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Managing Planning and Scheduling

Next Course Offering Dates:

Novermber 2-4, 2021 - In-person (Subject to change to online depending on covid-19 status)



Planning and scheduling is one of the fastest and most effective investments an organization can make to improve productivity and availability.

In the Managing Planning and Scheduling course, participants build a work management program based on Reliability Excellence best practices. The course is designed for a Lead Planner or Department Manager to establish a proactive work management program or to transform an existing program into an effective, results-producing department that positively impacts maintenance costs, plant reliability measures and employee morale.

This three-day course examines topics like designing a work management program strategy, developing standard processes and work, establishing program measures, managing staff development, and planning program improvement. Learners will walk away with a solid foundation that they will be able to use immediately for an effective maintenance work management program.

Managing Planning and Scheduling is a required course in the Maintenance Management Certification program.

In This Training, Learn How To

  1. Explain the business case for proactive work management.
  2. Build a work management process flow chart and responsibility matrix.
  3. Draft a work management program strategy: objectives, key performance measures, targets, reporting and monitoring methods.
  4. Develop governing principles and standard procedures for CMMS data entry and use.
  5. Outline a management of change process for job plans.
  6. Describe a disciplined approach to managing work for a planned shutdown
    • Scoping and validating work, project management, communication, reviews, lessons learned
  7. Develop an implementation plan to establish or transform a planning program, including:
    • Establishing program standards and templates
    • Incorporating visual management into your program
    • Job performance feedback and continuous improvement
    • Backlog management
    • Managing the people side of change (change management)
  8. Develop an audit and continuous improvement strategy for the planning program
    • How trends in manufacturing and technology impact planning/scheduling
    • How the planner interacts with failure data and root cause analysis efforts
    • How equipment criticality and risk management influence maintenance strategy
  9. Build performance management and development strategies for planning personnel.


Who Should Attend Training

People in the following roles should participate in this training:

  • Lead and senior planners
  • Planning Department Managers
  • Maintenance Managers
  • Reliability Change Agents
  • Reliability Managers
  • Continuous Improvement Managers
All students completing the class will receive a certificate of completion including the awarding CEU credits.



Room #245 Bevis Hall, 1080 Carmack Rd, Columbus, OH 43210