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Erik Hupje

The Ultimate Online Maintenance Planning & Scheduling Course

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As you may know, I am working on an online course in the area of Maintenance Planning & Scheduling.

This will be a high quality, in depth course delivered 100% through an online learning management system. That means you can do the course anytime you want, from anywhere in the world. All you need is a reasonably reliable internet connection.

The lessons will be course videos in which I will present and explain the topics. Each lesson will be supported by workbooks, tools, quizzes and assignments for you to complete in your workplace.

The online learning management system is truly a state-of-the-art solution that has been adopted by industry giants like The New York Times or the University of Pennsylvania. The system is intuitive, easy to navigate and integrated with a student-only forum where you can ask as many questions as you want. You can directly interact not only with myself as your course instructor, but also with fellow students. Through the forum you can share experience and ask how others tackle specific course-related issues in their organisations. The forum will be professionally moderated and a safe and welcoming environment.

And to give even more support, I am also considering adding 'office hours' where you can ask questions live online.

I have spent a large amount of time developing the course already, as outlined below:

Module 0: Welcome 
A short module simply to get you get you setup for success. We'll cover course objectives, how we will work together and give an introduction to the online learning management system. 
 
Module 1: Introduction to Planning & Scheduling 
In this module we start the real work. After a brief exploration of the role of maintenance in asset intensive industries we'll explore why we need planning & scheduling. We'll cover the increase in productivity and what that means for the bottom line of the business you work for. But we'll also explore other key benefits of planning & scheduling that are maybe less tangible like workforce motivation and safety. In the final lesson we touch on some critical characteristics of maintenance work that influence how we setup a successful maintenance planning & scheduling process. 
 
Module 2: Identify & Prioritise Work 
Module 2 is all about work is initiated and prioritised. Fail to get this right and you'll continue to chase your tail and will not get out of the reactive maintenance model. Most organisations don't realise how critical this step is. Most managers and supervisors don't want to spend the time on getting this right. In this module I will explain why you don't want to be making that mistake and why putting a lot of effort in creating quality work requests and prioritising them properly is so critical to your success. And in the last lesson we'll touch on some KPIs that you can use to measure your success. 
 
Module 3: Plan Work 
Module 3 is all about maintenance planning, why it is important and the 6 principles that underpin a sound maintenance planning process. We'll talk quite a lot about roles & responsibilities because this is where many organisations go wrong. They burden their maintenance planners with work that should be done by others and in doing so they never reach the productivity improvement they were aiming for. We'll also discuss the level of detail that is required in a maintenance work order, what makes up a good 'work pack' and we'll touch on common mistakes and some useful KPIs. 
 
Module 4: Schedule Work 
Module 4 is all about scheduling. We'll talk about how scheduling is different from planning and why you need both. We'll discuss 5 basic scheduling principles including why you need to schedule for a Frozen week. And we'll delve in to capacity planning. As usual our last lesson in this module will cover KPIs in this case those KPIS that you can use to drive your scheduling process for example Weekly Schedule Compliance.  
 
Module 5:  Monitor Work 
This is a step in the planning & scheduling process that is not often talked about, but it's key to your success. Once the work is planned, all materials are ordered, and purchase orders have gone out for external services you need to keep an eye out on when vendors are available, when materials will arrive at site etc. And when that’s all in place, you need to flag the planned work in your CMMS as 'Ready for Execution' as a handover point to the Scheduler. 
 
Module 6: Execute Work 
Module 6 will be relatively short as this all about executing the maintenance work that has been planned and scheduled. We'll only touch on those aspects of executing work that directly impact our planning & scheduling. 
 
Module 7: Close Out Work 
Module 7 covers the close out of work. This is where we capture everything that went well and the things that didn't go too well. We provide feedback to the planner in terms of planning quality, materials etc. and we capture technical history in the CMMS so the reliability engineers can use that information in their continuous improvement programs. 
 
Module 8: Review & Improve 
Module 8 is all about making things better and better or in other words: Continuous improvement and how to build that into your business and your work processes. We'll delve in to using KPIs to drive performance and the limits to what KPIs can do for you. We'll talk about the need to have a 'process owner' who conducts annual process 'audits' and the value of GEMBA walks. Lesson 4 will touch on a contentious subject - measuring wrench time. How to do it, when to do it and when not. 
 
