Maintenance Management: Developing & Enhancing Maintenance Strategies PetroTech

Course details

This programme initially looks at all of the core maintenance management disciplines that support effective work planning, scheduling and work control. The second week builds on the foundation knowledge introduced during the first week by introducing participants to Maintenance Auditing and Benchmarking. These key tools can be used to ensure the core disciplines are maintained, to drive improvement, identify best practices, and assist with the formulation of strategies.  This conference will cover:

  • Modern Maintenance Management Practices
  • Maintenance Policies and Logistics Planning
  • Failuture Management
  • Work Planning, Scheduling and Control
  • Information and Performance Management
  • Maintenance Auditing & Benchmarking
  • Performance Measurement


Leading industrial organizations are evolving away from reactive ("fix-it-when-it-breaks") management into predictive, productive management ("anticipating, planning, and fix-it-before-it-breaks"). This evolution requires well-planned and executed actions on several fronts. You will:

  • Identify planning best practices and key elements for taking action on them
  • Understand how world-class organizations solve common planning problems
  • Evaluate your practices compared to those of others
  • Improve the use of your information and communication tools
  • Improve productivity through use of better, more timely information
  • Create and preserve lead-time in work management and use it for planning and scheduling resources
  • Improve consistency and reliability of asset information
  • Achieve more productive turnarounds
  • Optimize preventive and predictive maintenance strategies
  • Audit your maintenance operations
  • Learn how to conduct a benchmarking study
  • Use the results to develop and improvement strategy
  • Establish Auditing and Benchmarking as a key element of the maintenance strategy

The conference will impart an understanding of how such techniques can be applied as part of a broad systematic approach to proactively managing and improving maintenance


Facilitated by experienced maintenance specialists, this conference will be conducted as a highly interactive work session, encouraging participants to share their own experiences and apply the conference material to real-life situations. Case studies from different industries will be investigated. conferencesize will be limited to 30 delegates in order to stimulate discussion and efficiency of subject coverage. Each delegate will receive an extensive reference manual, as well as case studies, while worked out solutions will be handed out to the delegates on conclusion of group discussions.

To ensure the concepts introduced during the conference are understood, they will be reinforced through a mix of learning methods, including lecture style presentation, open discussion, case studies, simulations and group work.


Modern Maintenance Management Practice in Perspective

Equipment Classification and Identification

  • Maintenance Practice in Perspective

             - Maintenance in the Business Process

             - Evolution in Maintenance Management

             - The Contribution of Maintenance to the achievement of the Business Objectives

             - Maintenance Strategy Development Process

             - The Business Objective

             - Business, Operations and Maintenance Key Performance Area

             - The Maintenance Objective

             - Roles and Accountability

  • Equipment Classification and Identification
  • CMMS Requirements
  • Functional Location
  • Equipment Type Classification
  • Equipment Identification
  • Part Number and Bill of Material
  • Documentation Structures
  • Document Identification and Classification

Maintenance Policies and Logistics Planning

  • Maintenance Management Policies

             - Equipment Criticality Grading

             - Job Record Policy

             - Job Information Requirements

             - Principles of Work Order Design

             - Maintenance Work Prioritisation

  • Maintenance Logistics Planning
  • Logistic Support Analysis
  • Maintenance Task Detail Planning
  • Maintenance Work Estimating
  • Maintenance Levels
  • Support Documentation
  • Support Equipment
  • Personnel and Organisation
  • Competency Development

Failure Management Programme Development

  • Failure Modes, Effects and Consequences

             - Equipment Functions and Performance Standards

             - Functional Failures

             - Failure Modes

             - Failure Effects

             - Consequences of Failure

  • Failure Management Policies
  • Age Related Failure Patterns
  • Random Failure Patterns
  • Routine Restoration and Discard Tasks
  • Routine Condition-based Tasks
  • Types of Condition-based Tasks
  • Failure-finding Tasks
  • The application of RCM in the Development of Failure Management Policies
  • Proposed Routine Maintenance Tasks
  • Categorising and structuring Routine Maintenance Tasks
  • Corrective Maintenance Planning
  • Logistic Requirements Planning
  • Implementing Failure Management Policies

