Asset Management Toolkit

Managing assets can be time-consuming and laborious, but critical for business. Communicate your asset management objectives to relevant stakeholders, including service providers with this Asset Management pack.

Ensure that pertinent asset management information is effectively communicated to and from employees, including plan(s) and procedure(s) for your organisation to identifying and responding to incidents and emergencies, and ensuring continuity of critical asset management activities.


Asset Management Toolkit


Incorporate strategic plan initiatives, establish key assumptions, help facilitate data collection and business unit collaboration, review and analyse compiled forecasts, coordinate iterative revisions, and present final results to the Board of Directors and senior management.

More Uses of the Asset Management Toolkit:

  • Ensure your organisation meets with existing customers and prospects through personal calling efforts and other contacts to consider business needs and recommend ways in which your organisation can help provide business solutions to all of the financial needs.
  • Govern: interface with internal and external stakeholders and continue to build a broad range of knowledge spanning the range of treasury, capital and asset and liability categories across your organisation and its varied products/services.
  • Evaluate new banking products and services, and design, administer and review organisation treasury policies and procedures to establish controls over your organisation’s treasury operations.
  • Oversee all accounts, ledgers, and reporting systems, ensuring compliance with appropriate Generally Accepted Accounting Principles, regulatory requirements, and Office of Management and Budget audit requirements.
  • Serve as a contributing member of the Strategic Planning organisation, to help identify, prioritise, and implement key strategic initiatives that will fulfil your organisation’s mission and enhance future growth and profitability.
  • Establish, communicate, and enforce organisational accounting and reporting standards to maintain organisations compliance with Generally Accepted Accounting Principles (GAAP) and legal/regulatory requirements.
  • Supervise: monitor the regulatory environment, conduct applicable research and make recommendations for responding to emerging/changing regulatory requirements affecting asset management, capital or liquidity funding.
  • Provide support and expertise to Managers and Supervisors throughout your organisation as appropriate regarding a variety of issues, accounting, financial and statistical analysis and business strategies.
  • Serve as a contributing member of the Strategic Committee, to help evaluate, prioritise, and optimise your organisation’s products, services, information systems, and other technological resources.
  • Ensure your organisation coordinates with all levels of management to gather, analyse, summarise, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts.
  • Oversee preparation of Monthly Performance Review and Quarterly Financial Review reporting packages for disseminating financial performance information to the Board, senior management, and others internally.
  • Direct: through effective leadership, ensures members wealth is built and earnings are maximised by establishing long-range goals, strategies, plans and policies designed to optimise the efficiency of the operations and effectiveness of the portfolio.
  • Update and administer organisation policies that govern organisational spending practices, shareholder earnings distributions, your organisation’s insurance program, and other organisation activities as appropriate.
  • Manage work with bank analyser and business warehouse business intelligence reporting leads to understand functional and business requirements to acquire the necessary data needed for the provisioning process.
  • Oversee the design and delivery of solutions that support the fundamental data and governance process for your organisation to effectively provide seamless, reconcilable processes and systems that adhere to corporate governance and regulatory requirements.

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.

Organised in a data-driven improvement cycle RDMAICS (Recognise, Define, Measure, Analyse, 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, organised 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 996 standard requirements:

  1. Where employees have options to receive benefits in different ways, should the liability reported at the highest amount or at an amount that reflects the probability of different outcomes?
  2. Do you agree that a non-derivative financial asset and a non-derivative financial liability measured at fair value through profit or loss should be eligible hedging instruments?
  3. Does the plan provide that transferred assets and income attributable to assets shall be used only to pay qualified current retiree liabilities for the taxable year of transfer?
  4. Should the notions of changes in assets and changes in liabilities be adopted in the financial account and other changes in financial assets and liabilities account?
  5. How does your organisation calculate your portfolio level carbon liabilities or stranded asset levels at a variety of direct or intrinsic carbon prices/scenarios?
  6. Are there clear links between your strategic risk map, your stress testing and the contingent liabilities that appear in your asset and liability register?
  7. Has the report properly addressed the impact of non-operating assets and liabilities in the cash flow projections and the impact on the final value?
  8. Does the contractual arrangement between parties confer direct rights to assets and obligations for liabilities to the parties of the arrangement?
  9. Are the steps and delegation of responsibilities in loan collection guidelines and practices sufficient to maintain high loan portfolio quality?
  10. Are your assets and liabilities sufficiently matched to use the scenario-based approach to discounting, or do you gain at least partial credit?

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 996 requirements, which criteria correspond to the criteria in…

Your Asset Management self-assessment dashboard which gives you your dynamically prioritised projects-ready tool and shows your organisation 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 organisation 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 prioritised projects-ready RACI Matrix shows your organisation 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. Stakeholder Analysis Matrix: What unique or lowest-cost resources does the Asset Management project have access to?
  2. Risk Data Sheet: What actions can be taken to eliminate or remove risk?
  3. Milestone List: How late can each activity be finished and started?
  4. Human Resource Management Plan: Are enough systems & user personnel assigned to the Asset Management project?
  5. Activity Duration Estimates: What are some general rules of thumb for deciding if cost variance, schedule variance, cost performance index, and schedule performance index numbers are good or bad?
  6. Stakeholder Management Plan: Are there ways to reduce the time it takes to get something approved?
  7. Planning Process Group: Will the products created live up to the necessary quality?
  8. Initiating Process Group: What are the tools and techniques to be used in each phase?
  9. Variance Analysis: Are the requirements for all items of overhead established by rational, traceable processes?
  10. Project or Phase Close-Out: If you were the Asset Management project sponsor, how would you determine which Asset Management project team(s) and/or individuals deserve recognition?

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


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, organisations, 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, organisation 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.


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