Training

Effective Preventive Maintenance Plans

A preventive plan that exists only on paper is an expensive illusion.

In a reality where every unnecessary task is a cost, and every missed inspection is a risk of downtime – you need planning that combines technical logic with execution realities.

This training will teach you how to design preventive plans that are purposeful, feasible, and tailored to the level of risk and available resources. You will understand how to transform vague recommendations from documentation into specific actions with deadlines, responsible parties, and expected outcomes. You will learn how to engage the technical team, how to integrate the plan with the CMMS system, and how to conduct its review and optimization.

You won’t receive a rigid template – you will get a system of thinking that allows you to design and scale prevention based on data, logic, and experience from thousands of hours of audits and implementations.

This is not only theory. These are solutions that you can implement right after returning to your organization.

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Key Benefits for Participants

You will learn to create preventive plans that are implemented — not just approved

You will discover data-driven planning methods based on risk and criticality of machines

You will build a real plan for your facility: tailored to resources, budget, and team competencies

You will receive ready-made templates, checklists, and examples from various industries

You will strengthen your role as a technical leader who thinks systemically and acts effectively

The training is intended for:

managers and leaders of technical departments / maintenance / investments
planning, reliability, asset management engineers
technical and operational directors responsible for production assets

Sign up today!

Training Program – 2 Days

The training is divided into 5 thematic modules, each containing practical tools, case studies, and workshops for participants to work on their preventive maintenance plans.

MODULE 1: What is an Effective Preventive Plan – and Why Do Most Fail?

The role of preventive maintenance plans in reliability and technical risk management
Common mistakes in creating plans: excess, deficiency, lack of clarity, absence of logic
Types of PM tasks: inspections, tests, calibrations, cleaning, replacements – when and why?
Consequences of inadequate plans: failures despite PM, excessive costs, loss of system credibility
Workshop: audit of a sample plan from a real factory – identification of errors and gaps

MODULE 2: Building a Preventive Plan Step by Step

How to collect input data: documentation, history, CMMS, technicians' knowledge
How to determine the scope, frequency, form, and executor – the logic of plan construction
Instructions and checklists – how to create tasks that are understandable and feasible
Resources in the plan: time, spare parts, tools, competencies
Workshop: creating a PM plan for a selected device from the participant's facility or from a case study

MODULE 3: Criticality, Risk, and Prioritization of Actions

Assessing the criticality of machines – impact on production, safety, costs
Building a simplified technical risk matrix – impact × probability
The influence of RCA results and failure data on PM planning
Balancing risk with the detail and frequency of tasks
Workshop: assessing the criticality of 3 selected devices and translating it into PM decisions

MODULE 4: Integration with the System and Team – How to Implement a Plan That Works

Data structure in CMMS: tasks, resources, templates, instructions, BOMs
The role of the planner in the planning and execution process
Engaging technicians – how to ensure the plan is used, not ignored
Reviewing and updating plans – when, who, and on what basis
Workshop: preparing a plan for import into CMMS and simulating implementation within the team

MODULE 5: Optimization, Scaling, and Continuous Improvement

How to measure the effectiveness of plans: PM compliance indicators, “empty tasks”
When to reduce actions, when to expand them – decision-making methodology
Building a library of plans – standardizing actions in a multi-site organization
Strategy for reviewing plans every 6/12/18 months – who, how, and with what data
Workshop: reviewing and correcting the participant's existing PM plan – checklist + recommendations for changes

Operivo Sp. z o.o.

Aleja Jana Pawła II 27

00-867 Warsaw

+48 533 373 200

europe@operivo.com

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