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Effective Planning and Scheduling Fundamentals using Maximo


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Maximo Planning and Scheduling Training Course

Avoid bad maintenance practices by developing your skills to effectively plan and schedule. In this course, you will learn the skills and abilities to pair the theory of strong planning and scheduling with hand-on application in your CMMS, IBM Maximo. This course design matches the terminology used in Maximo and the theory helps maintenance professionals to better leverage the tool to work for you. Learn key work planning topics around work scope, labor requirements, material requirements, and service requirements. For work scheduling you’ll learn the skills to schedule maintenance downtime, schedule meetings, schedule breakers, and schedule proactive work generation. The skills learned in this course will boost your capabilities to optimize across the work plan and scheduling activities and help make your use of IBM Maximo more impactful.


Who Should Attend This Maximo Training Course?

Asset Management Professionals, Maintenance Managers, Maintenance Supervisors, Production Supervisors, Maintenance Planners, Production Planners, Maintenance Schedulers, Production Schedulers, Maintenance Craft Technicians, and other professionals looking to expand their ability to successfully execute and improve effective maintenance processes.

what will i learn in this course?
  • Learn to develop effective planning processes

  • Learn to plan work execution

  • Learn to eliminate maintenance issues through effective planning

  • Boost your Maximo planning and scheduling capabilities

  • Build awareness of maintenance effectiveness strategies

  • Build maintenance planning skills on permitting, hazards, skills, tools, PPE, parts, and systems

  • Learn best-practices in Maximo Application

  • 1.9 CEUs, 1.9 COCs, 3.17 CMs, ABIH approval #10-230

Duration: 3 days

Dates & Locations

View our current schedule of virtual or on-site courses at



Day 1: 8:00 a.m. to 5:00 p.m.
  • Introduction and Basics
  • Principals of Planning & Scheduling
  • The Work Management Process
  • Critical Path Planning
  • Essential Data Elements
  • Workshop: Prepare a Detailed Job Plan
  • Scheduling Essentials
Day 2: 8:00 a.m. to 5:00 p.m.
  • Scheduling & Communication
  • Workshop:  Weekly vs Daily Scheduling
  • Shutdown & Outage Planning
  • Workshop: Work Execution and Close-Out
  • Effective Organization and Staffing
  • Change Management
  • Workshop: Identifying your local challenges
  • Continuous Improvement Tactics
Day 3: 8:00 a.m. to 5:00 p.m.
  • Maximo Planning & Scheduling Tools
  • Workshop: Utilizing Maximo’s features for Planning & Scheduling
  • Performance Metrics
  • Workshop: Reporting and Analytics


Mark Wolfgram – Senior Manager, Reliability Services, ABS Group

Tim Gilmer – Director, Reliability Services, ABS Group

Chris Armitage – Principal Reliability Engineer, ABS Group

Quinton GoForth – Director, Asset Performance Optimization

Walter Betsill – Senior Manager, Asset Performance Optimization


Randolf Hernandez – Director, Asset Performance Optimization, ABS Group

Related Links


Our Asset Performance Optimization experts offer a full suite of asset management services including asset management master plan development, asset criticality assessments, PM optimization, FMEA analysis, What If Analysis, planning and scheduling support, reliability engineering staff augmentation, best practice work management business process definition, and CMMS system implementation and integration.

We can help you by performing a comprehensive on-site assessment and gap analysis of your current asset management program to ensure you gain the maximum benefit from your SOURCE RCA training.

Incident Investigation and Root Cause Analysis

 We can teach this course at your office. Request onsite training.

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