Phone +61 8 9457 6297

Mobile/Cell: +61 (0) 402 731 563

Email: [email protected]
Website: www.lifetime-reliability.com

Maintenance Planner and Scheduler Minimum required

Skills, Knowledge and Competency
There are specific minimum set of capabilities required of the people doing the maintenance planning and
maintenance scheduling roles. The list below was developed using the Maintenance Planning and
Scheduling SIPOC Diagram. Other desired capabilities are listed on the Characteristics of a Perfect
Maintenance Planner document.

Maintenance Planner
No Planner Skills, Knowledge, Competency Purpose
Proficient User of the Operation's computerised Quickly find and provide the correct information stored
1
information management systems in the various databases used by the Planner
Identify and collect together an asset’s operating To know how to run an asset at its operating duty and
2
and maintenance parameters maintain it at that level of performance
Identify and collect together an asset’s engineering Provide information to rebuild an asset to the
3
and technical parameters manufacturer’s specifications
Uses Records Cataloguing and Records
Correctly store, maintain and retrieve asset historic
4 Management to build and maintain a framework
records
for all recorded asset history
Database management to build and maintain a Correctly store, maintain and retrieve all necessary asset
5
framework for all documented information information in the databases
Navigates document management system to find
6 Correctly manage, maintain and control documents
any document within 30 seconds
Uses knowledge configuration management to Correctly develop and update maintenance documents
7 ensure the correct information and data is within with accurate and appropriate work quality and technical
maintenance documents information
Correctly catalogue and describe parts for Stores Correctly identify parts, correctly order parts, and
8
catalogue improve and maintain Store’s Catalogue accuracy
Select suitable condition monitoring technology Prove the condition of an asset and postulate on its likely
9
and methodology future operating capability
Identify and specify key asset operating conditions To define exactly what must be achieved to produce an
10
and component health parameters asset that is surely reliable and will operate properly
Develop work quality control standards and set Ensure an asset is built correctly, will function to
11
quality assurance tests (e.g. ITP, ACE 3T) manufacturer’s specifications and operate correctly
Understands the design engineering, manufacture To correctly rebuild an asset to a state that ensures
12
and construction of an asset reliability and proper operation
Understands proper conditions required for the Confidently decide if a parts is in good condition or not
13
components’ in an asset to deliver long service and operation
Uses best practice workflow controls and task To ensure maintenance work tasks are efficiently done
14
management practices right-first-time
Understands and applies business and operating To fully appreciate the business risks that arise in the use
15 risk assessment process and risk mitigation of plant and equipment and to control that risk through
selection appropriate maintenance practices
Does task and job risk assessment and selects the To ensure a maintenance work task and SHE risks are
16
right risk mitigations done under ALARP and without time delays
To manage and organise task requirements, people and
Knows and uses best task time management
17 resources effectively and efficiently to correctly
practices
complete a work order on time
Competently develops and maintains CMMS Able to single handily develop, maintain and support
18 content, asset hierarchy structure, information information structures and databases of the assets that
databases, Stores Catalogue they plan work orders for
To fully appreciate the financial implications of a job
Correctly develops work order job costing to
19 and use that knowledge to make wise financial decisions
±10% accuracy every time
and manage the maintenance budget
Expertly navigates CMMS, asset hierarchy
Find any information and confirm the status of any work
20 structure, information databases, Stores Catalogue
order task requirements
and finds required information within 30 seconds
C:\Users\Mike\Documents\Lifetime Reliability\Consulting Work\Asset Management Maintenance\Nickel West\Maintenance Planner-Scheduler Competencies\Planner and Scheduler Skills and Competency List.docx
 Phone +61 8 9457 6297
Mobile/Cell: +61 (0) 402 731 563
Email: [email protected]
Website: www.lifetime-reliability.com

Ensure all parties are fully aware of work order

Proficiently runs meetings and get consensus and
21 requirements and the actions needing to be done to keep
agreement to action decisions
the job on schedule
Develop purchasing and contract specifications,
Purchase the right equipment, parts and materials to
including selecting appropriate and correct
22 prevent operating risk and minimise future operating life
technical standards and specifying special deliver
maintenance costs
requirements to protect items and parts reliability
Applies best order delivery and stores receival To track all orders along the supply chain and ensure
23
practices purchased items and services are on schedule
Interrogate databases to develop management To monitor department, equipment and maintenance
24 reports, performance graphs and provide financial process performance in order to find improvement
information opportunities
Competently select PM and PdM strategies, Correctly identify the operating life maintenance
activities and scheduling of maintenance strategies to apply to an asset and each of its parts, and
25
intervention from first principles to prevent failure select when to perform the associated activities to
causes and failure modes maximise asset operating profit
Permits sound forecasting of cash flow and allows
Able to develop complete Maintenance Budget for
26 inclusion of new maintenance strategies into operating
the assets they plan for
plans
Ensure spare parts are kept reliable while in storage, that
Fully conversant with best Stores Management
27 stocked parts are replenished in time, and all purchased
practices
parts are safely stored and found

Maintenance Scheduler
No Scheduler Skills, Knowledge, Competency Purpose
Proficient User of the Operation's computerised Quickly find and provide the correct information stored
1
information management systems in the various databases used by the Scheduler
Uses best practice workflow controls and task To ensure maintenance work tasks are efficiently done
2
management practices right-first-time

Applies job risk assessment and risk mitigation To ensure each maintenance job is done under ALARP
3
proactively to stay in-front of potential problems operational risk and without delays

Understands and applies business and operating To fully appreciate the business risks that arise in the use
4 risk assessment process and risk mitigation of plant and equipment and to control that risk through
selection appropriate maintenance practices
To manage and organise parts and materials, work
Knows and uses best job time management requirements, people, contractors and resources
5
practices competently effectively and efficiently to complete the daily work
schedule
Fully understands and can identify and explain an
To ensure all safety preparations have been made to
6 operating asset risks and competently knows how
truly address all job and work task risks
to mitigate and control them
Uses interpersonal negotiation skills and Convince people to action agreements in a timely
7
influencing skills to maintain the agreed schedule manner that maintains the weekly schedule
Competent in project management of multi-
8 Identify project risks and control them to ALARP
disciplinary crews on large construction works
Competently develops bar charts and PERT Ensure schedule work can confidently be achieved with
9
diagrams available manning and resources
Ensure sufficient and appropriate skill s and capability
10 Proficient at manpower and resource levelling
are available at the right time to do a work order
Expertly navigates CMMS, asset hierarchy
Find any job specific information and confirm status of
11 structure, information databases, Stores Catalogue
any scheduled work order requirements
and finds required information within 30 seconds
Ensure all parties are fully aware of schedule
Proficiently runs meetings and gets consensus and
12 requirements and the actions needing to be done to keep
agreement to action decisions
the daily schedule

C:\Users\Mike\Documents\Lifetime Reliability\Consulting Work\Asset Management Maintenance\Nickel West\Maintenance Planner-Scheduler Competencies\Planner and Scheduler Skills and Competency List.docx