Lesson 1 of 10 · 8 min

What a CMMS should deliver: goals and a baseline

Written by Melek Mehrez, founder of FreeMaint · Last reviewed October 11, 2026

Lesson objective

By the end of this lesson, you can write three measurable goals for your CMMS project and record the five baseline figures you will compare against after go-live.

Many CMMS projects start with a software demo. The ones that succeed start with a different question: what must change in our maintenance, and how will we know that it changed?

This lesson answers that question before any software enters the picture. You will turn vague intentions into three measurable goals, then record where you stand today, so that six months after go-live you can show what the project delivered.

Why a project without numbers drifts

Without a written target, the project quietly becomes “install the software”, and success becomes a go-live date. Six months later, nobody can say whether maintenance is better. The budget review turns into a debate of opinions, and the system is judged on its screens rather than on its results.

Goals also decide the order of the work. A team that wants fewer breakdowns on its critical machines will start with those machines and their preventive plans. A team buried under requests will start with the request flow and the backlog. The software is the same; the order of work, and therefore the result, is not.

Turn intentions into measurable goals

A useful goal names a measure, a starting point, a target and a deadline. The SMART checklist (specific, measurable, achievable, relevant, time-bound) is a good test. Here is how it rewrites four common intentions:

Vague intentions rewritten as measurable goals
Vague intentionMeasurable goal
Do more preventive maintenanceRaise preventive work from 20% to 40% of maintenance hours within 12 months
Reduce breakdownsCut unplanned stops on the 10 critical machines by 25% within 9 months
Get organizedBring the backlog of open work under 3 weeks of workload within 6 months
Repair fasterLower the average repair time on critical equipment from 5 to 3.5 hours within 12 months

Three goals are enough. With more than five, none of them gets real attention. Choose goals the maintenance team can influence: a production target that depends on sales or raw materials makes a poor maintenance goal.

The five figures to record before you start

A goal is measurable only if you know where you start. Over the last three to six months, even roughly, record these five figures:

  1. 1

    Backlog

    The number of open requests and work orders, and the workload they represent in hours or in weeks of team capacity.

  2. 2

    Preventive share

    Preventive hours divided by total maintenance hours. If hours are not recorded, count jobs instead and note that you did.

  3. 3

    Repeat failures

    The ten assets that broke down most often, and how many times each one did.

  4. 4

    Repair time

    The average time from a breakdown to the restart of a critical machine, as a first estimate of MTTR.

  5. 5

    Maintenance cost

    Labor, spare parts and contractors over the same period. If that is not available, start from last year's total.

At this stage, imperfect data is normal: paper logs, a spreadsheet, people's memory. Write down how you obtained each figure, so that you can measure the same way after go-live. A rough baseline beats none at all.

Example

A packaging plant with 40 machines

A food packaging plant runs 40 machines with four technicians and one maintenance manager. Requests arrive by phone and are tracked on a whiteboard; preventive tasks live in a spreadsheet that only one person updates.

From photos of the whiteboard and from the spreadsheet, the manager rebuilds the last three months: 62 open jobs, about five weeks of work; preventive at roughly 15% of hours; the two filling lines accounting for 40% of breakdowns; repairs on those lines taking about six hours on average.

The goals follow: preventive at 35% of hours within 12 months; unplanned stops on the two filling lines down 30% within 9 months; backlog under three weeks within 6 months. Each goal has an owner and a quarterly review date.

When to expect results

Visibility comes first. Within weeks of go-live, open work and the backlog become visible and can be prioritized. Effects on breakdowns take longer, usually several months, because preventive plans need time to run through a full cycle before failures start to drop.

To put a figure on the expected return on investment, compare the cost of downtime, overtime and emergency purchases against the cost of the project. The guide below explains the calculation step by step.

In FreeMaint

Included in Core (free)

Follow these figures without a spreadsheet

Once your team records its work in FreeMaint, the Dashboard shows open and overdue work orders, and Analytics › Preventive calculates the Preventive share of maintenance, PM schedule compliance and PM backlog from your own work orders. These figures count work orders, not hours, and PM schedule compliance only looks at finished work: if you measure your baseline another way, keep measuring it that way too. Record your baseline first: software can only measure from the day you start using it.

Read the documentation

Template for this lesson

Goals and baseline template

Excel (.xlsx), blank, with formulas

Goals and baseline template

Key takeaways

  • Start from maintenance results, not from software features.
  • Three measurable goals, each with an owner and a review date, are enough.
  • Record five figures before go-live: backlog, preventive share, repeat failures, repair time and cost.
  • A rough baseline, with a note on how it was measured, beats waiting for perfect data.

Check your understanding

A few quick questions. Nothing is recorded.

  1. 1. Which of these is a measurable goal?
  2. 2. You have no reliable data on repair times. What should you do before go-live?
  3. 3. How many goals should a CMMS project set at the start?
  4. 4. Why record the preventive share before go-live?

Put it into practice

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