PS200: Maintenance Planning & Scheduling

Learn what maintenance planning & scheduling is and how it creates value in an industrial environment.

Course Objectives

The PS200 Maintenance Planning & Scheduling Online Training Course provides you with the knowledge and understanding of how planning & scheduling should work in an industrial environment, and how it adds value to your business. 

This course is the same as the PS100 course, but excludes the module on implementation and therefore does not grant access to the implementation framework, tools and templates.

How to build a business case for planning & scheduling

maintenance planning and scheduling online training course wrench time calculator

You will learn how to build a business case for implementing or improving planning & scheduling in your business and how to sell this to your leadership. This includes how to estimate the value planning & scheduling can bring to your organisation, which we’ll do using the Wrench Time Calculator.

The planning & scheduling process

Maintenance planning and scheduling process as used during the maintenance planning and scheduling online training courseYou will learn the key elements in the maintenance planning & scheduling business process and how they interact with each other. This includes developing a planning & scheduling business process flow specific for your organization.

The importance of prioritisation

RIME Chart as explained during the maintenance planning and scheduling online training course You will learn the importance of work prioritization and different, more objective methodologies including the Ranking Index for Maintenance Expense (RIME) priority system and using a Risk Assessment Matrix (RAM).​

The key roles in the planning & scheduling process

the key roles in planning & scheduling explained during the online course You will learn the key roles in the maintenance planning process particularly the roles of the maintenance planner, the scheduler and the maintenance supervisor. You will understand how each role contributes differently to an effective and efficient maintenance process.

How to plan maintenance work

Maintenance planning chart used in the maintenance planning and scheduling online course You will learn how to plan maintenance work and understand the reason for the maintenance planning principles. You will be able to clearly explain the difference between planning & scheduling to others and can understand how to plan maintenance work using approaches like the 5M Maintenance Planning Model.

How to create & manage a frozen weekly Schedule

Scheduling as a Continuous Process explained in the planning & scheduling training course You will learn how to create and manage a Frozen Weekly Schedule using the Scheduling Principles and learning to see scheduling as a continuous process, very similar to a conveyor belt. We will also talk about capacity planning to match your workload with your available resources..

How to effectively manage your backlog
maintenance planning scheduling course managing backlog taught in our planning and scheduling course You will learn how to effectively manage your maintenance backlog including what categories of backlog you should use, how much backlog you should have and how to monitor your backlog​. We’ll introduce concepts like Ready Backlog and Execute Backlog.

And much more… from setting quality standards for new work request, to the most important planning & scheduling KPIs and how to calculate them, to how to deal with emergent work during the execution phase and how to get on top of the large amount of emergency work that most reactive maintenance organisation struggle with.

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Course structure

To achieve these objectives the course has been broken down into 9 modules, each module consisting of individual lessons. In total there are 41 lessons and approximately 12 hours of pre-recorded videos.

Module 1 - Welcome to the course
A short module, but very important module. In this module, we’ll get you setup for success. We’ll cover course objectives, go into the details of exactly what you’ll learn and how we will work together. In addition, I’ll give an introduction to the online learning management system. And introduce you to our support staff and where and how to ask for help.
Module 2 - Introduction to planning & scheduling
In this module, we start the real work. After a brief exploration of the role of maintenance in asset-intensive industries, we’ll explore why we need planning & scheduling. We’ll cover the increase in productivity and what that means for the bottom line of the business you work for. But we’ll also explore other key benefits of planning & scheduling that are maybe less tangible like workforce motivation and safety. In the final lesson of the module we touch on some critical characteristics of maintenance work that influence how we set up a successful maintenance planning & scheduling process.
Module 3 - Identify & prioritise work
Module 3 is all about work is initiated and prioritised. Fail to get this right and you’ll continue to chase your tail and will not get out of the reactive maintenance model. Most organisations don’t realise how critical this step is. Most managers and supervisors don’t want to spend the time getting this right. In this module, I will explain why you don’t want to be making that mistake and why putting a lot of effort into creating quality work requests and prioritising them properly is so critical to your success. And in the last lesson, we’ll touch on some KPIs that you can use to measure your success.
Module 4 - Plan work
Module 4 is all about maintenance planning, why it is important and the 6 Maintenance Planning Principles that underpin a sound maintenance planning process. We’ll talk quite a lot about roles & responsibilities because this is where many organisations go wrong. They burden their maintenance planners with work that should be done by others and in doing so they never reach the productivity improvement they were aiming for. We’ll also discuss the level of detail that is required in a maintenance work order, what makes a good ‘work pack’ and we’ll touch on common mistakes and some useful KPIs.
Module 5 - Monitor work
This is a step in the planning & scheduling process that is not often talked about, but it’s key to your success. Once the work is planned, all materials are ordered, and purchase orders have gone out for external services you need to keep an eye out on when vendors are available, when materials will arrive at site etc. And when that’s all in place, you need to flag the planned work in your CMMS as ‘Ready for Execution’ as a handover point to the Scheduler.
Module 6 - Schedule work
Module 6 is all about scheduling. We’ll talk about how scheduling is different from planning and why you need both. We’ll discuss 5 basic scheduling principles including why you need to schedule for a Frozen Week. how to build up your Weekly Schedule. And we’ll delve into capacity planning plus we’ll talk about some basic scheduling techniques and concepts. As usual, our last lesson in this module will cover KPIs in this case those KPIs that you can use to drive your scheduling process, for example, Weekly Schedule Compliance.
Module 7 - Execute work
Module 7 is all about executing the maintenance work that has been planned and scheduled. This is the core of the process and a lot of what we do in planning & scheduling is to drive efficiency in this part of the process. We’ll focus extensively on the role of the maintenance supervisor. We’ll discuss in detail how you need to manage Emergency Work. And we’ll touch on how you should be dealing with Emergent Work, the work you discover whilst doing a job.
Module 8 - Close out work
Module 8 covers the close out of work. This is where we capture everything that went well and the things that didn’t go too well. We provide feedback to the planner in terms of planning quality, materials etc. and we capture technical history in the CMMS so the reliability engineers can use that information in their continuous improvement programs. We’ll also discuss how this links into your Defect Elimination and Root Cause Analysis processes. The secret to successful planning & scheduling is a continuous improvement loop and that relies on the proper close-out of work and high-quality feedback.
Module 9 - Review & improve
Module 9 is all about making things better and better or in other words: Continuous improvement and how to build that into your business and your work processes. We’ll delve into using KPIs to drive performance and the limits to what KPIs can do for you. We’ll talk about the need to have a ‘process owner’ who conducts annual process ‘audits’ and the value of GEMBA walks. In Lesson 4 of this module, we’ll touch on a contentious subject – measuring wrench time. How to do it, when to do it and when not.
Meet your teacher

