What is a PM checklist?

Author: Maye Lakin  |  Last update: Monday, February 23, 2026

A preventive maintenance checklist is a set of tasks that the technician needs to complete in order to close a preventive maintenance work order. A checklist gets all the steps and information out of a manual and into the hands of experienced technicians by standardizing PMs in your CMMS.

What are PM checks?

Preventive maintenance (PM) is the key to any successful maintenance program for commercial motor vehicles. Through preventive maintenance, vehicles are inspected, repaired, and maintained in such a way that defects are prevented from surfacing in the first place, before a violation or accident can occur.

How do I make a PM checklist?

How to make a thorough preventive maintenance checklist
  1. Assess current equipment condition. ...
  2. Analyze past maintenance trends. ...
  3. Set objectives for the checklist. ...
  4. Create and implement the checklist. ...
  5. Track results. ...
  6. Usage-based checklists. ...
  7. Time-based checklists. ...
  8. Condition-based checklists.

What is project manager's checklist?

A project management checklist is a document used to keep track of all the tasks, deadlines, resources and goals necessary to complete a project. Project managers, team leads and supervisors frequently use project management checklists to organize and monitor the progress of a project's various elements.

What is a PM sheet?

A preventive maintenance (PM) checklist details the tasks that your technicians must complete during a maintenance check. It will include both time-based (routine) and condition-based (non-routine) tasks, ensuring that critical issues are both prevented and corrected.

How to Create and Use Your Preventive Maintenance Inspection Checklist for Your Vehicles

What is a PM chart?

A project management chart is a visual representation of the tasks and objectives involved in a project or process. From Gantt charts to bar charts, view the top 20 project management charts and find out how they can help you become a better project manager.

What is PM in the workplace?

Product management and project management are often confused – well they're both abbreviated to PM. And although our focus is on our product, not a one-off project, a lot of what we do day-to-day is managing mini-projects.

What are the 10 steps in the project management checklist?

10 Steps for a Foolproof Project Management Checklist
  • Create a vision document. ...
  • Identify and understand stakeholders. ...
  • Specify the project's scope. ...
  • Create a project plan. ...
  • Breakdown the work to be done (WBS) ...
  • Develop a project budget. ...
  • Create a resource plan. ...
  • Create a communication plan.

What is the purpose of the management checklist?

A strong management checklist provides clarity on project goals, tasks, and deadlines. It promotes accountability, streamlines communication, and helps mitigate potential risks.

What is a quality checklist in project management?

A quality checklist is a checklist that gives information with regard to quality assurance activities. Information found on a quality assurance checklist are guides for identifying and planning quality assurance activities.

What is a PM task?

Effective preventive maintenance is planned and scheduled based on real-time data insights, often using software like a CMMS (opens in new tab). A preventive maintenance task is performed while the equipment is still working to prevent unexpected breakdowns.

How do I create a PM schedule?

Let's take a look.
  1. Take inventory of your assets. When taking inventory, it's important to note that not all of your assets will require routine maintenance. ...
  2. Prioritize your assets. ...
  3. Determine ideal preventive maintenance intervals. ...
  4. Schedule recurring maintenance tasks. ...
  5. Monitor and improve your schedule.

What is a preventive maintenance checklist template?

A preventive maintenance checklist is a detailed record that lists a series of maintenance tasks for a specific asset. Its purpose is to guide technicians and maintenance teams in creating consistent and reliable maintenance procedures within a facility or enterprise.

What is an example of planned preventative maintenance?

Planned preventative maintenance can also be used to maintain your factory facilities and keep them safe for employees. This might include maintaining lighting, heating, ventilation and air conditioning, and ensuring that electrical systems are functioning correctly.

What is the 10 rule of preventive maintenance?

This rule dictates that all preventive maintenance tasks should ideally be completed within 10% of their designated timeframe.

How do I make a machine maintenance checklist?

Machine Preventive Maintenance Checklist
  1. Are the filters cleaned and inspected? ...
  2. Are the bolts and nuts inspected and tightened? ...
  3. Are safety guards and other safety devices inspected? ...
  4. Are mechanical brakes or clutches inspected and cleaned? ...
  5. Is the cooling system, such as radiators or fans, inspected for debris or damage?

What is a checklist and example?

(ˈtʃɛkˌlɪst ) noun. a list of items, facts, names, etc, to be checked or referred to for comparison, identification, or verification. Make a checklist of the tools and materials you will need.

How to create a project management checklist?

Create a work breakdown structure (WBS) to help plan process workflows, assign tasks, and manage resources. Develop a schedule, budget, and communication plan. These elements will all likely become steps on your checklist. Use Information from Past Projects: Past projects can become a template for future endeavors.

What are the disadvantages of checklists?

Disadvantages of checklists
  • checklists are produced by people or maybe only one person and so are likely to be incomplete.
  • some people find long checklists demotivating or distracting.

What is a PMO checklist?

The Project Management Office Checklist provides the capability to determine if the Information Technology (IT) Program Management Office (PMO) has provided the functions and tools to achieve a successful environment in support of both executive management and the project managers responsible for individual IT projects ...

Which items need not be part of a project checklist?

Final answer: Reviews with customers are not commonly found on a project scope checklist. While they play important roles in project process and quality management, they do not directly contribute to defining the project's scope.

What is a checklist model?

A checklist is a list of actions, with the possibility of marking their completion (“ticking off”). A checklist is a simple way to carry out even complex processes efficiently. The checklist helps to maintain the proper sequence of tasks performed. It also enables comparison of the existing state with the model state.

What does PM stand for in project management?

Product Manager (PM) and Project Manager (PjM) are terms that often leave people scratching their heads, due to both roles sharing the same acronym and sometimes having a degree of overlapping responsibilities in some companies.

What is PM tasks?

They oversee every aspect of the project, ensuring it stays within the budget and meets the required quality standards. Their role also includes managing timelines and resources to prevent delays and unexpected changes to the project's scope.

What does PM mean in hr?

PM: Performance Management

Definition: The ongoing process of improving employee performance. Example: “To ensure effective PM, employees, managers, and HR must continuously engage in activities that develop workers' skills and ensure they can execute their job to the best of their ability.”

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