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Asset Management · ISO 55001:2024

ISO 55001:2024 Documentation Toolkit

The real ISO 55001:2024 documentation set: 139 documents and three Excel tools that form a complete asset management system (AMS). The Asset Management System Manual meets every clause of ISO 55001:2024, the current second edition, and you get the asset management policy, 21 procedures, 5 work instructions, 54 forms each with a completed worked example, and the asset criticality, life-cycle-cost and KPI Excel tools, covering the strategic asset management plan (SAMP), the asset management decision-making framework, asset criticality, risk, life cycle and maintenance management, asset data and information, and predictive action, all editable in Word and Excel, so an organisation can get the best value from its physical assets and reach certification without hiring a consultant.

139
Documents
and tools
21
Procedures
clause-mapped
54
Forms with
filled samples
3
Validated
Excel tools
$149
✓ Within 24h secure delivery✓ Editable Word and Excel✓ Lifetime free updates
ISO 55001:2024MANUAL
Asset Management System Manual
Clause-by-clause structure
21Clause-mapped
procedures
54Ready-to-use
forms
Written to satisfy the requirements checked byBSISGSTÜVBureau VeritasDNVIntertek
Overview

Everything you need for ISO 55001:2024, in one download

Preparing the documentation is the slowest and most confusing part of getting certified to ISO 55001:2024. You have to work out what the standard asks for, decide what to write, and turn it into a manual, procedures and records that an auditor will accept. Done from a blank page it takes months, and paying a consultant to do it can cost thousands.

The ISO 55001:2024 Documentation Toolkit gives you that whole system, already written and ready to edit. It is built by practitioners around the exact structure of the standard, so nothing an auditor expects is missing. You add your company details, adapt anything specific to your operation, and you have a complete, consistent asset management system that is ready for audit. Every single document you receive is listed and explained further down this page, so you know precisely what you are buying before you spend anything.

What makes this set specific

Built for your real production model, not a generic template

Written to the ISO 55001:2024 second edition

The manual and 21 procedures follow ISO 55001:2024, the current second edition, clause by clause, including the new emphasis on the alignment of asset management with organisational objectives, so you certify against the standard as it stands today rather than the withdrawn 2014 version.

The SAMP at the centre

A strategic asset management plan (SAMP) procedure, a SAMP development and review record and a SAMP-financial alignment record, so the golden thread from organisational objectives through the SAMP to asset management plans and objectives is built and evidenced, exactly as ISO 55001 expects.

Asset criticality and risk

An asset criticality assessment procedure, a criticality scoring work instruction, a criticality assessment record and a dedicated Excel criticality and risk-scoring workbook, plus a risk and opportunity register, so you focus effort on the assets that matter most.

Whole life cycle management

An operational planning and life cycle management procedure with a life cycle and maintenance plan, work order and PM records, condition assessment, commissioning and handover and disposal records, plus an Excel life-cycle-cost and renewal decision workbook, so assets are managed from acquisition to disposal.

Asset data, information and knowledge

Procedures for asset data and information management and knowledge management, with an asset register, data specification and quality record, data improvement plan and knowledge and lessons-learned log, because good asset decisions depend on good asset data.

A completed example for every form

All 54 forms come with a matching sample filled form, worked around a realistic asset-intensive organisation, so you can see exactly how each record should look before you complete your own.

How the set is structured

139 controlled documents in 7 tiers

Each tier answers a different question and is approved at a different level, and every requirement is owned in exactly one place.

MAN1Asset Management System Manual
POL1Asset Management Policy
QP21Procedures
WI5Work instructions
QF54Forms and registers
SMP54Sample filled forms
TOOL3Validated Excel tools
The full contents

Every document in this toolkit, listed and explained

No hidden contents and no vague claims. Here is the complete document set, with a short description of what each file is for and the clause it helps you meet.

ISO 55001:2024 Toolkit

A complete document set, fully editable in Microsoft Office.

Asset Management System Manual1
Asset Management Policy1
Procedures21
Work instructions5
Forms and registers54
Sample filled forms54
Validated Excel tools3
Total documents139

MAN-01 Asset Management System Manual

The top-level document of the asset management system. It demonstrates, clause by clause, how the organisation meets ISO 55001:2024, from context, leadership and the asset management policy through the SAMP, objectives, risk, life cycle management and asset information to performance evaluation and improvement, and traces each requirement to the procedure, work instruction, form, tool and record that satisfies it. This is the document an auditor opens first.

