Work Management Identification and Planning
Training duration: 12 hours delivered over a day and a half of training. This course is instructor-led and can be delivered onsite.
Participants will study the concepts used in maintenance planning of standard work and projects in industrial applications. Training includes work identification concepts, and maintenance strategies that feed the planning process. The planning process primarily deals with selecting the appropriate policies and procedures to achieve desired learning outcomes. Each course module will include discussions, case studies, and interactive exercises for participants to demonstrate understanding of the concepts covered.
Introduction to maintenance identification and planning:
Students will learn the importance of early work identification, the work request process, and work backlog management. We will also introduce the distinct and interconnected aspects of managing standard work.
Work management 03: Work ID - Identifying work early
Students will learn the role of work identification and how machines and components fail. The student will also learn why it is essential to identify work in the initial stages of a failure mode. The student will understand how work is identified based on results from various human senses, preventive maintenance, and predictive maintenance activities. We will also discuss equipment criticality.
Work management 04: Work ID - Request process
Students will learn how work is communicated to the maintenance team using concise and valuable descriptions on request. We will also discuss how work is approved and prioritized.
Work management 05: Work ID - Backlog management
Students will learn the importance of maintaining a backlog to remove any constraints in work execution. We will also introduce multiple backlog types and how they are measured and managed.
Work management 06: Planning overview
Students will understand why and how maintenance planning benefits the organization and the bottom line. This module includes two exercises to illustrate the benefits of maintenance planning.
Work management 07: Planning organization
Students will understand best practices around typical planning organizations. We will cover the importance of isolating planners to concentrate on future work and the roles/functions of work management personnel within the organization.
Work management 08: Planning resources
Students will learn the work order process and how it functions within the CMMS/EAM. We will discuss resources from CMMS (Computerized Maintenance Management System) data, OEM (Original Equipment Manufacturer) data, tools, equipment & labor, and operator basic care strategies. We will emphasize the importance of keeping spare parts to a minimum and how planning affects this effort. We will also discuss the importance of maintaining an accurate and complete Bill of Materials (BOM) within the CMMS/EAM.
Work management 09: Planning screening jobs
Students will understand the importance of the first six steps in the work planning and work order screening process. We will emphasize the need for complete and accurate information as the first of the six steps.
Work management 10: Planning scoping jobs requirements
The second of the six steps of the work planning process will equip students to begin developing the maintenance plan.
Work management 11: Planning jobs research
The third of the six steps of the work planning process will prepare students to start detailing the work plan that started in the previous step. The planner will know how to use history, manuals, prints, and existing or previous plans to detail the work plan. We will also cover how to determine the permits required and add them to the plan.
Work management 12: Planning job strategy
The fourth of the six steps of the work planning process will prepare students to develop the strategy and determine the level of detail and skill required to execute the work plan.
Work management 13: Planning estimating jobs
The fifth of the six steps of the work planning process will provide students with an overview of estimating a job. We will discuss the elements and benefits of estimating jobs.
Work management 14: Planning kitting work package
The last step of the work planning process will equip students to kit the work package for execution. Kits will include parts, materials, special PPE or other safety equipment, and special tools identified in the work plan.