Asset Management - Implementation Toolkit – Excel XLSX

ASSET MANAGEMENT EXCEL DESCRIPTION

Editor Summary The Asset Management Implementation Toolkit is an XLSX toolkit (with supplemental ZIP) by Gerard Blokdijk that provides templates, step-by-step workplans, and maturity diagnostics for asset management projects. Read more It uses a 3-step process and RDMAICS cycle, includes a 49-requirement quick edition PDF, a Self-Assessment Excel Dashboard, 999 case-based questions across 7 core areas, a radar chart, a dynamic RACI matrix, and 62 project templates covering over 1500 requirements; sold as a digital download on Flevy.

Use this toolkit when an organization needs to baseline asset management capability, prioritize improvement opportunities, and convert assessment outcomes into tracked projects.

  Asset managers conducting a structured quickscan using the 49-requirement Asset Management Self-Assessment PDF to brief stakeholders.
  Reliability engineers running the 999 case-based self-assessment to identify process gaps across 7 core areas.
  PMO leads converting prioritized findings into executable projects using the 62 project management form templates and RACI outputs.
  Operations managers tracking maturity and ownership with the Excel Dashboard and radar chart.

The 3-step approach (baseline, set goals, implement) aligns with the RDMAICS data-driven improvement cycle.

The Asset Management Implementation Toolkit includes a set of best-practice templates, step-by-step workplans, and maturity diagnostics for any Asset Management related project. Please note the above partial preview is ONLY of the Self Assessment Excel Dashboard, referenced in steps 1 and 2 (see below for more details).

Through a 3-step process, this toolkit will guide you from idea to implementation. Please find a below a summary of the 3 steps.

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.

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.

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 Asset Management improvements can be made.

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 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 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 Asset Management projects with the 62 implementation resources. There are 62 step-by-step Asset Management Project Management Form Templates covering over 1500 Asset Management project requirements and success criteria.

The toolkit includes a comprehensive questionnaire and a radar chart for visualizing self-assessment scores, making it easy to pinpoint areas needing improvement. Designed for scalability, the spreadsheet can accommodate 1-10 participants and is customizable for larger groups.

TOPIC FAQ

What are the typical phases in an asset management implementation?

Typical implementation follows the toolkit’s three-step flow: (1) get your bearings with a quickscan and Self-Assessment Dashboard, (2) set concrete goals and prioritized actions via the 999-question self-assessment and scorecard, and (3) implement and track using project templates — combined with the RDMAICS cycle (Recognize, Define, Measure, Analyze, Improve, Control and Sustain).

How can I measure maturity in my asset management practices?

Maturity is measured by running a structured self-assessment to generate scores, visualizing results with a radar chart, and using the Asset Management Self-Assessment and Scorecard in the Excel Dashboard to identify gaps and priorities; the toolkit’s Dashboard and radar chart provide the maturity visualization.

What components are normally included in an asset management self-assessment?

A full self-assessment typically combines a questionnaire, scoring logic, and visualization tools. The toolkit’s self-assessment comprises 999 case-based questions organized into 7 core process areas, a scorecard, and an Excel Dashboard for report generation and analysis across those 7 core areas and 999 questions.

How many templates do I need to support implementation planning and execution?

Implementation requires structured project artifacts; this toolkit supplies 62 step-by-step Asset Management Project Management Form Templates designed to cover detailed project needs and support over 1500 asset management project requirements and success criteria.

What should I check when buying an asset management implementation toolkit for my team?

Evaluate whether the toolkit provides both diagnostic and execution capabilities: a self-assessment questionnaire and scorecard, an analysis/dashboard (reporting and radar chart), role/ownership tools such as a RACI matrix, and implementation resources. Flevy’s Asset Management - Implementation Toolkit lists a Self-Assessment Excel Dashboard, 999 questions, and 62 templates as concrete elements.

How scalable are spreadsheet-based asset management assessments for multiple participants?

Spreadsheet-based assessments can be used by small groups and scaled; this toolkit’s spreadsheet is designed to accommodate 1–10 participants and is customizable for larger groups while preserving offline data protection and Dashboard functionality, supporting assessments for 1-10 participants.

I’ve completed a quickscan—how should I prioritize which asset projects to start first?

Use the self-assessment scores and radar chart to identify weakest processes, then apply a dynamically prioritized RACI Matrix to assign responsibility and sequence actions. The toolkit maps quickscan outcomes into prioritized, project-ready actions using the Excel Dashboard, radar chart, and RACI Matrix.

What helps ensure assessment results lead to actual implementation and follow-up?

Ensuring follow-through requires translating assessment outputs into defined projects, owners, dates, and tracked deliverables. The toolkit feeds Step 2 self-assessment outcomes into Step 3 implementation resources, supplying 62 project templates to start, track, and revise asset management projects with documented requirements.

Source: Best Practices in Asset Management Excel: Asset Management - Implementation Toolkit Excel (XLSX) Spreadsheet, Gerard Blokdijk