Foundations of Maintenance Planning
o Introduction to maintenance planning and scheduling
o Objectives and benefits of proactive maintenance
o Role of the maintenance planner in asset management
o The planning workflow: request to execution
Work Identification and Work Order Systems
o Work request systems: reactive vs. proactive
o Prioritization of work based on criticality
o Creating and reviewing work orders
o Screening and scoping maintenance tasks
Job Planning and Preparation
o Developing detailed job plans (scope, labor, parts, tools)
o Standard jobs and maintenance task libraries
o Estimating time and resources accurately
o Coordination with stores and procurement
Scheduling Techniques and Coordination
o Building weekly and daily maintenance schedules
o Gantt charts and critical path methods
o Scheduling meetings and coordination with operations
o Managing backlogs and emergency work
CMMS and Digital Planning Tools
o Overview of Computerized Maintenance Management Systems
o Key CMMS functionalities for planners
o Data entry, reporting, and performance tracking
o Using mobile tools and dashboards
Preventive and Predictive Maintenance
o Developing preventive maintenance (PM) programs
o Using condition-based monitoring for predictive maintenance
o Integrating PM and PdM into job plans
o RCM and FMEA principles
Safety, Compliance, and Documentation
o Integrating safety into maintenance planning
o Regulatory and legal requirements (OSHA, ISO 55000)
o Job safety analysis (JSA) and permit-to-work systems
o Documentation standards and audit trails
Performance Measurement and Continuous Improvement
o Maintenance KPIs (wrench time, schedule compliance, backlog)
o Analyzing maintenance data to identify trends
o Continuous improvement using root cause analysis
o Planner’s role in reliability and availability