AAOM Handbook

PLANNING PROCESS Purpose: To specify all requirements for completing approved work.

Updated: 08/2018

Resourcing RE.01

Are Specialised Tools, Services & Equipment Available RE.02 Are Inventory Items Available

Capital Process Approval of Capital Work Order

SPECIFY THE WORK

PLANNING SET UP

SPECIFY HOW WE WILL DO IT

SPECIFY WHAT WE NEED TO DO IT

Work Approval WA.15 Approve the Work WA.17 Is WSS Generated Work > Approval Threshold?

PL.01 Is there an Existing Job Template?

PL.03 Is additional/ skilled input required?

PL.06 Specify Conditions & Constraints on the Tasks

PL.12 Specify Specialised Tools, Equipment & Services

PL.07 Specify hazard controls/ permit requirements

PL.08 Specify Work Instructions/ Procedures

PL.09 Specify Test & Handover Procedures/Spec’s

PL.10 Specify Work Group Resources

PL.13 Specify Contract Resources

PL.14 Specify Task Durations

No

PL.05 Specify Tasks

PL.11 Specify Materials

No

Yes

Yes

Scheduling SC.04 Assign Scheduled Start Date/Time

PL.02 Incorporate the Template into the Work Order

PL.04 Create a Task for the additional/ skilled input

PLANNING COMPLETE, READY FOR EXECUTION

ANALYSE & IMPROVE PLANNING

IS THE COST OK?

SPECIFY SCHEDULING DETAIL

SPECIFY RECORD KEEPING

PL.15 Planned Cost < Approved Est. Cost

PL.19 Specify Job Tracking Requirements

PL.16 Specify Task Sequencing

PL.17 Specify Latest Start Date

PL.18 Specify Earliest Start Date

PL.20 Specify Job History Requirements

PL.23 Set Task status to Fully Planned

PL.21 Will this Job be Done Again?

No

Yes

Await Execution

Yes

No

PL.24 Is Planning Accepted?

Yes

PL.22 Create or amend the Template?

Work Approval WA.07 Is the scope of work appropriate

Scheduling SC.02 Is the scheduled date still okay

No

PL.25 Specify Improvements

Copyright; McAlear Management Consultants 2004.