Free Checklist Templates for Asset Management

Asset Management

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OR

Capital Expenditure Planning Checklist

Property Assessment

Walk the property with the maintenance lead

Evaluate HVAC, roof, plumbing, and electrical condition

Pull the prior-year work order history

Compile the capex candidate list

Budget and Owner Approval

Score and prioritize the candidate list

Build the itemized capex budget

Model NOI and cap-rate impact

Submit the budget to the owner

Revise and resubmit the budget

Vendor Selection and Contracting

Shortlist licensed vendors per trade

Issue RFPs with a detailed scope of work

Verify vendor COI and W-9 before contract

Execute the vendor contract

Project Execution

Publish the milestone schedule

Issue the 24-hour entry notice for occupied units

Track weekly progress against budget

Process change orders with written owner approval

Closeout and Tax Classification

Conduct the final walk-through with the vendor

Schedule the punch-list rework

Collect lien waivers and warranty documentation

Classify line items as capex or repair for the owner's return

Update the asset register and depreciation schedule

Document lessons learned for next cycle

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Hardware Disposal Checklist

Intake and Chain of Custody

Pull the asset record from the CMDB

Classify the data sensitivity of the device

Verify the device is offboarded in identity systems

Log the device into the disposal queue

Data Sanitization

Capture any user data still needed

Identify the drive type and sanitization method

Run cryptographic or secure erase on the drive

Physically destroy the storage media

Verify sanitization with a second technician

Hardware Decommissioning

Remove asset tags and company identifiers

Inspect for hidden storage and removable media

Reconcile components against the CMDB record

Update the disposition record in the CMDB

Certified Disposal and Documentation

Confirm the recycler holds R2v3 or e-Stewards certification

Check state e-waste regulations for the device class

Schedule pickup with sealed-container handoff

File the certificate of destruction or recycling

Close the disposal record with final sign-off

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Hardware Inventory Checklist

Scope and Preparation

Define the asset classes in scope

Confirm the asset attribute schema

Pull the prior audit baseline

Identify all sites and storage locations

Automated Discovery

Export the RMM agent roster

Export the Intune and JAMF device list

Run a network discovery scan

Pull the vCenter and Hyper-V VM inventory

Reconcile discovery sources into a master list

Physical Audit

Walk the data center and label each rack unit

Verify asset tags on each device

Inventory the spare-parts and staging closet

Confirm remote-worker laptop attestations

Reconciliation and Exceptions

Cross-reference against purchase and lease records

Flag end-of-life and out-of-warranty devices

Determine whether discrepancies were found

Investigate missing or unauthorized devices

CMDB Update and Sign-Off

Apply corrections to the CMDB

Tag decommissioned hardware for disposal

Publish the audit report and obtain sign-off

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IT Equipment Inventory Checklist

Inventory Scope and Setup

Define the inventory scope across offices and field

Select the asset tracking system

Tag every device with a durable asset label

Workstations and Office Hardware

Catalog leasing-office desktops and laptops

Record servers, NAS, and network gear

Inventory printers and multifunction devices

Capture monitor and dock assignments per desk

Property Management Software and Licenses

Audit AppFolio, Buildium, or Yardi seats

Record screening and e-sign service accounts

Reconcile license counts against headcount

Initiate the license true-up or seat reduction

Field Devices and Mobile Inventory

Enumerate inspection tablets running HappyCo or zInspector

Track maintenance-tech smartphones and ruggedized devices

Record VoIP handsets and Twilio number assignments

Verify MDM enrollment and remote-wipe status

Accessories and Consumables

Stock-check keyboards, mice, webcams, and headsets

Track printer toner and paper at each office

Log adapters, charging cables, and access fobs

Audit and Reconciliation

Conduct the physical audit walk-through

Log audit findings and discrepancies

Reconcile missing or unaccounted assets

Sign off on the inventory report

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Rental Market Analysis Checklist

Submarket Definition & Demographics

Define the submarket boundary and product type

Pull ACS demographic and income data

Map major employers and commute corridors

Comp Set & Rent Survey

Build the comp set of direct competitors

Shop comp rents and current concessions

Compare amenity packages and parking pricing

Flag aggressive concession patterns

Property Performance Benchmarks

Calculate trailing-12-month vacancy and turnover

Pull rent growth trends from CoStar or Yardi Matrix

Review property tax assessments and millage trends

Economic & Capital Market Indicators

Track local employment from BLS QCEW data

Review interest rate and 10-year Treasury trends

Pull submarket cap rate trends from broker reports

Supply Pipeline & Absorption

Survey construction within 3 miles of the subject

Estimate absorption from building permit activity

Flag large deliveries hitting in the next 12 months

Model rent scenarios under heavy supply

Regulatory Review

Review zoning and pending rezoning actions

Check rent control and just-cause eviction ordinances

Verify source-of-income protection rules

Recommendations & Sign-Off

Draft the rent recommendation and pricing strategy

Circulate the draft to portfolio management

Asset manager sign-off on the analysis

Address requested revisions and resubmit

View Workflow Use Workflow

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