{"id":13835,"date":"2023-08-09T11:37:08","date_gmt":"2023-08-09T17:37:08","guid":{"rendered":"https:\/\/limblecmms.com\/?p=13835"},"modified":"2025-05-30T13:03:49","modified_gmt":"2025-05-30T19:03:49","slug":"schedule","status":"publish","type":"post","link":"https:\/\/limblecmms.com\/blog\/schedule\/","title":{"rendered":"6 steps to creating a preventive maintenance schedule"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_column_text]<span style=\"font-weight: 400;\">Putting together an effective preventive maintenance schedule? Smart decision. A proactive approach can help you avoid the high costs of reactive maintenance. And the schedule is what turns your <\/span><a href=\"https:\/\/limblecmms.com\/blog\/the-ridiculously-simple-preventive-maintenance-plan\/\"><span style=\"font-weight: 400;\">preventive maintenance plan<\/span><\/a><span style=\"font-weight: 400;\"> into action.\u00a0\u00a0<\/span><\/p>\n<blockquote><p><span style=\"font-weight: 400;\">If you are looking for a <\/span><b>complete transition how-to<\/b><span style=\"font-weight: 400;\">, check out our step-by-step guide on <\/span><a href=\"https:\/\/limblecmms.com\/strategies\/reactive-maintenance\/\"><span style=\"font-weight: 400;\">How To Switch From Reactive Maintenance To Preventive Maintenance<\/span><\/a><span style=\"font-weight: 400;\">. It will walk you through the process step-by-step and explain how a CMMS can be the most impactful tool to support the transition.\u00a0 And if you are unfamiliar with CMMS systems, check out our <\/span><a href=\"https:\/\/limblecmms.com\/cmms\/\"><span style=\"font-weight: 400;\">What is a CMMS System and How Does it work<\/span><\/a><span style=\"font-weight: 400;\"> guide.<\/span><\/p><\/blockquote>\n<h2><span style=\"font-weight: 400;\">What is a Preventive Maintenance Schedule?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A preventive maintenance schedule (or preventative maintenance schedule) is a set of asset or infrastructure maintenance tasks planned for specific times or intervals in order to avoid equipment failure.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Different from <a href=\"https:\/\/limblecmms.com\/strategies\/reactive-maintenance\/\">reactive maintenance<\/a>, which occurs when equipment has already broken down, <a href=\"https:\/\/limblecmms.com\/strategies\/preventive-maintenance\/\">preventive maintenance<\/a> takes a proactive approach to asset maintenance to keep critical assets in optimal working order. By developing a well-researched preventive maintenance plan, you have all the ingredients you need to create your schedule. <\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row content_placement=&#8221;middle&#8221; css_animation=&#8221;fadeInDown&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1699310630716{margin-top: 30px !important;margin-bottom: 50px !important;padding-top: 50px !important;padding-bottom: 50px !important;background-color: #dde4e8 !important;border-radius: 20px !important;}&#8221;][vc_column width=&#8221;2\/3&#8243; css=&#8221;.vc_custom_1699310302582{padding-left: 25px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-left  subtitle-below-title    vc_custom_1707755483839\" ><h3 class=\"separator_off\" >Reactive to Preventive Maintenance Transition Guide<\/h3><p class=\"subtitle\" >How to plan your transition to Preventive Maintenance and avoid the common pitfalls while implementing a PM program<\/p><\/header><a  href=\"https:\/\/limblecmms.com\/resources\/reactive-preventive-maintenance-guide\/\"  target=\"_self\"  title=\"Download Now\"  class=\"tt_button tt_primary_button btn_primary_color  button-center button-action-link icon_right\" ><span class=\"prim_text\">Get the Guide<\/span><span class=\"fas fa-angle-right iconita\" ><\/span><\/a>[\/vc_column][vc_column width=&#8221;1\/3&#8243;][vc_single_image source=&#8221;external_link&#8221; css=&#8221;.vc_custom_1707755504470{padding-bottom: 10px !important;}&#8221; custom_src=&#8221;https:\/\/limblecmms.com\/wp-content\/uploads\/Reactive-to-Preventive-Guide-mockup-1.png&#8221;][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_column_text]<\/p>\n<h2><span style=\"font-weight: 400;\">How to Create a Preventive Maintenance Schedule<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Setting up a customized preventive maintenance schedule might be one of the best long-term investments you can make. In addition to money saved on corrective maintenance, your maintenance team will have to face fewer moments of crisis.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you have taken the time to document a preventive maintenance plan, this will be the basis of your PM schedule.\u00a0 If you have not, a PM schedule is still within your reach. In either case, follow these steps to create yours.\u00a0<\/span><\/p>\n<h3>Step 1: Prioritize Assets by Maintenance Needs<\/h3>\n<p><span style=\"font-weight: 400;\">Make a list of your company\u2019s most critical equipment. If you have a PM plan, this step has likely already been done.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These are the assets you will start your PM schedule with. This will allow you and your team to start slow as you transition into a proactive workflow yet earn the biggest benefits.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Machines that will benefit most from a preventive maintenance schedule are those that:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Are vital to business operations and organization success<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Have failure modes that can be prevented with routine maintenance<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Have high repair and replacement costs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Are more likely to fail as time goes by<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">By choosing assets that require a lot of resources to maintain, your preventive maintenance schedule will provide your organization with the greatest returns.