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MRO & Maintenance

Maintenance plan (maintenance schedule)

In brief

A maintenance plan specifies for plants and assemblies which servicing and inspection tasks are carried out, at what interval, by whom and with which material.

Contents
  1. What is Maintenance plan?
  2. In practice: maintenance and procurement
  3. Frequently asked questions
  4. Related terms
  5. Further reading

What is Maintenance plan?

The maintenance plan is the central planning tool of preventive maintenance. It translates manufacturer specifications, statutory inspection obligations and in-house experience into specific, recurring tasks. This makes servicing plannable rather than leaving it to chance or to the memory of individual employees.

A complete maintenance plan states for each plant the task, the interval, the responsible person or department, the time required, the tools needed, spare parts and consumables, and safety instructions. Intervals can be time-based, for example monthly, usage-based according to operating hours or switching cycles, or condition-based, when measured values trigger an action. The plan is kept in spreadsheets, checklists or a CMMS that generates dates automatically and documents completion.

The maintenance plan results in a readily predictable demand for filters, lubricants, seals, belts and other wear parts. If this demand is pooled at an early stage, maintenance dates can be reliably met and rush orders avoided. Statutory inspections should be clearly marked in the plan so that they are not inadvertently dropped when dates are postponed.

In practice: maintenance and procurement

For each maintenance item, the required material should be recorded with its exact designation, manufacturer part number and quantity. Regularly comparing maintenance plans with actual failures shows whether intervals should be extended or shortened.

Synonyms and abbreviations: maintenance schedule · servicing schedule · preventive maintenance plan · maintenance calendar

Frequently asked questions

What belongs in a maintenance plan?

A maintenance plan contains the plant or assembly, the specific task, the interval, the responsibility, the estimated time required, tools and material, and safety instructions. A field for confirming completion and space for findings are also helpful. The plan thus also serves as a record of the work carried out.

How do you create a maintenance plan?

First, the plants are recorded and assessed according to criticality. Then manufacturer specifications, statutory inspection obligations and empirical values are combined into tasks with intervals. Responsibilities, material and time required are then added. After a few months, the plan should be reviewed and adjusted on the basis of failure and inspection data.

What is the difference between a maintenance plan and an inspection plan?

The maintenance plan describes measures that delay wear, such as lubricating, cleaning or changing filters. The inspection plan describes checks used to determine and assess condition, for example visual checks, measurements or functional tests. In practice, the two are often kept in a single combined plan.

Is there a template for a maintenance plan?

Templates are available as spreadsheets or in maintenance software, but they do not replace plant-specific preparation. The basic framework is usually a table with columns for plant, task, interval, responsibility, material, time required and completion note. The content should always be derived from the operating instructions and in-house experience.

Further reading