Operations & Maintenance · Planning Excellence

The strategy is only as good
as its execution.

Maintenance planning is the discipline that converts reliability engineering into operational reality — structured work orders, correct spare parts, right resources, right time. Optimal brings the methodology and CMMS expertise to make it happen.

Discuss Your Planning Programme Benchmark with GARPI™ →

PMC

Planned Maintenance Compliance — the primary KPI that separates high-performing maintenance organisations from reactive ones

3:1

Target ratio of planned to reactive maintenance hours in a well-governed maintenance organisation

CMMS

SAP PM · Maximo · IFS · Site-specific — Optimal builds work orders for your existing system

The discipline behind reliability

Planning is how maintenance
strategy becomes reality.

A maintenance strategy document without effective planning is a filing exercise. Optimal's Maintenance Planning service translates RCM outputs, OEM recommendations and operational requirements into structured, CMMS-ready work orders — ensuring that what the strategy prescribes is what the maintenance team executes, at the right frequency, with the right resources and parts in place.

Poor planning is the single most common reason maintenance strategies fail to deliver their engineered reliability outcomes. Optimal brings the methodology, CMMS expertise and implementation support to close that gap.

Work Order Development

Structured work orders with task descriptions, safety isolation requirements, resource hours, frequency, skills and spare parts references — built from strategy inputs and formatted for your CMMS.

PM Schedule Optimisation

Review and rationalisation of existing preventive maintenance schedules — eliminating over-maintained tasks, identifying under-maintained assets and aligning frequencies with failure data.

CMMS Implementation & Upload

Work order upload and verification in SAP PM, Maximo, IFS or site-specific CMMS — with planner training, data validation and a governance framework for ongoing schedule maintenance.

Full Scope of Service

What Optimal's Maintenance
Planning service covers.

MP.01

Task List & Job Plan Development

Step-by-step task instructions covering safety isolation, tool requirements, inspection points, acceptance criteria and reassembly — structured for consistent execution regardless of technician experience level.

MP.02

Bill of Materials (BOM) Linkage

Linking maintenance work orders to spare parts BOMs — ensuring that when a task is planned, the correct parts are identified, sourced and available before work commences.

MP.03

Maintenance Schedule Build

Development of the full preventive maintenance schedule across all asset classes — daily, weekly, monthly, annual and condition-triggered tasks structured into a manageable workload.

MP.04

Backlog Management

Assessment and prioritisation of maintenance backlog — distinguishing safety-critical from deferrable work, establishing a realistic clearance plan and preventing backlog accumulation from undermining planned maintenance compliance.

MP.05

Planner Training & Capability Build

Structured training for in-house maintenance planners covering job plan development, CMMS use, schedule governance and KPI management — building the internal capability that sustains planning quality after programme completion.

MP.06

Planning KPI Framework

Establishment of planning effectiveness KPIs — planned maintenance compliance (PMC), schedule adherence, wrench time, reactive-to-planned ratio and work order completion rates — with baseline measurement and improvement targets.

Optimal's Approach

From strategy output
to CMMS-ready execution.

Optimal approaches maintenance planning as the critical interface between reliability engineering and maintenance execution. Our planners bring both the engineering understanding of failure modes and the CMMS expertise to translate that understanding into executable, measurable work instructions.

Strategy Input Review

Assess the maintenance strategy source documents — RCM outputs, OEM manuals, regulatory requirements and existing CMMS data — to establish the task list foundation.

Task Development & Validation

Develop job plans and task lists with engineering review — ensuring safety, technical accuracy and alignment with actual site conditions and equipment configurations.

BOM & Spares Alignment

Cross-reference every task with the spare parts catalogue — confirming BOMs are correct, criticality-graded and linked to the work order before schedule activation.

CMMS Upload & Verification

Upload and verify all work orders in your live CMMS environment — SAP PM, Maximo, IFS or equivalent — with planner walkthrough and sign-off process.

Governance Framework Handover

Establish the PM schedule governance process — review cycles, change management, KPI reporting cadence and escalation protocols — with internal capability transfer.

Ready to close the gap between your maintenance strategy and its execution?

Optimal's Maintenance Planning service is typically deployed following an RCM study or maintenance strategy review — converting engineering recommendations into structured, CMMS-ready work orders that the maintenance team can execute from day one.

Start the conversation

Asset Maintenance Strategy → RCM Studies → Spares & Inventory Optimisation → GARPI™ Benchmark Survey →

The strategy is only as goodas its execution.

Planning is how maintenancestrategy becomes reality.

What Optimal's MaintenancePlanning service covers.

From strategy outputto CMMS-ready execution.

Ready to close the gap between your maintenance strategy and its execution?

The strategy is only as good
as its execution.

Planning is how maintenance
strategy becomes reality.

What Optimal's Maintenance
Planning service covers.

From strategy output
to CMMS-ready execution.