--- title: Planned Maintenance | Categories, Benefits, & How to Best Prepare description: Having a planned maintenance program helps prevent equipment failure. We will cover what the program is and how you can implement it on your own projects. image: https://www.carboncollectiveinvesting.com/hubfs/Planned_Maintenance.png --- [![Carbon collective](https://www.carboncollectiveinvesting.com/hubfs/raw_assets/public/CarbonCollective_August2021%20copy/images/carbon-collective-green-investing-logo-white.4f6047d4.svg "Carbon collective")](https://www.carboncollectiveinvesting.com/) - About - Employers - [Sustainable 401(k)](https://www.carboncollectiveinvesting.com/401k) - [401(k) Comparison Tool](https://www.carboncollectiveinvesting.com/401k/plan-comparison-tool) - Individuals - [FAQ](https://www.carboncollective.co/en/knowledge/faqs) - [ETF](https://www.carboncollectivefunds.com/) - Learn - [Sustainable Investing](https://www.carboncollective.co/sustainable-investing) - [Investing Basics](https://www.carboncollective.co/sustainable-investing/investing-basics) - [Blog](https://blog.carboncollective.co/) - [Tools](https://tools.carboncollective.co/calculator/) - Log in - [Carbon Collective](https://app.carboncollective.co) - [Altruist](https://app.altruist.com) [Talk to a human](https://ask.carboncollective.co/f4o5dylkg) [Sign up](https://app.carboncollective.co/sign-up) [Log In](http://app.carboncollective.co/) [![Carbon collective](https://www.carboncollectiveinvesting.com/hubfs/raw_assets/public/CarbonCollective_August2021%20copy/images/carbon-collective-green-investing-logo.53b28bee.svg "Carbon collective")](https://www.carboncollectiveinvesting.com/) - About - Employers - [Sustainable 401(k)](https://www.carboncollectiveinvesting.com/401k) - [401(k) Comparison Tool](https://www.carboncollectiveinvesting.com/401k/plan-comparison-tool) - Individuals - [FAQ](https://www.carboncollective.co/en/knowledge/faqs) - [ETF](https://www.carboncollectivefunds.com/) - Learn - [Sustainable Investing](https://www.carboncollective.co/sustainable-investing) - [Investing Basics](https://www.carboncollective.co/sustainable-investing/investing-basics) - [Blog](https://blog.carboncollective.co/) - [Tools](https://tools.carboncollective.co/calculator/) - Log in - [Carbon Collective](https://app.carboncollective.co) - [Altruist](https://app.altruist.com) [Talk to a human](https://ask.carboncollective.co/f4o5dylkg) [Sign up](https://app.carboncollective.co/sign-up) [Log In](http://app.carboncollective.co/) **[Home](https://www.carboncollectiveinvesting.com/) > [Sustainable Investing](https://www.carboncollectiveinvesting.com/sustainable-investing) >** Planned Maintenance # Planned Maintenance ![](https://www.carboncollectiveinvesting.com/hubfs/zach-stein.jpeg) Written by Zach Stein | Reviewed by [Subject Matter Experts](https://www.carboncollectiveinvesting.com/subject-matter-experts) Updated on October 1, 2024 Fact Checked Why Trust Carbon Collective? ### Table of Contents ## **Planned Maintenance Defined** This proactive approach performs routine inspections, tune-ups, and/or replacement of parts to ensure that the equipment operates at its best capacity. Planned maintenance is designed to prevent problems with equipment instead of fixing them after they occur, saving owners money by reducing downtime, increasing the availability of equipment, and saving energy costs. Moreover, this step helps [extend the useful life of equipment while minimizing environmental impact](https://www.mromagazine.com/features/environmental-footprint-of-maintenance/). It is an investment in equipment that can increase productivity and reduce costs by ensuring continuous operation of the systems and equipment on which your business depends. Planned maintenance is important to all businesses, including manufacturers, hospitals, data centers, telecommunication, and municipalities. ## **Planned Maintenance Goals** To ensure that equipment operates at its best capacity, planned maintenance must occur regularly. ![Planned_Maintenance_Goals](https://www.carboncollectiveinvesting.com/hs-fs/hubfs/Planned_Maintenance_Goals.png?width=1920&name=Planned_Maintenance_Goals.png) ## **Different Categories of Planned Maintenance** There are several categories of planned maintenance, including corrective, preventative, predictive, and condition-based. ### **Planned Corrective Maintenance** In this category, planned maintenance focuses on [restoring equipment to a state of good repair after a breakdown or failure](https://www.upkeep.com/learning/corrective-maintenance). This may include part replacement, cleaning equipment and systems, and using spare parts to restore the unit to its original condition. ### **Planned Preventative Maintenance** Planned maintenance in this category helps prevent breakdowns by inspecting the equipment's components and [identifying potential problems before it is too late](https://www.upkeep.com/preventive-maintenance#types-of-preventive-maintenance). Ensuring that your equipment does not break down unexpectedly is one of the most important planned maintenance categories. It includes visual inspections and operational tests. ### **Planned Predictive Maintenance** This category predicts when the system will fail and replaces components before they become defective. It involves a predetermined [schedule instead of waiting until failures