Audit

Maintenance Maturity Self-Assessment & Gap Planner

A structured, saveable assessment that captures evidence-based scores across core maintenance areas, then collects and prioritizes up to five gap-closing initiatives with 90-day milestones and owners.

Interactive Tool

Maintenance Maturity Self-Assessment & Gap Planner

Use this self-assessment to benchmark core maintenance capability areas, capture evidence, and convert findings into a short, actionable 90-day gap plan. Score each area 1 to 5 based on the rubric below and add concise evidence. Then propose up to five improvement initiatives, assign owners, and define 90-day milestones.

Scoring rubric (practical guidance): 1 = Reactive (mostly firefighting, no planned work), 2 = Emerging (occasional planning but inconsistent), 3 = Developing Planned Maintenance (regular PMs, some scheduling), 4 = Proactive Reliability (planned work, root cause work, measurable KPIs), 5 = Predictive & Optimizing (condition-based/predictive maintenance, continuous reliability improvement).

This form saves your assessment so teams can revisit, track follow-through, and export actions to your CMMS or improvement workflow.

Assessor name

Who completed this assessment? Use name or role.

Date

YYYY-MM-DD or free text date

Plant / Area / Line

Where was this assessment done? e.g., Plant A - Press Line 2

Planning & scheduling score

Score how consistently work is planned, scheduled and executed with minimal reactive interrupts.

1.0 10.0

Evidence / notes for Planning & Scheduling

Brief evidence: examples of planned work %, schedule compliance, sample job records or recent issues.

Preventive Maintenance (PM) program score

Score the completeness, frequency, and quality of PMs and whether they prevent common failures.

1.0 10.0

Evidence / notes for PM program

List sample PMs, frequency, compliance rates, and gaps.

CMMS adoption & use score

Score how well CMMS is used for work orders, history, planning, and spares linkage.

1.0 10.0

Evidence / notes for CMMS adoption

Examples: percent of work created in CMMS, backlog handling, data quality issues.

Spares & inventory management score

Score availability of critical spares, stocking policy, and replenishment responsiveness.

1.0 10.0

Evidence / notes for Spares Management

List critical parts availability, common stockouts, lead times, or recent impacts.

Skills, training & workforce capability score

Score the skills coverage, multi-skilling, training delivery, and technical troubleshooting capability.

1.0 10.0

Evidence / notes for Skills & Training

Examples: skill matrices, training completion rates, recent incidents tied to skill gaps.

Overall maturity level (self-assessed)

Choose the label that best fits your overall view.

Overall summary & top observations

Short synthesis of the biggest risks or strengths identified.

Initiative 1 — Title

Short title describing the improvement initiative.

Initiative 1 — Owner

Name or role responsible for delivering the 90-day milestone.

Initiative 1 — Priority

Choose a priority to help focus resources.

Initiative 1 — 90-day milestone

A clear, measurable 90-day outcome (what success looks like in 90 days).

Initiative 1 — Estimated effort (hours)

Rough effort estimate for initial 90-day work (hours).

Initiative 1 — Expected risk reduction / impact

Anticipated impact of completing this initiative.

Initiative 2 — Title

Initiative 2 — Owner

Initiative 2 — Priority

Initiative 2 — 90-day milestone

Initiative 2 — Estimated effort (hours)

Initiative 2 — Expected impact

Initiative 3 — Title

Initiative 3 — Owner

Initiative 3 — Priority

Initiative 3 — 90-day milestone

Initiative 3 — Estimated effort (hours)

Initiative 3 — Expected impact

Initiative 4 — Title

Initiative 4 — Owner

Initiative 4 — Priority

Initiative 4 — 90-day milestone

Initiative 4 — Estimated effort (hours)

Initiative 4 — Expected impact

Initiative 5 — Title

Initiative 5 — Owner

Initiative 5 — Priority

Initiative 5 — 90-day milestone

Initiative 5 — Estimated effort (hours)

Initiative 5 — Expected impact

Select initiatives to mark as immediate top actions

Check the initiatives you want to prioritize for action planning and resource allocation.

Initiative 1

Initiative 2

Initiative 3

Initiative 4

Initiative 5

Follow-up notes & next steps

Plan for handover to implementation: meetings, CMMS tasks, owners, and review dates.

You can explore this tool now. Sign in or create an account to save your responses and return to them later.

Make this tool part of your work

Save a personal copy, bring it to your team, or tailor the questions and workflow to fit what you are hungry to improve.

Member customization and team collaboration are coming soon.

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Maintenance Maturity Self-Assessment & Gap Planner

Maintenance Maturity Self-Assessment & Gap Planner

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