Module 1
Project Management - a primer

1. Definitions
   1. Project Management
   2. Shutdown Management
2. Scheduling principles
   
   1. Maintenance Scheduling Classes
   2. Network Scheduling (PERT/Critical Path Method Scheduling)
      
      1. Definitions
         Activity on arrow technique
3. Getting started with Microsoft Project
4. Scheduling Principles (continued)
   
   1. Activity on node technique
   2. Scheduling formats
5. Creating a task list: hands-on exercise
6. Scheduling Principles (continued)
   
   1. Resource planning
   2. Setting up a network plan

Module 2
Scheduling and project management principles

1. Scheduling Principles (continued)
   
   1. Multiple time estimates
   2. Understanding the schedule
2. Setting up resources: hands-on exercise
3. Scheduling Principles (continued)
   
   1. Managing a project using the schedule
   2. A cautionary note
4. Project Management Principles
   
   1. Sources of projects in maintenance
   2. Identifying valid project management instances
   3. The maintenance project manager – a profile
   4. The use of project management principles to advantage
5. Assigning resources to tasks: hands-on exercise
6. A business case for shutdowns
   
   1. Historical perspective on maintenance and shutdowns
   2. The objectives of maintenance
   3. Shutdowns as a means to implement the maintenance objectives
7. Class assignment
8. Formatting and printing your plan: hands-on excercise
9. Preventive Maintenance principles
   
   1. Pro-activeness
   2. Maintenance Strategy options
10. Class assignment
11. Tracking progress on tasks: hands-on exercise

 Module 3
Shutdown and project planning principles I

1. Preventive Maintenance principles (continued)
   
   1. Condition Based Maintenance principles
2. Fine-tuning task details: hands-on exercise
3. Individual assignment: hands-on exercise
4. Preventive Maintenance principles (continued)
   
   1. Use Based Maintenance principles
   2. Variability in component lives
5. Fine-tuning resource and assignment details: hands-on exercise
6. Detailed project planning
   
   1. Determining the scope of the task
7. Fine-tuning the project plan

 Module 4
Shutdown and project planning principles II

1. Detailed project planning (continued)
   
   1. Manpower planning
   2. Procurement
      
      1. Procurement of Spares and Materials
2. Organising and formatting project details: hands-on exercise
3. Detailed project planning (continued)
   
   1. Procurement (continued)
      
      1. Procurement of external services, including renting of special equipment
      2. Procurement of manpower
   2. Safety and Quality requirements
      
      1. Internal quality
      2. External quality
4. Class assignment
5. Printing project information: hands-on exercise
6. Project Management
   
   1. Management Planning
      
      1. Why is planning important?
      2. The planning process
      3. Planning and Control
7. Tracking progress on tasks and assignments: hands-on exercise
8. Project Management (continued)
   
   1. Project organisation
   2. Project leading
   3. Project control
9. Class assignment
10. Viewing and reporting project status: hands-on exercise

Module 5
Successful shutdown management

1. The shutdown steering group
   
   1. Constitute the steering group
   2. The shutdown steering group agenda
2. The shutdown manager
3. The shutdown planning office
4. Determining the shutdown scope
5. Getting the project back on track: hands-on excercise
6. Shutdown planning process
7. Pre-shutdown work
8. Post-shutdown re-planning
9. Applying advanced formatting to the project plan: hands-on excercise

Credits 16*, level 5**

CPD Points: 5

* The course comprises 80 hours of study, of which 40 hours are in class, with a further 40 hours for the assignment.

**Occupational Certificate level

Module 1
Introduction

• The AM-Tech perspective on business success, and the role of tenance Planning
• Business types and Asset Management
• Development of a Maintenance Plan for the organisation
• Asset Management Value Chain
• What about planning?
• Why is planning necessary?
• Review of Preventive Maintenance from C301
• Review of Scheduling from C301
• Review of Task Planning from C301

Module 2
Task Design

• Work Study
• Method Study
  • Step 1: Select tasks for improvement
  • Step 2: Record the relevant facts  
  • Step 3: Examine the facts
  • Step 4: Develop improved tasks
  • Step 5: Implement the improved methods
  • Step 6: Maintain the improved methods
• Task Specification
  • Maintenance Task Analysis (MTA)
  • Task Specification

Module 3
Task Standards

• Introduction
  • Link with Method Study
  • Why is this important in Maintenance?
    • Value of Time Study
    • Time Study Techniques
    • Rate of working
    • The Unit of Work
  • Problematics
    • Social Barriers
    • Technical Barriers
• Methods
  • Time Study
    • Steps in performing a Time Study
    • Factors influencing time study
  • Other Techniques
    • Use of Technology
    • Methods Time Measurement (MTM)
    • Estimating
    • Analytical Estimating
    • Comparative Estimating 

Module 4
Work Order Scheduling - First Steps

• Our focus in Work Order Scheduling is on weekly scheduling
  • Introduction: the importance of the Maintenance Planner
  • Task Planning in C301
  • Work Order Scheduling
  • The Maintenance Work Cycle
  • Assembling the Work Package
• Understanding the Maintenance Planner’s work
  
