DETAILED PLANNING PROCESS

JOB PLANNING IS A SEVEN – STEP PROCESS

1. Screening of work requests
2. Assessing and scoping the job to be performed
3. Job research to avoid redundant planner effort
4. Job breakdown with detailing and sequencing of
job steps
5. Material take-off and procurements
6. Assembling the planned job package
7. Receipt of feedback and reflecting it in an
updated job plans
 SCREENING WORK REQUESTS
Work requests may come from PM inspectors and
customer requests
The planner reviews each request for redundancy,
necessity, completeness and accuracy and the
planner must confirm that :
1. The request is needed and is not a duplicate
2. The description is clear and complete
3. Authorization has been given
4. Requested completion dates are realistic and
does make sense
ASSESSING AND SCOPING THE JOB
One-third of the planner’s day should be spent
visiting job sites to analyze jobs to be planned.
The best way is to get out of the office and visit
future job sites before trying to plan the job and to
visit active job sites to learn how job packages
might be improved and for these activities you may
consult the following people :
1. Operator
2. Technician and Mechanic
3. Other persons
 VISIT THE JOB SITE
1. Always visit the job site
2. Discuss work order with the requestor
3. Walk completely around machines or job site
4. Make sure you have a clear understanding of
what is required
5. Talk to anyone else involved in the job –
engineering, quality control, productions, etc.
DEALING WITH SCOPE CREEP
 JOB RESEARCH
Searching through labor libraries, reference
files and MTL to determine :
1. If jobs have been previously planned
2. Information needed
3. Knowledge and reference gap
When research is complete, the planner will
detail job requirements and these include :
• How to perform the job
• What resources are required
WITHIN THE PLANNING PROCESS, THE PLANNER MUST
DO THE FOLLOWING THINGS
1. Select and describe the best method to do the job
2. Determines job sequence by logical steps
3. Determines labor resources requirements
including craft and skill level
4. Lists materials requirements and BOM
5. Needs outsourcing or in house ?
6. Consider how to get parts and people to the job
location, together with supporting equipment
such as ladders, scaffolding, rigging, cranes and
other heavy equipment
7. Consider disposal and safety issues
8. Identify special tools and safety items
9. Estimates total cost in terms of labor, materials
and external charges
10. Get the final authorization
Last but not least, the Planner assembles and
documents all the above planning efforts to
become a “ Planned Job Package “
 FEEDBACK OF THE PLAN
Feedback is used to facilitate
improvement of planned job
packages over time and this
conducted by making survey
sent to key personnel
(maintenance supervisors
and requestors)
JOB PLANNING SURVEY
COORDINATION OF EQUIPMENT ACCES, PERMITTING,
SAFETY AND STATUTORY PERMISSION
Reviewed below are some of the formal and
informal processes by which maintenance
receives permission to work on :
1. Process driven issues
2. Safety driven issues
3. Regulatory driven issues
Safe and legal access to equipment must be
addressed within the planning process and this
involves thinking about :
1. Shutdown and lockout steps
2. People to contact
3. Valves to isolate
4. Access requirements
5. Take and gain custody of the asset
Maintenance must obtain clearance to
interrupt production and without safe access
to the asset , no work can be started
 Professional Maintenance
- Equip Safety
- Skill building
- Cross-training
- Area Maintenance
- WC MRO stores
- Maint Mgmt
System
- Down alarms
- Radios
- Planned PM
LOCKOUT AND TAGOUT
STATUTORY PERMISSION