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Planned Maintenance
Maintenance and Reliability

Planned Maintenance

Maintenance work the team chose to do. Before something forced them.

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Definition

What is Planned Maintenance?

Planned maintenance is equipment work scheduled in advance and performed by the maintenance team, including preventive servicing on intervals, predictive servicing triggered by sensor or inspection data, and projects that improve the equipment itself. It is the structured counterpart to operator owned autonomous maintenance and one of the eight pillars of total productive maintenance. The defining feature is that the work is scheduled before the failure, not after.

Planned maintenance is the second TPM pillar most shops put in place, after autonomous maintenance, and the one that gives the maintenance department its actual structure. The pillar exists in opposition to a maintenance team that lives entirely in firefighting mode. A shop where every breakdown is an emergency cannot run planned maintenance, because there is no time for the schedule. The first step of building the pillar is, paradoxically, creating enough operator capability through autonomous maintenance that the maintenance team has time to plan.

"If the maintenance team only ever shows up to a fire, the calendar is fiction."

How planned maintenance works

Planned maintenance combines three kinds of work into one schedule. Preventive tasks run on time or usage intervals: change the hydraulic filter every 2,000 hours, rebuild the spindle every 18 months. Predictive tasks run on condition data: replace the bearing when vibration crosses a threshold, change oil when particulate count exceeds a limit. Corrective and improvement projects address known weaknesses on a planned timeline: redesign the guard that keeps getting damaged, upgrade the controller before it becomes obsolete.

The schedule starts with the manufacturer's recommendations and the maintenance team's institutional knowledge of what each machine has actually needed. Tasks get sequenced into a weekly or monthly rhythm. A typical small shop schedule has heavier work in the week with the lowest production demand and lighter work distributed across the rest. The schedule is reviewed weekly: what is due, who is doing it, when will the machine be available. Findings from each task get logged and feed adjustments to the next cycle of work.

The interface between planned maintenance and autonomous maintenance is critical. Operators surface issues through their daily checks; the maintenance lead triages those findings into either immediate work or a planned task at the next interval. Without the operator input, planned maintenance becomes blind to what is actually happening on the floor. Without the planned response, operator findings pile up and nothing gets fixed.

Where planned maintenance fits on the shop floor

Picture a 30 person contract manufacturer running CNC, sheet metal, and assembly. The maintenance team is two people. The shop has a binder of preventive tasks from when the equipment was new but has not opened it in two years; everyone is too busy with breakdowns. Average unplanned downtime is around 14 percent across the floor.

A planned maintenance reboot would start by carving out time. Operators take on autonomous tasks (cleaning, light inspection, basic lubrication) so the maintenance team can claw back four to six hours a week per person for scheduled work. The binder gets pulled out, the tasks get refreshed with what the team actually knows about the equipment now, and the schedule moves onto a printed weekly grid posted near the maintenance bench. The first eight weeks are mostly catch up: bearings that should have been changed 1,500 hours ago, hydraulic lines that should have been replaced last year. By the end of the first quarter, unplanned downtime is closer to 8 percent and the schedule is sticking. The maintenance team's day looks different. It is plan, not panic.

Common mistakes with planned maintenance

  • Letting reactive work displace planned work. A maintenance team in constant firefight mode never executes the schedule. Carve out planned hours and protect them.
  • Keeping the schedule in one person's head. A schedule that lives in memory disappears when that person leaves. Print it, file it, version it.
  • Not adjusting intervals. Tasks set up three years ago are no longer calibrated to current usage. Quarterly schedule review prevents drift.
  • Owning planned maintenance only in the maintenance department. The production schedule has to make machine time available. Without operations buy in, the team can plan all day and never execute.
  • Treating planned maintenance as separate from autonomous maintenance. The two pillars share data. Without the operator findings, planned tasks are guesses.

Planned maintenance and related Lean tools

Planned maintenance is one of the TPM pillars and the structured counterpart to operator owned autonomous maintenance. It usually contains both preventive maintenance (calendar or usage based work) and predictive maintenance (condition based work). It exists in opposition to breakdown maintenance, the unplanned firefighting mode that planned work is designed to replace.

Common questions

The questions we hear most about this term.

How does planned maintenance work?
It runs on a master schedule maintained by the maintenance team. Each machine has a list of tasks, each task has an interval or a trigger, and each task gets booked into a calendar. The schedule typically blends preventive work (calendar or usage based) with predictive work (condition based) and project work (improvements, modifications). A weekly review pulls the next set of tasks into a posted work plan. The team executes the plan, logs what was found, and uses the findings to refine future intervals.
How is planned maintenance different from preventive maintenance?
Preventive maintenance is a subset of planned maintenance. Planned maintenance is the broader category: any maintenance scheduled in advance, including preventive (time or usage based), predictive (condition based), and corrective projects. Preventive is specifically the time or usage based work meant to stop a known failure mode. Every preventive task is planned, but not every planned task is preventive. In daily conversation the terms get used interchangeably and that is fine as long as the schedule is real.
Is planned maintenance the same as preventive maintenance?
No. Planned is the wider bucket; preventive is one mode inside it. A planned maintenance schedule might include a quarterly bearing inspection (preventive), a vibration based bearing change (predictive), and a hydraulic line replacement project (corrective). All three are planned. Only the first is preventive in the strict sense. Mixing the terms occasionally causes a shop to think it has a planned maintenance program when all it actually has is a preventive schedule.
What are common mistakes with planned maintenance?
The biggest is letting planned work get displaced by reactive work. Maintenance staff who spend the week firefighting will never get to the planned schedule, which means the schedule becomes fiction. The second is keeping the schedule in someone's head instead of on paper or in a system. A schedule that disappears when one person quits is not a program. The third is not adjusting intervals based on findings. The schedule should evolve every quarter or it gets stale.
What does planned maintenance look like on the shop floor of a small contract manufacturer?
A simple paper or spreadsheet schedule with one column per week and one row per machine, kept by the maintenance lead. Each cell contains the tasks due that week. A weekly half hour review picks the next week's work and assigns hours. A board near the maintenance workbench shows the current week's plan. A 15 person shop can run a credible planned maintenance program with one part time maintenance lead and a printed schedule. Software helps later, once the discipline is in place.

Ditch the whiteboards and spreadsheets.

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