Module 9: Implementing Planning & Scheduling 
Module 9 is where this course is really completely different than all the other planning & scheduling courses out there. In this module we will give you a tried and tested process to implement planning & scheduling in your organisation. We'll cover the business case, change management basics, setting up your project team for success, the need for coaching and each lesson comes complete with practical tools and techniques that are proven to work when it comes to implementing planning & scheduling in a real business environment. 

Bonus Module 
The Bonus Module is just that - a number of bonus lessons that cover topics that are closely related to maintenance planning & scheduling including Shutdown Planning. 


But before I go any further and really lock down the content, I would love to get your thoughts. Your opinions.
 
What would you like to see in a course on Planning & Scheduling?  

What do you think are essential parts of an online course?
 
What would stop you from signing up?
 
What would definitely make you join an online course like this?

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On 8/27/2018 at 7:55 AM, Erik Hupje said:

What would you like to see in a course on Planning & Scheduling? actual available digital tools and systems that helps the P&S function

What do you think are essential parts of an online course? The realistic role of each, Planners ans Schedulers, and Executers, 
 
What would stop you from signing up? price, close time/hours frames and total duration
 
What would definitely make you join an online course like this? the use of VR, price and duration.

 

On 8/27/2018 at 7:55 AM, Erik Hupje said:

 

 

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Thanks for the feedback @ERNESTOPEREZ, much appreciated.

Price would be on the lower end of the scale for a conventional, face-to-face planning & scheduling course. These courses typically range from USD 995 to USD 2495 although in the Middle East some providers get away with charging USD 4500+ for such a course. Final price point will depend on the amount of support and tools that will be included and certification (e.g. SMRP)

Roles of planners, schedulers, executors and supervisors will be covered in depth.

I expect to grant people lifetime access to the course (including to future updates) and I would expect that to complete the course properly incl. watching all the videos, doing all the assignments would probably take 6-8 weeks assuming you did it as part of your normal day-to-day work (which would be the best approach)

Want kind of digital tools & systems would you be looking for? The course will include a suite of spreadsheets and files tools to support the planning & scheduling process like tools to prioritize maintenance work plus a toolkit to help with the implementation of planning & scheduling in an organisation. 

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Dear Erik, thank you very much to make me part of your team to ask.

Congratulation for this, is not easy prepare the course and is more critical when you are a teacher, present a paper is only 30 minutes, give a class 45 minutes, but a course for 8 hours if you don’t have enough capability to maintain the attender attention or have enough information is probable that your course finish before.

 

According with your question, I tried to say you may Point of View.

 

What would you like to see in a course on Planning & Scheduling? Well is not easy to say what I want to see, but I going to try explaining you. First, when we are trying to P&S we must be sure that all risks are identified, I agree with you about the reason for P&S according with the business, but the maintainer or operator they don’t care about business they want to do something and additionally they hope don’t have trouble with the equipment or plant. We must follow the Demin cycle (PDCA or any combination starting with P…), each equip have an specific critical task, and each maintainer or operator must do it as cover task with the skill for that call performance; there be procedure to ensure that all people will be executing the task exactly with the same mistake; what would I like to see…., that this course help people to know the difference between task, maintenance and Maintenance Management, where P&S is part of Maintenance Management and particularly, the only reason that we have been calling reliability engineer is because of we can understand this difference.

What do you think are essential parts of an online course? This is relative, because when we are into the face to face course, happen two things, the people is afire to ask or not and the instructor could notice this and change this schema to induce asking; but online the course must be generate the capability to maintain the attention and use loops to emphasized important tips.
 
What would stop you from signing up? Nothing, but one never know
 
What would definitely make you join an online course like this? Well, it is not easy answer, during the last 8 years, I have seen familiar information about reliability and asset management, all friends talking about this but finish in theirs comfort zone; last week talking about the Reliability congress here in Mexico, I said that, is the same people show the same, there isn’t nothing new, of course the tittle of the presentation, how is possible find a good results or new challengers if the people spent more than 70% of their time writing for a paper or magazine, how is possible that the ISO 55000 is new and now we can find specialist in AM, when never working in maintenance or a position to decision making. When I decide to take a course first figure out who is the instructor and the scope.
 

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Clarify to people that planning is possible and very very useful also if the crews are not so big and if you are so busy with unplanned maintenance.

In order to convince a Company to spend money for course, you should clarify that this course is important to optimize and boost the people efficiency.

