Management Planner
The Management Planner domain tests the licensed professional who interprets an inspection report and recommends response actions. The planner prepares the management plan for covered facilities and sets schedules for surveillance, training, and re-inspection.
Core rules
- Review the inspector’s report for material type, condition, accessibility, quantity, and potential for disturbance.
- Select from response actions: operations and maintenance (O&M), repair, encapsulation, enclosure, or removal. Base the choice on hazard, occupancy, cost, and feasibility-not on a default preference for removal.
- Write a management plan that includes response actions, schedules, O&M procedures, worker and occupant protection, training, periodic surveillance, and re-inspection.
- For school-related plans, follow AHERA-style requirements such as periodic surveillance and triennial re-inspection where applicable.
- Update the plan when conditions, occupancy, or planned renovation change.
Worked example
A management planner reviews damaged thermal system insulation in a locked boiler room with limited access. Removal may be appropriate before major work, while O&M with repair may be reasonable if the material is stable and undisturbed. The planner documents the hazard assessment, selects the action, sets surveillance frequency, and defines training and notification needs.
Traps that cost marks
- Recommending removal for every material regardless of condition.
- Writing a plan without the inspector’s data.
- Omitting O&M procedures, training, surveillance, or re-inspection.
- Ignoring future renovation or occupancy changes.
- Treating the management plan as a one-time document that never needs updating.