CMMS Toolkit

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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 995 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 995 standard requirements:

  1. How do you drive logical, sustainable, cost effective asset management across your organization to derive the benefits available through advanced asset management techniques?

  2. How do you persistently and uniquely identify and track critical assets across multiple business units within your organization?

  3. Does it feel like your communitys infrastructure is in constant need of repair, or that you can never get ahead of maintenance?

  4. Is the contractor responsible for all materials and consumable required for preventive and corrective maintenance task?

  5. How do you know whether your organizations mission is being accomplished with maximum effectiveness and efficiency?

  6. Who is there to roll you back to the point at which all the information and underlying relationships are correct?

  7. Does your organization have a strategic plan for acquiring and maintaining IP rights to protect your business?

  8. When procuring software, do you evaluate existing and available software licences within your organization?

  9. Will the current vendor make available the history of the mechanical equipment if a new vendor is selected?

  10. Does your organizations EAM/CMMS product have the functionality needed to support your business practices?


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 995 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. Activity Duration Estimates: Consider the common sources of risk on information technology CMMS projects and suggestions for managing them. Which suggestions do you find most useful?

  2. Variance Analysis: At what point should variances be isolated and brought to the attention of the management?

  3. Schedule Management Plan: Is pert / critical path or equivalent methodology being used?

  4. Risk Register: Manageability – have mitigations to the risk been identified?

  5. Activity Duration Estimates: Do CMMS project team members work in the same physical location to enhance team performance?

  6. Requirements Documentation: How much testing do you need to do to prove that your system is safe?

  7. Procurement Management Plan: Were CMMS project team members involved in the development of activity & task decomposition?

  8. Quality Audit: Are there sufficient personnel having the necessary education, background, training, and experience to assure that all operations are correctly performed?

  9. Scope Management Plan: Is the steering committee active in CMMS project oversight?

  10. Scope Management Plan: Assess the expected stability of the scope of this CMMS project how likely is it to change, how frequently, and by how much?

 
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.