Asset Management
Shows that you get value from physical assets across their whole life.
A complete documentation kit written to ISO 55001:2024: manual, policies, procedures, SOPs, forms, registers, process maps, indicator and risk frameworks, audit and management review packs, an implementation roadmap, sector guides and commercial templates, with every clause mapped to the document that meets it, and control of criticality, lifecycle decisions, asset information, maintenance, renewal, change and contractors built into the system.
- Edition 2024
- 147 Word + 32 Excel files
- One organization
- Downloads open 7 days after payment
You need this if
- You own or operate infrastructure, plant, fleets or buildings.
- You need criticality, lifecycle and maintenance decisions on record.
- A regulator or owner asks for an asset management system.
What you get, in numbers
Counted from the files in the pack. Every file title is listed further down.
What this toolkit is not
Worth knowing before you buy.
Not the certificate
Certification is decided by an independent certification body after it audits a system you have run for some months, with records. No toolkit can guarantee it.
Not the ISO text
The standard is copyrighted and sold by ISO and national standards bodies. Buy your own copy. The toolkit describes requirements in its own words.
Not a consultant
We do not assess your organization. You review, adapt and approve every document before you use it.
What’s inside
15 numbered folders. Open any folder to see the title of every file in it. Titles only: the files themselves are delivered after payment.
00Start Here
Six guides: read-me, how to implement with an initial review checklist, documentation structure, quick start, an ISO 55001:2024 clause mapping guide with the main changes from 2014, and a certification preparation guide.
6 files
- WordSH-001 Read Me Guide
- WordSH-002 How to Implement Guide
- WordSH-003 Documentation Structure Guide
- WordSH-004 Quick Start Guide
- WordSH-005 ISO 55001-2024 Clause Mapping Guide
- WordSH-006 Certification Preparation Guide
01Master Index
One Excel register of every controlled document: number, title, type, owner, department, retention and clause, with review dates and overdue flags.
1 file
- ExcelREG-01 Master Document Register
02Manual
The Asset Management System Manual, section-numbered to match clauses 4 to 10: context including the climate decision, stakeholders and the asset portfolio scope, leadership, planning including asset management objectives, plans and decisions, support including asset information, life cycle operation, management of change and outsourcing, performance evaluation, and improvement including predictive action.
1 file
- WordAMS-001 Asset Management System Manual
03Procedures (P-001 to P-024)
Document and record control, context and scope, leadership and roles, risks and opportunities, objectives and plans, decision-making, resources and competence, awareness and communication, asset information, operational control, criticality and risk, lifecycle planning and costing, capital projects, operations and condition monitoring, maintenance, renewal and disposal, change, contractors, performance monitoring, internal audit, management review, corrective and predictive action, and improvement. Each has a flowchart, responsibility table, controls, risk and indicator matrices.
24 files
- WordP-001 Document Control Procedure
- WordP-002 Record Control Procedure
- WordP-003 Context, Stakeholders, Requirements and Scope Procedure
- WordP-004 Leadership, Policy and Roles Procedure
- WordP-005 Risks and Opportunities Procedure
- WordP-006 Asset Management Objectives and Plans Procedure
- WordP-007 Asset Management Decision-Making Procedure
- WordP-008 Resources and Competence Procedure
- WordP-009 Awareness and Communication Procedure
- WordP-010 Asset Information Management Procedure
- WordP-011 Operational Planning and Control Procedure
- WordP-012 Asset Criticality and Risk Assessment Procedure
- WordP-013 Lifecycle Planning and Costing Procedure
- WordP-014 Capital Projects, Acquisition and Commissioning Procedure
- WordP-015 Operations and Condition Monitoring Procedure
- WordP-016 Maintenance Planning and Execution Procedure
- WordP-017 Renewal, Decommissioning and Disposal Procedure
- WordP-018 Management of Change Procedure
- WordP-019 Outsourcing and Contractor Control Procedure
- WordP-020 Asset Performance Monitoring and Evaluation Procedure
- WordP-021 Internal Audit Procedure
- WordP-022 Management Review Procedure
- WordP-023 Nonconformity, Corrective and Predictive Action Procedure
- WordP-024 Continual Improvement Procedure
04Policies (POL-001 to POL-012)
Asset management policy, document control, asset information and records, risk and opportunity, criticality and risk-based decisions, lifecycle management and costing, capital projects, operations and maintenance, contractors and outsourcing, competence and communication, management of change, and audit, review and improvement.
