Course detail: Managing Planning and Scheduling


In Managing Planning and Scheduling, participants build a work management program based on Reliability Excellence best practices. The course is designed for a Lead Planner or Department Manager to establish a proactive work management program or to transform an existing program into an effective, results-producing department that positively impacts maintenance costs, plant reliability measures and employee morale.

Managing Planning and Scheduling examines topics like designing a work management program strategy, developing standard processes and work, establishing program measures, managing staff development, and planning program improvement. Learners will walk away with a solid foundation for an effective maintenance work management program.

Learning Objectives

  • Explain the business case for proactive work management
  • Build a work management process flow chart and responsibility matrix
  • Draft a work management program strategy: objectives, key performance measures, targets, reporting and monitoring methods
  • Develop governing principles and standard procedures for CMMS data entry and use
  • Outline a management of change process for job plans
  • Describe a disciplined approach to managing work for a planned shutdown
    • Scoping and validating work, project management, communication, reviews, lessons learned
  • Develop an implementation plan to establish or transform a planning program, including:
    • Establishing program standards and templates
    • Incorporating visual management into your program
    • Job performance feedback and continuous improvement
    • Backlog management
    • Managing the people side of change (change management)
  • Develop an audit and continuous improvement strategy for the planning program
    • How trends in manufacturing and technology impact planning/scheduling
    • How the planner interacts with failure data and root cause analysis efforts
    • How equipment criticality and risk management influence maintenance strategy
  • Build performance management and development strategies for planning personnel

Who Should Attend?

  • Lead and senior planners
  • Planning Department Managers
  • Maintenance Managers
  • Reliability Change Agents
  • Reliability Managers
  • Continuous Improvement Managers

Live Online Training

Virtual, Instructor-Led Training (VILT) combines the benefits of traditional classroom training and online learning. It allows participants to have the experience of live instructor-led training without having to go to a classroom or have the instructor present in person.

Using Zoom's technology, this video-based training allows learners to ask questions, participate in discussions, and get trained together irrespective of their location. Participants in the Institute's virtual classes will learn the same content from the Institute's in-person classes while participating in professionally facilitated sessions with activities that stimulate participation and learning:

  • Online breakout sessions with facilitator support
  • Individual and group assignments and discussions
  • Polls, Q&A, and online whiteboard activities that keep learners engaged

Life Cycle Institute's virtual classes were developed by industry-leading subject matter experts and certified professional instructional designers with experience converting live, instructor-led classes into engaging and effective online learning experiences using learning best practices.

Certificate Track

Part of the LCI Maintenance Management Certification Program.

Course Resources
KU Life Cycle Institute Catalog 2020-2021

Available sessions