{"id":188,"date":"2025-03-20T09:38:37","date_gmt":"2025-03-20T15:38:37","guid":{"rendered":"https:\/\/limblecmms.com\/blog\/?p=188"},"modified":"2025-05-30T12:59:11","modified_gmt":"2025-05-30T18:59:11","slug":"simple-plan","status":"publish","type":"post","link":"https:\/\/limblecmms.com\/blog\/simple-plan\/","title":{"rendered":"Preventive Maintenance Plan &#8211; Simplified Guide"},"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]<\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">If you are currently relying solely on <\/span><a href=\"https:\/\/limblecmms.com\/strategies\/reactive-maintenance\/\"><span style=\"font-weight: 400;\">reactive maintenance<\/span><\/a><span style=\"font-weight: 400;\"> at your organization, chances are your maintenance team is frequently chasing breakdowns, putting out fires, and responding to reactive requests. That leaves little time for organizing and optimizing your processes, and even less for budgeting and team development.\u00a0<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">The good news is that creating a preventive maintenance plan can help you get ahead of this cycle. It isn\u2019t complicated when you have a clear idea of the steps you need to take. We\u2019re here to provide you with just that.<\/span><\/p>\n<blockquote><p><center><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><\/center><\/p><\/blockquote>\n<h2>Corrective maintenance vs preventive maintenance<\/h2>\n<p><a href=\"https:\/\/limblecmms.com\/maintenance-definitions\/corrective-maintenance\/\"><b>Corrective maintenance<\/b><\/a><span style=\"font-weight: 400;\"> is a maintenance task performed to identify, isolate, and rectify a fault so that failed equipment, machinery, or systems can be restored to operational condition. Simplified, corrective maintenance is diagnosing and fixing broken assets.<\/span><\/p>\n<p><a href=\"https:\/\/limblecmms.com\/strategies\/preventive-maintenance\/\"><b>Preventive maintenance<\/b><\/a><span style=\"font-weight: 400;\"> (or <\/span><b>preventative maintenance<\/b><span style=\"font-weight: 400;\">) is work that is performed regularly (on a scheduled basis) in order to prevent or minimize the chance of equipment failure and costly unscheduled downtime. Preventive maintenance, as a result, is performed while equipment is still in working condition.<\/span><\/p>\n<blockquote><p><span style=\"font-weight: 400;\">A recent study by <\/span><a href=\"https:\/\/gridium.com\/wp-content\/uploads\/economic-value-of-preventative-maintenance.pdf\"><span style=\"font-weight: 400;\">Jones Lang LaSalle highlights how a telecommunications company saw a 545% return on investment (ROI)<\/span><\/a><span style=\"font-weight: 400;\"> when implementing a preventive maintenance plan.\u00a0<\/span><\/p><\/blockquote>\n<h2><span style=\"font-weight: 400;\">What is a preventive maintenance plan?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A preventive maintenance plan is simply the steps taken to implement the strategy defined in your <\/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;\">. These steps are performed while equipment is still in working condition to minimize the chance that a piece of equipment will fail and cause costly unscheduled downtime.\u00a0<\/span><\/p>\n<p><iframe loading=\"lazy\" title=\"Mastering Preventive Maintenance: Step-by-Step Guide to Crafting an Effective Plan\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/GAQkuNEHCZA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><span style=\"font-weight: 400;\">A solid preventative maintenance program works as a blueprint that guides all planned maintenance activities. It helps managers consistently improve the performance of their teams.<\/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_1714600634326\" ><h3 class=\"separator_off\" >Checklist for Creating a Preventive Maintenance Plan<\/h3><p class=\"subtitle\" >Following a consistent Preventive Maintenance Plan can make life easier. Use this checklist 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 Checklist<\/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_1714600604366{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]<\/p>\n<h2>Creating a preventive maintenance plan<\/h2>\n<p><span style=\"font-weight: 400;\">Now let\u2019s break down the process of creating and implementing a preventive maintenance plan, based on your strategy.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Assess your inventory<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Before anything else, you need to perform an in-depth <\/span><a href=\"https:\/\/limblecmms.com\/blog\/asset-audit\/\"><span style=\"font-weight: 400;\">asset assessment<\/span><\/a><span style=\"font-weight: 400;\">. This should include everything that comes under your domain and might require maintenance or repair.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This could include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The buildings your employer owns<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Manufacturing equipment<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Company-owned vehicles (vans, trucks, forklifts, aircraft, etc.)