occur](https://www.heavy.ai/technical-glossary/predictive-maintenance), which reduces lost revenue due to equipment downtime. It usually includes preventative maintenance and measuring the items related to the system's failure. ### **Condition-Based Planned Maintenance** This is based on the [condition of the equipment instead of time or mileage](https://www.micromain.com/condition-based-maintenance/). This category uses measuring and recording equipment to monitor factors that affect the condition of the system's components, such as vibration monitoring. Planned maintenance in this category is scheduled based on measurements rather than hours or time. ## **Making a Planned Maintenance Plan** Making a planned maintenance plan requires keen details and numerous factors to make it sound and effective. ### **Elements of Planned Maintenance Plans** 1. *Planned Maintenance Mission Statement* It is important to determine the goals of planned maintenance and describe them clearly to all parties so that everyone can work together towards achieving them. 2. *Planned Maintenance Tasks* Organizing planned maintenance tasks according to priority helps develop focused and efficient plans, which cuts down unexpected costs. 3. *Work Instructions* Among the most important elements of planned maintenance are the work instructions, which describe how to perform each task in an organized manner with proper equipment, supplies, and tools. 4. *Maintenance Schedule* A planned maintenance schedule is a detailed organization of planned maintenance tasks and when they will be performed. 5. *Maintenance Technicians* Just like in any other project, planned maintenance tasks require people to perform them well and on time, which is why it remains important to choose the best technicians for each task. 6. *Replacement Parts and Tools* An important part of planned maintenance is having replacement parts available and tools to perform tasks. 7. *Planned Maintenance Reports* Providing written records of the plan, showing if the goals were met, and clarifying how much money and time each task involved is vital in planned maintenance planning. It also includes parts that need replacement, work hours, locations where planned maintenance occurs, and accidents and injuries during maintenance tasks. ### **Factors to Consider** *1. Clarity and Conciseness* The importance of this consideration is to focus on planned maintenance tasks, which must be performed consistently at the right time. Planned maintenance tasks should be kept simple and thoroughly covered to avoid confusion. *2. Planned Maintenance Tasks Order* Ordering planned maintenance tasks from the most important to the least important ensures a smooth process because technicians know what they will do after completing a task without wasting time thinking about it. *3. Explain the Procedure Clearly* Each planned maintenance task should be described clearly, especially to new technicians. Proper diagrams and illustrations should also be included to make it easy for technicians to perform each planned maintenance task from start to finish. *4. Planned Maintenance Problems Should Be Handled First* To not waste time on problems unrelated to the planned maintenance, all team members should know to resolve them first. ## **Steps in Making Planned Maintenance** Knowing the proper way of conducting planned maintenance ensures that plants and equipment remain functional. ### **Step One: Identify the Problem and Prepare a Work Order** This step concentrates on problems already present, which helps determine the planned maintenance tasks needed to resolve them. ### **Step Two: Assess the Plants and the Assets** This involves assessing plants, equipment, and other assets. Planned maintenance tasks must be prioritized from the list of planned maintenance tasks needed to resolve problems. ### **Step Three: Put Into Detail the Process of Repairing/Maintenance and Order Necessary Parts** It is important to make detailed planned maintenance tasks with work instructions because it shows the best way to perform each task. ### **Step Four: Create a List of the Works to Be Done According to Prioritization** Prioritization of tasks serves as a guide for technicians in determining the tasks that need attention first. ### **Step Five: Schedule the Planned Maintenance** Scheduling planned maintenance tasks gives technicians enough time to perform them, which allows them to work efficiently. ### **Step Six: Evaluate Planned Maintenance Performance** Planned maintenance reports assess the performance of the company in achieving the goals and tasks set at the beginning of the project. ## **Benefits of Planned Maintenance** Planned maintenance has several benefits that make your work efficient and your deliverables time-bound. These benefits include: ### **Decreases Downtime** Planned maintenance reduces system failures by inspecting, cleaning, and testing all equipment before use. It identifies failures in a unit or component before it fails, which can reduce downtime to almost zero when done regularly. ### **Increases Asset Life Span** Planned maintenance extends the life span of assets, which reduces capital expenditures. It does not replace equipment immediately when it breaks down but replaces the equipment only when its time is due, which increases the service life of assets. ### **Reduces Lost Revenue** When planned maintenance is