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Template · Free PDF
A template to print or copy into your spreadsheet: task tables by asset family, how to prioritize with the hours you actually have and how to measure whether the plan is being met. Every interval is marked as an example.
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Preview
Contents
How to use this template
The order of work and how to read the tables.
Step 1. Sort your inventory into families
Group the equipment that shares tasks and note where each interval comes from.
Step 2. Rank each unit by criticality
A simple score to sort your equipment into three groups and spread the effort.
Step 3. Work out the hours you really have
How many preventive hours fit in your team once you take out reactive work and a buffer.
Step 4. Tasks by asset family
Six common families with tasks, type and example intervals, plus a blank table for your own.
Step 5. Spread the year’s calendar
A yearly grid to spread the workload across the months without piling up inspections.
Step 6. Decide what happens when you fall behind
The order for postponing work and the log that keeps a postponement from becoming forgotten work.
Step 7. Measure compliance
Four KPIs and a monthly sheet to know whether the plan works.
Quarterly plan review
Ten checks to adjust the plan every three months.
Further reading
Maintenance
The hard part of preventive maintenance is not designing the plan. It is keeping it alive past the first few months. When a plan is abandoned, it is rarely for lack of will. It was usually sized wrong from day one.
Maintenance
Everyone says preventive maintenance is cheaper, but few companies prove it with their own numbers. That is why it is the first thing dropped when an emergency hits. Here is the math, including the uncomfortable part: when corrective is the right call.
Maintenance
There are lists of thirty maintenance KPIs out there, and almost nobody uses thirty. These are five that change decisions, each with its trap, plus the ones you can usually drop.
RFP template
Maintenance software RFP template