Maintenance Planning and Scheduling Competency Program — with Richard Beer

  • Course level: Intermediate

About Course

Planning and scheduling are at the very heart of what we do in managing maintenance. Well planned work executed on schedule is much less expensive than work that is unplanned and done without scheduling considerations. It makes your trades far more productive.


Planning and scheduling are at the very heart of what we do in managing maintenance. Well planned work executed on schedule is much less expensive than work that is unplanned and done without scheduling considerations. Planning ensures that everything needed for efficient work execution is identified so that once the work begins, it is done the right way, done quickly, and at the lowest possible cost. Scheduling makes good use of the time before the job is started – to ensure parts and materials are available, to make sure the right labor is available, to make sure the equipment itself is available from operations, etc. Done well, you will be scheduling work when it disrupts operations by the least amount.

This program is much more than a course. It’s about those two processes. It discusses what you need to know to increase maintenance efficiency, leading to lower costs and much better utilization of your trades’ (artisans, technicians) workforce. We include exercises that are marked individually in this program – they make up the bulk of the course. You will truly learn by practicing in this one.

Richard Beer has worked in planning and scheduling and with various computerized management systems, experienced the problems that you, the planner and scheduler, will encounter and solved them.

This course includes extensive work on out of class assignments that are marked by the instructor – about 80 hours of work, much of it on work you would be doing anyway at your office. This goes well beyond most other P&S courses. You don’t just learn on this one, you practice so that you will really know it.

Earns 8 CEUs.


What Will I Learn?

  • Understanding of maintenance work planning
  • Understanding of maintenance work scheduling
  • Tips and hints about how to do P&S
  • Practical experience working with real data on exercises.
  • Access to instructor via exercises and Q&A
  • Gain significant experience with real challenges

Topics for this course

9 Lessons80h


Lesson 1 – Planning00:27:33
Lesson 1 – Assignment – Plan a work order
Lesson 2 – Planning based on strategy00:26:07
Lesson 2 – Assignment – Maintenance Planning Strategy
Lesson 3 – Planning for maintenance tactics00:22:41
Lesson 3 – Assignment – Establish Tactics
Lesson 4 – The annual plan00:26:27
Lesson 4 – Assignment – The annual plan
Lesson 5 – Adjusting the annual plan00:27:47
Lesson 5 – Assignment – Leveling and Testing the Annual Plan
Lesson 6 – Measuring success00:22:20
Lesson 6 – Assignment – PM Reviews


About the instructors

Richard Beer

Maintenance Management Specialist - Instructor

An exceptional leader, over twenty years of professional experience in maintenance management, demonstrates outstanding strategic and business planning skills.  Creative, analytical, goal-oriented and an innovative problem solver, motivated to increase efficiency and improve effectiveness and morale.  An excellent persuasive communicator and team player who led and directed projects with budgets of $60K to $2.4M, with superior computer skills and a strong work ethic. Richard has developed and teaches our Planning and Scheduling training, including some tips on how to get the most from your CMMS / EAM. Extensive experience in designing and implementing maintenance strategies including work management and materials management to support planning and scheduling efforts. The result for clients is the ability to move from a reactive maintenance environment to a proactive approach resulting in a significant reduction in maintenance expenditures. In support of the strategy, Richard has implemented various CMMS and EAM software. Throughout the course of his career, Richard either has experienced or witnessed the tragedies of bad data. As such either during the course of software implementations or data workshops has championed the importance of “Asset Information Management”, AIM and the importance of establishing the rules of the game.

0 (0 ratings)

2 Courses

0 students

James Reyes-Picknell is the author of "Uptime - Strategies for Excellence in Maintenance Management" (2015), “Reliability Centered Maintenance – Reengineered” (2017), and “Paying Your Way” (2020). He is a Mechanical Engineer (University of Toronto 1977) with over 43 years working in Reliability, Maintenance and Asset Management. James is widely regarded as a subject matter expert in ensuring the delivery of value from physical assets. His experience spans a wide range of industries, mostly in the private sector, many in natural resources, all dependent on physical assets for their success. James’ career includes naval service (Canada), petrochemicals, aerospace, shipbuilding, pulp and paper, mining, oil and gas, manufacturing, gas and electric utilities, project management, software implementation, management consulting and training delivery. James is a professional engineer (PEng), certified management consultant (CMC), maintenance management professional (MMP), certified asset management assessor (CAMA) and certified blockchain professional (CBPro). He is the 2016 recipient of Canada’s prestigious Serio Guy Award for outstanding contributions to the profession.
0 (0 ratings)

7 Courses

32 students


Material Includes

  • Course instruction online (4 hours)
  • Assignments with each class (total 76 hours)
  • Copy of course slides (Watermarked PDF copy)
  • Assignments and worksheets (Excel and MS Word) for each lesson
  • Scheduling assignment walkthrough demonstration


  • Basic understanding of how a maintenance department works
  • Familiarith with one of the many CMMS/EAM systems is a benefit, but not necessary
  • Access to work order data is needed for exercises

Target Audience

  • Maintenance Planners
  • Maintenance schedulers
  • Maintenance Planner/Schedulers
  • Planning Department/section supervisors
  • Maintenance managers, superintendents, supervisors