CMMS Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the CMMS 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 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which CMMS improvements can be made.

Examples; 10 of the 996 standard requirements:


1. Can the solution create purchase requests for stock automatically from re order report of all needed materials or manually pick and choose from re order report?
   
   

2. Does the solution naturally include configuration functionality to prompt an end user of validation rule violation when the cursor is moved to another field?
   
   

3. Will there be any data collection requirements in support of the CMMS implementation, and if so, under what existing or future contract would services fall?
   
   

4. Should labor hours recorded by the CMMS be transferred electronically to the payroll system, or should separate data collection exist for payroll purposes?
   
   

5. Does the solution have the ability to send system generated email messages and customized email messages for a variety of workflow and notification needs?
   
   

6. Does your mobile solution have the ability for technicians to view assigned work order schedule on mobile device showing assigned date to do the work?
   
   

7. What is the existing level of consensus in your organization around the future; will a significant consensus building effort need to be launched?
   
   

8. Is your CMMS configured in a way that lets a maintenance planner easily determine the level of maintenance resources available for upcoming work?
   
   

9. Does the application include configurable automated archiving of records that can be done on a predefined schedule without manual interaction?
   
   

10. Do you provide access to your system through a portal that allows end users to customize what appears on the screen and where it is placed?
    
    


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 CMMS book in PDF containing 996 requirements, which criteria correspond to the criteria in...


Your CMMS 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 CMMS Self-Assessment and Scorecard you will develop a clear picture of which CMMS 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 CMMS 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 CMMS projects with the 62 implementation resources:


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


Examples; 10 of the check box criteria:


1. Probability and Impact Assessment: What is the level of experience available with your organization?
   
   

2. Responsibility Assignment Matrix: Identify potential or actual overruns and underruns?
   
   

3. Lessons Learned: How well did the CMMS project Manager respond to questions or comments related to the CMMS project?
   
   

4. Human Resource Management Plan: Were sponsors and decision makers available when needed outside regularly scheduled meetings?
   
   

5. Team Performance Assessment: Individual task proficiency and team process behavior: what is important for team functioning?
   
   

6. Team Operating Agreement: Do you post meeting notes and the recording (if used) and notify participants?
   
   

7. Cost Baseline: Are procedures defined by which the cost baseline may be changed?
   
   

8. Probability and Impact Assessment: What is the past performance of the CMMS project manager?
   
   

9. Procurement Audit: Are the pages of the minutes book press pre-numbered?
   
   

10. Scope Management Plan: Are milestone deliverables effectively tracked and compared to CMMS project plan?


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

1.0 Initiating Process Group:


• 1.1 CMMS project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 CMMS project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 CMMS 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 CMMS 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 CMMS 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 CMMS 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 CMMS project with this in-depth CMMS Toolkit.

In using the Toolkit you will be better able to:


• Diagnose CMMS 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 CMMS 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 CMMS investments work better.

This CMMS 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.