Course Description

Introduction to Planning | 1308

$450

The Introduction to Planning course is designed for people that have never been exposed to the planning process. Setting up the base to become a quality planner is our goal, so this class is perfect for those looking to move into the planning field. You will leave this class with the understanding that the core part of all costs and schedules is derived from a planner. Understanding the complexities of solutions, with a goal to provide quality education, is our commitment to every student.

Duration: Self-Paced

Self Paced Online Module

Software required to complete the exercises in this course: Microsoft Excel

Recommended:

Adobe Acrobat (PDF Viewer) and Additional Computer Monitor

Please contact us at training@tepco.us for any questions you may have.

Course curriculum

  • 1

    Course Introduction

    • Welcome to Introduction to Planning

    • Course Introduction
  • 2

    Section 01: Introduction to Planning

    • Purpose and Objectives

    • 1.1 Opportunities Beyond the Plan

    • 1.2 Exposure to Planning and Scheduling Programs

    • 1.3 Planner Roles and Responsibilities

    • 1.4 Planning Life Cycle

    • 1.5 The Planner’s Impact

    • 1.6 The Plan

    • Section 01 Review Questions
  • 3

    Section 02: Scope Development

    • Purpose and Objectives

    • 2.1 Doghouse Project Overview

    • 2.2 Origins of Work-Scope

    • 2.3 Scope Validation or Challenge

    • 2.4 Scope Freeze

    • Section 02 Review Questions
  • 4

    Section 03: Planning Preparation

    • Purpose and Objectives

    • 3.1 Planner Q&A

    • 3.2 Planner's Toolbox

    • 3.3 Planning Premise

    • Section 03 Review Questions
  • 5

    Section 04: Documentation

    • Purpose and Objectives

    • 4.1 Documentation

    • 4.2 Inspection Documents

    • 4.3 Engineering Documents

    • Section 04 Review Questions
  • 6

    Section 05: Field Walk

    • Purpose and Objectives

    • 5.1 Field Walk Checklist

    • 5.2 Field Walk Do’s and Don’ts

    • Section 05 Review Questions
  • 7

    Section 06: Documentation Mark-Ups

    • Purpose and Objectives

    • 6.1 Marking Up Drawings

    • 6.2 Picture Template Mark-Ups

    • Section 06 Review Questions
  • 8

    Section 07: Plan Estimating and Formats

    • Purpose and Objectives

    • 7.1 (WBS) Work Breakdown Structures

    • 7.2 Planning Specific Equipment

    • 7.3 Estimating Individual Activities

    • 7.4 Planning Formats in the Petrochemical Environment

    • 7.5 Coding, Craft & Other Critical Components

    • 7.6 Planning Effect on Cost and Scheduling

    • Section 07 Review Questions
  • 9

    Terminology

    • Industry Acronyms
  • 10

    Final Exam Information

    • Course Completion and How to Access the Final Exam

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