Planner Role - Time and Scope Managment

Time and priority management is essential to maintaining the maintenance backlog and ultimately increasing confidence that "Approved" Work Orders are prioritized and queued for execution. In order to begin to achieve a level of competency it is important to first understand the current condition and compare to the plan. To clarify, the plan was to develop a backlog where all Work Orders were prioritized, planned and estimated with target dates.

Below are a few steps to discuss with stakeholders in order to have a clear discussion about the role "Planner". Because lack of stakeholder support is a leading cause for the breakdown of Maintenance success, stakeholder alignment is the lynch pin for establishing a cohesive environment.

Scope Management

   1. Typical list of tasks you are responsible for and currently perform as a Planner

1. Scope jobs in field
2. Create job plans on CMMS
3. Scope jobs in field
4. Identify & Order Material
5. Create reusable job plans & maintain data base
6. Create WO’s and schedule 3^{rd party contractors}
7. Produce detailed cost estimates as required
8. Manage Backlog and Target CMMS
9. Produce high-level weekly contractor schedule outline
10. Run adhoc Reports to determine Backlog health

  2. Typical list of tasks you currently perform as a Planner that you are not responsible for

1. Sort and manage work orders directly from Operations
2. Create Work Orders for client
3. Provide emergency coverage for Priority Urgent and Emergency Work orders
4. Manage & delegate FCR’s
5. Scope/manage priority Urgent and Emergency Work Orders
6. Manage poor Work Order reporting practices ( Poor WO prioritization, verbal WO, unnecessary break in WO)
7. Assisting with management of daily work activities
8. Identify the 4 or 5 major time consumers that consumes your day
9. Managing Priority Urgent and Emergency Work Orders
10. Managing daily work activities due to lack of understanding of Planner roles and responsibilities
11. Managing & delegating FCR’s
12. Managing & delegating Break in work   

Time Management

1. Identify the 4 or 5 major time consumers that negatively impact productivity and work towards developing a balance between being at the desk, meeting with stakeholders and being on site.
2. Set a routine based on Work Order Priority, Target Start Date and magnitude of scope.