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Reliox
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Planning & Scheduling Excellence Assessment

Welcome to the deepest P&S assessment available as a self-service digital tool. This assessment maps your planning and scheduling maturity across 10 pillars with 60 questions in approximately 20-25 minutes.

Based on proven frameworks:

  • ◆ Palmer's 12 Principles — 6 Planning + 6 Scheduling principles
  • ◆ SMRP Pillar 5 — Work Management best practices (5.1-5.11)
  • ◆ ISO 55001 — Asset management operational control (Clause 8)

After completion you will receive:

  • ◆ Detailed maturity score per pillar (1.0-5.0)
  • ◆ Weighted overall score with 10-pillar radar chart
  • ◆ Prioritized improvement roadmap with templates & procedures
  • ◆ Comprehensive report via email

Assessment Structure (60 questions):

◆ Pillar 1: Planning Organization & Culture (6 q)
◆ Pillar 2: Work ID & Prioritization (5 q)
◆ Pillar 3: Job Planning Process (8 q)
◆ Pillar 4: Equipment Knowledge & Files (5 q)
◆ Pillar 5: Materials & Parts Management (5 q)
◆ Pillar 6: Scheduling Process (8 q)
◆ Pillar 7: Daily Execution & Coordination (6 q)
◆ Pillar 8: Work Closeout & Feedback (5 q)
◆ Pillar 9: Systems & Technology (5 q)
◆ Pillar 10: Performance Measurement (7 q)

Explore the framework before you start:

10 Pillars & Business Case
Framework, ROI & savings potential
Your Improvement Journey
4 delivery channels explained

Important Disclaimer: This assessment is a self-evaluation tool for educational and awareness purposes. Results do NOT constitute formal planning maturity certification or professional audit. Organizations seeking formal assessments should engage qualified maintenance planning professionals.

All answers are confidential. Your data is processed securely and never shared with third parties.

Company Information

Tell us about your organization so we can benchmark your results.

Pillar 1 of 10 6 questions

Planning Organization & Culture

Mission: Establish a dedicated, well-supported planning function with the right people, organizational structure, and cultural buy-in.

1. Does your organization have dedicated maintenance planners who are organizationally separate from craft crews?

2. What is the ratio of dedicated maintenance planners to maintenance technicians?

3. How are maintenance planners selected and what qualifications do they have?

4. What percentage of planner time is spent on future work versus helping with jobs already in progress?

5. How actively does management support and sponsor the planning and scheduling process?

6. How do technicians and supervisors perceive the planning function?

Pillar 2 of 10 5 questions

Work Identification & Prioritization

Mission: Capture all maintenance work through formal work orders and apply a consistent, enforceable priority system that drives the right work at the right time.

7. What percentage of maintenance work is captured through formal work orders?

8. Does your organization have a defined work order priority system with clear criteria?

9. How effectively is the priority system enforced and protected from abuse?

10. Does your organization classify work orders by type (reactive/proactive, extensive/minimum)?

11. What is the approximate percentage of proactive versus reactive maintenance work?

Pillar 3 of 10 8 questions

Job Planning Process

Mission: Develop job plans that give technicians a reliable "head start" — the right scope, parts, tools, safety, and time estimates.

12. Do planners perform field inspections to verify scope before developing job plans?

13. Do job plans include scope, craft requirements, time estimates, and duration for all planned work?

14. Are safety requirements, permits, and clearance needs identified during job planning?

15. Does the planning approach vary based on work type and complexity?

16. Has your organization developed standard job plans for frequently recurring maintenance tasks?

17. How much planned, ready-to-schedule work does your organization maintain as backlog?

18. Do technicians receive job plans as a useful "head start" that improves job execution?

19. On average, how many work orders does each planner plan per day?

Pillar 4 of 10 5 questions

Equipment Knowledge & Files

Mission: Build and maintain component-level equipment knowledge that enables planners to create better plans with each maintenance cycle.

