Planned Maintenance Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Planned Maintenance Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Planned Maintenance related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Planned Maintenance specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Planned Maintenance Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Planned Maintenance improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. What are best practices in establishing and maintaining cost effective data replication to the cloud for mission critical IT systems to minimize downtime and loss of data in the event of a disaster?

  2. What is the main approach your organizations IT leadership should prioritize to address the current gaps in the talent needed to plan, deploy, and maintain your future networking needs?

  3. How do you handle the performance-related system requirements, in areas like usability, security and maintainability, which nominally are outside the scope of the performance testing?

  4. Have continuity plans been developed to maintain or restore business operations in the required time scales following interruptions to, or failure of, critical business processes?

  5. Have an asset management system that facilitates your organization to effectively monitor and maintain its assets, in order to provide the best possible service to its customers?

  6. How many times do we, or others in critical roles within your companies, make decisions without referring to necessary information, purely because it takes too long to find it?

  7. Are there procedures used for controlling remote maintenance services where diagnostic procedures or maintenance is performed through telecommunications arrangements?

  8. Are there provisions for maintenance plan optimization based on changing operational requirements, reliability changes, equipment modifications, or funding changes?

  9. Have processes been established, implemented and maintained to prepare for and respond to potential emergency situations identified during the planning stage?

  10. Does your organization have a function or section that has the duty and responsibility explicitly to manage information security and maintain its compliance?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Planned Maintenance book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Planned Maintenance self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Planned Maintenance Self-Assessment and Scorecard you will develop a clear picture of which Planned Maintenance areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Planned Maintenance Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Planned Maintenance projects with the 62 implementation resources:

  • 62 step-by-step Planned Maintenance Project Management Form Templates covering over 1500 Planned Maintenance project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Are vendor invoices audited for accuracy before payment?

  2. Activity Duration Estimates: Does a process exist to formally recognize new Planned Maintenance projects?

  3. Project Charter: Assumptions: what factors, for planning purposes, are you considering to be true?

  4. Executing Process Group: What were things that you did very well and want to do the same again on the next Planned Maintenance project?

  5. Activity Duration Estimates: How does Planned Maintenance project management relate to other disciplines?

  6. Team Member Status Report: Do you have an Enterprise Planned Maintenance project Management Office (EPMO)?

  7. Project Performance Report: To what degree will the team adopt a concrete, clearly understood, and agreed-upon approach that will result in achievement of the teams goals?

  8. Risk Audit: Do you have an understanding of insurance claims processes?

  9. Stakeholder Management Plan: What is the process for purchases that arent acceptable (eg damaged goods)?

  10. Source Selection Criteria: Is the offeror pricing what is technically proposed?

 
Step-by-step and complete Planned Maintenance Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Planned Maintenance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Planned Maintenance project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Planned Maintenance project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Planned Maintenance project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Planned Maintenance project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Planned Maintenance project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Planned Maintenance project with this in-depth Planned Maintenance Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Planned Maintenance projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Planned Maintenance and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Planned Maintenance investments work better.

This Planned Maintenance All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.