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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


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



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






• Questions?

Content


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).


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


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.






• Questions?

Content

Elearning

self-directed | online

Pre-qualifying

assessment


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


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


Elearning



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






• 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


(Vocational) 3


(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


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






• Questions?

Content


Thank you

Tim [email protected]

www.pragmaworld.net

LinkedIn

Facebook

Twitter


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

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