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">HVAC systems<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Miscellaneous assets and equipment<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Perform an inventory count, make note of their current condition, and categorize them by <\/span><a href=\"https:\/\/limblecmms.com\/blog\/how-to-perform-criticality-analysis\/\"><span style=\"font-weight: 400;\">criticality<\/span><\/a><span style=\"font-weight: 400;\"> to the goal of your preventive maintenance program. This will help you prioritize maintenance work accordingly.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Identify maintenance tasks and their triggers<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once you\u2019ve assessed your equipment, it is time to document all the maintenance that must occur for that equipment. Initially, you may not do this for all of your equipment but rather a small number of the most critically important ones to get you started.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are two key sources of information on the maintenance tasks and triggers for your equipment.\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/limblecmms.com\/blog\/oem-original-equipment-manufacturer\/\"><b>Original equipment manufacturer (OEM)<\/b><\/a><b> recommendations: <\/b><span style=\"font-weight: 400;\">Manufacturer manuals contain recommended schedules for maintenance, usage of critical spare parts, and basic instructions.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Data from your<\/b><a href=\"https:\/\/limblecmms.com\/blog\/maintenance-history-records\/\"><b> maintenance history<\/b><\/a><b>:\u00a0 <\/b><span style=\"font-weight: 400;\">Look at past failures and maintenance needed for your asset. It is likely that there are patterns upon which you can build a preventive maintenance plan.\u00a0\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Also useful can be external resources for preventive maintenance best practices such as this resource for the <\/span><a href=\"https:\/\/www.idcon.com\/resource-library\/preventive-maintenance\/frequency-of-preventive-maintenance\/\"><span style=\"font-weight: 400;\">frequency of preventive maintenance inspections.<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Document the maintenance tasks you know must be completed regularly, and identify their triggers (based on time, usage, or condition). In the end, you will have a long list that looks something like this:\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-836 aligncenter\" src=\"https:\/\/limblecmms.com\/wp-content\/uploads\/2017\/08\/List-of-maintenance-tasks-example-1-300x220.jpg\" alt=\"List of maintenance tasks example\" width=\"500\" height=\"367\" srcset=\"https:\/\/limblecmms.com\/wp-content\/uploads\/2017\/08\/List-of-maintenance-tasks-example-1-300x220.jpg 300w, https:\/\/limblecmms.com\/wp-content\/uploads\/2017\/08\/List-of-maintenance-tasks-example-1-768x562.jpg 768w, https:\/\/limblecmms.com\/wp-content\/uploads\/2017\/08\/List-of-maintenance-tasks-example-1-325x238.jpg 325w, https:\/\/limblecmms.com\/wp-content\/uploads\/2017\/08\/List-of-maintenance-tasks-example-1-399x292.jpg 399w, https:\/\/limblecmms.com\/wp-content\/uploads\/2017\/08\/List-of-maintenance-tasks-example-1-82x60.jpg 82w, https:\/\/limblecmms.com\/wp-content\/uploads\/2017\/08\/List-of-maintenance-tasks-example-1-540x395.jpg 540w, https:\/\/limblecmms.com\/wp-content\/uploads\/2017\/08\/List-of-maintenance-tasks-example-1-100x73.jpg 100w, https:\/\/limblecmms.com\/wp-content\/uploads\/2017\/08\/List-of-maintenance-tasks-example-1.jpg 820w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><br \/>\nCreate checklists for consistent execution of each task<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Using the same resources as above, along with the expertise of your team, document detailed checklists for each of the unique tasks on your list. Documenting each step of each task will ensure thoroughness and consistency across team members and assets.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Set up the tools to execute and document the tasks in your plan<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You should now have a list of all preventive maintenance tasks, their frequencies, and detailed steps to complete them. The only thing left is how it will be executed and documented.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It is likely that your list of tasks is long and your documentation is very detailed. Many organizations start with pen and paper or spreadsheets to help coordinate execution of their preventive maintenance plan.\u00a0 Other organizations may already have a CMMS or other software to help them manage this work.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We strongly recommend using CMMS software which requires slightly more financial investment, but pays off dividends in efficiency.