How to Create a Preventive Maintenance Schedule

by Damon Hildebrand; Updated September 26, 2017
hydraulic cylinder

A well-executed preventative maintenance schedule results in reduced breakdowns and cost savings. Many organizations--with noble intentions--develop or hire-out preventative maintenance programs and schedules, only to file them away within a few months. Like any tool, the tool itself is worthless unless properly utilized in the right way.

A preventative maintenance—or PM—schedule begins to formulate once a few gaps in information are filled. Timing, as well as the tasks, is crucial for carrying out an effective PM plan. In order to determine the timing and tasks, the following information is necessary.

Items you will need

  • Accounting records
  • Service history
Step 1

Create a register of all assets such as buildings, vehicles and equipment. Group the list in systems and subsystems. For example, list each structure or building individually. Next, list the associated systems that are common to all the buildings. Examples of included systems are air conditioners, lighting systems, plumbing and communication systems. Subsystems, or individual components, might include individual air conditioners, specific lighting panels, certain boilers, and the like.

Step 2

Prioritize assets by degree of importance or criticality. Equipment or system failures that would directly affect safety, operational performance, or comfort and convenience, will rank accordingly. Systems affecting safety of personnel are the highest priority. The plan should be created for these systems first--before moving on to less critical equipment.

Step 3

Perform life cycle and replacement cost analysis on all assets based on their priority. The life cycle cost includes the initial purchase, labor and parts, expended toward the asset over its entire useful life. Forecasting future costs is possible based on historical cost and the asset’s rate of deterioration. Replacement cost of each asset is essential in determining the amount of time and money to invest toward its preventative maintenance. For example, a $20 dollar telephone is not worth a $30 dollar per hour electrician to inspect or repair.

Step 4

Engage the entire staff in the development of the preventative maintenance schedule as early as possible. Allow the technicians and staff—those who execute the schedule—to be involved in its development. This conveys a sense of ownership and creates stakeholders whom now have an interest in the PM plan and schedule succeeding.

Step 5

Constantly monitor asset performance once the schedule is put into practice. Tracking the number of breakdowns—and what broke—will help analyze the schedules effectiveness. After a few months, scheduling adjustments are needed based on current asset performance trends. Some task intervals will be extended, while others will be shortened. Continuously monitoring and correcting the PM schedule ultimately results in a best-in-class PM program.

Tips

  • Start with equipment manufacturer recommendations for preventative maintenance as a minimum.

    Assign numbers to all assets included in the PM schedule for improved tracking purposes.

About the Author

Damon Hildebrand is a retired U.S. Navy veteran. He has more than 15 years within the oil and gas industry in both technical and managerial positions. Hildebrand has been a technical writer and communicator for the last four years. He is a certified specialists in lubrication and tribology, as well as a certified maintenance and reliability professional.

Photo Credits

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