Planning and Scheduling – Advanced (Bruce Smith)

  • Course level: Intermediate

About Course

Planning and Scheduling are essential to achieving low costs and high wrench time with your maintenance work management process. This is our "advanced" level course in Planning and Scheduling coving topics to help planners get from good to great with advanced topics.


Planning and Scheduling are essential to achieving low costs and high wrench time with your maintenance work management process. Without it, you will be rushing to repair breakdowns, scrambling to find parts and materials, missing needed information, and your workforce will be jumping from job to job, work will be rushed and chaotic, overtime, and likely contractor, costs will be high, you won’t be getting your PMs done. Your operations will be unable to sustain stable production levels, deliver products and services in a timely manner. If you are running that circus you’ll be stressed – production, operations, and general management will all be unhappy with you. Your own maintainer workforce will be happy with the extra pay but unhappy with the instability.

Good planning and scheduling reduce the chaos. A single planner can keep up to 20 of your maintenance workers as much as twice as productive as they in that chaotic state. It’s like finding extra workers without hiring! They will be happier if they can do their work well and without disruption. You will be able to forecast parts and materials requirements better, so chasing of parts will be reduced. Your need for rush shipping and premium pricing on parts will be reduced. You will find the time to get your PMs done. They will reduce the incidents of breakdowns. A stable working environment is safer and you will be able to deal with problems while they are small, before they grow out of hand.

This is our “advanced” level course in Planning and Scheduling. This covers topics that will help your planners get from being merely good at their jobs to great at them. It covers advanced topics like managing changes, long term planning, and long-range materials forecasting. If you are doing good planning but still struggling with wrong parts, poor documentation, shutdowns, and MRO materials or you haven’t quite got truly out of reactive mode, then this is for you.

This course earns 0.77 Continuing Education Units (CEUs) for successful completion.

If your planners and schedulers are new to planning and scheduling, then they probably need our Planning and Scheduling – Basic “course.


What Will I Learn?

  • Learn advanced topics in Planning and Scheduling.
  • Up your game from good to great.
  • Understand change management.
  • Managing technical changes.
  • Understand P&S roles and responsibilities.
  • Maintenance strategy and tactics.
  • Annual planning.
  • Long-range MRO materials forecasting.
  • Measuring success.
  • Implementing P&S in your organization.

Topics for this course

11 Lessons7h 7m 37s

Planning and Scheduling – Advanced

Introduction and Mindset00:27:18
Managing Change00:25:20
Roles and Responsibilities00:33:47
Maintenance Strategy00:16:26
Maintenance Tactics00:27:32
Annual Plan00:30:14
Quiz 1
MRO Forecast00:23:38
Adjusting and Testing the Annual Plan00:29:24
Measuring Success of Annual Plan00:31:39
Introduction to Scheduling00:32:10
Quiz 2
Getting Started – Implementation00:30:09
Final Exam

About the instructor

Bruce Smith is an independent Manufacturing Maintenance consultant with extensive industrial experience. Prior to establishing his consulting practice he worked for over 3 decades in manufacturing and for the past 22 years he has managed Maintenance, Facilities and Engineering departments. Bruce has a broad background and experience in a variety of manufacturing sectors including fisheries, bakery, dairy, tea & coffee and confectionary. Bruce also has headed projects employing such technologies as single and twin screw extrusion, continuous microwave cooking, thermal processing, pasteurization, microfiltration, dry blending, and high speed automated packaging. He has demonstrated competence with managing budgets, capital projects, and all aspects of plant / facility maintenance. He has also performed detailed process audits for various companies including Bowes Company, Mother Parkers Tea and Coffee and Arla Foods. Over the years Bruce has developed maintenance departments from the ground up. He is recognized as a team builder and a firm believer in developing and empowering people to be the best they can be. He has established and audited Asset Management programs (written and computerized) and successfully implemented CMMS programs (SAP & MP2) at different companies and coached and mentored staff along the way. Most recently, Bruce has been providing operational consulting services for a variety of clients across North America.
0 (0 ratings)

1 Courses

3 students


Material Includes

  • Pre-recorded instructional videos.
  • Quizzes (must be passed to advance to next lesson)
  • Final quiz (must be passed to get a certificate)
  • Download copy of course slides (Watermarked, PDF format)

Enrolment validity: 365 days


  • Technical background (trade, technician, engineer)
  • Familiar with maintenance work
  • Familiar with maintenance planning and scheduling

Target Audience

  • Planners who need advanced education/training.
  • Experienced planners who want to improve.
  • Planning supervisors.
  • Maintenance supervisors and superintendents.