The 6 Elements Of Planning & Scheduling

Identify & Review &

Plan Schedule Execute Close Out
Prioritise Improve
01 02 03 04 05 06

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 • A quality work request is the start of an efficient and
effective maintenance process

• Inadequate or inaccurate information wastes time & effort

• Set a quality standard

Identify &
Prioritise • Use a robust, objective system for prioritisation
01
• Outcome: high quality, prioritised work request

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 • PLANNING = WHAT + HOW

• ‘Work Preparation’

• Planners ensure all work is fully planned

Plan
• Outcome: ‘ready for execution’ jobs
02

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 • SCHEDULING = WHO + WHEN

• Sets Goals & Drives Discipline

• Enables Coordination
Schedule
• Outcome: Frozen Weekly Schedule
03

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 • Execute the Frozen Weekly Schedule

• Supervisor allocates work

• Planner addressed the WHAT, crew now owns the HOW

Execute
• Outcome: safe & quality jobs
04

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 • Record job History

• Feedback to Planner

• Initiate RCA

Close Out • Make payments

05 • Outcome: fully closed out job

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 • Review equipment history

• Review process performance (metrics)

Review &
Improve • Outcome: continuous improvement steps

06

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 Maintenance Planning & Scheduling Process
Identify & Prioritise Plan Schedule Execute Close Out Analyse & Improve

Identify and
Plan Long Term
Prioritise
Preventive Work Scheduling
Preventive Work

Identify and Create

Plan Monitor and Analyse and
Prioritise Integrated Execute Close Out
Corrective Work Confirm Improve
Corrective Work Schedule

Emergency Maintenance

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 Maintenance Planning & Scheduling Process
Identify & Prioritise Plan Schedule Execute Close Out Analyse & Improve

• From Maintenance
Strategy Process

Identify and
Plan Long Term
Prioritise
Preventive Work Scheduling
Preventive Work

• Quality notifications
• Prioritisation is key

Identify and Create

Plan Monitor and Analyse and
Prioritise Integrated Execute Close Out
Corrective Work Confirm Improve
Corrective Work Schedule

Emergency Maintenance

Copyright © 2017-2023 · R2 Reliability Pty Ltd

 Maintenance Planning & Scheduling Process
Identify & Prioritise Plan Schedule Execute Close Out Analyse & Improve

Identify and
Plan Long Term
Prioritise
Preventive Work Scheduling
Preventive Work

• Planning = WHAT + HOW

• Job efficiency

Identify and Create

Plan Monitor and Analyse and
Prioritise Integrated Execute Close Out
Corrective Work Confirm Improve
Corrective Work Schedule

Emergency Maintenance

Copyright © 2017-2023 · R2 Reliability Pty Ltd

 Maintenance Planning & Scheduling Process
Identify & Prioritise Plan Schedule Execute Close Out Analyse & Improve

Identify and
Plan Long Term
Prioritise
Preventive Work Scheduling
Preventive Work

• Grouping of work
• Budgeting

Identify and Create

Plan Monitor and Analyse and
Prioritise Integrated Execute Close Out
Corrective Work Confirm Improve
Corrective Work Schedule

Emergency Maintenance

Copyright © 2017-2023 · R2 Reliability Pty Ltd

 Maintenance Planning & Scheduling Process
Identify & Prioritise Plan Schedule Execute Close Out Analyse & Improve

Identify and
Plan Long Term
Prioritise
Preventive Work Scheduling
Preventive Work

Identify and Create

Plan Monitor and Analyse and
Prioritise Integrated Execute Close Out
Corrective Work Confirm Improve
Corrective Work Schedule

• Changed?
• Executable?

Emergency Maintenance

Copyright © 2017-2023 · R2 Reliability Pty Ltd

 Maintenance Planning & Scheduling Process
Identify & Prioritise Plan Schedule Execute Close Out Analyse & Improve

Identify and
Plan Long Term
Prioritise
Preventive Work Scheduling
Preventive Work

• Crew efficiency
• Frozen week
• Leadership to own

Identify and Create

Plan Monitor and Analyse and
Prioritise Integrated Execute Close Out
Corrective Work Confirm Improve
Corrective Work Schedule

Emergency Maintenance

Copyright © 2017-2023 · R2 Reliability Pty Ltd

 Maintenance Planning & Scheduling Process
Identify & Prioritise Plan Schedule Execute Close Out Analyse & Improve

Identify and
Plan Long Term
Prioritise
Preventive Work Scheduling
Preventive Work
• Purpose of the process!
• Focus is on improving efficiency

Identify and Create

Plan Monitor and Analyse and
Prioritise Integrated Execute Close Out
Corrective Work Confirm Improve
Corrective Work Schedule

Emergency Maintenance

Copyright © 2017-2023 · R2 Reliability Pty Ltd

 Maintenance Planning & Scheduling Process
Identify & Prioritise Plan Schedule Execute Close Out Analyse & Improve

Identify and
Plan Long Term
Prioritise
Preventive Work Scheduling
Preventive Work

Identify and Create

Plan Monitor and Analyse and
Prioritise Integrated Execute Close Out
Corrective Work Confirm Improve
Corrective Work Schedule

• Quality history
• Planner feedback
• RCA
Emergency Maintenance
• Payments

Copyright © 2017-2023 · R2 Reliability Pty Ltd

 Maintenance Planning & Scheduling Process
Identify & Prioritise Plan Schedule Execute Close Out Analyse & Improve

Identify and
Plan Long Term
Prioritise
Preventive Work Scheduling
Preventive Work

Identify and Create

Plan Monitor and Analyse and
Prioritise Integrated Execute Close Out
Corrective Work Confirm Improve
Corrective Work Schedule

• Review history
• Equipment issues (RCA)
Emergency Maintenance • Process improvement

Copyright © 2017-2023 · R2 Reliability Pty Ltd

 Maintenance Planning & Scheduling Process
Identify & Prioritise Plan Schedule Execute Close Out Analyse & Improve

Identify and
Plan Long Term
Prioritise
Preventive Work Scheduling
Preventive Work

Identify and Create

Plan Monitor and Analyse and
Prioritise Integrated Execute Close Out
Corrective Work Confirm Improve
Corrective Work Schedule

Emergency Maintenance

Copyright © 2017-2023 · R2 Reliability Pty Ltd