20. Is there a consistent equipment tagging system where field tags match CMMS and file records?

21. Does the organization maintain equipment-specific (component-level) history files?

22. Can planners and technicians independently access equipment files during their work?

23. Is new equipment knowledge systematically captured and filed after each maintenance event?

24. Are plant schematics (P&IDs, one-line diagrams) maintained and accessible for planning?

Pillar 5 of 10 5 questions

Materials & Parts Management

Mission: Ensure parts are identified, reserved, staged, and available before scheduled work begins.

25. Are parts and materials identified on job plans before work is scheduled?

26. Are parts reserved and staged before scheduled maintenance work begins?

27. Is the storeroom aligned with and responsive to maintenance planning needs?

28. Does the organization track and address parts-related delays?

29. Does the purchasing/procurement function support maintenance planning?

Pillar 6 of 10 8 questions

Scheduling Process

Mission: Create and execute a formal weekly schedule that assigns work for 100% of forecasted available hours.

30. Does a scheduler develop a formal one-week schedule for each maintenance crew?

31. Do crew supervisors provide detailed labor forecasts for the coming week?

32. Does the weekly schedule assign work for 100% of forecasted available crew hours?

33. Is there a formal weekly schedule meeting with defined agenda and participation?

34. Does operations review and coordinate with the proposed weekly maintenance schedule?

35. Do crew supervisors create a daily work schedule assigning specific technicians to specific jobs?

36. Are jobs scheduled based on the lowest required skill level to maximize flexibility?

37. Are PM, PdM-generated, and shutdown/turnaround work orders integrated into the scheduling process?

Pillar 7 of 10 6 questions

Daily Execution & Coordination

Mission: Translate the schedule into productive daily work through complete work packages and field-focused supervision.

38. Are work orders with complete job packages distributed to technicians before work begins?

39. Do maintenance supervisors spend the majority of their time in the field coaching crews?

40. Is there a daily coordination meeting between maintenance and operations?

41. Are technicians assigned a full shift of work matching estimated hours to available time?

42. How is urgent/emergency work that breaks the schedule managed?

43. How effectively does the organization coordinate multi-craft and contractor work?

Pillar 8 of 10 5 questions

Work Closeout & Feedback

Mission: Close the loop: capture technician feedback, improve plans, and preserve institutional knowledge.

44. Do technicians provide structured written feedback on completed work orders?

45. Do supervisors review technician feedback for completeness before returning work orders to planning?

46. Do planners systematically review completed work orders and update job plans?

47. Is there a defined process for closing work orders with target timeframes?

48. Does the feedback and closeout process effectively preserve institutional knowledge?

Pillar 9 of 10 5 questions

Systems & Technology

Mission: Leverage CMMS, mobile technology, and integration to support P&S — "Understand, Simplify, Automate."

49. How effectively is the CMMS used to support planning and scheduling?

50. Do technicians use mobile devices for accessing and updating work orders in the field?

51. How is the quality and accuracy of CMMS data managed?

52. Is the CMMS integrated with other enterprise systems?

53. Does the organization have a plan for leveraging technology to improve P&S?

Pillar 10 of 10 7 questions

Performance Measurement & Improvement

Mission: Measure what matters, investigate root causes, and drive continuous improvement.

54. Is schedule compliance measured weekly for each maintenance crew?

55. What percentage of total maintenance labor hours are spent on planned work?

56. Has your organization measured or estimated productive wrench time?

57. Does the organization actively manage and report on maintenance backlog health?

58. Does the organization maintain a P&S performance dashboard with regular reporting?

59. When schedule compliance is low, does the organization systematically investigate root causes?

60. Does the organization have a structured continuous improvement program for P&S?

Additional Insights

Optional: Help us understand your context better for more tailored recommendations.

Thank You!

Your Planning & Scheduling assessment has been submitted successfully.

Your personalized report will include:

  • ◆ Overall P&S maturity score and level
  • ◆ Score per pillar (10 pillars, weighted)
  • ◆ 10-pillar radar diagram visualization
  • ◆ Palmer principle alignment analysis
  • ◆ Prioritized improvement roadmap with templates
  • ◆ Maturity-specific action plan (Level N to N+1)

Questions? Contact us at info@reliox.ai

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