Asset Management Toolkit (ISO 20000:2018, ITIL Compliance) (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Ensures end-to-end lifecycle control of IT and service assets.
2. Enhances audit readiness for ISO/IEC 20000 certification and internal compliance checks.
3. Saves time and cost with a ready-to-use, professional procedure document.

ITIL EXCEL DESCRIPTION

This product (Asset Management Toolkit [ISO 20000:2018, ITIL Compliance]) is an Excel template (XLSX), which you can download immediately upon purchase.

Asset Management Excel Toolkit with Dashboard (ISO 20000:2018 & ITIL Aligned)

This Excel-based toolkit is a complete, ready-to-use solution for managing IT and service assets in line with ISO/IEC 20000:2018 Clause 8.2.5 and ITIL best practices. It combines a structured Asset Register, compliance logs, risk tracking sheets, and a dynamic dashboard to give you a single source of truth for asset governance.

What's Inside the Toolkit:

Asset Register (Master Sheet)

•  Records every asset with unique ID, type, owner, location, vendor, cost, warranty, license, and status.-
•  Tracks lifecycle stages (acquisition, deployment, in-use, maintenance, retired/disposed).
•  Links each asset to services, SLAs, and business-critical dependencies.

License & Compliance Tracker
•  Compares purchased vs. installed software licenses.
•  Flags overuse, expired entitlements, and non-compliance risks.
•  Supports audit-ready evidence for regulatory and contractual requirements.

Warranty & Contract Register
•  Stores warranty terms and support contracts by asset.
•  Includes automated reminders for upcoming expiries and renewals.
•  Reduces risk of uncovered assets or expired vendor agreements.

Disposal & Decommissioning Log
•  Records secure disposal dates, methods (wipe, recycling, vendor return).
•  Includes license recovery tracking and compliance sign-off.
•  Generates evidence for auditors (disposal certificates).

Risk & Corrective Action Log
•  Captures risks such as shadow IT, lost/stolen assets, insecure disposal.
•  Tracks corrective actions, owners, target dates, and closure status.
•  Supports integration with your organization's risk management system.

Audit & Verification Sheet
•  Logs internal and external audit checks (sampled items, exceptions, findings).
•  Tracks reconciliation results between physical assets, Asset Register, and finance records.
•  Includes corrective action follow-up for nonconformities.

KPI Dashboard (Automated Visuals)
•  Pre-built charts and tables that update dynamically from the data sheets:
•  Asset Register Accuracy (%)
•  License Compliance Rate (%)
•  Timely Disposal of Retired Assets (%)
•  Warranty/Contract Coverage (%)
•  Financial Reconciliation Accuracy (Asset Register vs. Finance System)
•  Asset Utilization Rate (%)
•  Audit Discrepancy Rate (%)

Benefits:

•  End-to-End Asset Control – Manage assets from acquisition to disposal in one central tool.
•  Audit & Certification Ready – Provides structured evidence to support ISO/IEC 20000 certification and ITIL compliance.
•  Management Insight – KPI dashboards give senior management real-time visibility into asset governance.
•  Time & Cost Savings – Ready-to-use, customizable Excel solution that eliminates the need to build tools from scratch.

This toolkit is designed for IT service managers, compliance officers, auditors, and ITSM governance teams who need a practical, efficient, and audit-ready solution for asset management.

Source: Best Practices in ITIL, ISO 20K Excel: Asset Management Toolkit (ISO 20000:2018, ITIL Compliance) Excel (XLSX) Spreadsheet, Ivana Nissen