\u00a0\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Implement your preventive maintenance program<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Share your finished preventive maintenance plan with your team and management and discuss a plan for work assignment and documentation. In addition, the roll-out of preventive maintenance will involve the following steps:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Train your team on the maintenance plan and any software or tools involved<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Clearly communicate expectations for following checklists and documenting work<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Inform management of this shift in strategy so they can provide support and resources<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Depending on your assets and their condition, you may need to prioritize certain tasks or assets at first and then move on to relying on the triggers you\u2019ve identified in your plan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tasks can be assigned to technicians based on expertise, qualifications, available work capacity, or location. <\/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_1742844344590\" ><h3 class=\"separator_off\" >Free CMMS Buyer's Guide<\/h3><p class=\"subtitle\" >Discover everything you need to know about CMMS in this comprehensive guide. Begin your maintenance journey now!<\/p><\/header><a  href=\"https:\/\/limblecmms.com\/resources\/cmms-buyers-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_1742844361862{padding-bottom: 10px !important;}&#8221; custom_src=&#8221;https:\/\/limblecmms.com\/wp-content\/uploads\/CMMS-Buyers-Guide-Image.webp&#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>Using CMMS software to execute your preventive maintenance plan<\/h2>\n<p><span style=\"font-weight: 400;\">Having a preventive maintenance plan in place is a huge step in the right direction. A CMMS will ensure you squeeze every last drop of value from it by doing the heavy lifting of sending notifications, copying PM schedules, tracking work history, reporting KPIs, and much more.<\/span><\/p>\n<p><a href=\"https:\/\/limblecmms.com\/cmms\/cmms-software\/\"><span style=\"font-weight: 400;\">CMMS software<\/span><\/a><span style=\"font-weight: 400;\"> systems are specifically designed for the job. In fact, they are frequently referred to as \u201c<\/span><a href=\"https:\/\/limblecmms.com\/cmms\/preventive-maintenance-software\/\"><span style=\"font-weight: 400;\">preventive maintenance software.<\/span><\/a><span style=\"font-weight: 400;\">\u201d They can simplify, automate, and organize your maintenance operations. In addition, Limble CMMS has the tools to help you manage, measure, and optimize your preventive maintenance program.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Allow for more sophisticated organization of tasks by priority<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Assign tasks or move them between technicians to help manage workload<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Track data on time to task completion, preventive versus <\/span><a href=\"https:\/\/limblecmms.com\/strategies\/reactive-maintenance\/\"><span style=\"font-weight: 400;\">reactive maintenance<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/limblecmms.com\/metrics\/mean-time-to-repair\/\"><span style=\"font-weight: 400;\">MTTR<\/span><\/a><span style=\"font-weight: 400;\">\/<\/span><a href=\"https:\/\/limblecmms.com\/metrics\/mean-time-between-failure\/\"><span style=\"font-weight: 400;\">MTBF<\/span><\/a><span style=\"font-weight: 400;\">\/<\/span><a href=\"https:\/\/limblecmms.com\/metrics\/mean-time-to-failure\/\"><span style=\"font-weight: 400;\">MTTF<\/span><\/a><span style=\"font-weight: 400;\">, and more<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Streamline work order management, spare parts inventory, and purchase ordering<\/span><\/li>\n<\/ul>\n<h2>Final thoughts<\/h2>\n<p><span style=\"font-weight: 400;\">A preventive maintenance plan will help you extend the life of your critical equipment, reduce operating costs, and significantly improve your overall maintenance operations. And putting the pieces in place is easier than chasing problem after problem, especially with the help of a good CMMS.<\/span><\/p>\n<p><a href=\"https:\/\/limblecmms.com\/contact-us\/\"><b>Get in touch<\/b><\/a><span style=\"font-weight: 400;\"> and give us a chance to show you why Limble is a perfect choice.<\/span>[\/vc_column_text][\/vc_column][\/vc_row]<\/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] If you are currently relying solely on reactive [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":29406,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"quote","meta":{"_acf_changed":false,"footnotes":""},"categories":[398],"tags":[],"class_list":["post-188","post","type-post","status-publish","format-quote","has-post-thumbnail","hentry","category-preventive-maintenance","post_format-post-format-quote"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v25.7) - 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