Course Content

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Course Information

Duration

1 Weeks

INTRODUCTION

Effective maintenance planning is essential for organizations seeking reliable assets, controlled maintenance costs, and sustainable operational performance. Maintenance planners provide the critical connection between identified maintenance requirements and efficient field execution. Their responsibilities require technical understanding, organizational discipline, analytical capability, and effective coordination across multiple organizational functions. Poorly planned maintenance frequently results in delays, excessive downtime, unavailable materials, inefficient labor utilization, and recurring equipment failures. A structured maintenance planning process enables organizations to prepare work before execution and minimize avoidable disruptions. This course introduces participants to proven maintenance planning, scheduling, work control, and backlog management practices. It explains how planners can develop accurate job plans, estimate resources, coordinate materials, and establish realistic maintenance schedules. Participants also explore maintenance performance measurement and techniques for improving planning effectiveness over time. The program combines practical concepts and workplace applications to develop maintenance planners capable of supporting safe, reliable, and cost-effective operations.

COURSE OBJECTIVES

Participants will achieve the following objectives by this course:

Understand the strategic role and responsibilities of an effective maintenance planner.
Establish structured processes for maintenance work identification, screening, prioritization, and planning.
Develop comprehensive job plans with accurate tasks, resources, durations, materials, and safety requirements.
Apply effective techniques for estimating maintenance labor, tools, materials, and external resources.
Build practical maintenance schedules aligned with operational priorities and resource availability.
Manage maintenance backlogs systematically according to priority, readiness, risk, and business requirements.
Coordinate effectively with operations, engineering, procurement, stores, contractors, and maintenance teams.
Improve preventive, predictive, corrective, and shutdown maintenance planning processes.
Measure planning and scheduling effectiveness using relevant maintenance performance indicators.
Apply continuous improvement techniques to increase reliability, productivity, availability, and maintenance efficiency.

TARGET AUDIENCE

This program targets a professional audience seeking to improve knowledge and skills:

Maintenance planners responsible for preparing, coordinating, scheduling, and controlling maintenance work across industrial operations.
Maintenance supervisors seeking stronger planning processes, resource utilization, work execution, and performance control capabilities.
Maintenance engineers involved in equipment reliability, preventive maintenance, job planning, and technical work preparation.
Reliability professionals responsible for improving asset availability, maintenance effectiveness, and equipment lifecycle performance.
Operations professionals coordinating production requirements, equipment access, shutdowns, and maintenance interventions.
Planning and scheduling professionals supporting industrial maintenance, turnaround, shutdown, and asset management activities.
Technical personnel preparing for maintenance planning, supervisory, coordination, or reliability-focused responsibilities.
Managers responsible for maintenance performance, operational excellence, asset integrity, productivity, and cost optimization.

COURSE OUTLINE

Day 1: Maintenance Planning Fundamentals and Work Management

Understanding maintenance planning within the overall maintenance management process.
Defining maintenance planner roles, responsibilities, boundaries, and performance expectations.
Distinguishing planning, scheduling, supervision, execution, and reliability responsibilities.
Understanding corrective, preventive, predictive, and condition-based maintenance strategies.
Establishing effective maintenance work identification and request processes.
Screening maintenance requests for completeness, validity, priority, and technical requirements.
Applying maintenance work prioritization based on risk and operational importance.
Understanding the maintenance workflow from request through completion and closeout.
Identifying common maintenance planning failures and their operational consequences.

Day 2: Job Planning, Estimation and Resource Preparation

Developing detailed maintenance job plans for safe and efficient execution.
Defining job scope, work steps, sequence, and completion requirements.
Estimating labor requirements, skill categories, crew sizes, and job durations.
Identifying tools, equipment, permits, drawings, and technical documentation requirements.
Planning spare parts, consumables, materials, and special equipment requirements.
Coordinating material availability with procurement, warehouses, and maintenance teams.
Incorporating safety, isolation, access, and environmental requirements into job plans.
Creating reusable job plans for recurring maintenance activities.
Improving planning accuracy using completed work history and technician feedback.

