CMMS Toolkit

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Assure your organization performs data consolidation, cleansing and analysis, and presents data from one or more source systems, primarily focusing on various interfaces with the CMMS.

More Uses of the CMMS Toolkit:

  • Check own work using checking equipment as CMMS, hard gauges, vision equipment, etc.

  • Arrange that your project serves as Database Administration of the CMMS and the primary liaison with the provider.

  • Evaluate CMMS data to improve reliability of critical equipment.

  • Drive consistency in how the CMMS is utilized and the data managed.

  • Manage: computer maintenance management system (CMMS).

  • Confirm your planning complies; CMMS (Computerized Maintenance Management System) software.

  • Supervise: track and maintain all automated conveyor systems via CMMS system.

  • Establish that your corporation enters maintenance and preventative maintenance records in a Computerized Maintenance Management System (CMMS).

  • Ensure you produce; Computerized Maintenance Management System (CMMS) principals.

  • Initiate: implement and support the Computerized Maintenance Management Systems (CMMS).

  • Ensure continuous CMMS implementation, integration, sustainment and Data Quality between the CMMS and other databases.

  • Assure your group leads a member of the CMMS advisory team developing policy and procedures for system users.

  • Manage CMMS for all facilities to assure on time PM completion and adherence to maintenance standards.

  • Evaluate: document new assets, locations, and vendor information and input into CMMS.

  • Confirm your strategy complies; CMMS software technical analysis.

  • Orchestrate: team isa cross functional team that have been assembled to develop, design, build and install robust CMMS methodologies.

  • Utilize Computerized Maintenance Management System (CMMS) to complete work orders.

  • Warrant that your project maintains CMMS and preventative maintenance program for the properties.

  • Ensure you mastermind; lead organization initiatives for the Computerized Maintenance Management System (CMMS) that yield quantifiable uptime and production Performance Improvements.

  • Analyze current CMMS data for equipment health indicators and prepare reports.

  • Arrange that your strategy complies; CMMS Database Administration.


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 999 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 999 standard requirements:

  1. What is the scope?

  2. Who will be responsible for making the decisions to include or exclude requested changes once CMMS is underway?

  3. How do you identify subcontractor relationships?

  4. Will a CMMS production readiness review be required?

  5. Is CMMS documentation maintained?

  6. What are the key elements of your CMMS Performance Improvement system, including your evaluation, organizational learning, and innovation processes?

  7. What is the range of capabilities?

  8. What is the definition of CMMS excellence?

  9. Are employees recognized or rewarded for performance that demonstrates the highest levels of integrity?

  10. What information is critical to your organization that your executives are ignoring?

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 994 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:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all CMMs Project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the CMMs Project team have enough people to execute the CMMs Project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed CMMs Project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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.