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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
    • 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
  • Scheduling

    • 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


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