ASSET MANAGEMENT EXCEL DESCRIPTION
Editor Summary
Building Lifecycle Management - Implementation Toolkit is an XLSX toolkit (with supplemental ZIP) by Gerard Blokdijk that delivers a 3-step implementation approach: a 49-requirement quickscan PDF, a Self-Assessment Excel Dashboard, and 62 step-by-step project management form templates.
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Includes 999 case-based questions across 7 core process areas, auto-generated reports, a radar-chart maturity view, and a dynamic prioritized RACI Matrix. Sold as a digital download on Flevy with immediate digital download.
Use this toolkit when an organization needs to assess, prioritize, and implement building lifecycle improvements — for example during lifecycle planning, major renovations, or operating-model cleanup.
Facility managers running an initial quickscan to identify gaps using the 49-requirement quick edition.
PMO leads prioritizing projects and assigning owners via the auto-generated RACI Matrix and scorecard.
Asset managers tracking maturity and improvement areas with the Self-Assessment Excel Dashboard and radar chart.
External consultants or program leads managing execution with the 62 step-by-step project form templates.
The 3-step flow embeds the RDMAICS cycle (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), reflecting a data-driven improvement approach.
The Building Lifecycle Management Toolkit includes a set of best-practice templates, step-by-step workplans, and maturity diagnostics for any Building Lifecycle 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 Building Lifecycle 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 Building Lifecycle Management improvements can be made.
The Self-Assessment Excel Dashboard; with the Building Lifecycle Management Self-Assessment and Scorecard you will develop a clear picture of which Building Lifecycle 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 Building Lifecycle 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 Building Lifecycle Management projects with the 62 implementation resources. There are 62 step-by-step Building Lifecycle Management Project Management Form Templates covering over 1500 Building Lifecycle Management project requirements and success criteria.
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TOPIC FAQ
What is a building lifecycle management maturity assessment and what does it typically show?
A building lifecycle management maturity assessment identifies areas for improvement across lifecycle processes and participants. In this toolkit the assessment is delivered via a Self-Assessment Excel Dashboard that auto-generates reports, produces a radar-chart maturity view, and provides insights per process and participant using the Self-Assessment Excel Dashboard.
What are the common implementation steps for building lifecycle management projects?
A common implementation approach moves from scoping and diagnosis to goal-setting and then to execution and tracking. The Building Lifecycle Management - Implementation Toolkit explicitly frames this as a 3-step process tied to an RDMAICS improvement cycle (Recognize, Define, Measure, Analyze, Improve, Control and Sustain) in its materials and tools, a 3-step process and RDMAICS.
How can organizations prioritize which building lifecycle projects to start first?
Prioritization typically relies on diagnostics that surface capability gaps and impact. The toolkit supports this by auto-generating a dynamically prioritized, projects-ready RACI Matrix and scorecard so organizations can see which requirements and owners to focus on next using a dynamic prioritized RACI Matrix.
What should a thorough building lifecycle self-assessment questionnaire cover?
A thorough self-assessment should cover multiple core process areas and include case-based questions that map to requirements and success criteria. The Building Lifecycle Management - Implementation Toolkit organizes 999 new and updated case-based questions into 7 core areas and links them to a Self-Assessment and Scorecard, using 999 case-based questions.
How should I choose a building lifecycle implementation toolkit when I have tight budget and timeline constraints?
Look for toolkits that combine diagnostics, measurable scorecards, and ready-to-use implementation templates so you can assess fast and move to execution. Building Lifecycle Management - Implementation Toolkit offers an offline, secure Self-Assessment Excel Dashboard plus 62 implementation resources to start and manage projects, including 62 implementation resources.
What value do paid template toolkits add compared with building tools from scratch?
Prebuilt templates centralize project requirements, standardize reporting, and provide a repeatable structure for starting and managing projects. The Building Lifecycle Management - Implementation Toolkit supplies 62 step-by-step project management form templates that collectively cover over 1,500 project requirements and success criteria, using 62 step-by-step templates.
If I must implement building lifecycle changes after an acquisition, what is the best first step?
Begin with a quickscan to establish baseline gaps and stakeholder alignment, then convert findings into prioritized actions. The toolkit’s recommended starting point is the quick edition PDF self-assessment covering 49 requirements, paired with the Self-Assessment Excel Dashboard and RDMAICS guidance, using the 49 requirements quick edition.
How can I keep track of responsibilities and progress across multiple building lifecycle initiatives?
Use a scorecard plus a responsibility matrix and standardized project forms to track owners, dates, and success criteria. The toolkit provides a Self-Assessment Scorecard, an auto-generated RACI Matrix that prioritizes projects, and 62 project management form templates covering over 1,500 requirements for tracking, using 62 project management form templates.
Source: Best Practices in Asset Management Excel: Building Lifecycle Management - Implementation Toolkit Excel (XLSX) Spreadsheet, Gerard Blokdijk