Maintenance Planning Master Class

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About This Training Course

This course provides training in a comprehensive suite of tools and techniques needed for Maintenance Planners to effectively perform their roles. It is designed both for those that are new to Maintenance Planning and who wish to, in a short space of time, become familiar with all of the activities that they are likely to be called upon to assist with, as well as those who are already working as Maintenance Planners who wish to build on their skills. The techniques and principles taught are sound and practical and are based on Assetivity’s extensive experience helping clients to apply these principles in a wide range of industries – spanning Mining and Mineral Processing, Oil & Gas, Utilities, Facilities Management, Defence and many others.

Starting out with an overview of Maintenance Management and how effective Maintenance Management can help to make a difference to organisational performance, the course then provides more detail regarding some specific areas where Maintenance Planners are typically involved, including:

  • Planning and scheduling routine, day-to-day, week-to-week maintenance activities
  • Planning and managing shutdowns and turnarounds
  • Determining optimum spare parts holdings

The course is filled with practical examples and exercises that show how principles are best applied in practice, and give participants practice in applying these principles in a safe, supportive environment.

The course will be led by one of Assetivity’s senior Consultants who has demonstrated high levels of skill and experience in Maintenance Management as well as delivering adult training.

Who Should Attend

The course is designed for those who will be involved in planning and scheduling maintenance within their organisation. This could include Maintenance Planners, Maintenance Schedulers, Shutdown Planners, Materials Coordinators and Senior Trades/Technicians.

Training Course Duration

5 Days


This course leverages off Assetivity's extensive experience in reliability improvements in a wide variety of industries, including mining, mineral processing, oil and gas, utilities, manufacturing, transport and defence. 

Learning Objectives

By the end of this course, delegates should (as a minimum) be able to:

  • Describe the contributions of reliability and maintainability to business success
  • Define reliability and maintainability
  • Identify appropriate techniques to apply to achieve reliability improvement across the asset life cycle


This course is not formally assessed, though participants undertake case studies and exercises to ensure their new knowledge transfers into practical skills and the confidence to apply them in the workplace.

Training Course Content

Operations and Maintenance Strategy

  • The Role of Maintenance
  • The basic maintenance approaches
  • Key Tools for Effective Maintenance Management
  • Factors influencing the design of the maintenance organisation
  • The maintenance work force
  • Discussion

Maintenance Work Management

  • The Role of Work Management
  • What is Work Management?
  • A Typical Work Management Framework
  • Identifying Work
  • Planning Work
  • Scheduling Work
  • Executing Work
  • Completing Work
  • Analysing Work History
  • Reflection

Computerised Maintenance Management Systems

  • The Role of a CMMS
  • Potential benefits of using a CMMS/EAM
  • Challenges of ensuring good data

Materials, Parts and Inventory Management

  • Inventory Management
  • Parts Catalogue, Parts List and Bill of Materials
  • Discussion

Managing Performance

  • Spare parts optimisation and holdings   Why Measure Performance?
  • Spare parts specification and procurement     Typical Maintenance Performance measures
  • Spare parts storage and maintenance    A Common Problem
  • Importance of Data Quality
  • Analysing Performance Measures
  • The Performance Management Process
  • Reflection

Maintenance Analysis and Improvement Tools

  • Eliminating failures through Root Cause Analysis
  • Discussion
  • Lean Maintenance Tools
  • Other Analysis and Improvement Tools

Maintenance Optimisation

  • Understanding RCM Concepts
  • Discussion


What is Work Management?

  • Asset and maintenance management
  • The role of maintenance
  • The role of work management
  • A typical work management framework
  • Exercise – Life Cycle Costing

Identifying Work

  • Work identification
  • Work screening
  • Work prioritisation
  • Exercise – Prioritising and Screening Work

Planning Work

  • Planning
  • Work packs
  • Exercise – Work Planning 

Scheduling Work

  • Scheduling
  • Standing Work Orders
  • Backlog management
  • Forwardlog management
  • Materials and resource procurement
  • Exercise – Maintenance Scheduling

Executing Work

  • Performing work
  • Exercise – Maintenance Role Play

Completing Work

  • Recording work history
  • Analysing work history
  • Continuous improvement


An Overview of Shutdown Planning and Management

  • Why shutdown and how often
  • High level process flow map for major shutdowns, turnarounds and outages
  • Pre- Shutdowns, turnarounds and outages assessment
  • Management Process for Shutdowns, turnarounds and outages

Shutdown Planning and Preparation

  • Identification of work and work scope planning
  • Process controls, (scope, budget, schedule, safety)
  • Work flow including critical path elements
  • Contractor management , Communications and stake holder management
  • Contractor management , Communications and stake holder management
  • Labour resourcing, spares and materials readiness
  • Site preparation and facilities management
  • Risk and safety management
  • Execution Plan

Shutdown Execution

  • Effective Shutdown Supervision
  • Tracking and reporting Shutdown progress
  • Shift handover practices
  • Managing emergent work
  • Dealing with the unexpected

Shutdown Completion and Review

  • Final inspection, punch listing, quality assessment and hand over to operations
  • Commissioning and start-up
  • Post shutdown review
  • Continuous improvement opportunities- what worked and what did not work?


Key Concepts for Spare Parts Optimisation

  • The need for spares
  • Why you may need SPO
  • Enough is enough
  • Definitions and terminology
  • Exercise – Inventory KPIs

The 10 Step SPO Process

Step One – Determine Scope of Analysis  

  • How to select equipment for analysis
  • Documenting the scope

Step Two – Review Catalogue

  • Collecting & purifying data
  • Confirming criticality
  • Activity – Eliminate Duplicates
  • Exercise – Determine Criticality

Step Three – Check for Supply Issues

  • Locating and reviewing additional inputs

 Step Four – Review Insurance Stock

  • Dealing with insurance stock
  • Activity – Insurance Stock Review

Step Five – Review Consumable Stock

  • Dealing with consumable stock
  • Usage Based Analysis
  • Exercise – MIN Stock Calculation
  • Activity – Consumable Stock Review

Step Six – Review Rotable Stock

  • Dealing with rotable stock
  • Activity: Rotable Stock Review

Step Seven – Gain Approval

  • Facilitating timely approvals

Step Eight – Implement Recommended Actions

  • Managing change

Step Nine – Track Success

  • Using performance measures

Step Ten – Continuous Improvement

  • The Journey to Operational Excellence
  • The PDCA cycle and the Deming wheel


Training Course Cost

$3,750 (ex GST) per person.  

Early Bird Discount = $375.

Discounts apply for multiple attendees from the same organisation:

2-3 attendees = $3,375 per person

4+ attendees = $3,000 per person.

Training Course Dates and Registration

  • Click here to view the dates and locations when this course is currently scheduled to run.
  • This course can be run in-house for your organisation at a time and location that suits you. This email address is being protected from spambots. You need JavaScript enabled to view it. to discuss this further and obtain a price quotation.

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Upcoming Training Courses

Monday, 28 Jun 2021
Location: Perth

Monday, 28 Jun 2021 - Friday, 2 Jul 2021
Location: Perth

Tuesday, 29 Jun 2021 - Wednesday, 30 Jun 2021
Location: Perth

Thursday, 1 Jul 2021
Location: Perth

Friday, 2 Jul 2021
Location: Perth

Monday, 19 Jul 2021 - Friday, 23 Jul 2021
Location: Brisbane

Monday, 2 Aug 2021 - Friday, 6 Aug 2021
Location: Brisbane