Senior Mechanical Planner

Position Summary

The Senior Mechanical Planner is responsible for the execution of all mechanical and rotating turnaround and capital work order processes. This role ensures efficient and effective planning of resources to support safe execution, minimal downtime, and maximum productivity across turnaround, capital, and routine maintenance activities. The Planner develops detailed job plans, defines parts and materials, determines required crafts and skills, and coordinates resources to deliver safe and effective work execution.

• Research work order history to ensure appropriate preventive maintenance work orders are included in scope.
• Screen incoming work orders to identify scope and required level of planning.
• Conduct field walkdowns to validate job scope and requirements.
• Validate scopes with Operations, Maintenance, and other disciplines to support front‑end loading.
• Identify safety hazards, permitting and isolation requirements, and long‑lead materials early.
• Ensure appropriate risk assessments are completed for medium‑to‑high‑risk scopes.

• Develop detailed work packages for mechanical and rotating equipment including:
• Job scope, step‑by‑step sequence, labor and material requirements
• Skill requirements, tools, equipment, and external resources
• Cost estimates and execution strategy
• Include supporting documentation such as spec sheets, vendor manuals, P&IDs, photos, and isolation plans.
• Ensure all jobs are field‑walked and materials are verified onsite prior to package release.
• Develop procedures using OEM manuals, drawings, and specifications.
• Provide first‑level troubleshooting to support development of job packages.
• Estimate labor hours, total duration, and required skills for each job.
• Create and maintain task lists for recurring work.

• Identify, specify, and arrange parts, materials, specialty tools, and external services.
• Create purchase requisitions (carts) and track material status through delivery.
• Track ordered materials and notify appropriate stakeholders when jobs are ready for release.
• Assist procurement in sourcing materials and expediting deliverables.
• Manage rotating equipment kits, including:
• Verifying inventory and condition
• Sending kits for refurbishment after use
• Ensure material availability aligns with schedule requirements.

• Maintain planning progress aligned with turnaround milestones and stage gates.
• Support scheduling activities and ensure alignment with labor, cost, and resource planning.
• Ensure material cost estimates are properly reflected in the schedule (including bulks and tracked items).
• Support cost tracking, reporting, and variance analysis.
• Perform material cost overrun investigations and assist with resolution of billing issues.

• Coordinate execution support during turnarounds and critical jobs in alignment with company policies and safety culture.
• Provide field support during execution, including:
• Coordinating rotating, mechanical, or critical work scopes
• Interfacing with contractors, operations, and inspection teams
• Assist in high‑priority work by expediting materials and coordinating resources.

• Track job progress and schedules and ensure timely work order closure.
• Complete required MOC and Mesh (or system) action items.
• Capture field feedback and continuously improve work packages and task lists.
• Collaborate with Operations, Maintenance, Inspection, and Engineering to:
• Maintain spare parts inventory
• Build and update Bills of Materials (BOMs)
• Improve job plans based on execution feedback.

• Track and update daily progress in the TAR database, SAP, and Stage Gate lists.
• Ensure all scope changes are documented and approved through the FCO process.
• Ensure compliance with Management of Change (MOC) processes.
• Provide reports and maintain planning documentation as required.
• Maintain compliance with required training (CBT/LMS).

• Follow all company safety policies and…