Maintenance Planning and Scheduling

Ahmed D., PHD, CMRP, CRE, PE.

Planning and scheduling are one of the most important activities to increase the efficiency in a maintenance organization and to reach “Maintenance in World Class.” Surveys show that planning increases the productivity of work performance by as much as 77%.

However, during recent years planning and scheduling have been cut down and are becoming a “lost competence.” Nowadays, service technicians are often responsible for both the preparation and execution of their work tasks.

To make it work well, the service technician needs to communicate and cooperate in the right way with schedulers, work management, and Production/Operations. This requires a clear and communicated work process among the personnel involved, and not least, knowledge and skills necessary for planning and scheduling maintenance job plans!

Day 1

Roles and responsibilities

  • The role of planning in the organization
  • Maintenance strategies and link to failure
  • degradation characteristics (Physics of failure)
  • Work order structure and contents
  • International standard ISO 14224 and its the utilization
  • Workflow (Day 1)
  • Planning workflow (best practice)
  • Data system management (CMMS / EAM)
  • Permits and TRAs
  • Handover procedures
  • Scoping
  • Work and resource assignment
  • Error notification (Day 1)
  • Error codes (Failure codes)
  • Notification procedure
  • Failure Reporting and corrective action system development (FRACAS)
  • Case Study/Exercise: Developing the correct maintenance strategy for a system

Day 2:
Prioritizing work orders

  • Criticality, functional priority, and Risk
  • Developing criticality metrics
  • Risk per ISO 31000
  • Developing criticality studies for maintenance
  • purposes (Norsok-Z008)
  • Risk Priority Number in HAZOP and design
  • Dependency diagrams
  • Planning (Day 2)
  • The planning process (What, Where, When, How)
  • Planning and project management tools (Gant
  • Charts, PERT charts, ..etc.)
  • Assigning and following project critical path
  • Case Study/Exercise: Develop detailed work plans (SOP) or work instructions

Day 3 :


  • Scheduling process (Who, resource allocation,
  • Expediting)
  • Managing MRO inventory
  • Skills Metrics
  • Efficient planning and scheduling meetings (Day 3)
  • Meeting schedule planning
  • Meeting types
  • Conflict resolution

Day 4 :
Shutdown planning

  • The reasons for shutdowns (Technical)
  • The anatomy of a shutdown
  • Planning a shutdown
  • Shut down meetings
  • Training and synchronization
  • Scoping and verifying work
  • Detailed planning and scheduling of activities
  • Closeout and post mortem

Day 5 :

  • Lessons learned
  • Optimizing performance
  • Continuous improvement process
  • Follow-up and key performance indicators (KPIs) (Day 5)
  • Setting objectives
  • Identifying Key result areas
  • Developing key performance indicators
  • Tracking and monitoring
  • Case Study/Exercise: Be planned and scheduled and finally appropriate KPIs will be developed to monitor and track behavior and performance

The objective of this training is to give the basic principles for planning and scheduling maintenance work.
The participants will understand the necessity of planned work and its effect on interest groups and on
maintenance measurements.

  • Personnel from Production/Operations and Maintenance
  • Planners and Schedulers
  • Personnel responsible for Spare Parts
  • Other personnel involved

Ahmed D., PHD, CMRP, CRE, PE.

Asset Managemenet Expert

Ahmed is the CEO and President of Operational Excellence Experts Consultant and Training with 20 years experiences in asset management, technical asset integrity management, asset management, maintenance and reliability. Ahmed is a Member on several committees of the ISO 55000 standard development. He is Founder and Chairman of the board of the Egyptian Society for Asset Management Professionals. Ahmed Developed Reliability Departments and consulting divisions for GE (Bentley Nevada), Meridium, SKF in Middle East and Africa as well as several customer companies

Position and Credentials:

  • Certified through the Institute of Asset Management (UK) as organization preparation facilitator / service provider respectively for the ISO 55000 (Asset Management) and ISO 31000 (Risk Management) standards.
  • Certified Maintenance & Reliability Professional (CMRP)
  • Certified Reliability Engineer (CRE)
  • Certified vibration analyst level 1 (BINDT)
  • Certified ultrasonic testing specialist (BINDT)
  • Certified Oil Analyst 3 and lubrication program developer (NOREA)
  • Certified Instructor (OSHA (Several areas))
  • Certified Investigator (Taproot)
  • Certified Fire Investigator (OSHA)
  • Certified Thermographic Imaging analyst 3 (FLIR)
  • Certified RCM Facilitator (SKF / Aladon)
  • Certified RBI Specialist and Inspection program developer (API) (API 580, 581, 570, 510)
  • Certified Facilitator (GE)
  • Certified Presenter and Public Speaker (GE)

Code Start Date End Date Locations Cost Instructor Register
PST0428-202301 31 Jul, 2023 04 Aug, 2023 Bandung / Jakarta, Indonesia USD 3250 Ahmed D., PHD, CMRP, CRE, PE. Register
PST0428-202302 27 Nov, 2023 01 Dec, 2023 Kuala Lumpur, Malaysia USD 3250 Ahmed D., PHD, CMRP, CRE, PE. Register
Register Training
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