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Maintenance Planning and Scheduling

Handbook - Second Edition


Doc Palmer
Format: Hardback
Publisher: The McGraw-Hill Companies
Publish Date: 2006
Pages: 821

Increase the productivity and efficiency of your


maintenance organization.
Many already regard the Maintenance Planning and Scheduling Handbook as the
chief authority for establishing effective maintenance planning and scheduling in the
real world. The second edition adds new sections and further develops many existing
discussions to make the handbook more comprehensive and helpful.

In addition to practical observations and tips on such topics as creating a weekly


schedule, staging parts and tools, and daily scheduling, this second edition features
a greatly expanded CMMS appendix which includes discussion of critical cautions for
implementation, patches, major upgrades, testing, training, and interfaces with other
company software.

Readers will also find a timely appendix devoted to judging the potential benefits and
risks of outsourcing plant work. A new appendix provides guidance on the "people
side" of maintenance planning and work execution. The second edition also has
added a detailed aids and barriers analysis that improves the appendix on setting up
a planning group. The new edition also features "cause maps" illustrating problems
with a priority systems and schedule compliance. These improvements and more
continue to make the Maintenance Planning and Scheduling Handbook a
maintenance classic.

Review
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Ensure Productivity-Boosting Standards in Any Organization - With the First How-To
Maintenance Planning Guide.

Talk to any maintenance manager or plant manager, and they can tell you that
planning and scheduling is critical to effective maintenance. Yet how many of them
can name a ready-to-use, nuts-and-bolts guide that goes beyond theory,
demonstrating how planning fits into maintenance, what principles make it work, and
exactly how planning is done? The Maintenance Planning and Scheduling Handbook
is the one-and-only resource that covers all this, and more. Defining "planning" as
the preparatory work given to individual maintenance work orders before assigning
them to specific craft persons, this never-before-available resource explains how
work order planning leads to increased crew productivity-and greater overall
effectiveness in just about any area of an organization's maintenance.

The Maintenance Planning and Scheduling Handbook includes: The 6 Principles of


planning; The 6 principles of scheduling; Extensive example work scenarios that
illustrate each of these principles; Strategies for increasing your workforce without
hiring-by implementing a new maintenance planning group or redirecting an existing
one; A highly useful procedure for conducting an in-house productivity study;
Appendixes that summarize key concepts, identify suppliers, show complete
examplet work studies and planned work orders, and provide other valuable
reference sources.

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Table of Contents
Foreword
Preface
Preface to First Edition
Acknowledgments
Prologue – A Day in the Life—May 10, 2010
Bill, Mechanic at Delta Ray, Inc., No Planning
Sue, Supervisor at Zebra, Inc., No Planning
Juan, Welder at Alpha X, Inc., Has Planning
Jack, Planner at Johnson Industries, Inc.

Chapter 1 – The Benefit of Planning


Company Vision
Why Improvement Is Needed in Maintenance
What Planning Mainly Is and What It Is Mainly Not (e.g., Parts and Tools)
How Much Will Planning Help?
Quality and Productivity Effectiveness and Efficiency
Planning Mission
Frustration with Planning
Summary
Overview of the Chapters and Appendices

Chapter 2 – Planning Principles


The Planning Vision; The Mission
Principle 1: Separate Department
Principle 2: Focus on Future Work
Principle 3: Component Level Files
Principle 4: Estimates Based on Planner Expertise
Principle 5: Recognize the Skill of the Crafts
Principle 6: Measure Performance with Work Sampling

Chapter 3 – Scheduling Principles


Why Maintenance Does Not Assign Enough Work
Advance Scheduling Is An Allocation
Principle 1: Plan For Lowest Required Skill Level
Principle 2: Schedules and Job Priorities Are Important
Principle 3: Schedule from Forecast of Highest Skills Available
Principle 4: Schedule for Every Work Hour Available
Principle 5: Crew Leader Handles Current Day’s Work
Principle 6: Measure Performance with Schedule Compliance
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Summary