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Hello Erik

I think the approach and course structure are excellent and what makes it more attractive is the sharing of strategies and implemented solutions with someone with your background.

In chapter 8, would be great to see how  Planning and Scheduling impact on Reliability and Productivity (most probably is already covered)

Part of my job is training and coaching for junior and senior planners and for sure I will be recommending this course.

Thank you Erik

 

 

 

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Thank you @Simone and @Edinson Fruto The introduction module will actually set the scene on how planning & scheduling creates value by improving efficiency,  reducing downtime and creating more time for proactive tasks like defect elimination.

And yes I am also intending to create a FREE short video on how this course helps both individuals and companies. I think that would be very useful to people trying to convince their boss to pay for a course 😉

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Hi Jim, I am literally working on the course as we speak. I hope to have it ready for sign-up by the end of November, but that does depend a bit on much time it takes to set up the new Learning Management System on the website. Having some struggles with sourcing a good developer.

The latest details on the course including pricing can be found here: https://www.roadtoreliability.com/planning-scheduling-online-training/ 

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On 8/27/2018 at 7:55 PM, Erik Hupje said:

As you may know, I am working on an online course in the area of Maintenance Planning & Scheduling.

This will be a high quality, in depth course delivered 100% through an online learning management system. That means you can do the course anytime you want, from anywhere in the world. All you need is a reasonably reliable internet connection.

The lessons will be course videos in which I will present and explain the topics. Each lesson will be supported by workbooks, tools, quizzes and assignments for you to complete in your workplace.

The online learning management system is truly a state-of-the-art solution that has been adopted by industry giants like The New York Times or the University of Pennsylvania. The system is intuitive, easy to navigate and integrated with a student-only forum where you can ask as many questions as you want. You can directly interact not only with myself as your course instructor, but also with fellow students. Through the forum you can share experience and ask how others tackle specific course-related issues in their organisations. The forum will be professionally moderated and a safe and welcoming environment.

And to give even more support, I am also considering adding 'office hours' where you can ask questions live online.

I have spent a large amount of time developing the course already, as outlined below:

Module 0: Welcome 
A short module simply to get you get you setup for success. We'll cover course objectives, how we will work together and give an introduction to the online learning management system. 
 
Module 1: Introduction to Planning & Scheduling 
In this module we start the real work. After a brief exploration of the role of maintenance in asset intensive industries we'll explore why we need planning & scheduling. We'll cover the increase in productivity and what that means for the bottom line of the business you work for. But we'll also explore other key benefits of planning & scheduling that are maybe less tangible like workforce motivation and safety. In the final lesson we touch on some critical characteristics of maintenance work that influence how we setup a successful maintenance planning & scheduling process. 
 
Module 2: Identify & Prioritise Work 
Module 2 is all about work is initiated and prioritised. Fail to get this right and you'll continue to chase your tail and will not get out of the reactive maintenance model. Most organisations don't realise how critical this step is. Most managers and supervisors don't want to spend the time on getting this right. In this module I will explain why you don't want to be making that mistake and why putting a lot of effort in creating quality work requests and prioritising them properly is so critical to your success. And in the last lesson we'll touch on some KPIs that you can use to measure your success. 
 
Module 3: Plan Work 
Module 3 is all about maintenance planning, why it is important and the 6 principles that underpin a sound maintenance planning process. We'll talk quite a lot about roles & responsibilities because this is where many organisations go wrong. They burden their maintenance planners with work that should be done by others and in doing so they never reach the productivity improvement they were aiming for. We'll also discuss the level of detail that is required in a maintenance work order, what makes up a good 'work pack' and we'll touch on common mistakes and some useful KPIs. 
 
Module 4: Schedule Work 
Module 4 is all about scheduling. We'll talk about how scheduling is different from planning and why you need both. We'll discuss 5 basic scheduling principles including why you need to schedule for a Frozen week. And we'll delve in to capacity planning. As usual our last lesson in this module will cover KPIs in this case those KPIS that you can use to drive your scheduling process for example Weekly Schedule Compliance.  
 
Module 5:  Monitor Work 
This is a step in the planning & scheduling process that is not often talked about, but it's key to your success. Once the work is planned, all materials are ordered, and purchase orders have gone out for external services you need to keep an eye out on when vendors are available, when materials will arrive at site etc. And when that’s all in place, you need to flag the planned work in your CMMS as 'Ready for Execution' as a handover point to the Scheduler. 
 
