Industrial Maintenance, Inspection, Testing & Corrosion Courses

Maintenance Planning: Building an Effective Planning System and a Competent Team


Whether you are a novice in the field of maintenance planning or are seasoned in maintenance planning and scheduling, this maintenance planner training course will enhance your knowledge, insights, and capabilities, which are crucial for your professional advancement.

Maintenance planning is a pivotal component within the broader framework of physical asset management. However, many organizations need help with its proper implementation and with realizing the advantages it offers. Grasping the processes underpinning this operational strategy allows for the identification of skillsets and organizational gaps.

By participating in this maintenance planning and scheduling course, you'll gain a comprehensive understanding of maintenance planning and scheduling, enabling you to fulfill your role and responsibilities within a competent maintenance planning function.

This training emphasizes the key processes and techniques of the maintenance planning process, which are essential to sustaining the reliability of assets, developing a robust building maintenance plan, and understanding what planned maintenance is.

Defining Maintenance Planning and Scheduling - A Core Component of Asset Management

This course delves into defining maintenance planning and maintenance scheduling – two critical aspects of asset management. Participants will explore the respective roles of the maintenance planner and maintenance scheduler within the framework of operational excellence. This module underscores the importance of a certificate in maintenance planning and scheduling for aspiring professionals seeking to formalize their expertise in the field.

By understanding the principles and functions embodied in the roles of maintenance planner and maintenance scheduler, course attendees will learn how targeted training and development activities can bolster their organization's maintenance effectiveness and efficiency.

Targeted Groups

  • Planners.
  • Maintenance and Reliability Engineers.
  • Planning Engineers.
  • Maintenance Supervisors.
  • Maintenance Engineers.
  • Maintenance Team Leaders and Managers.
  • Operations Team Leaders and Managers.
  • Technical Support Staff.

Course Objectives

By the end of this maintenance planning and scheduling course, participants will be able to:

  • Set up master data to support a comprehensive maintenance plan.
  • Facilitate the development and implementation of a planned maintenance system.
  • Develop task plans and procedures that align with safety, quality, and efficiency standards.
  • Initiate the procurement of logistics to enable the execution of scheduled maintenance.
  • Compile a building maintenance schedule in consultation with stakeholders for an upcoming period.
  • Produce performance indicator-based reports to highlight areas of concern and drive continuous improvement.

Targeted Competencies

At the end of this maintenance planning and scheduling course, the participants will be able to:

  • The foundation of an efficient maintenance planning function.
  • An object-based approach to programmed maintenance development.
  • Planning work for safety, quality, and efficiency.
  • Scheduling maintenance with operational continuity in mind.
  • Bridging the operations to maintenance schedule gap.
  • Developing one-page performance indicator reports to drive improvement.
  • Eliminating equipment defects through detection, disclosure, planning, scheduling, and execution.

Course Content

Unit 1: The Building Blocks of a Modern Maintenance Management System

  • The asset healthcare model.
  • Asset master data.
  • Organization master data.
  • Maintenance logistics planning.
  • Practical exercise and discussion.

Unit 2: Programmed Maintenance Development and Planning

  • Criticality grading.
  • Failure modes and effects analysis.
  • Programmed task selection criteria and tools.
  • CMMS task plans and work orders.
  • Corrective maintenance task procedures.
  • Practical exercise and discussion. 

Unit 3: Work Management

  • Work management process model.
  • Defect reporting and notifications.
  • Backlog control.
  • Capacity planning and resourcing.
  • Schedule with consensus of stakeholders.
  • Practical exercise and discussion. 

Unit 4: Shutdown and Turnaround Management

  • Network planning and critical path scheduling. 
  • Resource profile. 
  • Resource leveling and balancing to optimize the schedule and resource profile. 
  • Shutdown and turnaround progress tracking and control. 
  • Practical exercise and discussion.

Unit 5: Performance Management

  • Setting up performance indicators and data sources.
  • Work management performance indicators.
  • Asset maintenance effectiveness performance indicators.
  • Cost control performance indicators.
  • Planning performance indicators.
  • Practical exercise and discussion.

Industrial Maintenance, Inspection, Testing & Corrosion Courses
Maintenance Planning: Building an Effective Planning System and a Competent Team (O)


Mercury dynamic schedule is constantly reviewed and updated to ensure that every category is being addressed at least once a month, if not once every week. Please check the training courses listed below and if you do not find the subject you are interested in, email us or give us a call and we will do our best to assist.