General and document controlIntroduction and organisation overviewScope, normative references, terms and definitions4. Context of the organisation and AMS scope5. Leadership and the asset management policy6. Planning: SAMP, objectives, risk and change7. Support: resources, competence, information and knowledge8. Operation: life cycle, control and outsourcing9. Performance evaluation10. Improvement and predictive action
POL Asset Management Policy (1)
  • POL-01 Asset Management Policy. Top management commitment to asset management, aligned to ISO 55001 Clause 5.2.
QP Procedures (21)
  • QP-01 Context, Stakeholders and Scope. How context, stakeholders and the AMS scope are determined (Clause 4).
  • QP-02 Asset Management Decision-Making Framework. How asset management decisions are made against defined value (Clause 4, 6).
  • QP-03 Leadership, Roles, Responsibilities and Authorities. How leadership is exercised and roles assigned (Clause 5).
  • QP-04 Risk and Opportunity Management. How asset risks and opportunities are managed (Clause 6.1, 6.2).
  • QP-05 Strategic Asset Management Plan (SAMP). How the strategic asset management plan is developed and reviewed (Clause 6.2.2).
  • QP-06 Asset Management Objectives and Planning. How asset management objectives and plans are set (Clause 6.2).
  • QP-07 Management of Change. How changes affecting assets and the AMS are controlled (Clause 8.2).
  • QP-08 Resources, Competence and Awareness. How resources, competence and awareness are managed (Clause 7.1, 7.2, 7.3).
  • QP-09 Communication and Consultation. How communication and consultation are managed (Clause 7.4).
  • QP-10 Control of Documented Information. How documented information is controlled (Clause 7.5).
  • QP-11 Asset Data and Information Management. How asset data and information are managed (Clause 7.5, 7.6).
  • QP-12 Knowledge Management. How asset management knowledge is managed (Clause 7.6).
  • QP-13 Operational Planning and Life Cycle Management. How operations and the asset life cycle are planned and managed (Clause 8.1).
  • QP-14 Externally Provided Processes, Products, Technologies and Services. How outsourced activities are controlled (Clause 8.3).
  • QP-15 Monitoring, Measurement, Analysis and Evaluation. How AMS performance is monitored and evaluated (Clause 9.1).
  • QP-16 Internal Audit. How internal audits of the AMS are conducted (Clause 9.2).
  • QP-17 Management Review. How top management reviews the AMS (Clause 9.3).
  • QP-18 Continual Improvement, Nonconformity and Corrective Action. How nonconformities are corrected and the AMS improved (Clause 10).
  • QP-19 Predictive Action. How predictive action anticipates potential failures (Clause 10).
  • QP-20 Asset Criticality Assessment. How asset criticality is assessed and prioritised (Clause 6, 8).
  • QP-21 Toolkit Maintenance and Standard Revision. How the AMS is kept current with changes to ISO 55001.
WI Work instructions (5)
  • WI-11-01 Asset Register Data Capture and Update. How asset register data is captured and updated.
  • WI-13-01 Chiller Condition Monitoring and Inspection. How chiller condition is monitored and inspected (worked example).
  • WI-13-02 Planned Preventive Maintenance Execution. How planned preventive maintenance is carried out.
  • WI-16-01 Conducting an Internal Audit. How to plan and carry out an internal audit.
  • WI-20-01 Criticality Scoring Method. How asset criticality is scored.
QF Forms and registers (54)
  • QF-01-01 Context and Issues Register. Records the internal and external issues affecting the AMS.
  • QF-01-02 Stakeholder and Requirements Register. Records stakeholders and their requirements.
  • QF-01-03 AMS Scope and Asset Portfolio Boundary Record. States the AMS scope and asset portfolio boundary.
  • QF-02-01 Value Definition and Decision Criteria Record. Records the definition of value and decision criteria.
  • QF-02-02 Decision Options Evaluation Record. Evaluates asset management decision options.
  • QF-03-01 Roles, Responsibilities and Authorities (RACI) Register. Assigns roles, responsibilities and authorities.
  • QF-03-02 Leadership Commitment Record. Records leadership commitment to the AMS.
  • QF-04-01 Risk and Opportunity Register. Records asset risks and opportunities.
  • QF-04-02 Risk Assessment and Treatment Record. Records the assessment and treatment of risk.
  • QF-04-03 Opportunity Identification and Decision Record. Records identified opportunities and decisions.
  • QF-05-01 SAMP Development and Review Record. Records the development and review of the SAMP.
  • QF-05-02 SAMP-Financial Alignment Record. Records the alignment of the SAMP with financial plans.
  • QF-06-01 Asset Management Objectives Register. Registers asset management objectives.
  • QF-06-02 Asset Management Plan. The plan to achieve asset management objectives.
  • QF-06-03 AM Plan Progress Record. Records progress against the asset management plan.
  • QF-07-01 Change Request and Risk Assessment. Requests a change and assesses its risk.
  • QF-07-02 Change Log. Logs changes to assets and the AMS.
  • QF-08-01 Competence Requirements and Matrix. Sets competence requirements and maps competence.
  • QF-08-02 Training Needs Analysis. Identifies training needs.
  • QF-08-03 Training Plan and Attendance Record. Plans training and records attendance.
  • QF-08-04 Competence Assessment Record. Records the assessment of competence.
  • QF-08-05 Awareness Briefing and Effectiveness Record. Records awareness briefings and their effectiveness.
  • QF-09-01 Communication Plan. Plans internal and external communication.
  • QF-09-02 Communication and Consultation Log. Logs communication and consultation.
  • QF-10-01 Master Document Register. The master index of controlled documents.
  • QF-10-02 Document Change Request. Requests and records a document change.
  • QF-10-03 Records Retention and Disposition Schedule. Sets how long records are retained and disposed.
  • QF-11-01 Asset Register. The register of the organisation assets.
  • QF-11-02 Data and Information Specification and Quality Record. Records asset data specification and quality.
  • QF-11-03 Data Collection and Improvement Plan. Plans the collection and improvement of asset data.
  • QF-12-01 Knowledge Register and Lessons-Learned Log. Registers knowledge and logs lessons learned.
  • QF-13-01 Life Cycle and Maintenance Plan. Plans the life cycle and maintenance of assets.
  • QF-13-02 Work Order and PM Record. Records work orders and preventive maintenance.
  • QF-13-03 Condition Assessment Record. Records the condition assessment of an asset.
  • QF-13-04 Commissioning and Handover Record. Records asset commissioning and handover.
  • QF-13-05 Disposal and Decommissioning Record. Records asset disposal and decommissioning.
  • QF-14-01 Provider Evaluation and Approved Register. Evaluates and registers approved providers.
  • QF-14-02 Outsourced Activity Control and Monitoring Record. Records the control and monitoring of outsourced activity.
  • QF-14-03 Provider Performance Review. Records the review of provider performance.
  • QF-15-01 Performance Monitoring and KPI Record. Records performance monitoring and KPIs.
  • QF-15-02 Performance Evaluation and Stakeholder Report. Reports performance evaluation to stakeholders.
  • QF-16-01 Annual Internal Audit Programme. Plans the internal audit programme for the year.
  • QF-16-02 Internal Audit Plan. Plans a single internal audit.
  • QF-16-03 Audit Checklist. The clause-based checklist used to audit the AMS.
  • QF-16-04 Internal Audit Report. Reports the findings of an internal audit.
  • QF-16-05 Audit Nonconformity Report. Records a nonconformity raised at audit.
  • QF-16-06 Auditor Competence Evaluation. Evaluates auditor competence.
  • QF-17-01 Management Review Agenda and Input Pack. The agenda and inputs for a management review.
  • QF-17-02 Management Review Minutes and Action Log. Records the management review decisions and actions.
  • QF-18-01 Nonconformity and Corrective Action Report (CAR). Records a nonconformity and its corrective action.
  • QF-18-02 Improvement Register. Registers improvement opportunities.
  • QF-18-03 Incident Report. Records an asset-related incident.
  • QF-19-01 Predictive Action and Intervention Planning Record. Records predictive action and intervention planning.
  • QF-20-01 Asset Criticality Assessment Record. Records the assessment of asset criticality.
Every form above is also provided as a completed sample filled form, worked around a realistic asset-intensive organisation. That is 54 additional worked examples included in the set.
TOOL Validated Excel tools (3)
  • T-01 Asset Criticality and Risk Scoring Workbook. Scores asset criticality and risk.
  • T-02 Life Cycle Cost and Renewal Decision Workbook. Models life cycle cost and renewal decisions.
  • T-03 AM Objectives and KPI Scorecard. Tracks asset management objectives and KPIs at a glance.
What you gain