12 files
- WordPOL-001 Asset Management Policy
- WordPOL-002 Document Control Policy
- WordPOL-003 Asset Information and Record Retention Policy
- WordPOL-004 Risk and Opportunity Policy
- WordPOL-005 Asset Criticality and Risk-Based Decision-Making Policy
- WordPOL-006 Lifecycle Management and Costing Policy
- WordPOL-007 Capital Projects and Acquisition Policy
- WordPOL-008 Operations and Maintenance Policy
- WordPOL-009 Contractors and Outsourcing Policy
- WordPOL-010 Competence, Awareness and Communication Policy
- WordPOL-011 Management of Change Policy
- WordPOL-012 Audit, Review and Improvement Policy
05SOP Library (SOP-001 to SOP-022)
Step-by-step task instructions with flowcharts and acceptance criteria: criticality assessment, asset register maintenance, data quality, lifecycle costing, business case review, commissioning and handover, condition monitoring, operating review, maintenance, breakdown response, failure analysis, renewal, decommissioning, change assessment, contractor assessment, performance reporting, internal audit and corrective and predictive action.
22 files
- WordSOP-001 Document Issue and Withdrawal
- WordSOP-002 Records Filing and Archiving
- WordSOP-003 Context Review Workshop
- WordSOP-004 Asset Risk Workshop
- WordSOP-005 Asset Criticality Assessment
- WordSOP-006 Asset Register Maintenance
- WordSOP-007 Data Quality Check
- WordSOP-008 Lifecycle Costing
- WordSOP-009 Project Business Case Review
- WordSOP-010 Commissioning and Handover
- WordSOP-011 Condition Monitoring Round
- WordSOP-012 Operating Performance Review
- WordSOP-013 Preventive Maintenance Execution
- WordSOP-014 Corrective Work and Breakdown Response
- WordSOP-015 Failure Analysis
- WordSOP-016 Renewal Planning
- WordSOP-017 Decommissioning and Disposal
- WordSOP-018 Change Assessment
- WordSOP-019 Contractor Assessment
- WordSOP-020 Performance Reporting
- WordSOP-021 Internal Audit Conduct
- WordSOP-022 Corrective and Predictive Action Tracking
06Forms (FR-001 to FR-051)
Fifty-one forms. Each comes with field descriptions, a blank form that prints on its own, and a completed example record.
51 files
- WordFR-001 Document Change Request
- WordFR-002 Document Review Record
- WordFR-003 Record Disposal Authorization
- WordFR-004 Context and Climate Review
- WordFR-005 Stakeholder and Requirements Review
- WordFR-006 AMS Scope and Asset Portfolio Statement
- WordFR-007 Roles, Responsibilities and Authorities Record
- WordFR-008 Policy Communication Record
- WordFR-009 Risk and Opportunity Assessment
- WordFR-010 Asset Management Objectives Plan
- WordFR-011 Asset Management Plan
- WordFR-012 Decision Record
- WordFR-013 Resource Request
- WordFR-014 Competence Assessment
- WordFR-015 Training and Awareness Record
- WordFR-016 Communication Plan
- WordFR-017 Asset Information Requirements Record
- WordFR-018 Data Quality Review
- WordFR-019 Operational Control Plan
- WordFR-020 Asset Criticality Assessment
- WordFR-021 Asset Risk Assessment
- WordFR-022 Lifecycle Cost Analysis
- WordFR-023 Asset Lifecycle Plan
- WordFR-024 Project Business Case
- WordFR-025 Commissioning and Handover Record
- WordFR-026 Condition Assessment
- WordFR-027 Operating Performance Review
- WordFR-028 Maintenance Plan
- WordFR-029 Work Order Record
- WordFR-030 Failure Analysis
- WordFR-031 Renewal Proposal
- WordFR-032 Decommissioning and Disposal Record
- WordFR-033 Change Request and Assessment
- WordFR-034 Contractor Assessment
- WordFR-035 Contractor Performance Review
- WordFR-036 Asset Performance Report
- WordFR-037 Indicator Definition Sheet
- WordFR-038 Annual Audit Programme
- WordFR-039 Audit Plan
- WordFR-040 Internal Audit Checklist
- WordFR-041 Audit Report
- WordFR-042 Auditor Competence Record
- WordFR-043 Management Review Agenda
- WordFR-044 Management Review Minutes
- WordFR-045 Management Review Action Plan
- WordFR-046 NCR Form
- WordFR-047 Corrective Action Request
- WordFR-048 Corrective Action Effectiveness Review
- WordFR-049 Predictive Action Record
- WordFR-050 Improvement Suggestion Form
- WordFR-051 Improvement Project Charter
07Registers (REG-01 to REG-18)
Eighteen Excel registers with examples, drop-down lists, automatic calculations, due dates and flags: the asset register (age, remaining life, critical assets in poor condition), criticality (weighted score and class; missing risk assessment), renewal programme (unfunded renewals), condition (trend and next date), work orders (lateness, permits), failures (days to analyse), capital projects (approval and level checks), contractors, changes (implemented before approval; temporary changes past end date), indicators, corrective and predictive actions, audits and objectives.