\u00a0<\/span><\/p>\n<h3>Step 2: Identify a schedule based on maintenance triggers<\/h3>\n<p><span style=\"font-weight: 400;\">After you have a rough idea of which equipment you want to include on your preventative maintenance schedule, it is time to determine how maintenance gets scheduled. For this, you have many options depending on the resources and data you have available.\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Time-based maintenance:<\/b><span style=\"font-weight: 400;\"> Maintenance is scheduled at pre-determined time intervals (e.g. every X months).\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Usage-based maintenance:<\/b><span style=\"font-weight: 400;\"> Maintenance is scheduled at pre-determined usage intervals (e.g. every X number of cycles or hours of operation).\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b><a href=\"https:\/\/limblecmms.com\/strategies\/condition-based-maintenance\/\">Condition-based maintenance<\/a>:<\/b><span style=\"font-weight: 400;\"> Maintenance is performed when an asset\u2019s condition requires it (e.g. when temperature exceeds X level).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b><a href=\"https:\/\/limblecmms.com\/strategies\/predictive-maintenance\/\">Predictive maintenance<\/a>:<\/b><span style=\"font-weight: 400;\"> Advanced data algorithms trigger maintenance based on numerous criteria.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Modern CMMS systems can automate or replicate scheduling of routine maintenance tasks depending on the parameters you choose for each asset and can even integrate with condition monitoring systems for condition-based or predictive maintenance strategies.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you don\u2019t currently use a CMMS, schedules can easily be created on the calendar platform of your choice using historical data and OEM recommendations.<\/span><\/p>\n<h3>Step 3: Prioritize maintenance tasks<\/h3>\n<p><span style=\"font-weight: 400;\">It would be great if the capacity of your maintenance team always matched the amount of maintenance work required every day. But that is not realistic. Luckily, there are ways scale your day-to-day work in accordance with your team\u2019s capacity.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Even though PM work is proactive by nature, there are still some regular maintenance tasks that are higher priority than others. By noting the priority level of each task on your schedule, your team has the information they need to make informed decisions about which tasks to defer.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are some things to consider when identifying a task\u2019s priority:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Criticality of the asset<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Safety risk associated with deferring a particular task<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Risk of operational disruptions if a task is deferred<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Time and resource investment involved in completing a task<\/span><\/li>\n<\/ul>\n<h3>Step 4: Assign responsibility for maintenance tasks<\/h3>\n<p><span style=\"font-weight: 400;\">It may feel like enough to get a task on the schedule.\u00a0 However, task <\/span><i><span style=\"font-weight: 400;\">assignment <\/span><\/i><span style=\"font-weight: 400;\">is critical for ensuring accountability. When responsibilities are clearly identified at the time of scheduling, team members can plan well ahead of time to ensure work gets done.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are some considerations when making task assignments:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Skill or experience level required for the task<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Asset location and travel required<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Operational disruptions anticipated with preventive maintenance tasks that may require coordination with machine operators<\/span><\/li>\n<\/ul>\n<h3>Step 5: Document work with preventive maintenance checklists<\/h3>\n<p><span style=\"font-weight: 400;\">Documentation of the outcome of scheduled maintenance activities is critical. Data from documentation such as time spent to complete the task and resources used are essential pieces of information that be analyzed to optimize maintenance schedules and procedures in the future.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you have a CMMS, documentation \u2014 particularly if using <\/span><a href=\"https:\/\/limblecmms.com\/resources\/free-preventive-maintenance-checklist\/\"><span style=\"font-weight: 400;\">PM checklists<\/span><\/a><span style=\"font-weight: 400;\"> \u2014 can be quick and easy to the point where most of it is automated. Many systems are worth the investment for this time saving feature alone.<\/span><\/p>\n<h3>Step 6: Continually improve maintenance schedules<\/h3>\n<p><span style=\"font-weight: 400;\">This is a step that any initiative you undertake should include. If you are investing the time to implement a process, evaluating the outcome to ensure it meets the original goal is worthwhile.