estimation (manpower, tools, materials)
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Job planning and requisition processes
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Safety planning: Hazards, precautions, JSEA, PTW
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Time Management and Scheduling
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Estimated time, Critical Path Analysis
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PERT and Gantt charts, milestones, delay factors
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Progress reporting (S-Curve)
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Work completion, reporting, and improvement analysis
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Case study: Shutdown Management using MS Project & Excel
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4
Day 4: Performance & Continuous Improvement
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Maintenance Assessments & Benchmarking
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Process audits, benchmarking, goal setting
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Developing improvement action plans with modern technologies
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Performance Management
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Managing with KPIs, OEE, and TEEP
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Workshop: Calculating KPIs, OEE, and TEEP
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Behavioral aspects of performance management
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Continuous improvement strategies
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Implementation aspects
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5
Day 5: Budgeting, Contracts & Spare Parts Strategy
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Maintenance Contracts, Outsourcing Strategy, and Contractor Management
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Spare Parts Management and Resource Optimization
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Material classifications, lead time, criticality
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Pareto Law, rotation indices (LIR & NIR), spare parts testing
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Stock holding and ordering costs, EOQ
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Workshop: Calculating EOQ and reorder levels
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Maintenance Budgeting and Cost Control
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Policies, procedures, budgeting principles and objectives
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Budget types, cost classifications, responsibility centers
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Capex vs. Opex, chart of accounts, oil agreements
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Case study: Gulf oil company budgeting process
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Finance workflows, AFE, fund checks, budget forms
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Maintenance preparation sheets (manpower, materials, services)
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Budgeting rationale and data sources
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Aggregation and classification of maintenance activities
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Volume/resource definitions, third-party contractor costs
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Budget control, updates, and forecasting
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Workshop: Calculating oil and fuel consumption
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Budgeting Concepts
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Static vs. Flexible budgets
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Developing a flexible budget
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Master budget and its organizational benefits
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Using Excel for budget development
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Planning Engineers, planners and qualified assistance planners.
Maintenance Managers, Maintenance Engineers, Maintenance Supervisors and qualified senior technicians. Anyone who wishes to update themselves on Modern Maintenance Planning Technologies, judge the suitability of these technologies for their needs, and learn how to implement them for the benefit of their organizations.
