How Backlog Gets Out of Hand & Strategies for Managing and Reducing It

Maintenance backlog is a critical issue in the manufacturing industry. It arises when the volume of pending work orders exceeds the capacity of the maintenance team to resolve them within a set time frame. When left unchecked, backlogs can compromise operational efficiency, lead to higher costs, and increase downtime, which is why effective management is important. This blog will explore the different aspects of maintenance backlog, from industry standards to strategies for reducing and managing them.

Industry standard for maintenance backlog

The industry standard for maintenance backlog typically ranges between two to four weeks of work. This range allows for flexibility without straining resources or equipment. According to Jason Afara(opens in new tab), our Director of Solutions Consultants, “If your backlog exceeds this threshold, it may signal inefficiencies in your maintenance process.” Jason brings over 9 years of experience in the maintenance sector, and having been a maintenance manager himself, understands the criticality of keeping backlog under control.

“The ideal size of a backlog really varies depending on your industry, but regardless of industry you can’t let critical tasks get out of control. Things that are less critical can probably handle a larger backlog without a big impact,” says Jason. The table below is a general guideline for maintenance backlog across different industries:

Industry/Operation typeStandard maintenance backlogNotes
Manufacturing2-4 weeksBacklog should not exceed 4 weeks to avoid production disruptions.
Heavy industrial (e.g., mining)4-6 weeksMore complex machinery and longer lead times for parts can result in longer acceptable backlogs.
Food and beverage1-2 weeksStrict health and safety regulations necessitate quick turnover on maintenance tasks.
Utilities (e.g., hydropower)3-5 weeksLonger backlogs may be manageable due to redundancy in systems but must not compromise reliability.
Pharmaceutical1-2 weeksCompliance and quality control make short backlogs crucial to prevent operational risks.

Disclaimer: The table outlined above serves only as guidelines and can vary based on the specific nature and current state of the operation, labor availability, equipment criticality, and regulatory environment.

Maintenance planning and accounting for backlog

In any maintenance operation, maintenance planning is a factor to ensure equipment uptime and ensures that tasks are completed and on schedule. Managing maintenance backlog is just one part of maintenance planning, and it’s also essential not just for maintaining uptime but reducing operational risk.

The challenge is that not all backlog tasks are created equal. “Does the work require scheduled downtime, expertise from an external contractor? Or specific parts we do not have in stock? These are all things to ask,” says Jason. Teams need to understand what they have to prioritize versus what they want to prioritize.

“Effective maintenance planning requires a pretty robust system for prioritizing tasks based on their impact on operations, so high-priority tasks should always be addressed first despite what technicians might assume is critical,” says Jason. He adds that by implementing a risk-based approach, maintenance teams can focus their resources on the most urgent needs while ensuring that lower-priority tasks don’t fall through the cracks.

If a team has poor backlog management it’s going to be a reflection of their maintenance planning.

So how can teams account for backlog in their maintenance planning and scheduling?

“Regular reviews and tracking as part of your maintenance planning is probably the best way to get backlog at a healthy ratio,” says Jason. In addition, we know that having clear recourse allocation, whether personnel, parts or tools can really help resolve the backlog in a timely manner. Jason also highlights that monitoring certain metrics as part of the team’s plan is important for operational success:

“Firstly, understand where your backlog is coming from. Is it coming from other teams, missed PMs, or corrective work orders? Once you know where it’s coming from, then you can go ahead and calculate your backlog size or your average time to clear a backlog. You should have your eyes on backlogs first thing in the day and last thing before you’re off.”

How to calculate maintenance backlog for work orders

To calculate your maintenance backlog, you need to assess the total number of work orders that remain incomplete and compare that against the maintenance team’s capacity. Here’s the formula:

Maintenance Backlog (in weeks) = Total Pending Work Hours / Available Maintenance Capacity (hours per week)

This formula gives you an estimate of how many weeks of work are backlogged, providing a better picture of resource constraints. Monitoring this total allows teams to identify whether the backlog is growing, stabilizing, or decreasing.

