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Training Experienced Adults

The bulk of maintenance Planner Scheduler training typically focuses on using the maintenance management software, data entry and interaction with the computer screen. Others include the theories and application of best practices. Some offerings go into specific equipment technologies covering maintenance and troubleshooting procedures. Training is offered in a classroom and/or online.

Discussing adult learning, academics propose that, “adults learn best when applying new concepts to their everyday lives, a concept also known as problem-based learning”. Others propose that learning should be experiential and include mentorship. Experimental is Participate physically in the learning environment ("getting your hands dirty") and then reflecting on what worked and what didn’t. Mentorship says that Mentors and mentees can learn from each other ((mentees ask challenging questions, mentors challenge proteges’ understanding of the material.).

Our planner scheduler training leverages these principles:

1. After the classroom instructions, we take the students to apply the instructions, walking a job with real work orders that have not been planned.

2. Apply the instructions in your operating environment, on your equipment subject to that environment.

3. Develop an estimate that supports continuous improvement.

4. Walk real, live jobs with a knowledgeable trainer/coach, followed by discussion afterwards.

5. And…what is not taught in Planner Scheduler training…is how to use maintenance information in continuous improvement, eliminating productivity barriers that waste the time of the workforce.

Our Planner Scheduler training addresses all five of these points. It is not about using your CMMS or specifics of your equipment. It is about what a Planner/Scheduler does outside the computer screen. The computer system is a data tool assisting planning and scheduling jobs. We assume your Planner Schedulers know how to use their computer system.

We include these principles in our Planner Scheduler training agenda:

  • Overview of best practice Maintenance Management and where a Planner/Scheduler fits in as the lynchpin of the process.

  • How a Planner/Scheduler manages their time

  • The objective of planning: the job package and the steps to assemble that.

  • The Planner Checklist.

  • Estimating work: Classroom instruction followed by live practice walking a job

  • Level loading schedules, and why

  • Conducting the scheduling meetings, and why

  • Key Performance Indicators

  • KPI definitions, analysis, and actions

  • An underutilized KPI and how to use it.

  • Maintenance Continuous Improvement:

  • Bad actor identification

  • Barrier identification and removal

Our training is custom-tailored to your current processes. We deliver the 3-day training at your site. We precede the training with a visit to your location, talking with your leadership to custom-tailor the training to your needs. For more information contact Mike Palm at

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