Research & Best Practices

The Ultimate Preventive Maintenance Checklist for Equipment Longevity


Enacting a preventive maintenance plan can yield great benefits — improved equipment operation, increased part quality and lower overall downtime to name a few. However, realizing these benefits does require an investment of time and effort to create and implement the plan.

Your preventive maintenance plan should be tailored to your facility, but there are many foundational elements common across the board. The easiest way to carry out these steps is often in the form of a checklist. We’ve put a sample template together below so you can begin building a preventive maintenance checklist of your own.

preventive maintenance checklist

View the full infographic here.

The preventive maintenance pre-check

Before you begin, take a look at this pre-checklist that contains some basic information that should be core to any preventive maintenance plan:

  • Assess and inventory the current state of your facility: Set benchmarks based on current performance for efficiency, quality, uptime, maintenance and more — and be sure you understand every aspect of your facility that will undergo preventive maintenance.
  • Locate documentation: For machinery, much preventive maintenance can be done in accordance with manufacturer recommendations and specs.
  • Create documentation of your own: A facility’s preventive maintenance checklist is a good start and quick reference, but be sure to comprehensively document your preventive maintenance plan and processes in a place where all employees can easily access and review it.

With these initial steps completed, you’re ready to start building a preventive maintenance checklist. Feel free to use the checklist guide below as a starting point.

The ultimate preventive maintenance checklist

Preventive maintenance for machines

  • Ensure that machinery is clear of debris, before and after every shift.
  • Wipe machine surfaces of lubricant, dirt and other loose debris each day.
  • Regularly inspect tools for sharpness.
  • Check for and replace worn or damaged tools.
  • Routinely check all machinery fluid levels and air filters and replace as needed.
  • Calibrate machines regularly.

Preventive maintenance for material handling equipment

  • Regularly check belts for damage.
  • Review calibration and programming for gantry machines. This is often a good opportunity to identify inefficiencies.
  • Clean belts and other equipment in direct contact with materials and inventory at least once a day.
  • Check and maintain motors and other power sources at least twice a year.

Preventive maintenance for facility infrastructure

  • Ensure that adequate space exists between machinery.
  • Confirm that safety and caution areas are sufficiently marked.
  • Keep walkways and other means of ingress and egress clear of debris and any other material.
  • Guarantee that wires are properly secured and do not present a hazard.
  • Check stairway and walkway railings regularly.
  • Inspect structural building elements at least once a year — structural damage can further harm your capital investments and your inventory, creating exponential losses.
  • Comprehensively check and repair building systems (electrical, plumbing, network) at least once a year.
  • Examine fire detectors twice a year and remain in compliance with local regulations.
  • Assess external grounds, including parking facilities, for hazards.
  • Check your roof at least once a year.

Preventive maintenance for network and data systems

Note: As connected systems become increasingly common, good “data hygiene” is just as important for industrial facilities as it is for any other organization.

  • Review your network security practices.
  • Regularly review and identify the most immediate threats to your network security (i.e., have there been data breaches in the news recently?).
  • Assure that employees comply with safe practices such as password security and good email practices (avoiding phishing schemes, etc.).
  • Change Wi-Fi and other network passwords at least twice a year.

The items above cover a broad range of aspects for a facility, and they can all contribute to the more efficient, safer, more productive operation of your business. Keep this list handy and use it to tailor your plan as needed for your operation, and don’t hesitate to contact us today for help assembling your preventive maintenance plan.

Let’s Talk

This field is for validation purposes and should be left unchanged.