3-Day Public Seminar

Maintenance
Planning & Scheduling

The single highest-leverage discipline in maintenance — taught by the people who implement it for a living.

Duration

3 Days · 24 Contact Hours

Format

In-Person or Live Remote

From

$1,795

CE Credit

2.4 CEUs · 24 PDHs

Next Session May 12–14, 2026 Raleigh, NC In-Person + Live Remote 7 places remaining

Overview

From Reactive Firefighting to Scheduled Work

Most maintenance organizations spend 40–60% of their wrench time on reactive work. They know it's wrong. They can't seem to stop. The reason is almost never effort — it's that the planning and scheduling discipline isn't built to surface, plan, and protect proactive work.

This three-day seminar teaches the discipline. You'll learn the five-step work management process, build job plans that hold up under pressure, write weekly schedules that actually get executed, and walk away with the metrics, templates, and implementation roadmap you need to apply this on Monday morning.

This isn't theory. Every concept is grounded in field-tested practice from hundreds of plant engagements — food & beverage, chemicals, energy, mining, manufacturing, life sciences. The instructor has done this work, and so have most of the people you'll be sitting next to.

Pick a Date

Upcoming Sessions

Reserve your seat below. In-person attendees get a workbook, exercise materials, lunch each day, and a printed certificate of completion. Live remote attendees get all of the above shipped to their location.

Need a Private On-Site? →

May

2026

May 12–14, 2026

Raleigh, NC In-Person + Live Remote

$1,795 per attendee • 7 places remaining

Aug

2026

August 18–20, 2026

Houston, TX In-Person + Live Remote

$1,795 per attendee

Oct

2026

October 13–15, 2026

Live Remote (US Eastern) Live Remote Only

$1,495 per attendee

What You'll Learn

Three Days, Built Around the Work

Each day blends instruction, group exercises drawn from real plants, and worked examples you can take home. By the end of day three you'll have a draft implementation plan for your own operation.

Day 1

Foundations & Identification

The role of the planner/scheduler · The five-step work management process · Work identification and request quality · Backlog management — what good looks like · Prioritization frameworks (RIME, criticality-based) · Operator-driven defect tagging.

Day 2

Job Planning Excellence

Job plan anatomy — scope, parts, tools, permits, time estimates · Estimating techniques (slotting, comparative, analytical) · BOMs, drawings, and reference data · Working with the storeroom — kitting and staging · Permit-to-work and lockout integration · Plan accuracy and feedback loops.

Day 3

Scheduling, Execution & Sustainment

Weekly scheduling principles and meeting cadence · Daily schedule discipline · Schedule compliance and supervisor accountability · Operations partnership · The four KPIs that drive behavior · Implementation roadmap for your plant.

Who Should Attend

Built for the Roles That Run the Work

If you plan, schedule, supervise, or are accountable for maintenance work execution — this is for you. We also see strong results from operations leaders who interact daily with maintenance.

Format & Logistics

How It Runs

In-Person

Live, Hands-On Classroom

Three full days at the host facility. 8:30 AM – 4:30 PM local time. Group exercises, plant-floor case studies, and the kind of hallway conversations that don't happen on Zoom. Lunch each day, workbook, and certificate included.

Live Remote

Full-Participation Hybrid

Same instructor, same exercises, same certificate. Remote attendees join via Zoom with a dedicated camera and audio setup — not a passive webinar. Workbook and exercise kit shipped to your location ahead of class.

Lead Instructor

Taught by Practitioners

Every Marshall Institute seminar is taught by a senior consultant who actively does this work in client plants — not a career trainer. The case studies in class are the ones they're working on this month.

Senior Consultant

Marshall Institute Faculty

Maintenance & Reliability · 25+ years field experience

Our Planning & Scheduling seminars are led by senior consultants with extensive plant-floor experience implementing work management systems across food & beverage, chemicals, energy, mining, and manufacturing. Each instructor has personally led the kind of transformation this seminar describes — and brings a portfolio of real-world examples, templates, and lessons learned from organizations that look a lot like yours.

What's Included

Everything You Need to Apply It

📚

Comprehensive Workbook

200+ pages covering every concept, exercise, and reference table from the seminar. Designed to keep working long after the class ends.

📋

Templates & Tools

Job plan templates, weekly schedule templates, backlog assessment tool, KPI dashboard starters. Editable formats you can use Monday morning.

🏆

Certificate & CEU

Printed certificate of completion, 2.4 CEUs, 24 PDH credits. Counts toward the Certified Maintenance Planner credential pathway.

🍽

Daily Lunch (In-Person)

All in-person attendees receive lunch each day plus refreshments throughout. Live remote attendees get a kit shipped ahead of class.

💬

Cohort Access

Network of practitioners working through the same problems. The hallway conversations are often as valuable as the curriculum.

📢

30-Day Q&A Window

Email follow-up access to the instructor for 30 days post-class. Apply what you learned, hit a wall, ask the question.

Frequently Asked

Common Questions

Can my team attend remotely?

Yes. Our hybrid format treats live remote attendees as full participants — same instructor attention, same exercises, same certificate. The workbook and exercise materials are shipped to you ahead of class. Some sessions are live-remote-only at a reduced price.

Do you offer group discounts?

Yes — group rates apply for three or more attendees from the same organization. For groups of five or more, an on-site delivery at your facility is usually the better economics. Contact us for a group quote.

What's your cancellation policy?

Cancel 14+ days before the session for a full refund or credit to a future session. Within 14 days, your seat can be transferred to a colleague at no charge, or held as credit toward a future session for 12 months.

Does this count toward Certified Maintenance Planner?

Yes. Planning & Scheduling is a core requirement of the Certified Maintenance Planner credential pathway. Your CEU/PDH credits transfer automatically.

What level of experience is expected?

No formal prerequisites. The seminar is designed to be valuable to both newly-appointed planners and seasoned veterans. Plant-floor or maintenance-organization familiarity helps you get the most out of the exercises, but isn't required.

Can you deliver this on-site at our facility?

Yes — and for groups of five or more it's usually the most economical option. The content can be customized to your CMMS, your terminology, and the specific work-management challenges of your operation. Learn more about on-site training or request a proposal.

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