For example, let’s say your maintenance team currently has 400 hours of pending work orders, and the team’s available capacity is 100 hours per week. Using the formula:

Maintenance Backlog (in weeks) = 400 hours / 100 hours per week = 4 weeks

The maintenance backlog is 4 weeks. So, it would take the maintenance team 4 weeks to clear all of the pending work orders if no new work orders were added during that time. Now that you understand how to calculate maintenance backlog for work orders, let’s review the best practices for prioritizing backlogs.

Best practices for prioritizing multiple backlogs

When facing multiple backlogs, prioritization becomes critical. “Backlogs shouldn’t be treated as one task list, you need to know what’s critical and what can wait,” says Jason. Here are some of the best practices for prioritizing backlog:

  1. Focus on the criticality of equipment: Prioritize equipment critical to production or safety. Backlogs tied to these should be addressed first, as their failure could result in major downtime or safety hazards.
  2. Conduct your risk assessments: This should be done for each task based on factors like safety, operational disruption, and potential repair costs. High-risk issues should take precedence.
  3. Calculate the age of work orders: Consider the age of each work order. If older tasks continue to be deferred, they may evolve into larger, more complex problems.
  4. Prioritize preventive before corrective maintenance: Preventive maintenance should be prioritized over corrective tasks because catching issues early helps avoid expensive repairs and downtime later.

Best practices for reducing multiple backlogs

Of course, it’s obvious that one needs to prioritize which backlogs should come first, but the follow-up to that is how to reduce a high volume of deferred maintenance.

“Your maintenance team can spend all kinds of time, days, weeks putting together and organizing their backlog priorities and getting through them, but what they need to get right is how to cut multiple backlogs from happening in the first place,” says Jason. He adds that “If that isn’t figured out and under control that’s how deferred maintenance gets completely out of hand.”

So what can be done to get deferred maintenance reduced?

“For one thing, implementing preventive maintenance programs, using a CMMS, breaking tasks down into smaller and more manageable projects, using contractors… there’s lots of ways to reduce your backlogs,” says Jason.

Let’s review Jason’s suggestions a bit further with some examples:

PM program icon

Implementing a preventive maintenance (PM) program. Arguably the most effective way to reduce deferred maintenance is by minimizing the need for reactive maintenance. You’ll need a PM program that includes regular inspections and routine upkeep. PM reduces the likelihood of unexpected breakdowns and helps address small issues before they escalate.

Wrench in computer screen icon

Use technology to track and optimize workflows. A computerized maintenance management system (CMMS) can provide real-time visibility into backlog status, team capacity, and work order prioritization. With data in hand, maintenance teams can better allocate resources and streamline their workflows.

Checklist icon

Break tasks into smaller and more manageable projects. Large, deferred tasks can be daunting. Break them into smaller, more manageable work orders that can be completed in stages. This keeps progress moving and prevents tasks from lingering in the backlog for too long.

Add people icon

Leverage contract services. When internal resources are stretched thin, consider contracting third-party services to clear some of the backlog. This ensures that high-priority tasks get attention without overloading the in-house maintenance team.

Budgeting for unexpected backlog costs in manufacturing

Budgeting for backlog-related costs can be challenging, especially when unplanned maintenance arises. In fact, on average, maintenance accounts for 20-50% of the total operating budget(opens in new tab). “That’s a big cost for any organization, imagine 50% of your budget going towards maintenance alone, you’re going to want to budget for backlog costs in that case,” says Jason.

He brings up a fair point, the 50% scenario is a reality for some maintenance teams. He highlights that there are four core practices to get better at budgeting for backlog costs: “You need an emergency budget, data analysis, flexibility, and last but certainly the most overlooked is a relationship with your finance team.”

