How to Create a Preventive Maintenance Checklist [Free Template]

Does the idea of checklists sound limiting? Well, buckle up. Preventive maintenance checklists might just be the thing that flips that idea on its head. 

If you’ve ever been faced with a task and found yourself overwhelmed by the number of ways to complete it, you know how freeing a little guidance can be. 

Well crafted preventive maintenance checklists give your team the step-by-step tools they need to be successful. Checklists can also help them complete tasks more thoroughly, freeing them up for their next task faster. We’ll show you how to make the most of them.

Explore our free maintenance templates & checklists

Why use preventive maintenance checklists?

An official Standard Operating Procedure (SOP) that demonstrates the best way to complete a regular inspection or routine maintenance task has many benefits. Here are the top four.

Improved productivity through standardization

There are many wrong ways to do a job. There may also be many ways to do a job right. But there is only one way to do a job right in the minimum required time

Outlining proven and time-tested steps to complete each specific PM improves productivity by: 

  • Helping new team members to do a job properly the first time
  • Reducing the supervision required for routine tasks
  • Enabling one technician to jump in and finish a task that someone else started
  • Improves the overall quality of work by ensuring everyone is following best practices

Use SOPs to standardize maintenance work across the board and support the development of preventive maintenance checklists, and hold team members accountable for following them.

Safer procedures and working conditions

An effective preventative maintenance schedule helps avoid equipment failure, which can represent not only decreased productivity but also workplace safety risks to employees. 

In addition, a preventive maintenance checklist reduces human errors and includes important safety steps that must be taken to minimize the chance of injury.

Faster troubleshooting

When the maintenance plan for each piece of equipment is clearly outlined in a checklist and is followed consistently, it becomes easier to identify why something went wrong. With less variation in the way maintenance gets completed, tracing an issue back to the root cause becomes much simpler. 

Better maintenance planning

Clearly defined steps for each maintenance task make it much easier to estimate how long it will take to complete that task. This means that a maintenance manager will have an easier time scheduling and managing maintenance work. And the easier it is to complete maintenance work, the less downtime will become an issue.

Download our Free Preventive Maintenance Plan Template!

Following a consistent Preventive Maintenance Plan can make life easier. Use this template to create your own.

Get the Template

The basis for PM checklists

Maintenance checklists are an essential component of a successful preventive maintenance strategy. As with any PM strategy, there are three important information sources you will need; an accounting of assets, manufacturer recommendations, and asset history.

Preparations steps for preventative maintenance checklist

A list of assets that need preventive maintenance checklists

For teams who plan to create checklists for dozens of assets, it pays to be strategic. Gather necessary asset information such as make, model, location, and purchase date. 

If it has been a while, this is a great time to complete an asset audit to evaluate all your assets and determine those best suited to a PM checklist. It will be document everything in one place, especially if you don’t already track assets with a preventive maintenance software or CMMS.  To learn more about CMMS, check our What is a CMMS System and How Does it Work guide.

Gather original equipment manufacturer (OEM) manuals

OEMs will provide the first best source of what PMs need to be completed for all your assets and how. Starting with OEM recommendations not only ensures you complete maintenance in the right way, it also helps you ensure the appropriate steps are taken every time to maintain warranties and product safety. 

Review asset history 

Over time, assets can develop unique patterns through frequent breakdowns, or use of non-original spare parts, for example. The way the maintenance needs of your equipment has changed over time must be accounted for in any preventive maintenance checklists you develop. Check your equipment maintenance logs to ensure this information is available.

The anatomy of a good preventive maintenance checklist

The easiest way to prepare a good PM checklist is to identify what needs to be included in each in order to facilitate your processes and workflows.

Components of preventive maintenance checklist

Preparation details

This section includes all the information your maintenance technicians need to know in order to prepare for the task. This includes:

  • Tools needed to complete the work
  • Spare parts specific to the asset that may be needed to complete the work
  • Estimated time to complete the work

Documenting these preparation details can help your team walk in to the task set up to complete the task effectively, and quickly without unnecessary travel to your warehouse or hardware store.

