Maintenance Reliability & Planning · Program Guideline

Preventive Maintenance Program Gap Analysis Checklist

This checklist systematically benchmarks existing preventive maintenance (PM) programs against ISO 14224 and ANSI/ISA-95 standards. It identifies specific gaps in task frequency, asset criticality alignment, spare part integration, and data collection to drive reliability improvements.

Review Cycle
Quarterly
Department
Reliability
Application
Critical Assets
Version
2.0
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Program Overview

A Preventive Maintenance (PM) Program Gap Analysis identifies discrepancies between an organization's current maintenance execution and established best practices (ISO 14224, ANSI/ISA-95). It evaluates PM frequencies, task content, asset criticality alignment, spare parts integration, and data collection mechanisms. The output is a prioritized list of corrective actions to move from reactive firefighting to proactive, predictive reliability.

Scope & Applicability

This checklist applies to all physical assets classified as 'Critical' or 'Semi-Critical' within the maintenance database (CMMS). Criticality is determined by Risk Priority Number (RPN) = Severity x Occurrence x Detection. Assets with RPN > 125 are considered Critical.

Exclusions: Assets designated as 'Non-Critical' or run-to-fail (RTF) are outside the scope. Building services (HVAC, lighting, plumbing) are typically excluded unless they directly impact product quality or safety.

Validation: All findings must be verified against OEM technical manuals and site-specific operational context.

Core Metrics & Variables
  • PMCPM Compliance: Total PMs Completed On-Time / Total PMs Scheduled x 100. Tracks adherence to the master schedule and is a lagging indicator of execution discipline.
  • SCHSchedule Adherence: Hours Worked on Scheduled PMs / Total Worked Hours. Measures how much of the workforce's time is spent on planned vs. unplanned work. Target > 80%.
  • BLHBacklog Hours: Sum of all open work order estimated hours. Indicates workforce load and efficiency potential. A healthy backlog is 4-6 weeks of planned capacity.
  • MTBFMean Time Between Failures: Total Operating Time / Number of Failures. A leading indicator of reliability improvements driven by optimized PM task lists.
  • MTTRMean Time To Repair: Total Repair Time / Number of Failures. Measures maintainability and spare parts availability. Lower MTTR indicates effective logistics integration.
Roles & Responsibilities
  • Reliability Engineer (Gap Analysis Lead): Defines the checklist criteria, conducts asset criticality ranking, leads the FMEA process, and finalizes the gap remediation roadmap.
  • Maintenance Planner: Audits existing PM task lists for accuracy, updates CMMS data fields, and consolidates spare part requirements for each critical PM task.
  • Maintenance Manager: Allocates resources for PM execution, approves PM frequency changes, and chairs the quarterly gap closure review board.
  • CMMS Administrator: Extracts raw compliance data, updates asset hierarchies, and maintains the integrity of PM master data (frequencies, task lists, criticality flags).

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Implementation & Tracking
1 Export PM Master Data: Extract all active PMs from the CMMS. Include frequencies, task descriptions, last completed date, and associated asset ID.
2 Conduct Asset Criticality Ranking: Perform a Failure Mode and Effects Analysis (FMEA) on all assets to identify RPN. Prioritize assets with RPN > 125 for detailed review.
3 Map PM Tasks to OEM Recommendations: Compare current PM task descriptions against original equipment manufacturer (OEM) maintenance manuals. Flag missing critical tasks (e.g., torquing sequences, lubrication specs, calibration points).
4 Audit Data Collection Points: Verify that PM work orders require specific data fields (vibration readings, thermography images, oil analysis results). Ensure data flows directly to the reliability engineer for trend analysis.
5 Identify Spare Parts Integration: For each critical PM step, verify that required spare parts are stocked in inventory with associated bin locations and min/max levels in the CMMS.
6 Generate Gap Report and Remediation Plan: Compile findings into a formal report. Rank gaps by RPN impact. Assign owners and target dates for closure. Track progress in the monthly maintenance review meeting.

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