Certified Maintenance Planner

Designed for:

• Maintenance planners and supervisors
• Reliability, mechanical, and electrical technicians moving into planning roles
• Materials/MRO and procurement coordinators
• Shutdown and turnaround preparation teams

Experience in maintenance or crafts is recommended. Basic CMMS exposure is helpful.

Role & Competency Framework

• Planner responsibilities and interfaces
• Standard planning workflow and templates
• Quality criteria for job plans
• Safety and permitting considerations

Estimating & Job Plans

• Craft task breakdown and sequencing
• Labor, tools, and special equipment estimation
• Material take‑offs and BOM updates
• Digital job plan libraries

Materials & Vendor Coordination

• Kitting and staging strategies
• Critical spares and lead‑time mitigation
• Vendor quotes and contractor alignment
• Readiness reviews and checklists

Field Readiness & Handover

• Site walkdowns and constraints removal
• Coordination with scheduling and operations
• Permits, lock‑out/tag‑out, and safety controls
• Handover package and feedback capture

Performance & Governance

• Planning KPIs and effectiveness audits
• Data quality standards in CMMS
• Root‑cause of planning failures
• Improvement roadmap and adoption plan