Effective work preparation and planning of interventions and major outages

Training
Shutdown & Turnaround Management

Managing breakdowns, preparing work, being on time for preventive maintenance, preparing and executing planned shutdown work... Every maintenance department operates in a demanding and difficult environment, often with small teams. 

However, in many companies, by preparing more efficiently and planning better, there is still room for improvement in order to do more work with the same number of people. The more you reduce the time spent searching for parts, tools or drawings,... on the one hand, and the more you reduce the waits in the assignment and distribution of work on the other hand, the more it will be possible to deploy maintenance teams efficiently and to reduce and optimise production downtime.

This three-day course explains and demonstrates the benefits of work preparation and planning. You will learn: how to coordinate your work preparation and planning processes for both your routine maintenance and planned shutdowns, how to get the most out of your maintenance team by increasing efficiency and performance, and how to implement important elements in your planned shutdown management processes. 
In this course you will learn the differences between organising routine maintenance and organising planned outages.

The course also includes an interactive game "I-Plan", in which you experience the principles of an effective planned shutdown yourself: In teams, participants are able to simulate the process of managing a planned shutdown from initiation to completion. 

I-Plan is an exciting, interactive and realistic simulation that mimics a planned shutdown with all the typical problems and constraints such as parts management, limited resources, consignment, subcontractor issues, planning challenges, work order management, coordination, etc. On a game board, where logistical and safety constraints get in the way, participants have to prepare and plan the workload with various interactive elements and delimited work areas. The definition and management of the critical path is also explained in the game. 

The game is played within a time limit, and the participants are in a race against time, because... "Time is money"!

Learning objectives

  • Know the core values and benefits of work management
  • Know the different roles and responsibilities 
  • Know the different stages of work management 
  • Know the benefits of work order analysis and continuous improvement 
  • Be able to create a task plan
  • Be able to calculate a backlog and understand the value of evaluating it
  • Understand the value of controlling routine maintenance planning
  • Understand the differences between the organisation and management of routine and planned outages
  • Be able to identify the critical path
  • Manage the risks associated with planned outages
  • Know the different steps of a good management of planned outages
  • Know how to measure and evaluate a work order and a shutdown process

Programme

Introduction 

  • Definitions
  • Basic concepts
  • Common beliefs
  • Proactive maintenance management model
  • Distinction between Roles and Functions
  • Key roles in maintenance

Initiation & Prioritisation

  • Origin of service requests
  • Content of a request
  • Priorities - Differentiating between important and urgent
  • ASAP and ALARP - Decision matrix
  • Impact on planning
  • Synthesis

Preparing the work

  • Common wastage - recognising it
  • Benefits of good preparation
  • Steps in preparing a job
  • Consideration of safety
  • Managing parts and tools
  • Qualitative vs. quantitative instruction
  • Kitting
  • Building a library of typical jobs
  • What a preparer should never do and why
  • Synthesis

Planning

  • The different planning processes
  • Planning horizons and processes
  • Planning: a team effort
  • The meetings to be held
  • Rules and criteria to be taken into account
  • Managing the backlog
  • Calculating the size of the backlog (and why it is important)
  • Synthesis

Execution & Closure

  • Coordination of work
  • Follow-up management
  • Handover
  • Reporting
  • Summary

Continuous Improvement

  • Why implement a continuous improvement process
  • Job Improvement Program
  • FRACAS

Planned downtime management

  • Management process
  • Identification of work / definition of scope
  • Prepare, organise and plan
  • Planning tools - Gantt / PERT
  • Critical path 
  • Identify and control risks
  • Implement - Active communication
  • Review process

Performance Indicators

  • Why use KPIs
  • Difference between leading and lagging KPIs
  • Planning rate
  • Backlog
  • Effective maintenance time (wrench time)
  • Rate of adherence to planned times
  • Rate of adherence to schedule
  • Preventive / predictive balance
  • Equipment health status

Organisation

  • Summary of key roles
  • Role, assignment and added value of the gatekeeper
  • Role, assignment and added value of the preparer
  • Role, assignment and added value of the planner
  • Role, assignment and added value of the supervisor
  • Role, assignment and added value of the reliability engineer
  • Role, assignment and added value of the storekeeper
  • Typical implementations for small and large organisations

Who is this training for?

This course is designed for maintenance managers, work preparers and planners as well as maintenance supervisors and shutdown managers. Anyone with previous experience of shutdowns who wants to improve their working methods is also welcome.

About the trainer

Mauro Leardi is Maintenance & Reliability Manager. He has an experience of more than 25 years as Manufacturing Supervisor, Methods Officer, Project Leader 6Sigma and CPS Blackbelt (TPM manager), Quality Supervisor, Quality Engineer where he managed projects: BIQ implementation, manufacturing support, audits...) at Caterpillar Inc. He was Maintenance & Reliability Engineer at Allied Reliability before joining I-Care in July 2018 as a trainer. 

Thu24 Sep '26
at 09h00 in Nivelles
24/09, 01/10, 02/10 - 2026
Rate members
1.895,00 €
Rate non-members
2.195,00 €
Language
French
Organized by
BEMAS
Regus, Avenue Jean Monnet 1, Nivelles

Veuillez vous inscrire min. 2 semaines avant la date. Le PO peut être fourni plus tard.

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