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Maintenance Planning & Scheduling

Johannesburg | TBC

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Effective & Reliable Maintenance provides a competitive edge in many companies. Effective planning and scheduling contribute significantly to Reduced maintenance cost, and avoiding over insurance on outdated equipment. It also improves utilization of the maintenance workforce by reducing delays and interruptions.


This training course is packed with the insights and the powerful techniques of successful maintenance planning and scheduling for high equipment reliability. Maintenance Planning and Scheduling is all about improving quality of maintenance work by adopting the best methods and procedures and assigning the most qualified workers for the job. The true benefit of effective maintenance is an inventory and production improvement in TAKT time; Cycle time; Basic time and Standard time.

By attending this training course, delegates will be able to understand the following: 

  • Minimizing the idle time of maintenance workers.
  • Maximizing the efficient use of work time, material, and equipment; out with the old and in with the new
  • Maintaining the operating equipment at a responsive level to the need of production in terms of delivery schedule and quality. Aid production to achieve TAKT and Cycle times
  • Determine the correct load on machines and equipment – eliminate overload or under load. This leads to a correct make or buy decision on the strategic management level.
  • Use maintenance as an effective method of cost reduction and improving uptime. Maintenance saves money
  • Make the entire facility more efficient in all areas.
  • Practical exercises of the different tools to help delegates find the methods that are the easiest for them or those that work best under certain conditions
  • The ratio of theory to practical is: 20% theory; 80% practical; including working on soft copies
  • Case Studies will be provided and worked through with delegates in a separate workbook supplied

Day 1

MODULE 1 :BASIC PRINCIPLES OF MAINTENANCE

  • Key Terms and Definitions
  • The Maintenance Function in Context
  • Maintenance Objectives
  • Maintenance Work Task Classifications
  • Condition Based Maintenance Principles
  • Preventive Maintenance contributes to Planning & Scheduling
  • Make Reliability part of the Business Processes

MODULE 2: ASSET MANAGEMENT & LIFE CYCLE

  • The Asset Management ‘Journey’
  • Choosing a Maintenance Methodology
  • Plant and Equipment Life Cycle
  • Benefits of Quality Maintenance
  • Understanding Waste in Manufacturing

Day 2

MODULE 3: INTRODUCTION TO PLANNING

  • Basics of Planning
  • Benefits of planning
  • Planning Criteria
  • Strategic Importance of Planning Maintenance
  • Maintenance Planner’s Task List
  • How Maintenance Planning and Scheduling Reduce Costs
  • Support for Planning
  • Business Processes

MODULE 4: IDENTIFY WORK

  • Step 1: Identify Work
  • Work Identification
  • Work Screening
  • “Normal wear” Failure Mode

MODULE 5: WORK ORDERS AND WORK REQUESTS

  • The Work Order Process
  • The Work Request
  • Approving Work Requests
  • Priority Setting
  • Work Orders
  • Record Maintenance costs
  • Small maintenance jobs
  • Work Order Coding

Day 3

MODULE 6: PLAN WORK

  • Step 2: Plan work
  • Job Planning
  • Work Order Check List
  • Manpower planning
  • Procurement of Spares/Materials
  • Safety/Quality Requirements
  • International Engineering and Equipment Care Standards
  • Precision Maintenance for Maximum Failure-Free Life

MODULE 7: SCHEDULE WORK

  • Step 3: Schedule Work
  • Introduction to Scheduling
  • Scheduling skills and tools
  • Importance of Good Co-ordination and integration
  • Shutdown progress monitoring
  • Balance the scheduled work
  • Scheduling deadlines
  • Setting work priorities – two levels
  • Scheduling procedures
  • Scheduling meetings

Day 4

MODULE 8: APPLICATION OF MAINTENANCE WORK MEASUREMENT

  • Job measurements
  • Backlog Management
  • Forward Work Projection
  • Consider Plant Availability
  • Pert/Critical Path Scheduling
  • Maintenance Scheduling Classes

MODULE 9: EXECUTE WORK

  • Step 4: Execute Work
  • Assignment of work
  • Tradesperson’s responsibilities
  • Changes of scope

Day 5

MODULE 10: MAINTENANCE MANAGEMENT SYSTEM: CMMS

  • Maintenance Management System: CMMS
  • Data management
  • Business processes
  • Inventory control
  • Information for metrics and reports
  • Work Order (WO) Management Module
  • Vendor Support

MODULE 11: DATA ANALYSIS AND REPORTING

  • Data Analysis and Reporting
  • Reporting History
  • Forms
  • Management Reporting
  • Maintenance Planner Reporting
  • Cost Reporting/Control

This workshop runs for 2 – 3 days

Our Maintenance Planning And Scheduling is available in a variety of formats to best match your needs

In-House training: We bring the training to your location. Available with customized features created to meet your requirements.

Virtual Training: Delivered totally online, our virtual sessions are designed to keep participants engaged through relevant training, activities for practice, and ongoing reinforcement.

Available on request.

Delegates should represent a wide range of personnel in the organisation who are involved in, or dependent on, effective maintenance asset management. These should include:

  • Maintenance Artisans, Supervisors, Planners & Managers
  • Logistics Supervisors & Managers
  • Plant Managers & Engineers
  • Management Information staff
  • Project managers
  • Risk Management Professionals
  • Financial Managers

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