Three-day Planning and Scheduling course agenda

Day 1 Agenda:

What is maintenance planning?
  • Terms we use in planning and scheduling
  • Facing the facts
  • Why is the planning essential for smooth operations?
  • What are the advantages of planning for.?
  • Workers are in pain from the lack of planning
  • How to Sell Planning & Scheduling to your management and operations?
  • Specifically where does the ROI (Return on Investment) come from?
Where does Planning fit Into Good Maintenance Practices?
  • Reactive Maintenance
  • Typical worker's day
  • Understanding the Nature of Maintenance Activities.
  • Safety
Maintenance Management
  • Maintenance work flow
  • Where does work come from
  • Job control/span
  • Iceberg
Backlog and backlog management
  • How the backlog is constituted
  • Backlog to control the maintenance effort
  • Consequences of backlog size and change
Work orders in support of planning and scheduling
  • All the reasons and types
  • Prioritization
  • Questions to answer
  • Auditing work orders
  • Training in completing work order preparation.
  • Short discussion of the work flow with a job control function.
Complete description of the planner's job.
  • Time spent typical planner/scheduler's day
  • Roles and Responsibilities
  • Planner's qualifications (skill sets)
  • Why can't supervisors plan for themselves?
  • Planner qualifications
What are the conditions necessary for effective planning?
  • Specific areas include storerooms, PM programs, planner Libraries, supervision and high level sign-off.
  • Steps in setting up Planning/scheduling
  • Steps in an ongoing planning/scheduling environment
  • Flow chart of weekly planning process
How to plan maintenance work
  • What are the steps in effective planning?
  • The complete planning process.
  • Estimating, Crew Size & Manpower Requirements.
  • What are the contents of a complete planned job package?
  • Planner's check list
  • Planning provides* (Important)
  • Emergency planning
  • Hints from the trenches
  • Detailed, step by step -how to plan maintenance jobs
  • Planning Exercise using estimates
  • Planning Exercise construction estimates

Day 2 Agenda

Complete Planning questionnaire so that participants can evaluate their own current planning operation against competent and world class organizations.
Evaluate the gap between what is going on and what would serve the long term interests of the organization.
Maintenance Scheduling
Scheduling (how is it different from planning)
Ready Backlog
  • Validate backlog
  • Rules to validate
  • Common problems
Work Program
  • Calculating available hours from maintenance workers.
  • Includes work sheets and an exercise.
How and why to prepare the Maintenance Calendar
  • 52 week PM schedule
The coordination meeting between operations and maintenance
  • Discussions and deliverable from meeting
  • Agenda example
  • Job loading
  • Creating the work list
  • Barriers to coordination
  • How to create a schedule
  • Calculating available hours for maintenance workers.
  • Validate backlog
  • Coordination with Operations and Coordination meeting.
  • Choose jobs based on need and available resources
  • Create a credible schedule that takes all the constraints into account.
  • Schedule a shop exercise for 4 crafts and 14 personnel for a week

Day 3 Agenda

The way productivity increases (why does P/S work)
  • Specific examples from exercise -reworking the ready backlog
  • Detailed look at productivity
Scheduling uncovers problems in your operation
Jobs of the scheduler
  • Jobs of the scheduler are sometimes carried by others
  • How to use CMMS to Aid Planning and Scheduling.
PM systems to support Planning and scheduling
  • P/F curve and it's impact on planning
  • 3 P's of PM
  • Be sure PM is not the problem
Job execution and feedback with job closeout and follow up
Metrics and KPIs
  • Schedule compliance, Performance, Effectiveness
  • Direct measures of Planning effectiveness
  • Scatter charting
  • Indirect measures of Planning effectiveness
Complete scheduling and coordination questionnaire so that participants can evaluate their own current planning operation against competent and world class organizations.
Final Gap analysis
Concrete steps to take