conducted regularly, productivity is never compromised during emergency situations, and, hence, reduces lost revenue. It allows for highly efficient service delivery, so your clients do not have to worry about emergencies because it ensures that equipment remains out of service as little as possible. ### **Reduces Maintenance Costs** Planned maintenance reduces the need for excessive maintenance and repair costs because it has reduced breakdowns and replaces the system only when it needs to be replaced, which reduces service calls. ### **Improves Workplace Safety** When planned maintenance is conducted properly, facilities are made safe for employees. It reduces the risks posed by poorly maintained equipment that can result in accidents or injuries while reducing the risk of malfunctions due to poor maintenance. ### **Improves Time Management** Planned maintenance allows managers to minimize the time in which a breakdown is identified and resolved. It helps managers maximize their working hours and increase productivity for clients and employees. Planned maintenance also ensures state-of-the-art facilities and equipment that can provide services in a more efficient way. ### **Higher Customer and Employee Satisfaction** Planned maintenance reduces the undesirable effects of an outage or breakdown in equipment that can have a negative impact on customers and employees. It improves the reliability and availability of services, thereby increasing customer satisfaction and retention, which, in turn, increases revenue. Moreover, it also increases productivity levels by providing employees with state-of-the-art facilities and equipment. ### **Enhances Company Culture** Planned maintenance can help a company enhance its culture of safety and reliability, which becomes the key differentiator for that company. It builds trust among employees, customers, and stakeholders because it helps companies deliver their promises and commitments. ## **The Bottom Line** Planned maintenance prevents downtime and ensures that equipment is always in top condition. It is a method used by technicians to ensure that all machines, systems, and other assets run at an optimum level. It also increases productivity levels and enhances company culture. Hence planned maintenance has a huge impact on any organization. It helps companies to increase their revenues by improving customer satisfaction. This proactive approach needs to be adopted for any business because it has several benefits that help companies achieve their goals and maintain top-notch services. ## **FAQs** ### 1. What is planned maintenance? This is the process of inspecting, cleaning, and testing all equipment before use. Planned maintenance also identifies failures in a unit or component before it fails, which can reduce downtime to almost zero when performed regularly. ### 2. What are the goals of planned maintenance? The goals of planned maintenance are to ensure that the equipment remains in good health, has an extended life, and helps save on capital expenditures. ### 3. What are the different categories of planned maintenance? There are different categories of planned maintenance, such as planned preventative maintenance (PPM), planned predictive maintenance (PdM), planned corrective maintenance (PCM), and condition-based planned maintenance. ### 4. What are the benefits of the planned maintenance system? The benefits of the planned maintenance system include improved performance and availability of equipment, reduced downtime and increased productivity levels across departments, and reduced risks of accidents or injuries. ### Related Topics - [Sustainable Investing](https://www.carboncollective.co/sustainable-investing/) - [Carbon Footprint](https://www.carboncollective.co/sustainable-investing/carbon-footprint) - [Energy Efficiency](https://www.carboncollective.co/sustainable-investing/energy-efficiency) - [Greenhouse Gases](https://www.carboncollective.co/sustainable-investing/greenhouse-gases) - [Net Zero](https://www.carboncollective.co/sustainable-investing/net-zero) - [Renewable Energy Sources](https://www.carboncollective.co/sustainable-investing/renewable-energy-sources) - [Sustainable Development Goals (SDGs)](https://www.carboncollective.co/sustainable-investing/sustainable-development-goals-sdgs) ![Attend Our Next Webinar](https://www.carboncollectiveinvesting.com/hubfs/carbon-collective-green-investing-icon-webinar.12af7b6e.svg) ### Attend Our Next Webinar Join our next Sustainable Investing 101 webinar, get our favorite DIY options, and walk through how we build our portfolios. [Watch Now](https://www.carboncollective.co/sustainable-investing-webinar-green-retirement-month) ![Get Our Newsletter](https://www.carboncollectiveinvesting.com/hubfs/carbon-collective-green-investing-icon-demo.6ed28722.svg) ### Get Our Newsletter Go a level deeper with us and investigate the potential impacts of climate change on investments like your retirement account. Join Newsletter ![close-typeform](data:image/gif;base64,R0lGODlhEQARAIAAAODn7P///yH5BAEHAAEALAAAAAARABEAAAIqBIKpab3v3EMyVHWtWZluf0za0XFNKDJfCq5i5JpomdUxqKLQVmInqyoAADs=) ![Talk To A Human](https://www.carboncollectiveinvesting.com/hubfs/carbon-collective-green-investing-icon-chat.49d48c5b.svg) ### Talk To A Human Joining a new investment service can be intimidating. We’re here for you. Click below to email us a question or book