PACKROSE ASSOCIATES

TRAINING

MAINTENANCE CONTRACTING & OUTSOURCING

Designed for learning. Built for impact.

Objective:

  • Make informed decisions on which maintenance activities should be outsourced and which should remain in-house
  • Understand the benefits of lean maintenance contracts and how they improve efficiency and cost effectiveness
  • Select and apply appropriate maintenance contract models, including Service Level Agreements (SLAs)
  • Define service levels and establish performance monitoring systems for contractor accountability
  • Develop and negotiate effective maintenance contracts aligned with organizational objectives
  • Identify and mitigate common risks associated with maintenance outsourcing
  • Evaluate contractor and stakeholder performance to ensure successful contract delivery
  • Implement effective maintenance contract management practices for continuous operational improvement

Content:

Outsourcing Considerations in Maintenance Management

  • Introduction to maintenance outsourcing
  • Asset management and the business impact of maintenance activities
  • Determining which maintenance activities to outsource and retain internally
  • Understanding risks associated with outsourcing maintenance services

Maintenance Contracts and Contractor Selection

  • Understanding different types of maintenance contracts
  • Identifying key parties involved in maintenance contracting
  • Modern approaches to the tendering process
  • Selecting the right maintenance contractor
  • Costing maintenance services effectively
  • Defining Key Performance Indicators (KPIs) for contractor performance monitoring
  • Applying the Balanced Scorecard approach in performance-based contracts

Developing Effective Maintenance Contracts

  • Understanding vendor management principles
  • Managing the maintenance contracting cycle
  • Building an effective contract management team
  • Assessing and defining required service levels
  • Developing the key components of a maintenance contract
  • Implementing contract performance management systems
  • Conducting periodic contract evaluations and improvement reviews

Contract Negotiation and Risk-Based Maintenance Strategies

  • Managing expectations around availability, reliability, and maintenance costs
  • Understanding preventive maintenance schedules and contractor practices
  • Developing risk-based maintenance concepts
  • Using maintenance strategies to negotiate effective lean contracts
  • Applying negotiation tactics and techniques in maintenance contracting
  • Practical negotiation tips for achieving successful outcomes

Final Workshop: Developing a Maintenance Contract

  • Group development of a maintenance contract
  • Defining service requirements and performance levels
  • Preparing maintenance service proposals
  • Establishing contractor selection criteria
  • Presenting and evaluating bids
  • Contract closing and implementation planning
  • Reviewing results and identifying improvement opportunities

For Whom:

  • Procurement and Supply Chain Professionals
  • Maintenance Managers and Engineering Professionals
  • Contract Managers and Project Professionals
  • Professionals responsible for negotiating, managing, and evaluating maintenance contracts
  • Teams involved in establishing maintenance outsourcing agreements
  • Anyone seeking to improve their knowledge of maintenance contracting and outsourcing practices