Maintenance Planning and Scheduling

Course Overview

This training course provides instruction and workshops intended to develop and improve a maintenance effort. New Standard's practical approach and exciting presentation has made this session popular.

Course Objectives

By the end of the course the participants will be able to:

  • Explain the challenges and objectives facing maintenance organizations today
  • Demonstrate the importance of work order systems and use techniques for time estimations and priority assignments
  • Prepare a preventive maintenance program
  • Apply project management techniques to effectively manage major maintenance activities and shut downs
  • Use capital budgeting techniques to evaluate maintenance capital expenditures
  • Demonstrate understanding of how to maintain the optimal stock levels of spare parts to ensure operational continuity
  • Prepare the right Key Performance Indicators (KPIs) s to evaluate and improve performance in maintenance

Course Content

Defining the Maintenance Level

  • Maintenance by Plan vs. Maintenance by Default
  • Equipment Reliability and Availability Models
  • Building a Maintenance Management Plan
  • Setting and Achieving Goals

Planning and Estimating

  • Traditional Estimating Methods
  • Problems with "Engineered" Methods
  • Employing the Structure of Construction Estimating Methods
  • The Planning "Thought Process" - A Common Sense Approach
  • Planning Economics
  • Using Performance Based Estimates
  • Improving the Accuracy of Estimates
  • Building Generic Plans
  • Solving Material Problems
  • Dealing With Delays

Preventive and Predictive Maintenance

  • Debunking the "Classic Curve"
  • Mandatory and Discretionary PM
  • Prioritizing Candidates for PM
  • Understanding Why PM Fails
  • Building Credible PM Procedures
  • Optimizing PM Frequencies
  • PM Form Development
  • Audits for Procedures and Programs
  • Converting Preventive to Predictive Maintenance (PDM)
  • Engineering Limits that Make Sense

The Scheduling Process

  • Prioritizing Maintenance Work - Understanding the Process
  • Dealing with Emergencies
  • Maintenance Calendars
  • The "Scheduling Game"
  • Scheduling with a Plotted Backlog
  • The Allocation Scheduling Method
  • Priority Numbering Systems
  • Weekly and Daily Schedules
  • Limitations of a CMMS Scheduling Package
  • Controlling the Backlog

Critical Path Methods for Maintenance

  • Definitions and Conventions
  • Diagramming Methods
  • Identifying the Precedent Logic
  • Determining the Critical Path
  • The Importance of Float (Slack)
  • Load Leveling for Over allocated Resources
  • Balancing Downtime and Shutdown Costs
  • Using Project Software - A Review of Popular Programs
  • Turnarounds, Shutdowns and Outages

Indices, Reports and Graphics

  • What an Index Doesn't Show
  • Streamlining Data Collection
  • Performance Indices that Count
  • Maintenance Management Reports
    - The "Balance Sheet"
    - Overview and Analyses
    - Performance Indices and Graphics

Course Methodology

The training is going to be highly interactive combination of lectures, group discussions, questionnaires, individual reflections, role plays, simulations and videos.

Target Audience

Production/Operations, Process, Project, Maintenance Managers, and departmental heads


2 Days (08:30–14:30) with appropriate breaks for tea/refreshments and lunch.

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