DETAILED PLANNING PROCESS

JOB PLANNING IS A SEVEN STEP PROCESS

1. 2. 3. 4. Screening of work requests Assessing and scoping the job to be performed Job research to avoid redundant planner effort 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 planners 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