a quick call. [Ask a Question](https://ask.carboncollective.co/f70pooobq) Topics ## Sustainable Investing Topics View our list of some topics below. See More - Portfolios - [Performance](https://www.carboncollectiveinvesting.com/returns) - About - [Sustainable 401(k)](https://www.carboncollectiveinvesting.com/401k) - Learn - [FAQ](https://www.carboncollective.co/en/knowledge/faqs) - [Sustainable Investing](https://www.carboncollective.co/sustainable-investing) - [Investing Basics](https://www.carboncollective.co/sustainable-investing/investing-basics) - Contact - [Contact us](mailto:hello@carboncollective.co) - [Legal](https://www.carboncollective.co/legal) - [Privacy Policy](https://www.carboncollectiveinvesting.com/hubfs/2022-11%20Carbon%20Collective%20Privacy%20Policy.pdf) - [Back to top](https://www.carboncollectiveinvesting.com/sustainable-investing/planned-maintenance#top-of-page) DISCLAIMERS: Advisory services provided by Carbon Collective Investment LLC (“Carbon Collective"), an SEC-registered investment adviser. A copy of Carbon Collective's current written disclosure statement discussing Carbon Collective’s business operations, services, and fees is available at the SEC’s investment adviser public information website – [www.adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310129) or [our legal documents here](https://blog.carboncollective.co/legal-documents/). The articles and research support materials available on this site are educational and are not intended to be investment or tax advice. Carbon Collective does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Carbon Collective’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Carbon Collective's charges and expenses. Carbon Collective's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form CRS, Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Carbon Collective is not registered. © 2026 Carbon Collective Corporation. All rights reserved. × #### Fact Checked Carbon Collective partners with financial and climate experts to ensure the accuracy of our content. Our team of reviewers are established professionals with years of experience in areas of personal finance and climate. They have contributed to top tier financial publications, such as Reuters, Axios, Ag Funder News, Bloomberg, Marketwatch, Yahoo! Finance, and many others. This team of experts helps Carbon Collective maintain the highest level of accuracy and professionalism possible. × #### Why Trust Carbon Collective Carbon Collective is the first online investment advisor 100% focused on solving climate change. We believe that sustainable investing is not just an important climate solution, but a smart way to invest. We follow ethical journalism practices, which includes presenting unbiased information and citing reliable, attributed resources. Much of our research comes from leading organizations in the climate space, such as Project Drawdown and the International Energy Agency (IEA). Our goal is to deliver the most understandable and comprehensive explanations of climate and finance topics. Our writing and editorial staff are a team of experts holding advanced financial designations and have written for most major financial media publications. Our work has been directly cited by organizations including MarketWatch, Bloomberg, Axios, TechCrunch, Forbes, NerdWallet, GreenBiz, Reuters, and many others. We strive to empower readers with the most factual and reliable climate finance information possible to help them make informed decisions. } ```json { "@context" : "https://schema.org", "@type" : "Organization", "alternateName" : "Carbon Collective", "contactPoint" : { "@type" : "ContactPoint", "areaServed" : "US", "availableLanguage" : "en", "contactType" : "customer service", "telephone" : "(650) 868-2697" }, "logo" : "https://www.carboncollective.co/hubfs/CarbonCollectiveLogo.png", "name" : "Carbon Collective Investing LLC", "sameAs" : [ "https://www.facebook.com/carboncollectiveinvesting/", "https://twitter.com/carbncollective", "https://www.instagram.com/carbon.collective/", "https://www.youtube.com/channel/UC769Y-F-L_B37kyQfdpvyXA", "https://www.linkedin.com/company/carbon-collective/", "https://www.crunchbase.com/organization/carbon-collective", "https://adviserinfo.sec.gov/firm/summary/310129", "https://www.wikidata.org/wiki/Q110243690" ], "url" : "https://www.carboncollective.co/" } ``` ```json { "@context": "https://schema.org", "@type": "BlogPosting", "mainEntityOfPage": { "@type": "WebPage", "@id": "https://www.carboncollectiveinvesting.com/sustainable-investing/planned-maintenance" }, "headline": "Planned Maintenance | Categories, Benefits, & How to Best Prepare", "description": "Having a planned maintenance program helps prevent equipment failure. We will cover what the program is and how you can implement it on your own projects. ", "image": "https://20345524.fs1.hubspotusercontent-na1.net/hubfs/20345524/Planned_Maintenance.png", "author": { "@type": "Person", "name": "https://f.hubspotusercontent20.net/hubfs/20345524/zach-stein.jpeg", "url": "https://www.carboncollectiveinvesting.com/sustainable-investing/author/zach-stein" }, "publisher": { "@type": "Organization", "name": "Carbon Collective", "logo": { "@type": "ImageObject", "url": "https://www.carboncollective.co/hubfs/CarbonCollectiveLogo.png" } }, "datePublished": "2022-07-25", "dateModified": "2024-10-01" } ```