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. Work requestor harus menyertakan proper coding
4. Authorization has been given
5. 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.
 SCOPING THE JOB
▪ What are you going to do?
▪Replace
▪Repair
▪Patch up
▪Defer work
▪Do nothing
▪ Identify duplicate jobs (or similar work)
▪ Developed by Subject Matter Experts
▪ Cost considerations must be accounted for
▪ Operational Constraints (production requirements,
statutory requirements, resource availability, 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. Consider alternative approaches
3. Knowledge and reference gap
4. Contact other function for good information
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“
KEPUTUSAN UNTUK OUT - SOURCING
• Lack of expertise
• Too hazardous
• No experience
• Bound by contract
• Top management policy
 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
- Maintenance
Mgmt. System
- Down alarms
- Radios
- Planned PM
LOCKOUT AND TAGOUT
STATUTORY PERMISSION