Meet your teacher

My passion is for continues improvement and keeping things simple. Through the Road to Reliability I help Maintenance & Reliability professionals around the globe – people like yourself – improve their plant’s reliability and their organisation’s bottom line.

I am a Certified Maintenance & Reliability Practitioner (CMRP), Certified Reliability Leader (CRL), Certified Asset Management Assessor (CAMA) and a Chartered Professional Engineer (CPEng).

– Erik Hupjé

SMRP image
CRL icon

What's included

Payment Options

Full Payment

USD 995 Single Payment
  • Quick, easy and best value

Payment Plan

USD 395 Monthly
  • 3 payments spread over 3 months

Payment Plan

USD 259 Monthly
  • 5 payments spread over 5 months

We offer volume discounts when you enrol your team. 10% discount for 3 or more students. 20% discount for 10 or more students.

We also offer the following variations of this course:

PS100 – Implementing
Maintenance Planning
& Scheduling

The Implementing Maintenance Planning & Scheduling Course (PS100) provides you not only with the knowledge of how planning & scheduling should work in an industrial environment, but also how to implement it. 

This course helps you to understand how planning & scheduling will add value to your business. And teaches you how to implement planning & scheduling using a proven framework that combines both project management and change management principles.

PS300 – Maintenance
Planning & Scheduling
for Managers

The Maintenance Planning & Scheduling for Managers Course (PS300) is a condensed version of the PS100 course. 

This course consists of 16 video lessons that tackle all the key concepts around maintenance planning & scheduling that a manager needs to understand so he/she can effectively lead an implementation and/or drive continuous improvement. 

PS400 – Maintenance
Planning & Scheduling
for the Frontline

The Maintenance Planning & Scheduling for the Frontline Course (PS400) is a condensed version of the PS200 course. 

This course consists of 15 video lessons that tackle everything a frontline operator or maintenance technician needs to know and understand about maintenance planning & scheduling to effectively support the process and execute their role in it.

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Free Course Video #1:

What Is Planning & Scheduling

In this lesson, we will delve into the detail what Planning and Scheduling really is. We look at the basic elements that go into any planning & scheduling process, no matter what industry you’re in. And we discuss in more detail the difference between planning & scheduling.

Free Course Video #2:

The Value of Planning & Scheduling

In this lesson, I talk about the value of planning and scheduling. I’m going to do that by walking through a detailed example in which I’m going to show you how you can increase your workforce by 35% without hiring anyone. Instead, you’re going to get 35% higher output from your existing workforce. And I’ll show you how to put a dollar value on that productivity increase.

Free Course Video #3:

Principles of Maintenance Planning

Although this is the fairy long lesson, there is a single objective. It is for you to know and understand the 6 Principles of Maintenance Planning. These principles outline what your organisation must put in place in order to achieve the effective planning process.  

