Step 2:
Organisation & Planning

A lubrication strategy is only as strong as its execution. Once your current state is assessed (Step 1), the next crucial step is Organisation and Planning, where ideas become actions, and actions become habits.

Ideas, action, habits

At Lubretec, we understand that even the best-intentioned maintenance teams can fall short without a structured approach. That’s why this step focuses on transforming your lubrication strategy into a practical, repeatable, and trackable system that works across teams, shifts, and equipment types.

What does good organisation look like?

✅ Every lubrication point is known and documented

✅ Lubrication tasks are scheduled, not left to memory

✅ The right person performs the right task at the right time

✅ Lubrication information is easy to access and update

✅ Progress and compliance are tracked and reported

Key elements of effective lubrication planning

Asset-Based Lubrication Database

Build a centralised list of machines, each with clearly identified lubrication points, lubricant types, quantities, and intervals. Every detail matters.

Scheduling & Frequency Management

Develop time-based or condition-based schedules using your CMMS or dedicated planning tool. Ensure coverage of all assets with defined lubrication routes.

Roles and Responsibilities

Assign lubrication duties clearly across your team. Define who is responsible, accountable, and who provides support or verification.

Workflows & Checklists

Standardise lubrication tasks with clear work instructions. Avoid shortcuts by using checklists, visual aids, or mobile-friendly SOPs (Standard Operating Procedures).

Monitoring & Feedback Loops

Integrate lubrication KPIs into your reporting. Know what’s done, what’s missed, and why. Use this feedback to continuously refine your planning.

Lubrication Planning Items

Use this quick self-check to gauge your current level of organisation and planning:

Lubriation planning items

How many boxes did you tick?
If you're not checking most of these items, Lubretec can help bring structure to your lubrication programme with practical tools, templates, and training.

Plan to Succeed

Organisation and planning aren't optional; they're the core of sustainable lubrication reliability. When your lubrication tasks are fully integrated into your maintenance planning, you move from reactive to proactive, and from inconsistent to controlled.

Back to the 10 LR steps

Lubrication Planning Template

Step 2:Organisation & Planning