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SMARTER approaches in Asset Management www.saama.org.za
Maintenance Planner Training
Tim Beavon | Pragma Academy
June 2018
SMARTER approaches in Asset Management
• Why a Maintenance Planner Qualification?
• What is the Maintenance Planner Qualification?
• What must be done to complete the qualification?
• What is the current status of the qualification?
• Questions?
Content
SMARTER approaches in Asset Management
Why a Maintenance Planner Qualification?
SMARTER approaches in Asset Management
Why a Maintenance Planner Qualification?
The role of a maintenance planner is to improve the productivity of the maintenance staff and
reduce the downtime for required maintenance:
1. Create a prioritised and coded list of work orders Verify work requests; PMs from EAMS; follow-up work; prioritise / code WOs
2. Scope and plan large maintenance workScope the work; estimate complexity / risk / duration; identify resources required
3. Schedule the work with Maintenance and Production Prioritise/group work; confirm resource capacity; Production slots
4. Prepare / Secure resources for the work to be doneSpare parts; special equipment; contractors
5. Update EAMS master data as requiredAsset information; BOMs; std task details, frequency, resources, duration
6. Create ad hoc reports (as required)Management queries, preparation for audits, input to RCAs
7. Plan for a shutdown (if applicable)Scope the work; schedule with critical path; resource levelling; update plan
Why a Maintenance Planner Qualification?Why a Maintenance Planner Qualification?
Why do we need to plan and schedule?
More maintenance work is accomplished in less time using the same resources
Personal
time
HSSE
requirements
Waiting on
information
and
instruction
Travel Finding
tools and
materials
Personal
time
Productive or wrench time
Improved productive
or wrench time
Improved planning and scheduling results
in improved workload management
Waiting on
others
Productive or wrench time
SMARTER approaches in Asset Management
Why a Maintenance Planner Qualification?
Cost and Risk. Getting the balance right between
asset economic exploitation and asset care. Asset
care centric organisations benefit from deferred
capital investment.
Delivery and Risk. Delivering sustainable asset
reliability, through optimised resource utilization.
Fun fact: One planner can optimise the efficiency of
up to twenty tradespeople.*
Quality. Optimised work instructions, tools and
spares correctly identified enables freed-up
workforce to be readily optimised for more complex
jobs and root cause failure analysis.* Reference T. O’Hanlan – Failing to Plan Negates Maintenance Efficiency
Image: From PAS 55 economic optimum approach versus balanced approach
SMARTER approaches in Asset Management
• Why a Maintenance Planner Qualification?
• What is the Maintenance Planner Qualification?
• What must be done to complete the qualification?
• What is the current status of the qualification?
• Questions?
Content
SMARTER approaches in Asset Management
What is the Maintenance Planner Qualification?
The CHIETA has registered an Occupational Certificate: Maintenance Planner
with the QCTO.
• The qualification is aimed at NQF Level 5 and has 261 credits
• It will take the average learner about two years to complete
Prerequisite entry requirements (one of the following):
• NQF Level 4 Mathematics and Physical Science
• NQF Level 4 with three years experience in maintenance planning
• Qualified tradesperson
The qualification is aimed at:
• Tradespeople who aspire to pursue a career as maintenance planners
• Supervisors of tradespeople with no formal maintenance planning
qualification
• Maintenance planners, maintenance schedulers, shutdown coordinators
and shutdown planners who do not have a formal qualification
Provision has been made for Recognition of Prior Learning (RPL).
SMARTER approaches in Asset Management
What is the Maintenance Planner Qualification?
Outcomes
• Identify work through notifications and work requests
• Scope and plan work in accordance with identified
notifications and work requests
• Schedule planned activities
• Coordinate the execution of tasks
• Close out documentation
• Review the execution outcomes of the work
management process
• Maintain master data
SMARTER approaches in Asset Management
What is the Maintenance Planner Qualification
Learning outcomes
• A practical outcome for shutdown planning
• Knowledge and soft-skills around essential non-
technical skills that planners require, eg.:
• Problem solving skills
• Verbal and non-verbal communication
• Facilitation skills
• Time management skills
• Coaching and mentoring skills
• Documentational control
• Managing conflict
• Negotiation skills.
SMARTER approaches in Asset Management
• Why a Maintenance Planner Qualification?
• What is the Maintenance Planner Qualification?
• What must be done to complete the qualification?
• What is the current status of the qualification?
• Questions?
Content
Elearning
self-directed | online
Pre-qualifying
assessment
self-directed | online
Example: The Maintenance Planner Qualification Journey
Register for
the programme
Statement
of work
Practical Project
Management course
Maintenance
Planning and
Scheduling course
Facilitated by CHIETA
Assessment
online
Summative
assessment
Systems training
On Key or SAP®
Quizzes
modular | online
Assessment
classroom
Contact sessions
facilitated | classroom
Contact sessions
facilitated | classroom
Completed in the workplace
Supported by a line manager
Line manager guide available
Essential Non-
technical
Skills course
Assessment
online
Quizzes
modular | online
Contact sessions
facilitated | classroom
Elearning
self-directed | online
SMARTER approaches in Asset Management
What must be done to complete the qualification?