Free Course Video #4:

Scheduling as a Continuous Process

In this lesson, we’ll discuss why scheduling is a continuous process and look at scheduling as a process of a conveyor belt with buckets of work that the scheduler needs to fill. Looking at scheduling like this will help to understand how the continuous development of a frozen weekly schedule works, and how it combines with developing a draft schedule for future weeks.

What our Clients say about us and our work

“A really valuable course. The videos are really good, and Erik explains everything with a wealth of knowledge”

Dan Stuart

Maintenance Delivery Lead at Petrofac UK

Planning & Scheduling Course FAQs

Is the course accredited?

The course is provided by R2 Reliability Pty Ltd which was an Approved Education Provider accredited by the Society for Maintenance & Reliability Professionals. Unfortunately, the SMRP discontinued their Approved Education provider program in 2020. The course continues to offer the same high-quality content when it was accredited by the SMRP, however, we can no longer promote the course as such. We are looking for other international accreditation options. The course can still be used for credit hours towards ongoing professional development and maintaining your CMRP status.

Do I get access to all courses content immediately?
No, the course is based on modules and you need to complete the modules including all homework tasks sequentially. So once you have completed Module 1 you get access to Module 2 and so forth until you complete all the course modules and then sit for the final, multiple choice exam (online).
Do I have to do any homework?

Yes, you will have homework to do. This is an intensive course with assignments that you need to complete in your workplace and submit online. Your assignments will be reviewed and you will receive personal feedback either from myself and/or by a specialised maintenance planning & scheduling coach.

Is there an exam?

Yes, in addition to the assignments and quizzes that are included in the various modules there is a final, online multiplechoice exam that you need to complete and pass to receive your Certificate of Completion. 

When can I start?

Immediately if you want, as soon as you purchase the course you will have access to the course content and will be able to start learning everythgin you need to know about Maintenance Planning & Scheduling

Do I get a certificate?

Certificate of completion

You certainly do. When you have successfully completed all Course Modules, all homework assignments, all quizzes and you have passed the final (online) exam you will automatically receive a Certificate of Completion.

What level of coaching and support do you provide?
Support is provided in a few ways. First, there is be an exclusive forum accessible only to course students to ask questions about the course content. That means you get to discuss topics with fellow students but can also expect answers from myself and/or a professional maintenance planning & scheduling coach. 
Secondly, there are regular ‘office hours‘ where you can dial in and ask questions live. If you can’t attend due to timezone differences you can simply email questions in and listen to the replay afterward, which will be stored in the exclusive student-only area. PROFESSIONAL and CORPORATE edition students will have lifetime access to these calls and the recordings!
If you or your organisation need more support, simply get in touch. We’re here to help!
How long do I have access to the course?
If you purchase the ‘STUDENT’ edition of the course to get 3 months access only.
If you purchase the ‘PROFESSIONAL’ edition of the course you will have lifetime access to the course. And as long as the course remains available for sale online you will always have access to it including all future updates – at no extra cost!
This is why I recommend the ‘PROFESSIONAL’ edition as the best value option. And this is what most clients opt for.
I can’t pay online. Can we do a Purchase Order?

Absolutely, not a problem. Simply drop me an email at [email protected] with your full details and the number of people you want to enrol and I can get a quotation off to you.

What is the refund policy?

I offer a 30-day no questions asked, full refund policy, on the condition that you have not completed the course. However, once the 30 days have passed no refunds will be given.  

Do I need any special software for this course?

No! Not at all, the course will be delivered through a web-based Learning Management System, but all you need is a modern web browser like Chrome, Internet Explorer or Safari. 

You do need a reasonably reliable internet connection, but as the course material is all pre-recorded you can choose when and where you view or listen to the course content. And on what device as you can access the course on a desktop, tablet or smartphone.

Do you offer the course in other languages like French or Italian?

Not yet, at the moment the course is only available in English. 

However, there have requests for other language versions like French, Spanish, Arabic and Italian so other language versions are planned for late 2020. 

If you sign-up for the English language version and get the Professional or Corporate Edition you will have lifetime access to the course, and that will include other language versions when they become available.

Do you offer volume / group discounts?
Yes, we have a standard table for volume discounts which are applied when companies purchase the course for multiple students.The best option is to review the Corporate offer and that will give you the opportunity to schedule a call with me and we can talk through all the options.
Can I rebrand the course or host in my company Learning Mana...

Yes, we offer a licensing option, which would give you the right to rebrand the training, modify it so suit your organisation’s practices and then host it in your own Learning Management System. You do not obtain derivative rights or the right to re-sell the course.

The best option is to review the Corporate offer and that will give you the opportunity to schedule a call with me and we can talk through all the options. 

P.S. Getting your Planning & Scheduling in order is really one of the most important steps you can make on the Road to Reliability™. With planning & scheduling you create more stability in your work, increase efficiency and finally make some time for proactive maintenance activities.

With this online Maintenance Planning & Scheduling course there is no reason to wait any longer. You can learn straight from the comfort of your chair and with no need to travel it’s more affordable than ever before.