18 files
- ExcelREG-01 Document Register
- ExcelREG-02 Record Register
- ExcelREG-03 Legal and Stakeholder Requirements Register
- ExcelREG-04 Risk and Opportunity Register
- ExcelREG-05 Asset Register
- ExcelREG-06 Asset Criticality Register
- ExcelREG-07 Asset Management Objectives and Plans Register
- ExcelREG-08 Lifecycle Cost and Renewal Programme Register
- ExcelREG-09 Condition Assessment Register
- ExcelREG-10 Maintenance and Work Order Register
- ExcelREG-11 Failure and Incident Register
- ExcelREG-12 Capital Project Register
- ExcelREG-13 Contractor Register
- ExcelREG-14 Training and Competence Register
- ExcelREG-15 Change Register
- ExcelREG-16 Nonconformity and Corrective Action Register
- ExcelREG-17 Audit Register
- ExcelREG-18 Asset Performance Indicators Register
08Process Maps
Eight swimlane maps with inputs, outputs, owners and indicator links: context and decisions, resources and information, criticality and lifecycle planning, capital projects, operations and condition, maintenance and failure analysis, renewal, change and outsourcing, and evaluation, audit and improvement.
8 files
- WordPM-01 Context, Leadership, Planning and Decisions Process Map
- WordPM-02 Resources, Competence, Communication and Information Process Map
- WordPM-03 Criticality, Risk and Lifecycle Planning Process Map
- WordPM-04 Capital Projects, Acquisition and Commissioning Process Map
- WordPM-05 Operations and Condition Monitoring Process Map
- WordPM-06 Maintenance and Failure Analysis Process Map
- WordPM-07 Renewal, Change and Outsourcing Process Map
- WordPM-08 Evaluation, Audit, Review and Improvement Process Map
09Indicators & Risk
83 indicators with formulas and targets in a filterable matrix, corporate and department frameworks, a balanced scorecard, a 5 x 5 risk matrix with 38 example risks, and an improvement opportunity matrix with 25 examples.
6 files
- WordKPI-01 Corporate Indicator Framework
- WordKPI-02 Department Indicator Framework
- ExcelKPI-03 Balanced Scorecard
- ExcelKPI-04 Process Indicator Matrix
- ExcelRSK-01 Risk Management Matrix
- ExcelRSK-02 Opportunity Matrix
10Audit
Annual audit programme covering every clause, site and asset group, audit plan, notification, auditor competence matrix, a 35-question checklist by clause, a complete audit report and a findings tracker.
7 files
- WordAUD-01 Annual Audit Programme
- WordAUD-02 Audit Plan
- WordAUD-03 Audit Notification
- ExcelAUD-04 Auditor Competence Matrix
- ExcelAUD-05 Audit Checklist by Clause
- WordAUD-06 Audit Report
- ExcelAUD-07 Follow-up Tracker
11Management Review
Agenda, inputs checklist covering every input of clause 9.3, completed sample minutes with the required outputs, action plan and a dashboard.