• Prior to being able to register, learners must have a memorandum of
understanding with an employer or workplace.
• From registration to the final formative summative assessment the
programme is coordinated by a Skills Development Provider (SDP).
• The objective of the SDP is to ensure that learners are effectively
prepared for the External Integrated Summative Assessment (EISA)
to be administered by CHIETA.
• Access to the EISA is only possible once the portfolio of evidence for
the statement of work has been completed.
• Quality assurance of the portfolio of evidence is the responsibility of
the SDP and workplace via the MoU.
What must be done to complete the qualification?
Register for the
programme
Maintenance planning
and scheduling course
Practical project
management course
Essential non-technical
skills course
Statement of work | 12 month work portfolio
Formative summative
assessment
External integrated
summative assessment
Memorandum of
Understanding (MoU) for
workplace deliverable
Month 10 - 121 Month 8 Months Month 12 – 18/24
SMARTER approaches in Asset Management
• Why a Maintenance Planner Qualification?
• What is the Maintenance Planner Qualification?
• What must be done to complete the qualification?
• What is the current status of the qualification?
• Questions?
Content
Occupational Qualifications Framework
Version: 2007-12-17
NQF
Occupational
Certificates
Advanced National
Certificate
(Vocational)
Incl. s
ubje
ct / u
nit c
ertific
ate
s
National Senior
Certificate (Grade 12)
General Education &
Training Certificate
(Grade 9)
Advanced National
Certificate
(Vocational) 5
Adult National
Senior
Certificate
Adult National
Senior
Certificate
Units of
learning to be
accumulated
National Certificate
(Vocational) 4
National Certificate
(Vocational) 3
National Certificate
(Vocational) 2
OQ
F
Doctoral Degree
Masters Degree
Master Postgraduate Diploma
Professional Qualifications s Degree
Bachelor Degree
Advanced Diploma
Diploma
Advanced Certificate
Higher Certificate
HE
QF
GF
ET
QF
Level 1
Level 3
Level 2
Level 4
Level 6
Level 5
Level 7
Level 9
Level 8
Level 10
Occupational Q
ualif
ications F
ram
ew
ork
In addition to the SAQA Level Descriptors - LARF
Levels Typical activities Role Workplace FocusTime span of
Discretion
10 Envisioning future scenarios Visionary leadershipFuture shape of organisation,
industry, profession10-15 years
9 Set and implement strategies Leading and directingThe 'business landscape' or
profession5-10 years
8 Manage or design systems Resource management Policy, resource allocation 3-5 years
7 Manage or design processes Changed practices New technology, systems 1-3 years
6Develop and implement
changesOptimisation Improvements 6 mth -1yr
5 Maintain efficiencies Stability and consistency Systems 3-6 mth
4Setup processes and solve
process problemsProcess management Process data 1-3 mth
3 Adjust, maintain and oversee Procedures Productivity 1wk
2 Monitor, support Operations Machinery 1day
1 Perform elementary tasks Task Machines, tools
SMARTER approaches in Asset Management
Occupational Qualification Role Players
SAQA(NQF Framework)
UMALUSI(GFETQF Sub-
framework)
QCTO(OQF Sub-framework)
DQP(Development
Quality Partner)
SDP(Skills
Development Providers)
AQP(Assessment
Quality Partner)
CHE(HEQF Sub-framework)
Current Status of the Planner Qualification
• The qualification has been registered by CHIETA with the
QCTO and the deadline for comments passed in February
2018
• The qualification is available from the QCTO website:
http://www.qcto.org.za/index.php/maintenance-planner
• SAQA approved the qualification on 01 March 2018
(SAQA ID Number: 101874)
• A process will be lead by CHIETA to encourage organisations
to become registered as Skills Development Providers
(SDP)
• Both QCTO and SAQA are very constrained for resources so
timelines are difficult to predict
SMARTER approaches in Asset Management
• Why a Maintenance Planner Qualification?
• What is the Maintenance Planner Qualification?
• What must be done to complete the qualification?
• What is the current status of the qualification?
• Questions?
Content
SMARTER approaches in Asset Management
Thank you
www.pragmaworld.net
SMARTER approaches in Asset Management
FAQ?
FAQ
• Will I get the credit if I do it now while the accreditation process of
the Skills Development Provider is not accredited?
• When do we expect the Skills Development Provider to be
approved by QCTO?
• Will I get credit if I am not in the Chemical SETA?
• I have been a planner for 12 years – can I get RPL?
• Do you have to be an artisan to do it?
• Can I do only a subset of the Planner training?
• Our planners also need additional skills (like problem solving) – is
it possible to include it as well?
• Etc