Annual PPM Planner Checklist

Planned Preventive Maintenance (PPM) is one of the most effective ways to reduce downtime, extend asset life, and keep your facilities running smoothly. But without a clear annual plan, even the most organised maintenance team can end up firefighting unexpected issues or missing key compliance checks.

To make PPM easier, we’ve created a free Annual PPM Planner Checklist. It's a simple structured spreadsheet that helps you plan and track maintenance tasks across the entire year.

It gives you a month-by-month overview of what needs to be completed, who’s responsible, and where to prioritise your team’s attention.

What’s included in the Annual PPM Checklist?

Our planner provides a practical, ready-made framework that covers the core areas every organisation should stay on top of:

• Monthly PPM task breakdown – a clear view of which checks and activities need completing each month.
• Compliance & statutory checks – space to record legally required inspections, testing and servicing intervals.
• Asset servicing schedule – track routine maintenance for equipment, plant, building systems, and critical assets.
• Priority & risk indicators – quickly see which tasks are high risk or overdue.
• Responsibility assignment – fields to allocate tasks to internal teams or external contractors.
• Notes & status tracking – log progress updates, completion dates, and follow-up actions.
• Annual overview dashboard – a high-level view of workload and upcoming maintenance across the year.

Whether you're managing a single site or multiple locations, this checklist is designed to bring clarity, consistency, and control to your maintenance operations. It helps your team stay aligned, compliant, and proactive rather than reactive.

Download it, customise it to your organisation, and use it to build a more predictable, reliable maintenance schedule for the year ahead.