Preventive Maintenance Planner & CMMS-Lite
A complete preventive maintenance system in one spreadsheet, for plants and sites that are not ready for an expensive CMMS. Asset register with criticality, a PM plan that works out its own due dates, a 52-week schedule, work order log, weekly plan, spares min/max and a 12-KPI dashboard, plus a 23-page guide, 68 starter PM tasks and 8 printable forms.
$14.99 one-time payment, instant download
Delivered as an instant XLSX/PDF/DOCX download (one ZIP file, available right after checkout).
Why this planner
Most maintenance templates are a calendar grid and nothing else. This one is a working maintenance system, built by a rotating equipment and turnaround engineer with 20 years of plant experience. It follows the way good plants actually plan maintenance: rank your assets, write PM tasks people can do, schedule them, track every job and measure what matters.
What's included
- Planner Workbook (Excel / Google Sheets, 12 sheets, no macros): a dashboard with 12 KPI tiles (PM compliance, overdue PMs, open and overdue work orders, backlog in crew-weeks, planned work %, downtime, cost, spares to reorder) and 6 charts; an asset register with a criticality score that sets A/B/C classes and calculates MTBF, MTTR and availability; a PM plan that flags tasks OVERDUE, DUE SOON or DUE IN 30 DAYS; a self-filling 52-week schedule with labour load against crew capacity; a P1–P4 work order log with costs, failure modes and downtime; a printable weekly plan; spares min/max with reorder flags; bad actors and a failure-mode Pareto; and a task library of 68 starter PM tasks for 13 equipment types. Comes as a filled example workbook and a blank one.
- Guide (PDF, 23 pages, 18 chapters): a one-hour quick start, maintenance strategies and the P-F curve, criticality, writing PM tasks, setting frequencies, the work order workflow and priority matrix, weekly planning and scheduling, spares, KPIs, bad actors and 5-Why, lubrication and condition monitoring basics, a 90-day rollout plan and a glossary.
- Maintenance Forms Pack (Word / Google Docs, 8 forms): work request / work order, blank PM checklist, a centrifugal pump PM checklist example, equipment history card, lubrication route sheet, 5-Why RCA, shift handover log and a weekly scheduling meeting agenda.
Who it's for
Maintenance planners, supervisors and engineers, facility and site managers, small manufacturers, utilities, workshops and anyone moving off paper or a messy spreadsheet before buying a CMMS.
Good to know
- Works in Excel 2016 or later, Microsoft 365, Excel for Mac, Excel on the web and Google Sheets.
- All names, tags and figures in the examples are fictional. Licensed for your own use, not for resale.