5 files
- WordMRV-01 Management Review Agenda
- WordMRV-02 Management Review Inputs Checklist
- WordMRV-03 Management Review Minutes Template
- ExcelMRV-04 Management Review Action Plan
- ExcelMRV-05 Management Review Dashboard
12Implementation
An eight-month roadmap with activities, milestones, deliverables and responsibilities, and a task tracker.
2 files
- WordIMP-01 Implementation Roadmap
- ExcelIMP-02 Implementation Tracker
13Customization
Guides with risks, controls and indicators for water utilities, electricity and gas networks, roads and rail, oil, gas and petrochemical facilities, manufacturing plants, property and facilities, healthcare facilities, airports and ports, telecommunications infrastructure, and municipal asset owners.
10 files
- WordCUS-01 Water and Wastewater Utilities Customization Guide
- WordCUS-02 Electricity and Gas Networks Customization Guide
- WordCUS-03 Roads, Rail and Transport Infrastructure Customization Guide
- WordCUS-04 Oil, Gas and Petrochemical Facilities Customization Guide
- WordCUS-05 Manufacturing and Process Plants Customization Guide
- WordCUS-06 Property, Facilities and Real Estate Portfolios Customization Guide
- WordCUS-07 Healthcare Facilities and Medical Equipment Customization Guide
- WordCUS-08 Airports, Ports and Logistics Hubs Customization Guide
- WordCUS-09 Telecommunications and Data Infrastructure Customization Guide
- WordCUS-10 Municipal and Public Sector Asset Owners Customization Guide
14Commercial
Gap assessment checklist, certification readiness checklist, implementation and training proposal templates, consultancy agreement template and audit preparation checklist.
6 files
- ExcelCOM-01 Gap Assessment Checklist
- ExcelCOM-02 Certification Readiness Checklist
- WordCOM-03 Implementation Proposal Template
- WordCOM-04 Training Proposal Template
- WordCOM-05 Consultancy Agreement
- ExcelCOM-06 Audit Preparation Checklist
Sample pages
Pages from the delivered files, before your company details are applied.
After you download
The order most organizations follow.
Before you buy
Is the text of ISO 55001 included?
No. The standard is copyrighted by ISO and sold by ISO and national standards bodies. Buy your own copy of ISO 55001:2024. ISO 55000 (vocabulary and principles) and ISO 55002 (guidance) are separate documents. The toolkit describes requirements in its own words and maps every clause to the document that meets it, so you can check each against the standard.
Which edition does the kit follow?
ISO 55001:2024, the second edition published in July 2024, which replaced the 2014 edition. It adopts the common management system structure, adds climate wording, rewords stakeholder requirements and adds a clause on predictive action. Certification bodies have transition arrangements for holders of 2014 certificates; confirm the dates with your certification body.
Does the kit replace engineering standards or regulation?
No. ISO 55001 specifies requirements for the management system; it does not set technical, financial or accounting requirements for particular asset types. The kit does not replace engineering standards, safety law or regulation and gives no engineering, financial or legal advice.
Are the examples and figures real data?
No. Names, assets, costs, weights, approval levels, thresholds and cases in example records are fictional and marked as examples. Set your own from your risk assessment and decision criteria.
Can we edit the documents after purchase?
Yes. Files are delivered as standard, unlocked .docx and .xlsx files. Nothing is watermarked or restricted. Items such as prepared-by names and company profile facts are left for you to complete.
Will this get us certified on its own?
The toolkit gives you a complete, clause-mapped documentation baseline and tools for operating the system. Certification is decided by independent bodies after they audit a working system, including sampling of records, site and asset visits and interviews, so you must run the system for some months first. Neither a toolkit nor a management system guarantees certification or any level of asset performance.
How long can we download the files?
For 7 days from payment. In that time you can enter your company details, correct them and regenerate, and download as often as you need. After 7 days the purchase stays in your account history, but the download closes. Save the ZIP somewhere safe.
What if we need the files again later?
Buying the same toolkit again is a new order with its own 7-day download window. Each purchase is listed separately in your account.
Licence
One purchase licenses one organization to use, edit and adapt the documents for its own management system. You may not resell, share or publish the toolkit or its templates. Each file carries a footer line with the buyer’s email and order number. Full wording is in the Terms & licence.