Module 6: Execute Work 
Module 6 will be relatively short as this all about executing the maintenance work that has been planned and scheduled. We'll only touch on those aspects of executing work that directly impact our planning & scheduling. 
 
Module 7: Close Out Work 
Module 7 covers the close out of work. This is where we capture everything that went well and the things that didn't go too well. We provide feedback to the planner in terms of planning quality, materials etc. and we capture technical history in the CMMS so the reliability engineers can use that information in their continuous improvement programs. 
 
Module 8: Review & Improve 
Module 8 is all about making things better and better or in other words: Continuous improvement and how to build that into your business and your work processes. We'll delve in to using KPIs to drive performance and the limits to what KPIs can do for you. We'll talk about the need to have a 'process owner' who conducts annual process 'audits' and the value of GEMBA walks. Lesson 4 will touch on a contentious subject - measuring wrench time. How to do it, when to do it and when not. 
 
Module 9: Implementing Planning & Scheduling 
Module 9 is where this course is really completely different than all the other planning & scheduling courses out there. In this module we will give you a tried and tested process to implement planning & scheduling in your organisation. We'll cover the business case, change management basics, setting up your project team for success, the need for coaching and each lesson comes complete with practical tools and techniques that are proven to work when it comes to implementing planning & scheduling in a real business environment. 

Bonus Module 
The Bonus Module is just that - a number of bonus lessons that cover topics that are closely related to maintenance planning & scheduling including Shutdown Planning. 


But before I go any further and really lock down the content, I would love to get your thoughts. Your opinions.
 
What would you like to see in a course on Planning & Scheduling?  

What do you think are essential parts of an online course?
 
What would stop you from signing up?
 
What would definitely make you join an online course like this?

Dear Eric,

Thanks on your speech which i understand the process. I got one question, As im working in the construction line and have big machines like piling rigs, heavy foundations, small diameter and ground improvement, and there are different scheduler which is 250, 500, 1000 and 2000 hrs. once the scheduler shown the machine almost due, and i print out the work orders for PM's what is the first things need to be done, what should the planner like me have to do, im learning and i want to get more knowledge. hope you could brief me details.

Thanks.

 

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1 hour ago, Ridzuwan Rahman said:

once the scheduler shown the machine almost due, and i print out the work orders for PM's what is the first things need to be done, what should the planner like me have to do, im learning and i want to get more knowledge

As a Planner, your role is to make sure that a job is 100% ready to execute before it is included in the schedule. That means you have the following in place:

  • clear, complete and concise work instructions
  • all materials are on site, staged and pre-kitted i.e. all assembled ready to be picked up by whoever is doing the job
  • all external services / contractors are confirmed to be available and on site
  • all special tools are identified and available
  • all access requirements e.g. scaffolding are identified and in place
  • all special safety requirements have been identified and prepared with only a final check to be done before the job is commenced

All this will be covered in detail in the course, but also have a read of this article: https://roadtoreliability.com/fail-without-planning-scheduling/

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Looking forward to learning more about the course. Will it be written from the perspective of a Planner/Scheduler position or as separate Planner and Scheduler positions?

Thanks.

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Hi Bill, the course essentially assumes that the planner role and scheduler role are separate, but I do also discuss how and when these roles can be combined.

The courses focus primarily on the roles within the planning & scheduling process i.e. what should be done planning wise and what should be done scheduling wise. And from there we touch on the competencies a planner should have versus the required competencies for a scheduler. These are very different as you know and so if your organisation is large enough I personally believe it is best to separate the roles. But, in the course I provide a simple framework to help participants make that decision for their own organisation. For a lot of reasons it is not always possible to have the roles separated.

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On 8/27/2018 at 4:55 PM, Erik Hupje said:

As you may know, I am working on an online course in the area of Maintenance Planning & Scheduling.

This will be a high quality, in depth course delivered 100% through an online learning management system. That means you can do the course anytime you want, from anywhere in the world. All you need is a reasonably reliable internet connection.

The lessons will be course videos in which I will present and explain the topics. Each lesson will be supported by workbooks, tools, quizzes and assignments for you to complete in your workplace.

The online learning management system is truly a state-of-the-art solution that has been adopted by industry giants like The New York Times or the University of Pennsylvania. The system is intuitive, easy to navigate and integrated with a student-only forum where you can ask as many questions as you want. You can directly interact not only with myself as your course instructor, but also with fellow students. Through the forum you can share experience and ask how others tackle specific course-related issues in their organisations. The forum will be professionally moderated and a safe and welcoming environment.

