IT Asset Management Toolkit

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Maintain relationships with key stake holders representing a broad range of functions and levels; use informal networks to break down barriers and facilitate work activities where necessary; build external networks with people in the industry or profession.

More Uses of the IT Asset Management Toolkit:

  • Control: test and monitor application, systems and network performance and provide performance statistics and reports; implement strategies for maintaining enterprise systems.

  • Confirm your organization maintains a focus on Continuous Improvement by analyzing Help Desk activity and trends to enhance Processes And Procedures and ensure permanent solutions to recurring problems.

  • Audit: track assets throughout the life cycle, with special focus on missing and off network assets; timely and accurate reconciliation of life cycle data relating to program assets and the Asset Tracking system.

  • Contribute to the IT Asset Management transformation project which entails improving the hardware and software Asset Management governance and processes across the technology environment.

  • Manage work with team leadership, business groups, and accounting staff to analyze and resolve complex issues associated with software licensing rights.

  • Confirm you coordinate; lead process invoices to ensure the appropriate allocation of IT asset purchases, address discrepancies and work with vendors and internal stakeholders to resolve issues.

  • Coordinate update to the Software Catalog, and ensure the accurate collection, storage, and Maintenance Of Data on all in scope software titles in the catalog.

  • Adhere to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.

  • Arrange that your project participates on the team for evaluation of new leased hardware options; recommends products based on available metrics, intended usage, and financial impact.

  • Be accountable for planning, proactively monitoring and recording IT asset related data throughout the IT asset lifecycle as software licenses, warranties, maintenance agreements and vendor contracts in order to ensure compliance.

  • Provide analysis and support to various initiatives directed by Joint Staff leadership in order to operate the Business Processes of the staff more effectively and efficiently.

  • Control: partner with technical resources on the design of technical solutions to ensure appropriate, optimal and cost effective asset models are implemented.

  • Facilitate and lead considerations between the vendor and appropriate System and/or customer resources, as part of the vendor scorecard process.

  • Facilitate the Business Needs for your customers by ensuring that maintenance, support and upgrade protection renewals are managed/handled/ordered in advance of expiration.

  • Perform inventory and usage monitoring of all IT assets and record all findings, changes, physical location and trending of data Administer asset databases, tracking life cycle of all assets.

  • Organize: partner with corporate purchasing and legal to negotiate business terms with vendors and partners (large and small) in order to minimize risk, maximize price efficiencies and ensure compliance to organization policies.

  • Evaluate: act as Product Owner, defining Product Design and acceptance criteria, working with development to evolve the stories and accepting stories in a Scrum environment.

  • Manage the IT Asset Management, and other IT staff, the IT asset analyzing ensures that the ITAM program, technology leasing process and mobile device refresh process are functioning efficiently, ensuring compliance with policies standards, and processes.

  • Lead the development and maintenance of Asset Management policies, procedures, systems and measurements in order to manage the asset portfolio, identify risks, track costs and control adherence.

  • Establish and maintain regular communication with your organizations executives, stakeholders, department heads and end users regarding pertinent infrastructure activities.

  • Be accountable for supporting leadership and holding accountable the Managed Services for contractual obligations on reporting, objectives, and Key Performance Indicators.

  • Engage various stakeholders as Vendor Management, CoE managers and engineers to help collect, organize, and manage software and hardware assets.

  • Initiate: timely and accurate reconciliation of lifecycle data relating to program assets and the Asset Tracking system; investigate and resolve discrepancies to maintain Data integrity of the asset data.

  • Confirm your design ensures that all entitlement data is entered according to best practices and Customer Requirements ensures that data retrieved from customer cloud portals is appropriately entered according to best practices and Customer Requirements.

  • Identify and implement continual Process Improvements and operational efficiencies, and focus on innovation to deliver relevant solutions to meet your customers needs.

  • Be accountable for supporting vendor true up, audits and asset renewal projects by gaining agreement on timelines, deliverables and effectively escalating issues.

  • Be accountable for analyzing exception data to identify potential gaps of policy and causes; investigating and reporting compliance issues and remediation options.

  • Confirm your corporation ensures that IT Service Delivery systems and tools have the functionality and scalability necessary to enable and accelerate the continued growth of your organization.

  • Methodize: test server/client/storage performance and provide performance statistics and reporting; develop strategies for maintaining server infrastructure.

  • Identify and implement continual Process Improvements and operational efficiencies; focus on innovation to deliver relevant solutions to meet your customers needs.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the IT 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 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 IT Asset Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What does a Test Case verify?

  2. Why a IT Asset Management focus?

  3. What are the costs?

  4. How do controls support value?

  5. What would you recommend your friend do if he/she were facing this dilemma?

  6. What are internal and external IT Asset Management relations?

  7. Who do you think the world wants your organization to be?

  8. Have design-to-cost goals been established?

  9. How does the team improve its work?

  10. Do you have the authority to produce the output?

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 IT Asset Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your IT 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 IT Asset Management Self-Assessment and Scorecard you will develop a clear picture of which IT 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 IT 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 IT Asset Management 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 IT Asset Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the IT Asset Management project team have enough people to execute the IT Asset Management 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 IT Asset Management 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 IT Asset Management 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 IT 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 IT Asset Management project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose IT 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 IT 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 IT Asset Management investments work better.

This IT 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.