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This course will present information on the efficient methods of planning & scheduling all types of maintenance work. Methods for estimating the resources will be presented & information on how to accommodate emergency maintenance work will be provided

Course Outline

Maintenance work consists of:
  • Preventive maintenance activities that tend to be repetitive.
  • Corrective maintenance activities where the work is rarely repeated.
  • Capital investments where new equipment is installed and/or a major  overhaul is conducted.
  • Emergency work where equipment must be repaired immediately.
A maintenance department has to often provide each of the above types of work concurrently and the efficient coordination of resources (manpower, materials, tooling and facilities) is an economic necessity.   Developing an efficient maintenance plan therefore can avoid considerable unnecessary costs in prolonged equipment downtime and consequently an impact on production and revenue.

This course will present information on the efficient methods of planning and scheduling all types of maintenance work.  Methods for estimating the resources will be presented and information on how to accommodate emergency maintenance work will be provided. 

  • To provide understanding of the how to estimate manpower and resource requirements.
  • To present a method for prioritizing maintenance activities.
  • To show how to develop and manage efficient maintenance plans and schedules.
  • To provide a strategy for managing emergency work.
Who Should Attend Planning managers and staff; maintenance managers, engineers and supervisors; plant managers and engineers; plant operations managers and supervisors; industrial engineers; facilities managers and supervisors; process engineers and technologists; design engineers and technologists.

Program Outline Each morning and afternoon session will contain a networking and refreshment break taken at convenient times.
Day I 8:00         Registration

8:20         Welcome and Introductions

8:30        Introduction to Planning and Scheduling
• Planning and scheduling
• Scheduling needs
• Planning and scheduling objectives
• Planning and scheduling department staff.
• Shift scheduling
Maintenance Planning - General
• Maintenance objectives
• Reliability centred maintenance
• Regulatory and safety requirements
• Backlogs
• Emergency work
• Prioritizing
• Performance information the planner needs to know
12:00       Lunch

1:00        General Maintenance Information
• Lubrication
• Material degradation
• Non- Destructive Examination (NDE)
• Vibration monitoring
• Equipment condition instrumentation
Preventive Maintenance (PM) Planning and Scheduling
• PM programs
• PM program planning
• PM work – time estimates
• Developing a PM schedule
4:30         Adjournment

Day II 8:30        Corrective Maintenance (CM) Planning and Scheduling
• Definition of corrective maintenance.
• Source of CM work
• CM work – time estimates
• Planning CM work
• Scheduling CM work
• Discovery work
• Spare parts
Computerized Maintenance Management Systems (CMMS)
• Functions
• Planning inputs
• Work orders
• Survey of users

Unplanned Work
• Emergencies
• Minor adjustments and repairs
• Unexpected outage opportunities
Identifying Major Outages and Capital Investments
• Future business requirements
• Preliminary investigations
• Listing future projects
• Preliminary justifications
Planning Major Outages and Capital Investments
• Staff organization structure
• Contractors
• Pre-requisites and preparatory work and plant/equipment shutdowns
• Planning tools – gantt charts, critical path plans.
12:00       Lunch

1:00  Planning Major Outages and Capital Investments  (continued)
• ‘As found’ and ‘as left’ conditions
• Early/soonest recall of equipment
• Planning software
• Start-up and commissioning
Additional Functions of the Planning Department
• Budgeting
• Benchmarking
• Auditing
• Reporting

Planning and Scheduling Inputs and Outputs
• Documentation the planner/scheduler needs
• Work packages
• Measures
• Weekly planning and scheduling meetings

4:00        Open Forum
                An opportunity to discuss general planning and scheduling issues and concerns

4:15        Concluding Remarks and Final Adjournment
After participating  in the seminar, you will be able to:
  • gain an understanding of the benefits of effective maintenance planning.
  • understand how to estimate resources required for maintenance work.
  • learn how to develop an efficient maintenance plan.
  • become conversant with the budgeting and financial aspects of a maintenance plan.
  • appreciate the requirements for documentation and reporting.

Prerequisites & Certificates

Certificates offered

1.2 CEUs/ 12 PDHs

Cancellation Policy
To withdraw from a course, you must send a request, in writing, with the official receipt to our office. Fifteen or more business days in advance: full refund less $50.00 administration charge. Five to fifteen business days in advance: non-refundable credit of equal value for any future EPIC seminar within one year. Credits are transferable within your organization. In case of an unexpected event occurring after this time, you may send someone else to take your place without any additional cost.
Map & Reviews
EPIC Educational Program Innovations Center
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Here are some reviews of the training vendor.
The course was very well presented and the course instructor was absolutely amazing.
Reviewed by 2013
Our instructor, Stephen Lamming, was outstanding and a true expert in his field. He was able to complement the technical air monitoring information with practical real life examples which was highly beneficial. He is an excellent communicator and was highly interactive with the course attendees. This course was recommended to me because Stephen Lamming does an outstanding job. I was very impressed with this course and have subsequently recommended it to my colleagues.
Reviewed by 2012
Would have liked more interactive problem solving.
Reviewed by 2011

This course currently does not have any dates scheduled. Please call 1-877-313-8881 to enquire about future dates or scheduling a private, in house course for your team.

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