Asset Management Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Asset Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Asset Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Asset Management specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Asset Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Asset Management improvements can be made.

Examples; 10 of the 998 standard requirements:


1. How does the average financial advisor create the staffing and procedural and technological infrastructure necessary to add value to deliver the value proposition of top advisors?
   
   

2. How do you make the most of shared time in the office and drive a strong culture with increased percentages of the workforce working remotely?
   
   

3. Have your organizations security, information management, and asset management standards been built into the design and/or contract?
   
   

4. Where is technology being developed or implemented within your organization to achieve the most value and cost savings?
   
   

5. Can more value be found by combining data from related or third parties to create an array of enhanced data products?
   
   

6. What are the risks involved in storing valuable and potentially sensitive media and digital assets in the cloud?
   
   

7. Is your service delivery balancing environmental, economic and social impact for current and future generations?
   
   

8. What level of involvement did the property managers have in developing the first year of project based budgets?
   
   

9. Do you offer analytics to inform the priority of tasks based on criticality of assets and associated incidents?
   
   

10. What management of change functionality is available to handle workflows, approvals, data change controls, etc?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Asset Management book in PDF containing 998 requirements, which criteria correspond to the criteria in...


Your Asset Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Asset Management Self-Assessment and Scorecard you will develop a clear picture of which Asset Management areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Asset Management Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Asset Management projects with the 62 implementation resources:


• 62 step-by-step Asset Management Project Management Form Templates covering over 1500 Asset Management project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Risk Register: What are you going to do to limit the Asset Management projects risk exposure due to the identified risks?
   
   

2. Issue Log: Which stakeholders are thought leaders, influences, or early adopters?
   
   

3. Risk Management Plan: Costs associated with late delivery or a defective product?
   
   

4. Schedule Management Plan: Are vendor contract reports, reviews and visits conducted periodically?
   
   

5. Project Management Plan: How do you organize the costs in the Asset Management project management plan?
   
   

6. Human Resource Management Plan: Has a structured approach been used to break work effort into manageable components (WBS)?
   
   

7. Risk Management Plan: Do you have a consistent repeatable process that is actually used?
   
   

8. Human Resource Management Plan: Is the Asset Management project schedule available for all Asset Management project team members to review?
   
   

9. Team Member Performance Assessment: What is a general description of the processes under performance measurement and assessment?
   
   

10. Responsibility Assignment Matrix: Do others have the time to dedicate to your Asset Management project?


 
Step-by-step and complete Asset Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Asset Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Asset Management project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Asset Management project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Asset Management project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Asset Management project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Asset Management project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Asset Management project with this in-depth Asset Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Asset Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Asset Management and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Asset Management investments work better.

This Asset Management All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.