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Maintenance Planning & Scheduling

Reduce Maintenance Costs by Better Planning with Your
Existing Workforce!

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"This course gave me the tools to fix our broken process."

"Excellent Course! Clear and to the point."

Purpose of Seminar

In an ever increasingly competitive marketplace, the maintenance department is routinely asked to keep equipment running longer, with fewer failures and at lower costs. The maintenance planning and scheduling functions are critical components to make any maintenance program run with the new expectations.

This maintenance training course provides the fundamentals of planning and scheduling required for any successful maintenance program. Effective Maintenance and Planning will provide students with real world applications, the principles behind the programs and specific techniques to implement your own plan.

In addition to defining the roles and responsibilities of the scheduler and planner, students will learn how to sell management teams on the importance of these roles and how to gain the cooperation and understanding of purchasing, operations and engineering.

By the end of this seminar, students will be able to go back to their facility and immediately apply what they learned to help make their plant or facility more efficient.

Who Should Take This Course?

This seminar is a must for anyone who is involved with maintenance at industrial plants, utilities or commercial and private building facilities. Attendees come from a wide variety of industries, skill-levels, company sizes, and job titles, so if you’re not sure you’ll fit in or will benefit from the class, don’t worry – you will! People who will benefit from attending this seminar include…

Maintenance, Operations & Purchasing Managers & Personnel in:

  • Manufacturing Plants
  • Commercial Buildings
  • Utilities
  • Hospitals
  • Waste Water Facilities
  • Schools
  • Government Buildings
  • Shopping Centers
  • Office & Apt Buildings


  • Maintenance Personnel
  • Maintenance Managers
  • Purchasing Agents
  • Operations Managers
  • Plant Managers
  • Manufacturing Managers
  • Production Managers

Training Outcomes

Upon completion of this course students will receive a training certificate indicating that the student has learned to:

  1. Understand the Role & Duties of a Planner
  2. Understand the Role & Duties of a Scheduler
  3. Measure the Work Performance of Your Team
  4. Identify Different Maintenance Management Approaches
  5. Learn How to Sell Scheduling & Planning to Management
  6. Understand the Support System Required for a Successful Program
  7. Learn to Work with Purchasing, Operations & Engineering
  8. How to Develop Priority Systems
  9. How to Deal with Emergencies in Maintenance Planning & Scheduling
  10. Reporting & Benchmarking for Maintenance Efficiency
  11. How to Control Backlog
  12. Identify Critical Path Methods for Maintenance

Discussion Topics

The Maintenance Process Overview

Planning Maintenance Time

A Look at World Class Companies, Principles, & Metrics

A Look at Other Industries

Maintenance Work Process Flow

The Planning Process

  • Work Approval Process & Validation
  • Effective Validation
  • Categorizing Work Requests
  • Developing Criteria
  • Work Request Approval

Work Order Detail

  • The Walk Down Process

Creating a Detailed Job Plan

  • Gathering Required Information
  • Downtime Requirements & Details
  • Contractor or outside service Requirements

Maintenance Scheduling

  • The Scheduling Process Overview
  • Pre-Meeting Organization
    • Planned work order listing
    • Detailed job plans for high priority work orders
    • Contractor requirements
    • Shutdown requirements
    • Current production schedule
  • Prioritization
  • The Scheduling Meeting
    • How to schedule
    • Priorities
    • Equipment Availability
    • Labor Utilization
    • Final Schedule creation
    • Use of Timelines

Maintenance Metrics

Continuous Improvement Techniques & Methods

What You Will Take Home

• American Trainco Seminar Manual - detailing all presentation material covered in the class.

• Personalized Training Certificate with 1.6 American Trainco Continuing Education Units for attending this two-day seminar, approved by the Maintenance Training Association of the Americas.

• All the information you need from asking our instructors specific questions about your own equipment or facility.

Continuing Education Units (CEUs)

All students attending our seminars receive a personalized Certificate of Completion and .8 CEUs (Continuing Education Units) per day of training. Over 40,000 employers and government agencies who have sent their employees to our classes accept American Trainco CEUs for continuing education requirements. Our administration and record keeping practices meet or exceed the standards of ACE (American Council on Education) and we are able to provide transcripts of all classes attended and tests taken by individual students. Please contact us if our CEUs are not yet accepted by your authority. We will initiate an application to get the approval process started.

In House Training

You can bring this or any American Trainco seminar directly to your plant or facility. We offer dozens of courses covering a broad range of maintenance and maintenance management topics. Our expert instructors are among the most experienced in the industry and can modify or customize training programs to meet your specific needs - whether you need a short refresher course or an in depth program that focuses on your equipment and processes. In house training reduces the training cost per employee and limits the time required away from work. There are several other advantages of in house training as well.

Request a quote for in-house training

No Risk Registration & Money-Back Guarantee

U.S. and Canada

If you're not yet sure you'll be able to attend a seminar, you can still make a reservation to hold your space in class. While payment is due prior to the start of the seminar, you may choose a full refund or credit for cancellations made at least 24 hours in advance. Student substitutions can also be freely made at any time prior to the start of the seminar. Refunds will not be issued for registered attendees who fail to show up and have not given a notice of cancellation.

In the rare event that should you not receive the expected value after attending our seminar, simply notify us in writing of your reasons and your money will be promptly refunded.

International and Overseas

If you're not yet sure you'll be able to attend a seminar, you can still make a reservation to hold your space in class. However, payment for international and overseas students must be made prior to the start of the seminar (in Dollars U.S.), and all seminar fees are non-refundable. Student substitutions can be freely made at any time prior to the start of the seminar. American Trainco’s Money-Back Guarantee does not apply for international and overseas registrations.

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