Step 2 of 7: Guide to Creating the Best Maintenance Work Order Planning Process and Procedure
Describe and explain in a procedure exactly what to do and how the Maintenance Planner investigates and assembles a complete Work Pack for a maintenance job
Hello, and welcome to this week’s newsletter and installment of the ‘Guide to Creating the Best Maintenance Work Order Planning Process and Procedure’.
Last week, Step 1 explained how to map the first version of the Maintenance Work Order Planning and Resourcing Process and also list each step’s key procedural tasks. This week, Step 2 explains how to write the first version of the detailed ‘Maintenance Work Order Planning and Resourcing Procedure’. A copy of a partially completed procedure is included for you to download.
Each discipline planner has their own procedure
In Step 2, you’ll learn two reasons why each discipline planner has their own job planning and resourcing procedure. There is a procedure for the mechanical equipment planner, a different procedure for the electrical planner, one for an instrumentation and control planner, a different one again for a facility maintenance planner.
Drafting Version 1 of the Maintenance Work Order Planning and Resourcing Procedure
Who can write the procedure that a maintenance planner will follow to build maintenance work packs for maintainers? It is a vital to get the answer right, since a wrong or incomplete maintenance work order planning and resourcing procedure will lead to serious problems on the job.
In Step 2, you’ll use the simplest way to begin creating a discipline-based maintenance planning procedure using what information you already have available from Step 1. You’ll see how to include all forms, references, and documents needed to complete a job and where to include them in the procedure.
What happens if, as you develop a detailed procedure you discover the current key tasks identified in the Step 1 process flowchart are insufficient to properly do the job planning? It’s a situation that is certain to happen to you and the way to address it properly is explained in downloaded sample procedure.
It’s the Planner’s duty to build a comprehensive Work Pack that the maintainers doing the job will use and follow. What goes into the Work Pack? A Work Pack must include every form, every permit, every job task instruction, ever bit of information and advice on doing the job safely, quickly, effectively, and 100% right. The PWWEAM approach to building a job planning and resourcing procedure gives you a simple way to ensure the Work Pack contains all answers to any question the maintainers could ask about the job.
The purpose of the ‘Guide to Creating the Best Maintenance Work Order Planning Process and Procedure’
The Guide and this newsletter are written to help you to create a top-class maintenance work order planning and resourcing procedure.
It takes a long time and a lot of mental effort to develop and write a comprehensive maintenance job planning and resourcing procedure. The final document will be some 60 to 80 A4 pages in length, including sample forms, check sheets, record forms, and other necessary documents. It could take over 120 hours to write and compile a complete, comprehensive maintenance work order planning and resourcing procedure, especially if you want a truly excellent procedure. It will take even more time and effort to train and coach the Planners how to use the procedure.
Next Week: Turning the Procedure into a Map to Follow
Next week, Step 3 of the Guide will show you how to flowchart the Maintenance Work Order Planning and Resourcing Procedure and turn its written descriptions and explanations into an easy to follow step-by-step map.
If you want to get ahead and learn more about building highly successful maintenance processes and procedures with the PWWEAM methodology, you can get the Industrial and Manufacturing Wellness book, from the publisher, Industrial Press. Otherwise, subscribe to keep getting the weekly guidance and newsletter so you don’t miss important insights on key aspects of creating a maintenance job planning process and resourcing procedure with PWWEAM methodology.
Let me know if you have any questions on the above.