Work Planning, Scheduling and Control

  • Definition of Notifications, Defects, Deviations
  • Notification Process, Roles and Principles
  • Prioritising Notifications
  • Weekly Master Schedule

             - Master Schedule Objectives

             - Categorise the Outstanding Workload

             - Determine Resource Availability

             - Determine Equipment Non-utilisation Profile

             - Develop Draft Master Schedule

             - Conduct Master Schedule Review Meeting

             - Final Master Schedule and Implementation

             - Backlog Management

  • Project Maintenance Management
  • Critical Path Analysis
  • Project Schedule
  • Resource Planning
  • Maintenance Project Plan
  • Schedule Resources and Materials

Information and Performance Management

  • Management and Information

             - Information and Control

             - Management Levels and Information

  • Performance Indicators
  • Performance Indicators
  • Workload Performance Indicators
  • Planning Performance Indicators
  • Effectiveness Performance Indicators
  • Cost Performance Indicators
  • Management Reports

Introduction and Foundation Concepts

  • The Maintenance Management Environment and the need for improvement
  • An overview of various approaches to maintenance improvement
  • Introduction to Maintenance Auditing and Benchmarking
  • Using Auditing and Benchmarking to drive improvement
  • Implementing sustainable approaches to improvement

Maintenance Auditing

  • The Maintenance Auditing Process
  • Maintenance Auditing Methodology
  • Conducting a Maintenance Audit
  • Interpreting Audit Results
  • Using Auditing to Drive Improvement

Maintenance Auditing and Benchmarking

  • Using the Maintenance Audit for internal benchmarking
  • Designing a customised Maintenance Audit Process
  • The Maintenance Benchmarking Process
  • Maintenance Benchmarking Methodology
  • Designing and Preparing for a Benchmarking Study

Maintenance Benchmarking and Performance Measurement

  • Conducting a Maintenance Benchmarking Study
  • Integrating Benchmarking resulting into improvement and objective setting processes
  • Reporting results of Benchmarking and Auditing Studies
  • Developing Key Performance Measures for Maintenance
  • The Maintenance Balanced Scorecard

Integrating Maintenance Auditing and Benchmarking

  • Integrating Maintenance Auditing and Benchmarking into the Performance Measurement System
  • Using Auditing and Benchmarking to establish improvement objectives and strategies
  • Monitoring Performance Improvement
  • Conclusion

Course Location

About PetroTech


The adage that “knowledge” is power holds very true in this industry. In order to maximize results we are constantly updating and upgrading ourselves. This commitment to ongoing skills development is one of the reasons we are success, the belief that there is a “better way to do things” is what motivates us each and every day. By aligning with us you are going to benefit from our years of expertise in real world scenarios. Classroom learning is great but there is no substitute to real world experience which is what we are bringing to the table.


Billionaire investor Warren Buffett said “price is what you pay but quality is what you get” and that expression is very true. With use we understand that your time is very valuable and you only want the best and most current industry related knowledge which is what we bring to the table.  Instead of giving you massive amounts of inaccurate or outdated information you get precisely what you want, the most current knowledge so you can make truly informed decisions that will directly impact productivity and your bottom line. When results are what you are looking for then the choice is clear, we are your partners in success.


Technology has revolutionized the way knowledge is disseminated in throughout the world, what use to take months or even years to reach the masses can be done in a few hours ! In order to remain relevant and viable we need to embrace innovations. The challenge with innovation is knowing when to implement it and what type of return you can expect from it. Instead of risking your time and resources we have the answers for you, Since we are at the vanguard of the industry whenever there is a fruitful innovation we will be there providing you with the information needed to make the right decision.


We understand you may have unique need so we provide a tailored made (bespoke for our U.K. friends) approach that will address your questions in the most conducive manner possible.  Respect to us means putting your interests, your needs at the forefront of our mind. You will see how genuine we are and that you not just “some customer” you are our partner in success just as much as we are your partner in success. We firmly believe in the “golden rule”, treat others with graciousness, courtesy and respect.  Come experience the difference that quality and respect makes and you will truly be amazed.

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