From Work Request to Work Order: Certified Maintenance Planner (CMP) Preparation Course (Online / Remote)
1Summary
A maintenance planner's real job starts long before a technician picks up a tool — it is the work of turning a vague request into a scoped, resourced, schedulable task that can actually be executed without delay. This programme prepares participants for the Certified Maintenance Planner (CMP) credential by building exactly that capability, grounded in globally recognised practices in reliability-centred maintenance, work order management and CMMS use.
Participants follow the planner's actual workflow: identifying and prioritising work, developing detailed task plans, scheduling and allocating resources, and using CMMS systems to track it all through to completion. The course closes with the materials planning and continuous-improvement practices that separate a planner who keeps up with requests from one who consistently reduces downtime.
2Objectives and target group
Who Should Attend?
- Maintenance planners and coordinators
- Reliability engineers and maintenance supervisors
- Asset and facility managers
- CMMS administrators and operations managers in industrial facilities
Knowledge and Benefits
By the end of the course, participants will be able to:
- Apply the principles of maintenance planning and scheduling
- Develop and manage preventive and predictive maintenance programmes
- Prepare effective work plans, work orders and task packages
- Use CMMS systems for planning, tracking and reporting
- Integrate planning with asset management and reliability engineering
- Improve productivity, reduce downtime and strengthen safety compliance
3Course Content
Module 1: The Maintenance Planner's Role and Mindset
- Responsibilities and boundaries of the maintenance planner
- Reactive versus preventive and predictive maintenance
- Why planning drives maintenance performance in asset-intensive industries
Module 2: From Request to Scoped Work
- Work request mechanisms and sources of maintenance tasks
- Evaluating criticality using priority matrices
- Defining scope, safety, environmental and regulatory requirements
Module 3: Building the Task Plan
- Detailing maintenance work plans and task instructions
- Standard procedures and Bills of Materials (BOM)
- Estimating labour, time and resource requirements
- Creating and managing maintenance checklists
Module 4: Preventive and Predictive Planning
- Fundamentals of preventive and predictive maintenance programmes
- Setting triggers and frequencies for preventive work
- Condition-based versus time-based maintenance
- Using historical failure data to optimise programmes
Module 5: Scheduling, Resources and Materials
- Daily and weekly scheduling techniques
- Managing backlog and balancing workloads
- Coordinating maintenance with operations, including emergencies
- Planning spare parts, tools and contractor services
Module 6: CMMS and Digital Planning
- Core CMMS functions for maintenance planners
- The work order lifecycle: creation to closure
- Using CMMS for reporting and performance tracking
Module 7: Measuring and Improving Planning Performance
- Maintenance audits and performance indicators
- Analysing MTTR, MTBF and backlog ratios
- Running planning reviews and feedback meetings