Day 3: Maintenance Scheduling and Backlog Management

Understanding the relationship between maintenance planning and scheduling.
Assessing job readiness before adding work to maintenance schedules.
Developing weekly maintenance schedules based on available labor capacity.
Balancing maintenance priorities with production and operational requirements.
Managing emergency, urgent, planned, and routine maintenance activities.
Structuring maintenance backlogs according to priority, age, readiness, and risk.
Monitoring backlog size and identifying overdue or high-risk maintenance work.
Managing schedule changes without compromising planning discipline and priorities.
Measuring schedule compliance and identifying causes of execution variance.

Day 4: Preventive Maintenance, Shutdowns and Coordination

Planning preventive maintenance activities based on equipment and operational requirements.
Integrating predictive and condition-monitoring findings into planned maintenance workflows.
Reviewing preventive maintenance tasks for effectiveness, frequency, and resource requirements.
Coordinating maintenance schedules with operations and production planning teams.
Planning equipment shutdowns, outages, turnarounds, and major maintenance interventions.
Developing shutdown work scopes, resource plans, schedules, and readiness requirements.
Coordinating contractors and external service providers within maintenance plans.
Managing work permits, isolations, access requirements, and operational interfaces.
Strengthening communication between planners, supervisors, technicians, and operations personnel.

Day 5: Maintenance Performance, Control and Continuous Improvement

Establishing maintenance planning and scheduling performance measurement systems.
Monitoring planned work percentage, schedule compliance, backlog, and resource utilization.
Evaluating maintenance performance using meaningful operational and reliability indicators.
Analyzing completed work orders for planning quality and execution effectiveness.
Using maintenance history to improve future job plans and estimates.
Identifying recurring planning problems and eliminating sources of maintenance inefficiency.
Supporting reliability improvement through disciplined maintenance planning practices.
Applying continuous improvement methods to maintenance planning and scheduling processes.
Developing an action plan for improving maintenance planning within the organization.

COURSE DURATION

Duration: 1 Weeks

The Maintenance Planner Course is delivered over five intensive training days and combines professional instruction, practical exercises, maintenance planning scenarios, case-based discussions, scheduling activities, and applied work management techniques. The program can be delivered as public training or customized for organizations seeking to strengthen maintenance planning, reliability, asset management, shutdown preparation, and operational performance.

INSTRUCTOR INFORMATION

An internationally certified expert with extensive practical and consulting experience. The instructor combines professional expertise in maintenance management, reliability, asset performance, work planning, scheduling, operational improvement, and organizational development with practical facilitation methods designed for experienced professionals. Training emphasizes practical workplace application, structured decision-making, realistic maintenance scenarios, and methods that participants can transfer directly to their organizations.

FREQUENTLY ASKED QUESTIONS

1. Who should attend the Maintenance Planner Course? The course is designed for maintenance planners, engineers, supervisors, reliability professionals, schedulers, technical personnel, and operations professionals.
2. Does the course cover both maintenance planning and scheduling? Yes, it covers job planning, resource estimation, work readiness, backlog management, scheduling, coordination, execution control, and performance measurement.
3. Is the course suitable for industrial organizations? Yes, the methodology is applicable to manufacturing, utilities, energy, oil and gas, infrastructure, processing, and other asset-intensive industries.
4. Does the program include practical maintenance planning applications? Yes, participants work with practical scenarios involving job plans, priorities, resources, backlogs, schedules, shutdowns, and maintenance performance.
5. What will participants be able to apply after the course? Participants can develop stronger job plans, manage maintenance backlogs, create realistic schedules, coordinate resources, and improve maintenance performance.

CONCLUSION

The Maintenance Planner Course equips professionals with a structured methodology for converting maintenance requirements into executable and resource-efficient work plans. Participants develop practical capabilities in job planning, estimation, scheduling, backlog management, coordination, and maintenance performance control. The program strengthens the connection between maintenance planning, equipment reliability, workforce productivity, and operational availability. Its practical approach enables participants to identify planning weaknesses and implement disciplined improvements within their organizations. Graduates will be better prepared to support reliable assets, efficient maintenance execution, controlled costs, and sustainable operational excellence.

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Business & Management

Technical Courses

Netherlands

United Arab Emirates

Switzerland