Preventive Maintenance Toolkit

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Methodize Preventive Maintenance: review content, ensure Quality Standards regarding Marketing Automation Best Practices and platform compatibility are met, campaigns are deployed on time, and are sent error free.

More Uses of the Preventive Maintenance Toolkit:

  • Ensure good operation of equipment by completing Preventive Maintenance requirements; call for repairs; maintain equipment inventories; evaluate new equipment and techniques.

  • Manage work with the facilities department to establish Preventive Maintenance and maintenance schedules to minimize equipment downtime implement corporate goals and policies.

  • Manage work with corporate analyzing to roll out standard object coding scheme, Preventive Maintenance (PM) procedures, scheduling and reports.

  • Manage work with the Asset Management to evaluate the Preventive Maintenance program (frequency, timeliness, performance results, etc) and implement adjustments or improvements to the program.

  • Systematize Preventive Maintenance: research unit status to determine the service call type, Preventive Maintenance, warranty, contract.

  • Manage work with corporate analysis to roll out standard object coding scheme, Preventive Maintenance (PM) procedures, scheduling and reports.

  • Arrange that your organization maintains Preventive Maintenance schedules for the equipment and the building.

  • Perform daily operator Preventive Maintenance tasks and daily operator housekeeping tasks (5S).

  • Govern Preventive Maintenance: design, implement, and maintain the System Administration program involving backups and Preventive Maintenance on applicable servers, workstations and Enterprise Software platforms.

  • Establish that your corporation performs Preventive Maintenance according to organization Policies and Procedures in order to assure the building and its contents remain operable and in good condition.

  • Maintain system and Network Infrastructure availability and perform Preventive Maintenance to enhance system availability and stability.

  • Be accountable for servicing and Preventive Maintenance of assembly, material handling equipment according to service instructions and control instructions.

  • Be certain that your venture performs Preventive Maintenance and trouble shoots all types of air Distribution Systems.

  • Develop and establish strategies and methods that improve Preventive Maintenance Processes And Procedures resulting in enhanced equipment performance.

  • Methodize Preventive Maintenance: schedule, plan, and forecast, maintenance resources, tooling and inventory for Preventive Maintenance, projects and daily work packages.

  • Establish Preventive Maintenance: design, implement, and maintain the System Administration program involving backups and Preventive Maintenance on applicable servers, workstations and Enterprise Software platforms.

  • Organize Preventive Maintenance: schedule and coordinate on site service and Preventive Maintenance with your customers and engineers.

  • Establish deadlines, working hours, Hazard Analysis, safety guidelines, Training Requirements, Preventive Maintenance orders, work procedures and sequences to be followed.

  • Warrant that your venture performs Preventive Maintenance checks of equipment and reports any problems or safety issues to appropriate personnel.

  • Direct Preventive Maintenance: complete work orders, Preventive Maintenance and daily projects reported by Engineering Management, front desk, or otherwise assigned during the shift.

  • Ensure you lead an effective Preventive Maintenance systems implementation accompanied with a robust spares Management System.

  • Guide Preventive Maintenance: design, implement, and maintain the System Administration program involving backups and Preventive Maintenance on applicable servers, workstations and Enterprise Software platforms.

  • Identify and provide input to the development of Key Performance Indicators and reports on Preventive Maintenance program effectiveness.

  • Be accountable for avoiding of production equipment down times through a high service performance, professional solving of down time root causes, Preventive Maintenance and supporting of Continuous Improvement Process.

  • Direct Preventive Maintenance: efficiently use your organizations enterprise resource program and software to track Preventive Maintenance activities and maintain department paperwork and records.

  • Devise Preventive Maintenance: design, implement, and maintain the System Administration program involving backups and Preventive Maintenance on applicable servers, workstations and Enterprise Software platforms.

  • Assure your project recommends/implements improvements for Preventive Maintenance programs on an on going basis and develop/maintain effective building specific maintenance and safety Procedure Manuals.

  • Support, and actively contribute to, operational Systems And Processes as breakdown analysis, Preventive Maintenance task optimization, and Root Cause Analysis.

  • Ensure you shape; lead the maintenance department to establish a culture of predictive and Preventive Maintenance while reducing equipment downtime.

  • Identify Preventive Maintenance: review and assess Corrective and preventive action plans according to specified timelines to ensure resolution of audit findings and prevent recurrence.

  • Confirm your design ensures a clean and orderly maintenance compound at all times.

  • Head Preventive Maintenance: continually recommend, develop, and implement Process Improvements and tools to collect and analyse data, and visualize/present insights.


Save time, empower your teams and effectively upgrade your processes with access to this practical Preventive Maintenance Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Preventive 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 Preventive Maintenance specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Preventive 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Preventive Maintenance improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What Preventive Maintenance modifications can you make work for you?

  2. What is the total cost related to deploying Preventive Maintenance, including any consulting or professional services?

  3. Are all requirements met?

  4. What are your primary costs, revenues, assets?

  5. What would be a real cause for concern?

  6. What are the minority interests and what amount of minority interests can be recognized?

  7. What is the craziest thing you can do?

  8. What can be used to verify compliance?

  9. Record-keeping requirements flow from the records needed as inputs, outputs, controls and for transformation of a Preventive Maintenance process, are the records needed as inputs to the Preventive Maintenance process available?

  10. What is the definition of success?

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 Preventive Maintenance book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Preventive 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 Preventive Maintenance Self-Assessment and Scorecard you will develop a clear picture of which Preventive 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 Preventive 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 Preventive Maintenance projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Preventive Maintenance project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Preventive Maintenance Project Team have enough people to execute the Preventive Maintenance Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Preventive Maintenance Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

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 Preventive 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 Preventive Maintenance project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Preventive 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 Preventive 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 Preventive Maintenance investments work better.

This Preventive 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.