  • The Planner’s weekly schedule
  • Maintenance Planning Process
  • Long term schedules — scheduling major calendar activities
• Priorities and the plan
  • The Planner’s role as gatekeeper
  • Relative Rank of Importance (RROI)
  • What about the effect of the backlog?
  • Can the schedule be broken?
• Assembling the work for the plan
  • Planned Work
  • Backlog
  • Resources

Module 5
Work Order Scheduling: 
     A. Producing the Schedule
     B. Work Support & Close-out

• Weekly Maintenance/Production Coordination meeting
  • Planner preparation for the weekly coordination meeting
  • Agenda for the weekly Coordinating Meeting
  • Efficiency of meeting
• The weekly schedule
  • Personnel Availability
  • Work Order Listing
  • Perform work loading
  • Prepare weekly schedule
• Execution Support
  • The Supervisor is responsible for task execution
  • Daily Schedule adjustment
  • The effect of breakdowns and other critical work
  • Planner Support for Task Execution
  • The daily updating meeting
• Work Close-out
  • Task feedback
  • Schedule Compliance

Credits 16*, level 5**

* The course comprises 80 hours of study, of which 40 hours are in class, with a further 16 hours of private study, and 24 hours for an assignment.

**Occupational Certificate level

 Prerequisites:

Completion of C301: Maintenance Planning

Module 1
Maintenance Principles

• How does it work?
  • The two cycles of the economy
• What does maintenance need to achieve?
  • The objectives of operations
  • The objectives of maintenance
  • The goal is teamwork
  • Quality the principle behind success
  • Downtime vs Uptime
• How do we maintain?
  • Business principles of maintenance
  • Failure modes: what are they?
  • The maintenance options
  • Asset Management (PAS 55 and ISO 55000)

Module 2
Maintenance Types

• Introduction
  • The terminology trap
  • Maintenance Strategy Tree
  • RCM for Planners
• Prevention
  • Use Based Maintenance
  • Condition Based Maintenance
• Corrective Maintenance
• Design-out Maintenance
  • Types of design-out

Module 3
Maintenance Planning I

• Planning Principles
  • The role of Maintenance Planning in the organisation
  • Structured Maintenance Planning
• What are the components of planning?
  • Maintenance Planner’s Task list
  • DatabaseAdministration
  • Scheduling
  • Task Planning
  • Procurement
  • Task Feedback
  • Management Reporting
• Scheduling
  • Maintenance Scheduling Classes
  • Pert/Critical Path Scheduling
  • Time Slot Scheduling
  • Batch Workshop Scheduling

Module 4
Maintenance Planning II

• Work Priority
  • Simple priority schemes
  • Better prioritisation schemes
  • PriorityAllocation
• Task Planning
  • Determining the scope of the task
  • Detailed Task Planning
  • Work Area Logistical Planning
  • Backlog Management
• Management Reporting
  • Main Management Support categories
  • Analysis of Maintenance Results

Module 5
Mantenance Planning III

• Reporting
  • Principles of good Management Reporting
  • Analysis
  • Long Term Planning and Budgeting
• Maintenance Systems
  • Work Order process
  • Configuration Control
  • Plant Codification
  • CMMS

Credits 16*, level 5**

* The course comprises 80 hours of study, of which 40 hours are in class, with a further 16 hours of private study, and 24 hours for the assignment.

**Occupational Certificate level

Module 1
Asset Management / Maintenance Principles

• How does it work?
  • The two cycles of the economy
• What does maintenance need to achieve?
  • The objectives of operations
  • The objectives of maintenance
  • The goal is teamwork
  • Quality the principle behind success
  • Downtime vs Uptime
• How do we maintain?
  • Business principles of maintenance
  • Failure Modes: what are they?
  • The options
  • Asset Management (PAS 55 and ISO 55000)

Module 2
Maintenance Types

• Introduction
  • The terminology trap
  • Maintenance Strategy Tree
  • RCM for Supervisors
•  Prevention
  •  Use Based Maintenance
  • Condition Based Maintenance
•  Corrective Maintenance
•  Design-out Maintenance
  • Types of design-out

Module 3
People Aspects

• Successful leadership
• Understanding your team
• Leadership styles
• Motivating the Maintenance team
• Decision-making
• Conflict Handling
• Developing your own leadership talents

Module 4
Supervision I

• Definition
• Who should become a Maintenance Supervisor?
• Basic Management Theory
• The practical use of the Basic Management Theory (POLC) by the Maintenance Supervisor
• Effective communication in the Maintenance team
• Personal Planning and Time Management
• Managing Preventive/Pro-active Maintenance
• Maintenance Control
• Maintenance Budgeting and Cost Control
• Managing Safety and Housekeeping
• Managing Quality

Module 5
Supervision II

• Maintenance Systems – the nerve centre of the maintenance function
  
• Maintenance Systems and Supervision
  
• Managing system feedback
  
• Workshop organisation
  
• Manpower requirements
  
• Manpower selection and training
  
• Maintenance Supervisor’s Task List

Credits 12*, level 5**                                     

* The course comprises 60 hours of study of which 32 hours are in class, with a further 12 hours of private study, and 16 hours for an assignment.

**Occupational Certificate level.