Equipment Planner (Medical)

Aurora Health Care; Milwaukee (WI); On-site; USD 85,000 - 120,000; Full time

Job summary

Advocate Health System in Milwaukee seeks an Equipment Planning Lead to manage budgeting, equipment lists, inventory, user meetings, procurement, deployment, and activation support for healthcare projects. You will ensure alignment with clinical equipment standards, regulatory compliance, and project timelines.

A minimum of an associate degree and 4 years of medical equipment planning or related experience is required, with strong teamwork and communication skills.

Qualifications

• Associate degree required.
• 4 years’ experience in Medical Equipment Planning or related field (Clinical Engineering, Supply Chain Management or Architectural Medical Planning).
• Ability to read and interpret architectural drawings.
• Strong interpersonal and communication skills.
• Team-oriented with project management capability.
• Proficiency with Attainia Software and 4 Tower.

Responsibilities

• Lead all phases of the equipment planning process, including budgeting, equipment lists, inventory, user meetings, procurement, deployment, and activation support.
• Maintain clinical equipment standards across project development and final procurement.
• Ensure regulatory compliance and safety standards for medical equipment.
• Develop equipment specifications by coordinating with users and stakeholders.
• Track budgets, monitor procurement, and report status and risks to the project team.
• Coordinate deliveries and installations with PDC, 3PL, and end users.

Skills

Team collaboration

Project management

Reading architectural drawings

Communication

Interpersonal skills

Organizational skills

Problem-solving

Microsoft Office

Attainia Software

4 Tower

Self-directed

Education

Associate degree

4 years’ experience in Medical Equipment Planning or related field

Tools

Attainia Software

4 Tower

Microsoft Office

Job description

• Responsible for each phase and deliverable of the equipment planning process, including budgeting, equipment list development, existing equipment inventory, user meetings, equipment procurement, equipment deployment, and activation support.


• Responsible for knowing the clinical equipment standards of the Advocate Health System and maintaining those standards throughout project development and final equipment procurement.


• General awareness of compliance and regulatory standards, such as ADA guidelines, healthcare accreditation requirements, and safety regulations related to medical equipment.


• Aligns with the business owners to understand the scope, goals, and objectives of the project. Develops equipment specifications for design purposes by facilitating user group meetings. Recommends and assists with the selection of equipment based on the current Advocate Health clinical equipment standards and the technology necessary to meet the initiatives and strategy of the project.


• Builds and maintains equipment specifications within the equipment planning software. Manages the medical equipment budget on behalf of the project.


• Provides necessary documents to the project design team to aid in building coordination and finalized construction documents. Answers required RFI from architect and contractors.


• Ensures equipment is purchased in conjunction with the project schedule. Tracks final purchase price to monitor project budget. Reports procurement and budget statuses to project team. Monitors project risks and escalates to project team for remediation.


• Responsible for partnering with PDC, 3PL, and end users to ensure equipment deliveries and installation are scheduled in accordance with the project schedule.


• Responsible for partnering with PDC and end users to prepare budgets in conjunction with monthly, quarterly, and annual enterprise submissions. Continues refinement of budget throughout the process to ensure accurate scope in the Proforma submissions.


• Supports the development and maintenance of standard room and care area templates.

Major Responsibilities

• Responsible for each phase and deliverable of the equipment planning process, including budgeting, equipment list development, existing equipment inventory, user meetings, equipment procurement, equipment deployment, and activation support.


• Responsible for knowing the clinical equipment standards of the Advocate Health System and maintaining those standards throughout project development and final equipment procurement.


• General awareness of compliance and regulatory standards, such as ADA guidelines, healthcare accreditation requirements, and safety regulations related to medical equipment.


• Aligns with the business owners to understand the scope, goals, and objectives of the project. Develops equipment specifications for design purposes by facilitating user group meetings. Recommends and assists with the selection of equipment based on the current Advocate Health clinical equipment standards and the technology necessary to meet the initiatives and strategy of the project.


• Builds and maintains equipment specifications within the equipment planning software. Manages the medical equipment budget on behalf of the project.


• Provides necessary documents to the project design team to aid in building coordination and finalized construction documents. Answers required RFI from architect and contractors.


• Ensures equipment is purchased in conjunction with the project schedule. Tracks final purchase price to monitor project budget. Reports procurement and budget statuses to project team. Monitors project risks and escalates to project team for remediation.


• Responsible for partnering with PDC, 3PL, and end users to ensure equipment deliveries and installation are scheduled in accordance with the project schedule.


• Responsible for partnering with PDC and end users to prepare budgets in conjunction with monthly, quarterly, and annual enterprise submissions. Continues refinement of budget throughout the process to ensure accurate scope in the Proforma submissions.


• Supports the development and maintenance of standard room and care area templates.

Education Required

• Associate degree

Work Experience Required

• 4 years’ experience. Medical Equipment Planning experience or related experience in Clinical Engineering, Supply Chain Management, or Architectural Medical Planning .

Knowledge, Skills & Abilities Required

• Proven ability to work in a team environment and collaborate with a variety of professionals.


• Demonstrates project management ability coupled with strong interpersonal skills to effectively form collaborative relationships with key stakeholders, clinicians, physicians, department leaders and suppliers.


• Knowledge of medical equipment including appropriate use and allocation for clinical uses. Knowledge of clinical and healthcare department functions. Ability to read and interpret architectural drawings.


• Strong problem-solving skills and ability to manage large volumes of projects.


• Excellent interpersonal, consensus building, and group facilitation skills.


• Excellent communication and organizational skills.


• PC Skills with strong working knowledge of Microsoft Office and Attainia Software / 4 Tower.


• Self-directed and independent decision-making capabilities.


• Flexibility to deal with a changing environment.


• Ability to prioritize and multi-task.


• Ability to work in a fast-paced environment with established time constraints.

Physical Requirements And Working Conditions

• This position requires minimal travel, therefore, will be exposed to weather and road conditions.


• Operates all equipment necessary to perform the job.


• Exposed to a normal office environment.

Preferred Education

• Bachelor’s Degree preferred


• Architecture/Engineering, Supply Chain, Health Care Administration, Clinical Engineering or related field.

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.