Seminar Overview

Available in both virtual and in-person, instructor-led formats, this 2-day Maintenance Planning and Scheduling course provides the fundamentals required for any successful maintenance program. We all know that one of the worst things for any facility is equipment downtime. In the ever increasingly competitive marketplace, the Maintenance Department is routinely asked to keep equipment running longer, with fewer failures and at lower operating costs. The maintenance planning and scheduling functions are critical components to make your maintenance program run more profitably given these new expectations.

This 2-day seminar is just $1,195.

Download the Maintenance Planning and Scheduling brochure

What is Virtual Instructor-led Training (VILT)?

Virtual Instructor-Led Training (VILT) is a live audio and video classroom experience over the internet with 100% interaction with the instructor, from the comfort of your own home or workplace. All you need is an internet connection, a microphone, and a webcam, and you can join the session from anywhere. With full audio and video capabilities, you are equipped with the tools you need for maximum learning. Visit our Virtual Instructor-Led Training page to learn more about the benefits of VILT.

Find an upcoming virtual class

Day One - Discussion Topics

Classroom Introductions and Establishing Seminar Goals

Why Maintenance is Critical to Organizational Success

Safety Compliance Issues:  Dealing with OSHA and MSHA

Elements of the Maintenance Planning & Scheduling Process:

  • The Concept of Critical Equipment
  • Maintenance Planning Principles
  • Maintenance Scheduling Principles

Work Order Detail:

  • The Walk Down Process
  • Developing Minimum Information Criteria
  • Work Approval Process & Validation
  • Categorizing Work Requests
  • Work Request Approval

Creating a Detailed Job Plan

  • Safety First:  PPE and other safety requirements
  • Gathering Required Information
  • Downtime Requirements & Details
    • Planned work order listing
    • Detailed job plans for high priority work orders
    • Identifying required tools/skillsets/labor hours
    • Contractor requirements, as necessary
    • Coordinating shutdown requirements
    • Current production schedule constraints
  • Maintenance Metrics & Capturing Continuous Improvement Information
  • Exercise:  In-House Labor vs. the Use of Outside Contractors – Pros & Cons

 Time Motion Analysis & the Leverage of Planning

  • Exercise:  Process Analysis - How to Increase Staff Productivity


Day Two - Discussion Topics

 The Planner/Scheduler Tool Kit:

  •          Elements of Root Cause Analysis (RCA)
  •          Applying the “5-Why?” Tool
  •          The Ishikawa (Fishbone) Diagram
  •          Root Cause Analysis Data Collection Forms
  •          The 5-S Lean Management Tool
  •          Use of Visual Controls
    • What Happened? How? Why?
    • How to do Cause/Effect Charting for RCA
    • Implementation Action Steps

Controlling Inventory Repair Parts Costs

The Maintenance-Operations Planning Meeting:

    • Facility-Wide Inputs; Gather your Subject Matter Experts
    • Prioritizing Critical Equipment
    • Equipment Availability
    • Labor Utilization
    • Final Maintenance Schedule Recommendation

Using Metrics & Establishing Key Performance Indicators (KPIs)

The Application of Computer-Based Maintenance Management System (CMMS); or Not

Marketing the Facilities Maintenance Department

What’s Available in Mobile Technology

Review of Seminar Goals and Addressing Remaining Questions


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Continuing Education Units (CEUs)

Upon completion of this seminar, the student will receive a certification of completion with 8 classroom hours (.8 TPC Training CEUs) per day attended. Visit our continuing education units page to determine if this class is accepted by  your state licensing agency.

All of our courses are backed by our No Risk Registration & Money Back Guarantee