Palmer's 12 Principles • SMRP Pillar 5 • ISO 55001

Planning & Scheduling
Assessment

Aligned with Palmer's Planning Principles & SMRP Pillar 5

Our most detailed assessment — 60 expert questions across 10 pillars, with weighted scoring that prioritizes the planning and scheduling core.

60
Questions
10
Pillars
Weighted
Scoring
55
Support Docs
20-25
Minutes
10 Pillars

What This Assessment Covers

60 questions organized across the full planning & scheduling lifecycle, from organizational design through performance measurement. Pillars 3 and 6 carry 15% weight each as the core of effective P&S.

P1 · 6q · 10%

Planning Organization & Culture

Dedicated planners, planner-to-technician ratios, management support, planning culture

P2 · 5q · 8%

Work Identification & Prioritization

Work request process, emergency vs planned, priority system, screening criteria

Core 15%
P3 · 8q · 15%

Job Planning Process

Job plan quality, BOMs, task procedures, time estimates, standard plans, backlog management

P4 · 5q · 8%

Equipment Knowledge & Files

Equipment tagging, component-level files, history capture, schematics

P5 · 5q · 8%

Materials & Parts Management

Spare parts, kitting, vendor performance, min/max, parts-related delay tracking

Core 15%
P6 · 8q · 15%

Scheduling Process

Weekly schedule, daily allocation, schedule compliance, operations coordination, 100% rule

P7 · 6q · 10%

Daily Execution & Coordination

Ready-to-execute packages, wrench time, supervisor field presence, break-in management

P8 · 5q · 8%

Work Closeout & Feedback

Technician feedback, plan improvement, closeout process, knowledge preservation

P9 · 5q · 8%

Systems & Technology

CMMS utilization, mobile field workflows, data quality, system integration

P10 · 7q · 10%

Performance Measurement & Improvement

KPIs, schedule compliance, backlog metrics, root cause, continuous improvement

Weighted scoring: Planning (P3-P5) and Scheduling (P6-P7) together account for 56% of your overall score, reflecting the core of effective P&S.

Target Audience

Who Is This For?

Built for professionals who own or influence the planning and scheduling function in maintenance organizations.

Maintenance Planners & Schedulers
Planning Supervisors & Coordinators
Reliability Engineers
Maintenance Managers & Directors

Ideal if you...

Want to improve wrench time and schedule compliance
Need to professionalize the planning function
Are benchmarking planning maturity across sites
Want to justify planner-to-technician ratios
Are implementing a CMMS and need process foundations
Your Results

What You'll Get

Immediate results on screen, plus a detailed report via email with your personalized improvement roadmap.

Weighted Scoring

Average-based scoring on a 1.0-5.0 scale with weighted pillars that emphasize the P&S core.

P3 Job Planning (15%) + P6 Scheduling (15%) = 30% core weight

Maturity Levels

Innocent< 1.8
Aware1.8 - 2.6
Developing2.6 - 3.4
Competent3.4 - 4.2
Excellent≥ 4.2

10-Pillar Radar Chart

Visual breakdown of your maturity across all 10 pillars, delivered as a radar diagram in your email report.

Improvement Guidance

Receive personalized support documents and improvement recommendations tailored to your weakest pillars via a targeted email sequence.

Preview

Sample Questions

Here are three representative questions to give you a feel for the depth and style of the assessment.

P3 Job Planning

"To what extent are maintenance jobs formally planned with documented job plans including labor, materials, and tools?"

1 - No formal job plans
2
3
4
5 - Comprehensive job plans for all work
P6 Scheduling

"How well does your weekly scheduling process integrate production plans and resource availability?"

1 - No formal scheduling
2
3
4
5 - Fully integrated weekly schedule
P5 Prioritization

"How effectively does your organization track and reduce the maintenance backlog?"

1 - No backlog tracking
2
3
4
5 - Active backlog management with targets
Largest Library

55 Support Documents

The largest support document library on the platform. Receive personalized documents based on your maturity score, guiding you from your current level to the next.

Also available in Dutch at /nl/planning-scheduling/

Foundation Documents 6 docs
Level 1 → 2 (Innocent to Aware) 10 docs
Level 2 → 3 (Aware to Developing) 12 docs
Level 3 → 4 (Developing to Competent) 12 docs
Level 4 → 5 (Competent to Excellent) 11 docs
Total: 55 documents ~30,000 lines of expert content
Related

Related Assessments

Get a complete picture of your maintenance organization by combining P&S with these complementary assessments.

Ready to Measure Your P&S Maturity?

60 questions, 10 pillars, 20-25 minutes. Get your personalized maturity score with weighted analysis across the full planning & scheduling lifecycle.

Also available in Dutch at /nl/planning-scheduling/

100% Free
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Results in Minutes