Obtain a comprehensive understanding of maintenance planning.

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 or experienced in maintenance planning, and who wish to become familiar with all of the activities that they are likely to be called upon to assist with, or to build on their skills.

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 our Senior Consultants who have demonstrated high levels of skill and experience in maintenance management and delivering adult training.

Key outcomes

By the end of this course, you will (at 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

Course outline

  • 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
  • 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
  • The Role of a CMMS
  • Potential benefits of using a CMMS/EAM
  • Challenges of ensuring good data
  • Inventory Management
  • Parts Catalogue, Parts List and Bill of Materials
  • Discussion
  • 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
  • Eliminating failures through Root Cause Analysis
  • Discussion
  • Lean Maintenance Tools
  • Other Analysis and Improvement Tools
  • Understanding RCM Concepts
  • Discussion
  • Asset and maintenance management
  • The role of maintenance
  • The role of work management
  • A typical work management framework
  • Exercise – Life Cycle Costing
  • Work identification
  • Work screening
  • Work prioritisation
  • Exercise – Prioritising and Screening Work
  • Planning
  • Work packs
  • Exercise – Work Planning
  • Scheduling
  • Standing Work Orders
  • Backlog management
  • Forwardlog management
  • Materials and resource procurement
  • Exercise – Maintenance Scheduling
  • Performing work
  • Exercise – Maintenance Role Play
  • Recording work history
  • Analysing work history
  • Continuous improvement
  • 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
  • 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
  • Effective Shutdown Supervision
  • Tracking and reporting Shutdown progress
  • Shift handover practices
  • Managing emergent work
  • Dealing with the unexpected
  • 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?
  • The need for spares
  • Why you may need SPO
  • Enough is enough
  • Definitions and terminology
  • Exercise – Inventory KPIs
  • 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
3 Jun 2024 - 7 Jun 2024
24 Jun 2024 - 28 Jun 2024
15 Jul 2024 - 19 Jul 2024
19 Aug 2024 - 23 Aug 2024
7 Oct 2024 - 11 Oct 2024
14 Oct 2024 - 18 Oct 2024
4 Nov 2024 - 8 Nov 2024
2 Dec 2024 - 6 Dec 2024

Maintenance Planning Master Class

  • Brisbane, Melbourne, Perth
  • From $3937.50 excl. GST
  • Face to face duration: 40 hours

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Receive up to 20% off.

Group discounts are available for all courses. Receive 10% off when booking at least 2 attendees, or 20% off when booking at least 4 attendees.

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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.


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


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.

Customise this course to match your training needs.

We realise that your challenges may be unique, so we welcome enquiries regarding customising or expanding any of our courses to meet your specific training needs. An obligation-free discussion with one of our expert consultants is a great place to start.