Wednesday, 07 May 2014 00:00

C301: Maintenance Planning

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If one compares maintenance to the human body, maintenance planning provides the thinking capacity that determines what work to do, and when, while the artisans provide the doing capacity of the hands and feet, and supervisors provide the controlling function of the brain, steering the hands and feet.

C301 1Because nothing in life takes place before it has been thought through, no worthwhile maintenance task can take place before planning (naturally including any planning done by supervisors and artisans).

C301 2No worthwhile maintenance task can take place without good planning

Maintenance planning fulfils a crucial role in the organisation. Maintenance success is absolutely dependent on good scheduling of maintenance work, proper task planning, and timely procurement of parts and materials. The Maintenance Planner plays a critical role in achieving this essential outcome.

The course thus has as its purpose to prepare Maintenance Planners for this role. This includes training in the various scheduling techniques, such as simple time slot scheduling, detailed network scheduling of maintenance shutdowns and projects, as well as batch workshop scheduling. It also includes training in task planning methods, procurement methods, use of maintenance systems, task flow optimisation, maintenance information analysis, and the support of maintenance management through well defined and formatted reporting.

The course is extremely hands-on, allowing candidates to practice the skills learnt through practical application during four to five group assignments per day. This is augmented by an application project following course completion.


Course Content


Module 1
Maintenance Principles

  • How does it work?
    • The two cycles of the economy
  • What does maintenance need to achieve?
    • The objectives of operations
    • The objectives of maintenance
    • The goal is teamwork
    • Quality the principle behind success
    • Downtime vs Uptime
  • How do we maintain?
    • Business principles of maintenance
    • Failure modes: what are they?
    • The maintenance options
    • Asset Management (PAS 55 and ISO 55000)

Module 2
Maintenance Types

  • Introduction
    • The terminology trap
    • Maintenance Strategy Tree
    • RCM for Planners
  • Prevention
    • Use Based Maintenance
    • Condition Based Maintenance
  • Corrective Maintenance
  • Design-out Maintenance
    • Types of design-out

Module 3
Maintenance Planning I

  • Planning Principles
    • The role of Maintenance Planning in the organisation
    • Structured Maintenance Planning
  • What are the components of planning?
    • Maintenance Planner’s Task list
    • DatabaseAdministration
    • Scheduling
    • Task Planning
    • Procurement
    • Task Feedback
    • Management Reporting
  • Scheduling
    • Maintenance Scheduling Classes
    • Pert/Critical Path Scheduling
    • Time Slot Scheduling
    • Batch Workshop Scheduling

Module 4
Maintenance Planning II

  • Work Priority
    • Simple priority schemes
    • Better prioritisation schemes
    • PriorityAllocation
  • Task Planning
    • Determining the scope of the task
    • Detailed Task Planning
    • Work Area Logistical Planning
    • Backlog Management
  • Management Reporting
    • Main Management Support categories
    • Analysis of Maintenance Results

Module 5
Mantenance Planning III

  • Reporting
    • Principles of good Management Reporting
    • Analysis
    • Long Term Planning and Budgeting
  • Maintenance Systems
    • Work Order process
    • Configuration Control
    • Plant Codification
    • CMMS


Credits 16*, level 5**

* The course comprises 80 hours of study, of which 40 hours are in class, with a further 16 hours of private study, and 24 hours for the assignment.

**Occupational Certificate level





Who Should Attend

The course is intended for maintenance planners, maintenance supervisors, artisans and those who manage them.

The reason for including the wording 'those who manages them' in the sentence above is that we often find that some class of Asset Management / Maintenance people are sent on courses without the person managing them being able to activate their newly acquired knowledge after the course. What rather happens is that they are managed exactly in the same way as before the course, which often leads to the course not having the required effect.

Artisans are also specifically added above as the effect of maintenance planning and the information fed back to the Computerised Maintenance System is to a large extent dependent on their knowledgeability of, and support to, the Maintenance Planning function.

Read 32470 times Last modified on Saturday, 07 September 2019 14:39