Let’s break down what Jason highlights even further:

  1. Establishing a contingency fund. This is where you set aside a portion of the maintenance budget for emergency repairs or unplanned tasks. Try and get 80% of your costs as predictable and part of your PM program and have 20% for the unpredictable. This can prevent major budget overruns when the unexpected happens.
  2. Conducting historical data analysis. You need to spend time reviewing historical maintenance data to forecast potential unplanned events. Understanding past patterns helps predict future breakdowns and associated costs.
  3. Having flexible budget allocation. Building flexibility into your budget may be easier said than done. But by allocating funds that can be easily shifted between planned and unplanned maintenance tasks you can be flexible as priorities change.
  4. Collaborating with finance teams. Regular communication and meeting (ideally weekly) with your finance department can ensure that maintenance teams have enough flexibility to address emergencies without needing large, one-off budget increases.

Learn more about maintenance budgeting and working with your finance team(opens in new tab)

Maintenance backlog is a challenge but it can be managed

With the right strategy in place, maintenance backlog can not only be managed but reduced as well. As Jason highlighted, prioritizing your critical tasks, budgeting for the unexpected, and leveraging preventive maintenance and modern strategies can help keep backlog at a manageable level. Staying on top of deferred maintenance not only reduces costs but also enhances the reliability and safety of your equipment.

Source: https://fiixsoftware.com/blog/maintenance-backlog/

A six-step plan for conquering work order backlog

When maintenance backlog gets out of control

The National Parks Service has a serious problem with backlog. And it’s costing everyone.

The cost of maintenance backlog at over 400 national parks across the United States was recently billed at $12 billion. That’s 500% more than the operating budget for the department. And although $6.5 billion has been set aside to address the backlog, it barely covers half of what’s needed.

The parks bear the scars of deferred maintenance. Safety hazards. Unusable equipment. Expensive infrastructure needs upgrading years too early.

It’s not pretty. Not many maintenance backlogs are. That’s why this article explores tips for avoiding work order backlog and how to reduce maintenance backlog if you already have it.

What is maintenance backlog?

Maintenance backlog is all maintenance work that’s been planned, approved, and scheduled, but not completed. It is not work that is simply past its due date.

Think about it like your household to-do list. You were planning to clean the garage last Saturday, but never got to it. You’re also planning to organize your closet next weekend. Both chores are in your backlog.

How is maintenance backlog measured?

Maintenance backlog is often measured in the number of hours or weeks it would take to complete the work with the resources available. And backlog doesn’t discriminate between emergency and planned work orders. Every scrap of maintenance is included in the calculation.

How much maintenance backlog is too much?

Having zero maintenance backlog is not healthy. If a backlog is too small, it will be difficult to keep tradespeople and technicians on priority work, according to this article in Reliable Plant. This usually leads to an increase in unplanned and corrective work.

That same article recommends having a total backlog of about four weeks. This includes a planning backlog of two to three weeks (work that’s planned, but not ready to start) and a scheduled backlog of one to two weeks (work that can be started at any time).

Six steps for reducing maintenance backlog

A long list of backlogged work orders is scary, but the consequences of keeping it that way are scarier. These are six tried and true strategies for chipping away at that mountain of backlog:

#1: Get buy-in

The idea to put maintenance ahead of some other things (like production) might not be too popular. But getting access to equipment and resources is essential for working through backlog. That’s why changing everyone’s mind is the first thing you should do.

Getting people to buy into your plan starts with telling them how it’ll help them and backing it up with numbers. For example, your plan might cut into the production team’s goals and quotas in the short-term. Show them that this work will help them hit their targets long-term through better asset performance (less scrap and rework) or cleaner startups for the next few months.

