Maintenance Planning Course

Lesson 1 • Maintenance Strategy Overview

Surveys reactive, preventive, predictive, and proactive strategies. Connects strategy selection to planning workload and resource requirements.

Lesson 2 • What Maintenance Planning Is

Defines maintenance planning and distinguishes it from scheduling and execution. Sets the conceptual baseline for all subsequent chapters.

Lesson 3 • The Maintenance Planning Cycle

Maps the end-to-end cycle from work identification to job closure. Shows how each phase feeds the next, reinforcing continuous improvement.

Lesson 4 • The Planner's Role and Responsibilities

Outlines daily duties, authority limits, and stakeholder relationships of a planner. Clarifies accountability boundaries within the maintenance organization.

Lesson 1 • Work Order Prioritization

Applies priority matrices and risk logic to rank open work orders. Ensures critical assets receive attention before lower-risk items.

Lesson 2 • Work Order Types and Classification

Distinguishes corrective, preventive, project, and emergency work order types. Correct classification drives accurate resource and cost tracking.

Lesson 3 • Work Order Closure and Documentation

Covers required closure data, failure codes, and lessons-learned capture. Accurate closure data feeds reliability analysis and future planning.

Lesson 4 • Writing Effective Work Orders

Teaches the elements of a complete, actionable work order. Well-written orders reduce technician downtime and rework.

Lesson 1 • Anatomy of a Job Plan

Identifies every component of a complete job plan, from scope to safety notes. Understanding structure ensures no critical element is omitted.

Lesson 2 • Labor and Craft Estimation

Teaches methods for estimating labor hours and identifying required craft skills. Accurate estimates enable realistic scheduling and cost forecasting.

Lesson 3 • Parts and Materials Planning

Covers identifying, staging, and kitting parts before job execution. Pre-staged materials eliminate technician wait time and reduce job duration.

Lesson 4 • Job Plan Library and Standardization

Establishes a reusable job plan library and governance process for updates. Standardized plans ensure consistent quality across all technicians and shifts.

Lesson 1 • CMMS Architecture and Navigation

Explains CMMS modules, data hierarchy, and navigation conventions. Foundational system literacy enables efficient use of all planning functions.

Lesson 2 • Job Plans and PM Schedules in a CMMS

Builds and links job plans and PM triggers within the CMMS. System-generated PM work orders eliminate manual tracking and missed tasks.

Lesson 3 • Managing Work Orders in a CMMS

Demonstrates creating, updating, and closing work orders within the system. Consistent CMMS use ensures data integrity for reporting and analysis.

Lesson 4 • CMMS Data Quality and Governance

Establishes data entry standards and audit processes to maintain CMMS integrity. High data quality is the foundation of reliable planning metrics.

Lesson 1 • Capacity Planning and Crew Loading

Calculates available crew hours and matches them to planned work volume. Prevents overloading and underutilization of maintenance resources.

Lesson 2 • Daily Scheduling and Coordination

Covers the daily scheduling meeting, real-time adjustments, and emergency insertion. Keeps the weekly schedule on track despite day-to-day disruptions.

Lesson 3 • Schedule Performance Measurement

Defines schedule compliance, schedule attainment, and wrench-time metrics. Measurement data drives continuous improvement of the scheduling process.

Lesson 4 • Weekly Schedule Construction

Walks through building a complete weekly schedule from backlog and PM triggers. Produces a schedule that is realistic, prioritized, and production-aligned.

Lesson 1 • PM Task and Interval Setting

Applies statistical and engineering methods to set appropriate PM task intervals. Correct intervals prevent both over-maintenance and premature failures.

Lesson 2 • PM Program Fundamentals

Explains the purpose, components, and business case for a structured PM program. Connects PM investment to reduced failures and lower lifecycle costs.

Lesson 3 • PM Program Review and Optimization

Establishes a periodic review process to eliminate, modify, or add PM tasks. Continuous optimization keeps the program effective and cost-efficient.

Lesson 4 • Equipment Data and Failure Modes

Uses equipment history and failure mode analysis to identify what to maintain. Data-driven task selection replaces calendar-based guesswork.

Lesson 1 • Spare Parts Strategy

Applies criticality and lead time analysis to determine which parts to stock. Balances inventory investment against the cost of stockouts.

Lesson 2 • Procurement Coordination for Planned Work

Coordinates with procurement to ensure parts arrive before scheduled job dates. Proactive procurement prevents last-minute delays and schedule breaks.

Lesson 3 • Maintenance Storeroom Fundamentals

Explains storeroom organization, stock classification, and the planner's interface with stores. A well-organized storeroom is a prerequisite for effective planning.

Lesson 4 • Inventory Performance Metrics

Tracks fill rate, turnover, and carrying cost to evaluate storeroom performance. Metrics guide decisions on stocking levels and procurement strategy.

Lesson 1 • Building a Culture of Continuous Improvement

Engages technicians, supervisors, and operations in ongoing planning improvement. Sustained improvement requires cultural alignment, not just process changes.

Lesson 2 • Key Performance Indicators for Planning

Defines and calculates the KPIs that measure planning effectiveness. A balanced KPI set reveals strengths and gaps in the planning process.

Lesson 3 • Reliability Concepts for Planners

Introduces MTBF, MTTR, availability, and failure rate as planning inputs. Reliability metrics translate equipment behavior into actionable planning decisions.

Lesson 4 • Planning Process Audits and Reviews

Conducts structured audits of job plans, work orders, and scheduling practices. Regular reviews sustain process discipline and surface improvement opportunities.