Course Overview

PM Optimization (PMO) is a process which uses the principles of Reliability Centered Maintenance (RCM) to rationalize existing maintenance programs, failure history, and other technical documentation. The ultimate intended goal of PMO is to eliminate defects, improve uptime, and positively impact OEE. The PMO Workshop is 3 days of hands-on, highly interactive sessions that explore how PMO fits into strategy management and asset performance management sustainability.

Join us as we take you through an 8 step process to consider when implementing a PMO program. Attendees will discuss a simplified PMO theory in an interactive session which engages people in the streamlined concepts. You will learn to appreciate why maintenance plans should be built around failure modes and the elements that influence failures. We will take a closer look at hidden and evident failures, expected and unacceptable (unexpected) failure modes, and the best methods of influence management. We will also introduce the concept of a ‘fault initiator’ and what can be done to control a reliable outcome.

Learning Objectives

  • Understand data requirements in decision making during PMO
  • Learn how to build a case for change
  • Engage in team thinking for better decision making
  • Understand the concept of no maintenance required
  • Learn the ingredients of a living reliability program


  • PM Optimization ROI tool
  • Framework for PMO
  • Course material

Who Should Attend

Planned Maintenance Optimization (PMO) was designed specifically for individuals participating in or aspiring to gain a better upstanding in the value PMO brings to the reliability of equipment and improved cost positioning.

By Job Titles:

  • Reliability Engineers
  • Maintenance Directors
  • Maintenance Managers
  • Lead Technicians & Operators
  • Operation & Maintenance Supervisors
  • Improvement Leaders
  • Financial Controller

By Sectors:

  • Oil & Gas Upstream & Downstream
  • Manufacturing
  • Fast-moving Goods
  • Facilities
  • Mining
  • Bio Pharmaceutical

Course Outline (Day 1 – Day 3)


  • Introduction to APM and the Reliability Circle
  • PMO vs RCM – Knowing the difference
  • Understanding the process steps of PMO
  • Framework for PMO


  • Review a PMO Case Study
  • Hands on work assignment – identify the existing opportunities
  • Identify the missing pieces of data
  • How to select equipment for PMO


  • Select a piece of Equipment and evaluate
  • Conduct a mini PMO exercise
  • Develop the case for change (Measures & OEE Gain)
  • Mini Report

Course Agenda (Day 1- Day 3)

7:30 Course Format
8:00 Registration & Breakfast
10:00 – 10:30 Morning Session Begins
12:00 Refreshments & Networking Lunch
1:00 Afternoon Session Begins
3:00 – 3:30 Refreshments & Networking
5:00 Finish of Day / Course

Course Format

This course will be held in a highly interactive workshop format with case studies and real-world examples. The material has been designed using Adult Learning Methodology that believes the ideal ratio for optimum learning and retention is 60%/40%:

60% - blended combination of discussion, practical exercises, simulations, & case studies 40% - material/slides

Participants will engage in interactive exercises and discussions throughout the course to ensure the material is not only taught, but can also be applied. Limited class size (15-20 participants) is strictly enforced to enhance individual learning experiences and interaction with the instructor and other participants.

Certificate of Attendance

Upon the successful completion of this course, participants will receive a Certificate of Attendance bearing the signatures of both the Instructor and Course Organizer.

Course Material

All participants will receive a hard copy of the course material.

Pre & Post Course Assessments

Each participant will complete a pre-course assessment to gauge their current levels of knowledge and experience. At the conclusion of the course, participants will then complete a post-course assessment to ensure the material was presented effectively.


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