Planning Fundamentals focuses on the strategies, tools, and techniques required to develop and improve maintenance work planning processes. By concentrating on proper work identification, accurate job scoping, effective resource planning, and the integration of methodologies like RCM (Reliability-Centered Maintenance) and PM/PdM (Preventive/Predictive Maintenance), this course helps maintenance professionals move from a reactive to a proactive maintenance environment. The class emphasizes the importance of understanding roles, responsibilities, communication pathways, and the essential elements of work planning that directly impact cost, safety, resource utilization, and long-term asset performance.

Learning Formats

• Instructor-Led Presentations & Discussions: Foundational concepts, best practices, and real-world examples presented by experienced professionals.
• Interactive Workshops & Field Simulations: Practical exercises in job scoping, resource allocation, and work plan development, including analyzing case studies and reviewing common mistakes.
• Hands-On Exercises with CMMS/EAM Tools: Demonstrations on how to use maintenance management software to improve work identification, planning accuracy, and performance tracking.
• Group Discussions & Peer Learning: Collaborative learning sessions that facilitate knowledge sharing, problem-solving, and exchange of ideas among participants.
• Q&A and Feedback Sessions: Ongoing support and guidance to address specific organizational challenges, ensuring participants can apply concepts at their facilities.

Key Benefits

• Reduced Unplanned Work & Costs: Effective planning reduces the incidence of emergency and break-in work, minimizing overtime and resource waste.
• Higher Equipment Reliability & Availability: Proactive planning ensures timely preventive and predictive tasks, extending asset life and improving uptime.
• Enhanced Safety & Compliance: Thorough planning integrates safety measures and hazard analysis, reducing the risk of accidents and meeting regulatory requirements.
• Improved Work Quality & Efficiency: Detailed job scopes, accurate parts kitting, and standardized work procedures lead to higher wrench time and first-time quality completion.
• Stronger Team Coordination & Communication: Clearly defined roles and responsibilities, along with improved documentation and CMMS/EAM utilization, streamline workflows and enhance cross-functional collaboration.
• Better Organizational Performance: A structured planning process aligns maintenance activities with business goals, improving ROI, OEE, and long-term sustainability.