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

Certificate Track

Part of the LCI Maintenance Management Certification Program.

Program Accessibility

Individuals with disabilities are encouraged to participate in University of Kansas sponsored educational offerings. If you require a reasonable accommodation in order to participate in one of our online courses, please email or call 785-864-6779 at least four weeks prior to your anticipated start date.

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Course Resources
Life Cycle Institute Course Schedule 2022-2023 (PDF Document)
Life Cycle Institute Maintenance Management Certification (PDF Document)

Available sessions