Managing Planning and Scheduling


Establish a proactive work management program or transform an existing program into an effective, results-producing department that positively impacts maintenance costs, plant reliability measures, and morale.

This course is a part of the PSC and MCC certification programs.


In Managing Planning and Scheduling, participants build a work management program based on best practices. The course is designed for a Lead Planner or Department Manager to establish a proactive work management program or to transform an existing program into an effective, results-producing department that positively impacts maintenance costs, plant reliability measures, and employee morale.

Managing Planning and Scheduling examines topics like designing a work management program strategy, developing standard processes and work, establishing program measures, managing staff development, and planning program improvement. Learners will walk away with a solid foundation for an effective maintenance work management program.

Learn How To

Develop an implementation plan to establish or transform a planning program, including:

  • Establishing program standards and templates
  • Incorporating visual management into your program
  • Job performance feedback and continuous improvement
  • Backlog management
  • Managing the people side of change (change management)

Develop an audit and continuous improvement strategy for the planning program

  • How trends in manufacturing and technology impact planning/scheduling
  • How the planner interacts with failure data and root cause analysis efforts
  • How equipment criticality and risk management influence maintenance strategy

Describe a disciplined approach to managing work for a planned shutdown

  • Scoping and validating work, project management, communication, reviews, lessons learned

Build performance management and development strategies for planning personnel

Explain the business case for proactive work management

Build a work management process flow chart and responsibility matrix

Draft a work management program strategy: objectives, key performance measures, targets, reporting, and monitoring methods

Develop governing principles and standard procedures for CMMS data entry and use

Outline a management of change process for job plans


Who Should Attend
People in the following roles should participate in this training:
Lead and Senior Planners
Planning Department Managers
Maintenance Managers
Reliability Change Agents
Reliability Managers
Continuous Improvement Managers


Download and Share the Course Brochure Here:

Managing Planning and Scheduling Brochure

Additional information

Additional Information

Each course includes a comprehensive active learning manual, morning and afternoon refreshments, lunch, and the use of a fully equipped e-business center. Class hours are 8:30am to 4:30pm Tuesday through Thursday. Virtual course hours run from 11am-5pm EST. All students completing a class at the Life Cycle Institute will receive a certificate of completion awarding 2.1 CEUs.

Your training needs are unique. Unique needs may require on-site training, tailored for your environment, at a time convenient for you. For more information please contact the Life Cycle Institute Team at

Course Locations

Life Cycle Institute – Charleston
4360 Corporate Road
Charleston, SC 29405
Directions –

The Ohio State University College of Engineering
356A Bevis Hall,
1080 Carmack Road
Columbus, OH 43210
Directions –

Clemson University
Center for Corporate Learning
One N. Main Street
Greenville, SC 29601
Directions –

The University of Kansas
Edwards Campus
Regnier Hall, 12610 Quivira Road
Overland Park, KS 66213
Directions –

Washington State University – Everett
915 N. Broadway
Everett, WA 98201
Directions –

Course Brochure

For an easy to share PDF of this course click the link –