Safety details

Clearly describing safety details in their own section reinforces their importance. This section should include: 

  • Safety instructions
  • Required personal protective equipment (PPE)
  • LOTO or lockout tag out instructions

Visual aids (if necessary)

The more detailed a PM checklist can be, the better. Visual aids help describe complex procedures and components more clearly. These may include:

  • Pictures
  • Diagrams
  • Videos

Steps to complete the task

Steps to complete each PM work order should be clearly defined in each checklist. Just like standard operating procedures, it is important to use consistent language that is easy to understand. 

Characteristics of a good PM checklist

Characteristics of preventative maintenance checklists

Steps must be communicated clearly and concisely

Having too much information can be just as confusing as having too little. Finding the balance can be tricky. In general, a good PM checklist should be simple enough for a new maintenance technician to follow with minimal supervision.

Here are some tips to follow:

  • Avoid writing long paragraphs. Not only do lengthy descriptions simply take longer to read, they can also lead to confusion and misinterpretation. If you have a lot of information to cover in one step, consider breaking it into multiple shorter steps.
  • Use a diagram or a picture to support the description of complex steps.
  • Ensure every step has a purpose. If it doesn’t have a purpose, strongly consider removing it from the checklist. 
  • Be precise. If an asset has 2 evaporator coils and one of the steps on your checklist is “check the evaporator coil,“ that is not precise enough. 

The steps are laid out sequentially

Step-by-step checklists should always present a list of actions in the exact order of which they should be performed. If steps need to be repeated, list them again rather than sending the reader back to an earlier step in the checklist. 

The information is regularly updated

Creating a PM checklist is not something you should just set and forget. Here are a few reasons why you need to update PM checklists regularly:

  • Field technicians will discover necessary changes to checklists through the course of their work. These should be reflected in checklists so that future technicians can follow updated processes. 
  • Sometimes an asset breakdown causes an issue that can’t be fully fixed. For instance, if part XY is loose or cracked, a checklist can note for a technician to be very careful when removing the casing.
  • Sometimes an asset maintenance plan needs adjustments based on environment changes. 
  • There will be new assets coming in and that will require some updates on the PM checklist

When you have your preventive maintenance checklist ready, run it by an experienced maintenance technician to ensure it is complete. It is also helpful to test your checklist by having a technician who was not in the process of writing it, complete a test PM. 

Leveraging a CMMS for PM checklists

Even for the most experienced PM checklist creator, the process becomes a lot easier with the right tools. CMMS software can make building PMs with attached checklists simple, and completing them even simpler.

The historical data stored by CMMS systems is an invaluable resource for creating checklists tailored to your exact assets. In addition, the checklist functionality built into most CMMS systems requires sequential step completion and documentation as the task is in progress.  This further streamlines the management and accountability process, and makes every step trackable, and reportable for future analysis and initiatives. 

Key takeaways

A PM checklist is the Google Maps (or Waze, or even Mapquest if that is your thing) for any successful preventive maintenance program. It takes the guesswork out of preventive maintenance tasks and ensures consistency, quality, preparedness, and productivity. By endowing your maintenance team with the step-by-step best practices for all their routine maintenance activities, you provide them with the freedom to be successful and productive in their roles. 

A CMMS system serves as the central repository for all your maintenance work, and is the tool that can guide your maintenance team through each step of a checklist and hold them accountable for completion. To see for yourself what Limble can do for you, schedule a quick product demo or start a free trial.

  • Hey, Bryan. I’m Shine, part of the team behind iAuditor by SafetyCulture. Found your awesome article about preventive maintenance and even gave our template/report as an example! We’ve updated our HVAC maintenance page recently ( hoping it’s not too much to ask for a link in “these templates created by iAuditor” (the link used to be there, I think? as they’re in green but it isn’t clickable, so not sure exactly what happened) Anyway thanks, talk to you soon, and stay safe!

  • Hi Shine,

    The link works fine for me. The URL didn’t change so the link should work fine as it is. Maybe it was a temporary issue as we did some technical changes on the blog.

  • Yet another post about HVAC Maintenance I’m going share with my buddies on Facebook. Thanks!

Comments are closed.

Request a Demo

Share your contact details below and someone from our team will reach out as soon as possible.