And to give even more support, I am also considering adding 'office hours' where you can ask questions live online.

I have spent a large amount of time developing the course already, as outlined below:

Module 0: Welcome 
A short module simply to get you get you setup for success. We'll cover course objectives, how we will work together and give an introduction to the online learning management system. 
 
Module 1: Introduction to Planning & Scheduling 
In this module we start the real work. After a brief exploration of the role of maintenance in asset intensive industries we'll explore why we need planning & scheduling. We'll cover the increase in productivity and what that means for the bottom line of the business you work for. But we'll also explore other key benefits of planning & scheduling that are maybe less tangible like workforce motivation and safety. In the final lesson we touch on some critical characteristics of maintenance work that influence how we setup a successful maintenance planning & scheduling process. 
 
Module 2: Identify & Prioritise Work 
Module 2 is all about work is initiated and prioritised. Fail to get this right and you'll continue to chase your tail and will not get out of the reactive maintenance model. Most organisations don't realise how critical this step is. Most managers and supervisors don't want to spend the time on getting this right. In this module I will explain why you don't want to be making that mistake and why putting a lot of effort in creating quality work requests and prioritising them properly is so critical to your success. And in the last lesson we'll touch on some KPIs that you can use to measure your success. 
 
Module 3: Plan Work 
Module 3 is all about maintenance planning, why it is important and the 6 principles that underpin a sound maintenance planning process. We'll talk quite a lot about roles & responsibilities because this is where many organisations go wrong. They burden their maintenance planners with work that should be done by others and in doing so they never reach the productivity improvement they were aiming for. We'll also discuss the level of detail that is required in a maintenance work order, what makes up a good 'work pack' and we'll touch on common mistakes and some useful KPIs. 
 
Module 4: Schedule Work 
Module 4 is all about scheduling. We'll talk about how scheduling is different from planning and why you need both. We'll discuss 5 basic scheduling principles including why you need to schedule for a Frozen week. And we'll delve in to capacity planning. As usual our last lesson in this module will cover KPIs in this case those KPIS that you can use to drive your scheduling process for example Weekly Schedule Compliance.  
 
Module 5:  Monitor Work 
This is a step in the planning & scheduling process that is not often talked about, but it's key to your success. Once the work is planned, all materials are ordered, and purchase orders have gone out for external services you need to keep an eye out on when vendors are available, when materials will arrive at site etc. And when that’s all in place, you need to flag the planned work in your CMMS as 'Ready for Execution' as a handover point to the Scheduler. 
 
Module 6: Execute Work 
Module 6 will be relatively short as this all about executing the maintenance work that has been planned and scheduled. We'll only touch on those aspects of executing work that directly impact our planning & scheduling. 
 
Module 7: Close Out Work 
Module 7 covers the close out of work. This is where we capture everything that went well and the things that didn't go too well. We provide feedback to the planner in terms of planning quality, materials etc. and we capture technical history in the CMMS so the reliability engineers can use that information in their continuous improvement programs. 
 
Module 8: Review & Improve 
Module 8 is all about making things better and better or in other words: Continuous improvement and how to build that into your business and your work processes. We'll delve in to using KPIs to drive performance and the limits to what KPIs can do for you. We'll talk about the need to have a 'process owner' who conducts annual process 'audits' and the value of GEMBA walks. Lesson 4 will touch on a contentious subject - measuring wrench time. How to do it, when to do it and when not. 
 
Module 9: Implementing Planning & Scheduling 
Module 9 is where this course is really completely different than all the other planning & scheduling courses out there. In this module we will give you a tried and tested process to implement planning & scheduling in your organisation. We'll cover the business case, change management basics, setting up your project team for success, the need for coaching and each lesson comes complete with practical tools and techniques that are proven to work when it comes to implementing planning & scheduling in a real business environment. 

Bonus Module 
The Bonus Module is just that - a number of bonus lessons that cover topics that are closely related to maintenance planning & scheduling including Shutdown Planning. 


But before I go any further and really lock down the content, I would love to get your thoughts. Your opinions.
 
What would you like to see in a course on Planning & Scheduling?  

What do you think are essential parts of an online course?
 
What would stop you from signing up?
 
What would definitely make you join an online course like this?

When will you start this course?

 

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