Chapter 4 – What Makes the Difference and Pulls It All Together


Proactive versus Reactive Maintenance
Extensive versus Minimum Maintenance
Communication and Management Support
One Plant’s Performance (Example of Actual Success)
Desired Level of Effectiveness
Summary

Chapter 5 – Basic Planning


A Day in the Life of a Maintenance Planner
Work Order System
Planning Process
Work Order Form
Coding Work Orders
Using and Making a Component Level File
Scoping a Job
Engineering Assistance or Reassignment
Developing Planned Level of Detail, Sketching and Drawing
Craft Skill Level
Estimating Work Hours and Job Duration
Parts
Special Tools
Job Safety
Contracting Out Work
Closing and Filing Feedback after Job Execution
Summary

Chapter 6 – Advance Scheduling


Weekly Scheduling
Formal Weekly Schedule Meeting
Staging Parts and Tools
Outage Scheduling
Quotas, Benchmarks, and Standards Addressed
Summary

Chapter 7 – Daily Scheduling and Supervision


A Day in the Life of a Maintenance Supervisor
Assigning Names
Coordinating with the Operations Group
Handing Out Work Orders
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During Each Day
Summary

Chapter 8 – Forms and Resources Overview


Overview
Forms
Resources
Attachment files
Vendor Files
Equipment parts lists
Standard plans
Security of Files
Summary

Chapter 9 – The Computer in Maintenance


Overview
A Day in the Life of a Maintenance Planner(Using a CMMS)
What Type of Computerization
Selection of a CMMS
Specific Planning Advice to Go Along with a CMMS
Advanced Helpful Features for Planning and Scheduling
Summary

Chapter 10 – Consideration of Preventive Maintenance, Predictive


Maintenance, and Project Work
Preventive Maintenance and Planning
Predictive Maintenance and Planning
Project Work and Planning

Chapter 11 – Control
Organization Theory 101: The Restaurant
Story Selection and Training of Planners
Indicators
Summary

Chapter 12 – Conclusion: Start Planning


Epilogue – An Alternative Day in the Life-May 10, 2010
Bill, Mechanic at Delta Ray, Inc.
Sue, Supervisor at Zebra, Inc.
Juan, Welder at Alpha X, Inc.
Jack, Planner at Johnson Industries, Inc.

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Tel: +63.2. 723 77 67 to 70 Fax: +63.2 726 5461
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Appendix A – Planning Is Just One Tool; What Are the Other Tools Needed?
Overview
Work Order System
Equipment Data and History
Leadership, Management, Communication, Teamwork (Incentive Programs)
Qualified Personnel
Shops, Tool Rooms, and Tools
Storeroom and Rotating Spares
Reliability Maintenance
Improved Work Processes
Maintenance Metrics
Summary

Appendix B – The People Side of Planning


Overview
The People Rules of Planning
Rule 1: The planning program is not trying to give away the plant’s work to
contractors
Rule 2: Planners cannot plan the perfect job
Rule 3: Planning is not designed to take the brains out of the technicians
Rule 4: The technicians own the job after the supervisor assigns it to them
Rule 5: Planners cannot make the perfect time estimate
Rule 6: Management cannot hold technicians accountable to time estimates for
single jobs
Rule 7: Showing what is not correct is often as important as showing what is correct
Rule 8: Planners do not add value if they help jobs-in-progress
Rule 9: Everyone is an adult
Rule 10: Everyone should enjoy their work
Rule 11: Everyone should go home at the end of each day knowing if they have won
or lost
Rule 12: Wrench time is not strictly under the control of the technicians
Rule 13: Schedule compliance is not strictly under the control of the crew
supervisors
Rule 14: It is better to train employees and lose them than to not train them and keep
them
Rule 15: Modern maintenance needs to do less with less
Summary

Appendix C – What to Buy and Where

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