Certified Maintenance Planner

About the Course

Effective maintenance planning and scheduling are essential to achieving reliable asset performance, controlling maintenance costs and minimising production losses associated with equipment failure and downtime. Maintenance organisations increasingly require planners who can translate maintenance requirements into clearly defined work scopes, resource requirements, schedules and executable work orders while coordinating people, materials, spare parts and operational priorities. This requires more than technical maintenance knowledge; it demands structured planning processes, appropriate maintenance strategies, accurate asset and work data, effective use of maintenance management systems and disciplined performance control. Major maintenance activities such as shutdowns, turnarounds and outages further require planners to integrate maintenance planning with project scheduling, resource coordination, progress monitoring and close-out activities. Effective planning therefore provides an important link between maintenance strategy and efficient execution, supporting equipment availability, cost control and sustained operational performance.

This 5-day Certified Maintenance Planning Professional training course develops the practical competencies required to plan, schedule, control and evaluate maintenance activities across the maintenance work cycle. Delegates will examine preventive, predictive and corrective maintenance strategies alongside reliability-centred approaches, criticality analysis and the practical application of CMMS and ERP systems to work and asset management. It also addresses work-order management, failure coding, turnaround and shutdown planning, maintenance KPIs, benchmarking, continuous improvement and maintenance contract considerations. Particular attention is given to spare-parts planning, inventory optimisation, forecasting, budgeting and maintenance cost reporting to strengthen the connection between technical requirements and resource decisions. Through practical exercises and industry-based case applications, delegates will strengthen their ability to develop executable maintenance plans, improve scheduling effectiveness, control maintenance resources and support reliable asset performance, while consolidating the competencies and knowledge required for Certified Maintenance Planner certification preparation.

Core Objectives

The delegates will achieve the following objectives:

• Apply effective maintenance planning, scheduling and control techniques to improve asset performance and minimise downtime
• Develop executable maintenance plans, schedules and work orders aligned with operational priorities and resource requirements
• Apply project management techniques to plan and control major maintenance activities, shutdowns, turnarounds and outages
• Optimise spare-parts inventory levels by balancing operational availability, cost, forecasting and supply requirements
• Develop and utilise maintenance KPIs to evaluate performance, identify improvement opportunities and strengthen maintenance effectiveness
• Apply appropriate budgeting and contract management practices to control maintenance expenditure and support effective service delivery
• Consolidate the competencies and knowledge required for Certified Maintenance Planner certification preparation

Training Approach

This training course combines expert-led instruction with practical exercises, case studies, group discussions and applied maintenance planning activities to reinforce technical knowledge and workplace application. Delegates will work through realistic scenarios involving maintenance planning and scheduling, work-order preparation, CMMS and ERP applications, shutdown and turnaround planning, performance measurement, spare-parts optimisation and budgeting. Practical case applications will demonstrate the use of maintenance management and scheduling tools while strengthening delegates' ability to translate maintenance requirements into executable plans and informed resource decisions. The highly interactive and application-focused approach will reinforce the practical competencies relevant to effective maintenance planning and Certified Maintenance Planner certification preparation.

The Attendees

This training course is suitable for professionals involved in maintenance planning, scheduling, reliability, asset management and the coordination of maintenance activities, as well as those seeking to strengthen their competencies for Certified Maintenance Planner certification preparation.

A broad range of professionals will benefit, including but not limited to:

• Maintenance Managers
• Maintenance Planning Engineers
• Maintenance Planners and Schedulers
• Reliability Engineers
• Maintenance Supervisors
• Senior Maintenance Technicians
• Asset Managers
• Professionals Preparing for Certified Maintenance Planner Certification

Daily Discussion

DAY ONE: MAINTENANCE STRATEGY, PLANNING AND SCHEDULING

• Maintenance Objectives, Policies and Organisational Enablers
• Maintenance Strategies: PM, PdM, CM and RTF
• Predictive Maintenance Techniques and RTF–PM Application
• RBI, RCM and TPM Strategies
• Equipment Criticality and Reliability Excellence
• Maintenance Planning and Scheduling Cycle
• Manpower Planning and Maintenance Cost
• Maintenance Planning Programmes
• Root Cause Analysis (RCA) for Maintenance Improvement

DAY TWO: CMMS, ERP AND MAINTENANCE WORK MANAGEMENT

• CMMS and ERP in Maintenance Management
• Maximo Functions and Master Data
• SAP Functions and Master Data
• CMMS and ERP Implementation
• Work Order Creation and Management
• Asset, Work and Planning Management
• Failure Code Hierarchy
• Failure Classification: Problem, Cause and Remedy

DAY THREE: TURNAROUND, SHUTDOWN AND OUTAGE PLANNING

• Turnaround, Shutdown and Outage Requirements
• Project Management for Major Maintenance
• Turnaround and Shutdown Lifecycle Phases
• Initiation and Scope of Work Development
• Planning, Scheduling and Resource Coordination
• Maintenance Scheduling with MS Project
• Primavera P6 for Major Maintenance
• Execution, Progress Reporting and Close-Out

DAY FOUR: MAINTENANCE PERFORMANCE, IMPROVEMENT AND CONTRACTS

• Maintenance Audits and Assessments
• Maintenance Benchmarking and Goal Setting
• Performance Management and Action Planning
• Maintenance Performance KPIs
• Maintenance Backlog and Work Prioritisation
• KPI-Driven Continuous Improvement
• Maintenance Contract Types and Constraints
• Contract Performance and Claims Prevention

DAY FIVE: SPARE PARTS, BUDGETING AND CERTIFICATION PREPARATION

• Spare Parts Inventory Planning and Optimisation
• Stock Levels, Cost and Operational Availability
• Spare Parts Forecasting and Predictive Analytics
• Supplier Management and Lead-Time Reduction
• Inventory Control, JIT and Safety Stock
• EOQ, Reorder Levels and Inventory KPIs
• Maintenance Budgeting and Cost Reporting
• CMP Competency Review and Certification Preparation

Certificate Awarded

Upon successful completion of this training course, participants will be awarded a Certificate of Completion from XCalibre Training Centre, acknowledging their accomplishment. This certificate serves as a testament to their dedication to developing their skills and advancing their expertise in their respective fields.