The Facility Expert’s Preventive Maintenance Checklist

As of 2021, preventive maintenance remains the most common maintenance strategy used in just over 75% of facilities worldwide. Other forms of maintenance, such as reactive and predictive maintenance, are also used in many operations to create an optimized asset management plan. Preventive maintenance work is most commonly defined through the use of checklists to guide personnel through the required routine checks.
In this post, we’re going to review the most common maintenance checklist categories to help you create an expert-level program. Maintenance and repair (M&R) budgets can account for a large portion of an overall facility budget, and it is important to optimize equipment lifetime whenever possible. Facility management (FM) software and computerized maintenance management systems (CMMS) allow facility managers to digitize maintenance workflows when paired with a comprehensive asset tracking system. By tagging assets and equipment with durable barcode labels and asset tags such as metal equipment tags and facilities management asset tags, you can streamline documentation and maintain an accurate maintenance history for every asset, which helps to further optimize both short and long-term maintenance planning.
Our expert preventive maintenance checklist focuses on the major facility systems present at most locations and can be customized as needed. All equipment systems are not created equal, and the typical facility will require a mix of daily, weekly, monthly, quarterly, and annual checks.
The exterior structure of a facility may be exposed to many potential hazards including storms, sunlight, and other weather conditions. When designing a checklist for facility maintenance, it is important to incorporate routine checks for critical equipment and designated areas that lie outside of the building. This not only helps protect the overall facility but also improves security and makes it easier for employees and visitors to access building resources.
Roofing
Parking Lots and Garages
Windows and Doors
Lawns and Facility Grounds
The interior design and maintenance of a building can be complex and should be well organized and easy to understand. It can be helpful to assign owners for specific areas of the building and/or subsystems that require regular monitoring. Each facility is unique and these preventive maintenance checklists are basic recommendations that should be customized with input from your local experts.
Electrical & Energy Utilization
Plumbing
HVAC
Equipment
Elevators
Security
Fire Safety
In addition to checklists defined by your facility infrastructure, it can also be helpful to define seasonal maintenance inspection items that need to be performed at a certain time of year. The ideas presented below can help you get started with your seasonal planning. You can incorporate these ideas into existing monthly, quarterly, or annual checklists as needed.
Spring/Summer
Fall/Winter
Facility maintenance planning is a challenging effort that requires the coordination of several resources within a building. Using custom checklists to define periodic maintenance checks can have a dramatic impact on your ability to prevent safety hazards and minimize equipment downtime. One of the best ways to improve your local maintenance planning is to use our expert checklist ideas as a starting point for discussions with your local team. The best checklists will be thorough and define necessary activities for every core component of the facility.
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