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Scheduling Fundamentals

Scheduling Fundamentals

About This Workshop

Scheduling Fundamentals is designed to help maintenance and operations professionals understand and implement effective work scheduling principles as part of a Work Control Management (WCM) framework. The course covers the foundational aspects of planning and scheduling, explaining their distinct but complementary roles. Students will learn how scheduling ties into broader asset management strategies, leverages Computerized Maintenance Management Systems (CMMS) and Enterprise Asset Management (EAM) software, and influences key maintenance metrics such as efficiency, reliability, and cost reduction. Emphasis is placed on understanding the scheduling process from strategy and backlog management to resource allocation, communication, and execution.

Learning Formats

  • Instructor-Led Sessions: Presentations and discussions led by industry experts covering theoretical foundations and real-life case studies.
  • Interactive Workshops & Exercises: Hands-on activities, including scenario-based scheduling challenges and practical exercises with tools like Gantt charts and critical path analysis.
  • Group Discussions & Peer Learning: Collaborative sessions for sharing experiences, best practices, and lessons learned among participants.
  • System Demonstrations: Overviews and demonstrations of CMMS/EAM capabilities for effective scheduling and resource management.

Continuous Feedback & Q&A: Opportunities for participants to clarify concepts, discuss challenges, and seek guidance on applying lessons to their unique work environments.

Key Benefits

  • Improved Labor Efficiency & Resource Utilization: By establishing structured schedules, participants learn to optimize workforce allocation, reduce idle time, and increase wrench time.
  • Reduced Downtime & Production Losses: Effective scheduling ensures planned work is executed with minimal disruptions, lowering emergency interventions and decreasing production impacts.
  • Better Coordination & Communication: Clarified roles and responsibilities among planners, schedulers, supervisors, and reliability specialists foster seamless collaboration across departments.
  • Enhanced Asset Performance & Reliability: With proactive scheduling and proper backlog management, assets are maintained at their optimal performance level, extending equipment life.
  • Operational Excellence & Continuous Improvement: Scheduling fundamentals help lay the groundwork for continuous improvements in safety, cost management, and maintenance best practices.

 

What Will You Learn?

  • Fundamentals of Work Control Management & Scheduling: Understand how scheduling fits into the broader asset management process, from planning through execution and continuous improvement.
  • Differences Between Planning & Scheduling: Learn why planning and scheduling require distinct skill sets, their unique roles, and how separating them optimizes resource utilization and reduces delays.
  • Effective Schedule Development Techniques: Gain proficiency in using scheduling tools and methods (Gantt charts, critical path analysis) to visualize workloads, prioritize tasks, and manage backlogs.
  • Integration of CMMS/EAM in Scheduling: Understand how to leverage CMMS/EAM systems for accurate asset history tracking, data-driven scheduling decisions, and effective work order management.
  • Backlog Management & Resource Allocation: Learn how to maintain a balanced backlog, align tasks with resource availability, and ensure that the right people and parts are available at the right time.
  • Team-Based Scheduling & Communication: Explore ways to align maintenance and operations teams, ensuring that all stakeholders understand their roles, share information, and coordinate effectively.
  • Reducing Emergency & Break-In Work: Develop strategies to proactively schedule maintenance activities to reduce reactive work and minimize costly downtime.
  • Continuous Improvement & Performance Metrics: Discover how to use performance data to assess scheduling effectiveness, refine processes, and advance toward maintenance excellence.
  • Safety & Compliance through Scheduling: Learn how proper scheduling contributes to improved safety outcomes, compliance with regulations, and environmental stewardship.
  • Implementing & Sustaining Scheduling Best Practices: Gain insights into sustaining effective scheduling practices over time, securing leadership support, and embedding scheduling fundamentals into the organization’s culture.

Course Content

Introduction to Work Control Management & Scheduling

  • Definitions, purpose, and scope of WCM
  • How scheduling supports overall asset management goals

Role of Scheduling in the Asset Management Business Process

Planning vs. Scheduling – Understanding the Differences

Developing Effective Schedules

Scheduling Tools & Techniques:

CMMS/EAM Integration in Scheduling

Managing Emergencies & Break-In Work

Enhancing Coordination & Communication

Measuring & Improving Scheduling Performance

Long-Term Sustainability & Organizational Excellence