Course Overview

Maintenance Planning and Scheduling – Enhancing Operational Excellence is an intermediate-level course designed for maintenance professionals looking to optimize asset performance. Developed and Delivered By Jeruel, this program teaches best practices that significantly improve asset reliability while reducing costly downtime. Participants learn to implement effective work order management, detailed job scoping, accurate time estimation, and proper parts staging—skills that have helped previous attendees cut maintenance costs by up to 30%.

The course positions planning and scheduling as critical enablers for comprehensive reliability programs, covering daily and weekly scheduling techniques, outage management strategies, and essential KPIs including schedule compliance and MTBF/MTTR metrics. Maintenance planners, schedulers, supervisors, and managers will gain practical tools to transform their maintenance operations through improved data quality, cultural alignment, and clear RACI frameworks. With over 200 maintenance professionals trained annually, Jeruel's hands-on approach ensures participants can immediately apply these techniques to professionalize their maintenance work processes.

Learning Objectives

• Compare maintenance strategies like Reliability-Centered Maintenance (RCM), Preventive Maintenance (PM), and Corrective Maintenance (CM). See how each affects your planning and scheduling. The right strategy can dramatically reduce downtime and extend equipment life.
• Learn the complete maintenance work order cycle—from initial scoping to closure. You'll master time estimation, cost planning, and safety requirements while ensuring you have the right parts and tools for every job.
• Master scheduling that works. Plan daily and weekly tasks, assign jobs clearly, stage parts and tools ahead of time, and create systems for routine activities. Well-organized scheduling prevents bottlenecks and keeps your team productive.
• Master outage management from start to finish. Control scope creep, develop smart contracting strategies, and create detailed planning schedules. You'll improve performance tracking and reduce downtime with effective management techniques.
• Track key maintenance metrics to drive improvement. Monitor schedule compliance, manage backlogs, and analyze MTBF and MTTR data. Regular performance reporting turns these numbers into action plans that boost reliability.
• Build lasting improvements with key success factors: clean data, supportive culture, clear leadership, defined responsibilities through RACI matrices, and visual KPI dashboards that track progress.
• Master work order management essentials. Use the right CMMS codes, work order types, and priority levels to streamline maintenance tasks. Follow technical completion processes to close work orders properly and maintain accurate records.