7 Steps to Building a Preventive Maintenance Program

Learn how to create a preventive maintenance program that cuts downtime, extends asset life, and boosts efficiency in just 7 simple steps.
The FieldEx Team
February 13, 2025
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Imagine this: You're in the middle of peak production, and suddenly, a critical machine breaks down. Operations come to a screeching halt, deadlines get pushed, and costs start piling up. Sound familiar? This is exactly what a Preventive Maintenance (PM) Program helps to avoid.

Preventive maintenance is a proactive approach to equipment care, ensuring assets are serviced regularly to minimize unexpected failures. A well-structured PM program reduces downtime, extends equipment lifespan, enhances safety, and saves costs – all while keeping operations running smoothly.

In this guide, we’ll walk you through the step-by-step process of building a rock-solid preventive maintenance program, so you can avoid those costly breakdowns and keep your business running like a well-oiled machine.

What is a Preventive Maintenance Program?

A Preventive Maintenance Program is a structured plan that ensures regular servicing of equipment to prevent unexpected failures. Unlike reactive maintenance (which addresses breakdowns after they occur), preventive maintenance focuses on scheduled inspections, servicing, and repairs to keep assets in peak condition.

For example, a manufacturing plant that implemented a preventive maintenance program reduced equipment failures by 40%, simply by following a structured maintenance schedule.

Preventive vs Predictive Maintenance

While preventive maintenance follows a fixed schedule (eg servicing a machine every 3 months), predictive maintenance relies on real-time data to determine when servicing is required. A mix of both can lead to optimal asset performance and cost savings.

Step-by-Step Guide to Building a Preventive Maintenance Program

Step 1: Take Inventory of All Assets and Equipment

Start by identifying all the assets that require maintenance. List down machinery, tools, vehicles, HVAC systems – anything critical to operations.

  • Categorize assets based on priority and usage.
  • Tag assets with unique IDs for easy tracking.
  • Use a CMMS (Computerized Maintenance Management System) to log all asset details.

Step 2: Gather Maintenance History & Manufacturer Guidelines

  • Review previous maintenance records to identify recurring issues.
  • Follow OEM (Original Equipment Manufacturer) recommendations for servicing intervals.
  • Determine critical spare parts to keep in stock.

Step 3: Define Maintenance Tasks and Schedules

Each piece of equipment has different maintenance needs. Set up task lists for:

  • Time-based maintenance (eg changing HVAC filters every 3 months).
  • Usage-based maintenance (eg servicing forklifts after 500 hours of operation).

Step 4: Assign Roles and Responsibilities

Clear accountability ensures maintenance tasks are carried out properly:

  • Technicians handle scheduled servicing.
  • Supervisors ensure tasks are completed on time.
  • Contractors may be involved for specialized equipment.

Step 5: Implement a CMMS to Automate & Track Maintenance

Manually tracking maintenance schedules is inefficient. A CMMS automates work orders, sends alerts, and generates reports, making preventive maintenance easier to manage.

For example, companies using CMMS experience up to 23% less unplanned downtime compared to those using spreadsheets or paper-based tracking.

Step 6: Train Your Team on Best Practices

A great preventive maintenance plan is useless if your team doesn’t follow it.

  • Provide training on PM processes.
  • Encourage a culture of proactive maintenance.
  • Keep technicians updated on new technologies and tools.

Step 7: Monitor Performance with KPIs and Adjust Accordingly

Track key performance indicators (KPIs) to assess the effectiveness of your PM program:

  • Mean Time Between Failures (MTBF): How often equipment fails.
  • Mean Time to Repair (MTTR): How long it takes to fix issues.
  • Compliance Rate: Percentage of scheduled maintenance tasks completed on time.

Use analytics to fine-tune maintenance schedules and optimize asset performance.

Common Challenges and How to Overcome Them

Even the best preventive maintenance programs face challenges. Here’s how to tackle them:

1. Resistance to change? Employees may prefer reactive maintenance. Solution: Show them the long-term benefits of PM (fewer breakdowns, lower costs).

2. Limited budget? Start small. Implement PM for the most critical assets first, then scale gradually.

3. Too much data, not enough action? Use analytics tools within a CMMS to make data-driven decisions.

Case Studies: Success Through Preventive Maintenance

Oil and Gas 

A large oil and gas equipment manufacturer implemented a PM program after experiencing frequent equipment failures that disrupted production. Initially, the company relied on backup assets, sourcing rentals or purchasing new equipment when breakdowns occurred. By shifting to a preventive approach – conducting criticality analyses, scheduling regular inspections, and integrating a Computerized Maintenance Management System (CMMS) – they reduced unplanned downtime and optimized asset utilization.

(Source: Maintenance World)

Mining and Construction

In the mining and construction industry, heavy machinery like excavators, conveyor systems, and drilling rigs undergo extreme wear and tear. Without a structured PM strategy, these machines can fail at critical moments, delaying projects and increasing costs. Implementing oil analysis, vibration monitoring, and proactive component replacements has enabled mining companies to extend equipment life and improve worker safety.

Similarly, industrial plants often deal with asset failures that disrupt production lines. A common issue is motor failure due to overheating or improper lubrication. Implementing condition-based maintenance techniques – such as infrared thermography and ultrasonic testing – has helped manufacturers detect early signs of deterioration, preventing catastrophic failures and improving operational efficiency. 

By integrating preventive maintenance across various industries, companies can shift from costly, reactionary approaches to a proactive model that ensures long-term equipment reliability and cost savings. 

(Source: Maintenance World)

The Long-Term Payoff of a Well-Built Preventive Maintenance Program

A strong preventive maintenance program is an investment that pays off in the long run. It reduces unexpected failures, extends asset life, and improves overall efficiency.

Want to simplify preventive maintenance?

Try FieldEx CMMS – an all-in-one solution that automates scheduling, tracks maintenance tasks, and ensures your assets stay in peak condition. Reach out for a demo today! 

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The FieldEx Team

FieldEx is a B2B field service management software designed to streamline operations, scheduling, and tracking for industries like equipment rental, facilities management, and EV charging, helping businesses improve efficiency and service delivery.

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