A PPM programme is only as good as its weakest step: an incomplete asset register, an unassigned task or an undocumented visit each quietly undermine the whole. This checklist walks the full build — register, tasks, contractors, schedule, documentation, review — for a commercial building or managed block.
1. Build the asset register
- Walk the building — plant rooms, roof, risers, communal areas, externals; registers built from desks miss things
- Record every maintainable asset — type, location, manufacturer, model, age and condition where known
- Capture life-safety systems completely — detection, alarms, emergency lighting, fire doors, extinguishers
- Note access constraints — assets needing scaffold, permits or out-of-hours access change how visits are planned
- Flag unknowns honestly — an asset with no service history is a risk to be investigated, not ignored
2. Attach tasks and frequencies
- Map each asset to its servicing requirement and interval — statutory-linked guidance and manufacturer requirements first; see how PPM frequencies are set
- Weight by consequence — tighten cycles on assets whose failure is expensive or dangerous
- Group tasks into logical visits — one contractor attending quarterly beats four attending randomly
- Diarise statutory and compliance items with deadline dates, not just target months
3. Allocate contractors
- Assign every task to a named contractor — an unassigned task is a future emergency
- Vet before appointment — insurance, competence, references; our vetting guide covers the process
- Agree documentation standards up front — what each visit report must contain and where it is filed
- Prefer contractors who can also attend reactively — the business servicing the plant is best placed to fix its failures
4. Run the schedule
- Confirm visits ahead of due dates rather than discovering misses after them
- Chase reports as deliverables — the visit is not complete until the paperwork exists
- Track defects raised during servicing through to closure — a serviced fault is still a fault
- Record failures between visits against the asset — the data that tunes next year's frequencies
5. Review annually
- Compare planned versus reactive spend and event counts year on year
- Adjust frequencies with evidence — tighten where failures occurred, relax where reports show consistently clean results on low-risk assets
- Refresh the register — new plant in, retired assets out
- Review contractor performance — schedule adherence, documentation quality and pricing, with replacements sourced where needed
That last point is where many programmes stall: knowing a contractor should be replaced is easy, finding a better one is work. Regency Contractors Network shortens the search — vetted contractors by trade and area, with profiles and credentials reviewable before contact.
Frequently asked questions
- What software do I need to run a PPM programme?
- For a single small building, a disciplined spreadsheet and calendar can work. Portfolios and compliance-heavy buildings justify a CAFM or maintenance platform — but the register, frequencies and contractor allocation above matter more than the tool that holds them.
- How long does it take to set up a PPM programme?
- For a typical commercial building, expect the register walk, task mapping and contractor allocation to take weeks rather than days — largely driven by how much asset information and service history already exists.