#2: Prioritize the work

There’s a lot to do before diving into the work. The first thing is ranking tasks by priority. The way you prioritize backlogged work orders depends on your business and maintenance goals, but here’s one way to choose tasks to do first:

  • First, prioritize based on asset criticality. Outstanding work on critical assets should move to the top of the list.
  • Filter work on critical assets by how late they are. If a PM was missed four times, it’s probably more urgent than a PM missed once.
  • Determine the length and difficulty of remaining work orders. Work that can be done quickly or with less downtime should be your number-one priority.

#3: Assess your resources

The next step is to assess what resources are available for you and your team to get the work done:

  • How many people are on your team? What training, skills, and certifications do they have? The capabilities of your technicians will change what you do, the order you do it in, and how long it’ll take.
  • Do you have all the parts, supplies, and safety equipment for your work orders? If not, how long will it take to get them? This might push back your timeline.
  • How big are your maintenance windows?
  • Do they have all the information needed so technicians can do the job safely and properly in the time given?

#4: Plan for risks

There are three kinds of high-risk jobs usually found in a work order backlog:

  • Major rebuilds
  • Time-consuming and complex projects
  • Work your team hasn’t done in a while or at all.

Make note of these work orders. Analyze the risks associated with each and find ways to mitigate them. Reduce risk by giving technicians extra training, putting more technicians and labor hours towards the work, and making sure the right PPE is available.

#5 Build work orders for efficiency and safety ?

Creating great work orders helps technicians to knock backlogged maintenance off the list safely, efficiently, and properly so you can make the most of your time, staff, and budget. There are some key areas of a work order that make this possible:

  • Clear and detailed task lists: Clear, detailed, and concise task lists eliminate confusion and wasted time
  • A list of required parts and PPE: Including a bill of materials, along with where to find those parts, will speed up most jobs
  • Manuals, diagrams, and pictures: Giving these items to technicians upfront cuts a lot of time spent searching for them or troubleshooting without them
  • An in-depth description of the problem and completion notes: Any additional information that gives a technician context for the job will help them avoid mistakes, risks, and wasted time

#6: Keep track of everything

It’s important to measure your progress once your plan is in motion. This allows you to adjust your strategy as new challenges come up and work is completed. It also gives you more data for building buy-in across the organization.

Keeping track of everything means staying up to date with your team and helping them tackle the tasks you’ve assigned. Schedule frequent touchpoints with them to ask:

  • If they’re comfortable with the work
  • If they have all the resources and equipment they need
  • What processes are helping the most and which ones need tweaking

What causes maintenance backlog and how to prevent it

Whittling your backlog down to a manageable size is an accomplishment. But it’s just the beginning. Keeping your team from reaching code-red status again is next. Here are a few ideas for your next fight against backlog:

  • Eliminate duplicate work orders and fine-tune your PMs: Get rid of duplicate work orders so they don’t inflate your backlog. Review your PM schedules regularly and adjust the frequency of scheduled maintenance based on how often they’re finding faults. No faults means they could probably be done less frequently
  • Standardize work orders for requesters and technicians: Build one template for all work orders. Be very specific about the information required when creating or completing work orders. It’ll make requesting and reviewing work faster. It also helps you track trends in work orders so you can catch problems sooner and adjust schedules easier.
  • Align your goals and processes: Get everyone on the same page about the expectations for maintenance. For example, define priority work orders and what ‘high priority’ means? Fewer important work orders will be missed when everyone is talking the same language.
  • Track your parts and staff skills closely: Keep a dashboard of commonly used parts so they never go out of stock. Find skills gaps in your maintenance team and bolster training in those areas.

Everything you just read in three sentences

  • The best way to change a culture of reactive maintenance at your organization is to frame backlog as an obstacle to everyone, align on a solution, and make everyone part of the process.
  • More time planning means less time doing so make sure to prioritize your tasks, figure out the risks, and build strong work orders to maximize efficiency.
  • Optimize your PMs, track trends in your work orders, and push for standardization across your processes to prevent backlog from emerging or reemerging at your organization

Source: https://www.fiixsoftware.com/blog/six-steps-for-managing-maintenance-backlog/