Preventive Maintenance Checklist
aka Preventative Maintenance Checklist, Preventive Maintenance Schedule template, form, or plan
Maintenance Schedule template
You will use two types of maintenance schedule template:
- Use the Preventative Maintenance Checklist (TPMChecklist.xlsx)
for tasks that have a maintenance cycle of a month or more
which are often performed by a central Maintenance Department
- Use the 5S Sustainment Checklist (5SSustain.xlsx)
for tasks that are done daily or weekly
and are often performed by the process operator
Preventive Maintenance template
Find and open your template
Find and open your
TPM Preventive Maintenance template (TPMChecklist.xlsx)
or 5S Sustainment Checklist template (5SSustain.xlsx)
in the same way that you find and open
your other 150+ Systems2win templates.
Create a separate workbook or worksheet for each Work Area
Either create a separate workbook for each Work Area
(by using your master template to create multiple workbooks)
or (within a single workbook), create a separate worksheet for each Work Area.
In the Excel ribbon bar, select Systems2win menu > Open a Blank Sheet
If English is not your native language
Switch to your language, just like every Systems2win Excel template.
Personalize for tasks unique to that Work Area
It's Excel. Use everything you know about familiar Microsoft Excel.
remember that on the Help sheet for every Systems2win template,
there is a section for 'Excel Tips for THIS Template',
where you can follow links to learn how to use Excel.
Unprotect the sheet. (There is no password)
Hide unused rows and columns.
Use Styles to change cells between grey and clear:
Grey = 2winBackPattern
Clear = 2winBackClear
Perhaps personalize your drop down lists on the DV sheet.
Optionally edit the text boxes below the Daily, Weekly, and Monthly Tasks row on the 5S Sustainment Checklist
to provide additional clarification — and/or to divide Tasks into sub-categories.
You can optionally hide the entire row containing the text boxes (rather than deleting them)
If you want word wrap within a text box, you can increase row height
Learn more about how to personalize any Systems2win template.
Optionally save personalized templates for each Work Area
If you find yourself re-creating the same changes each month (or year)...
then you might (optionally) save personalized templates for each Work Area.
Do not overwrite the master template
because you (and others) need to keep a clean starting point for creating new templates for new Work Areas.
Instead, save your Work Area template somewhere else
Perhaps on your team's shared server folder.
Perhaps use your S2winSync folder
(that allows you to easily distribute your own personalized templates to widespread team members)
Each month, use your Preventive Maintenance Checklist for each Work Area
There are 2 optional ways to use your Preventative Maintenance Checklist:
- In handwriting on printed paper, (initialing each task as completed)
- On computer, (choosing from drop down list for each completed task)
Additional instructions for the 5S Sustainment Checklist
Enter 'Start Date'
Start Date = the MONDAY that starts this work period,
or the MONDAY before the start of this work period.
Dates and Days in the main section
will then update automatically.
you might choose to transcribe some tasks from the (long-term) TPM checklist
to the (short-term) 5S Sustainment Checklist for that month.
Print your Preventive Maintenance Checklist
In the Systems2win menu in the Excel Ribbon bar, select…
Print Audit Checklist
Post your printed checklist
on a wall or fixture where it is obvious and visible in the Work Area.
As each task is completed
Initial the tasks on your printed maintenance schedule template.
then you have the option of using the drop down list
to select symbols for different levels of Task completion.
Review as part of Leader Standard Work
Archive the handwritten checklists in a 3-ring binder
where they are reviewed by multiple layers of management as part of Leader Standard Work.
Optionally transcribe your handwritten Comments to the Comments section
to maintain a historical log of past comments to look for trends and patterns.
Other users will prefer to simply refer to their three-ring binder of hand-written checklists
to serve as an (easier to maintain) historical record of past comments.
Preventive Maintenance Schedule template
Preventive Maintenance program template - TPM software for tasks with monthly, quarterly, or yearly cycle
Preventive Maintenance template for 5S
One popular use of a maintenance checklist is to have the workers use it
to maintain their own workspace on a routine schedule —
as part of a 5S program (that is a cornerstone of any initiative for lean process improvement).
Sample Preventive Maintenance Checklist example - for tasks to be performed THIS month
5S Sustainment Checklist Excel template
TPM Checklist Approvals
Notice the section for Leader Reviews on both the Preventive Maintenance Checklist template and the 5S Sustainment Checklist template.
That is where your leaders periodically sign their initials on the printed form that is posted near the workspace — as a form of Visual Management — to let everyone know publicly that this is important, and that leaders really are keeping a close eye to make sure that it gets done, and done right.
Like every Systems2win template, you can easily personalize the form for your own leadership tiers and titles;
but notice that even the senior level VP or Director will occasionally put his or her initials on the form — whenever
he or she happens to be passing through the area.
Preventive Maintenance Schedule Template
Features and benefits of the Systems2win Excel templates for Lean Six Sigma
|All the familiarity of Microsoft Excel
for fast learning, and widespread use
|Plenty of online training
on the 'Help' and 'Sample' worksheets,
|Multiple print areas
Click one button to print the Audit sheet,
|All the standard features common to every Systems2win template
for fast learning and full utilization
|Drop down lists
for easier data entry, fewer errors, and better use of Excel's Filter and Pivot Table features
|Extremely easy to personalize
using everything you know about Microsoft Excel
Bookmark = TPM
Preventative Maintenance Checklist
Importance for Total Productive Maintenance (TPM)
The two cornerstones of a typical Preventative Maintenance program will usually consist of:
- A Preventive Maintenance schedule checklist for each work area
- A system for measuring OEE Overall Equipment Effectiveness —
to improve Availability, Performance, and Quality generated from each piece or cluster of equipment
Either of these two popular TPM tools
are used more than all of the other less popular TPM tools put together.
Why not own them,
and start maintaining your own equipment better — today?
Bookmark = Reading
Suggested Reading and Resources
These Preventive Maintenance templates
and you can empower every team member