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If the goal of your preventive maintenance plan or PM schedule is to reduce breakdowns on a particular piece of equipment, comparing the before and after for <a href=\"https:\/\/limblecmms.com\/metrics\/mean-time-between-failure\/\">MTBF<\/a> or other related <a href=\"https:\/\/limblecmms.com\/blog\/maintenance-kpi\/\">maintenance metrics<\/a> is essential. You may find that adjustments to your maintenance schedule may be required in order to fully reach your goal. <\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row content_placement=&#8221;middle&#8221; css_animation=&#8221;fadeInDown&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1699310630716{margin-top: 30px !important;margin-bottom: 50px !important;padding-top: 50px !important;padding-bottom: 50px !important;background-color: #dde4e8 !important;border-radius: 20px !important;}&#8221;][vc_column width=&#8221;2\/3&#8243; css=&#8221;.vc_custom_1699310302582{padding-left: 25px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-left  subtitle-below-title    vc_custom_1699310643691\" ><h3 class=\"separator_off\" >Download our Free Preventive Maintenance Plan Template!<\/h3><p class=\"subtitle\" >Following a consistent Preventive Maintenance Plan can make life easier. Use this template to create your own.<\/p><\/header><a  href=\"https:\/\/limblecmms.com\/resources\/free-preventive-maintenance-checklist\/\"  target=\"_self\"  title=\"Download Now\"  class=\"tt_button tt_primary_button btn_primary_color  button-center button-action-link icon_right\" ><span class=\"prim_text\">Get the Template<\/span><span class=\"fas fa-angle-right iconita\" ><\/span><\/a>[\/vc_column][vc_column width=&#8221;1\/3&#8243;][vc_single_image source=&#8221;external_link&#8221; css=&#8221;.vc_custom_1699310204115{padding-bottom: 10px !important;}&#8221; custom_src=&#8221;https:\/\/3975608.fs1.hubspotusercontent-na1.net\/hubfs\/3975608\/Content%20Downloads\/PM%20Checklist%20mockup.png&#8221;][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_column_text css=&#8221;&#8221;]<\/p>\n<h2>Using preventive maintenance software to oversee PM schedules<\/h2>\n<p><span style=\"font-weight: 400;\">In order to ensure a successful <\/span><a href=\"https:\/\/limblecmms.com\/blog\/preventive-maintenance-program\/\"><span style=\"font-weight: 400;\">preventive maintenance program<\/span><\/a><span style=\"font-weight: 400;\">, some modern CMMS systems are designed to deliver a superb user experience that gives maintenance managers full visibility of maintenance scheduling and <\/span><a href=\"https:\/\/limblecmms.com\/metrics\/schedule-compliance\/\"><span style=\"font-weight: 400;\">schedule compliance<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Features that help with schedule management are:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Custom dashboards that provide real-time access to completion rates and other important metrics.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A PM calendar that provides an overview of open and upcoming work.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automated PM scheduling that allows managers to change due dates and task assignment with a simple drag and drop.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">PM checklists that streamline the documentation of tasks<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Mobile access to reporting and schedule management from anywhere.<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\">Ready to create a preventive maintenance schedule?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Creating a preventive maintenance schedule has invaluable benefits. Some of them include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Extending the lifespan of critical equipment<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enhancing and streamlining maintenance workflows<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reducing the number of unplanned downtime events<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Increasing workplace safety<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Decreasing the number of costly reactive maintenance tasks<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The oversight and control you get with a <a href=\"\/cmms\/cmms-software\/\">CMMS software<\/a> will ensure that you squeeze every last drop of value from your carefully crafted preventive maintenance program. To see for yourself what Limble can do for you, <\/span><a href=\"https:\/\/limblecmms.com\/demo-request\/\"><span style=\"font-weight: 400;\">schedule a quick product demo<\/span><\/a><span style=\"font-weight: 400;\"> or <\/span><a href=\"https:\/\/limblecmms.com\/get-started\/\"><span style=\"font-weight: 400;\">start a free trial<\/span><\/a><span style=\"font-weight: 400;\">.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_column_text]<br \/>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_column][\/vc_column]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_column_text]Putting together an effective preventive maintenance schedule? Smart decision. [&hellip;]<\/p>\n","protected":false},"author":77,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[398],"tags":[],"class_list":["post-13835","post","type-post","status-publish","format-standard","hentry","category-preventive-maintenance"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v25.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>6 Steps to Creating a Preventive Maintenance Schedule<\/title>\n<meta name=\"description\" content=\"Everything you ever needed to know about preventive maintenance schedules and how it can help improve your maintenance operation today. 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