How Do I Become a Process Planner?

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  • Written By: Tracey Sandilands
  • Edited By: A. Joseph
  • Last Modified Date: 08 August 2019
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You can become a process planner by obtaining the appropriate qualifications and gaining specialized knowledge of the industry in which you want to work. Review job specifications for process planner careers to find out what type of certification is attractive to potential employers. Establish a plan of action to prepare yourself to become a process planner. Study for the appropriate qualifications, and then market yourself to potential employers.

Investigate the types of industries that offer process planner careers and find out what knowledge is needed to fill these positions. For example, an online job description for a position in the marine shipping industry might list administering charter agreements, responding to vessel communications, identifying and resolving shipping issues and financial management as key result areas. This indicates that a suitable candidate for this position would need specialized knowledge of marine shipping as well as general education.

Obtain an appropriate undergraduate degree in a subject such as business management, administration, logistics or manufacturing. A Masters in Business Administration (MBA) or other postgraduate degree with knowledge of finance, statistics or mathematical subjects is useful, because a process planner's duties involve calculations, an understanding of accounting principles and managing budgets. Strategic management studies also can be beneficial, because a candidate to become a process planner needs to have insight into the company’s overall strategy and must be able to contribute to the strategic planning process.


Apply for entry-level opportunities in the industry in which you plan to specialize. As a new graduate, you might find it difficult to obtain employment without prior experience. One way to overcome this obstacle is to volunteer your time with an organization that is involved in the industry. For example, if you want to become a process planner in logistics and transportation, you could volunteer to help a humanitarian organization transport donations of food and clothing to recipients. This will enable you to get process planner training, experience and references, along with contacts within the industry.

After you have some experience in the field, look into the exams that are offered for certification in your chosen industry. Several national and international organizations offer certificate programs with various focuses. A professional certificate of this nature will give you credibility and expertise in the industry.

Identify the company you want to approach for employment or a contract. Find out the name of the person who deals with process planning and recruitment, and contact that person directly with a copy of your reéumé. Have your credentials, qualifications and experience available for viewing, and have a clear idea of the needs of the position that you are targeting. Be realistic in your demands, and be prepared to accept that you might have to become a process planner through a part-time or contract position with a lower salary until you have proven your abilities.



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