Why teams choose a ready-made kit

✓
Save months of work

The writing is done. You edit instead of authoring from a blank page.

✓
Avoid consultant fees

Get a professional system for a fraction of the cost of hiring one.

✓
Nothing missed

Mapped clause by clause so every requirement is covered.

✓
Written in plain English

Easy to read, easy to adapt, no jargon you have to decode.

✓
Audit-ready evidence

Forms and registers capture exactly what an auditor asks to see.

✓
Yours to keep

A perpetual licence for your whole team, with free updates.

How to use it

From download to audit ready in five steps

Download

The full set arrives by email in minutes, in Word and Excel.

Customise

Swap the highlighted placeholders for your own company details.

Implement

Roll out the procedures and capture evidence on the forms.

Audit and review

Use the internal audit checklist and management review templates.

Get certified

Face the auditor with a complete, consistent system.

Who it is for

Built for the people who have to get it done

  • Companies going for ISO 55001:2024 certification for the first time.
  • Quality and compliance managers who want a proven framework, not a blank page.
  • Businesses asked for a documented system for a tender, a client, or pre-qualification.
  • Consultants and trainers who need an editable base to adapt for clients.
How it is delivered

Secure, editable, and yours to keep

📥

24-hour delivery

Files sent securely within 24 working hours of payment.

✍️

Fully editable

Microsoft Word and Excel, with placeholders to fill in.

♾️

Free updates

If the standard is revised, you get the update free.

👥

Team licence

One organisation, unlimited internal users, perpetual.

Compare the options

Kit, consultant, or from scratch

What mattersFrom scratchHire a consultantisofolder kit
Time to a full document setMonthsWeeksThe same day
Typical costYour timeThousands$149 once
Written by expertsNoYesYes
Mapped to every clauseRiskyUsuallyYes
You keep full controlYesLimitedYes, fully editable
Free updates on revisionNoExtra feeIncluded
Our experience

Documentation is all we do, and we have done it since 2017

isofolder is a team of auditing and consulting professionals with more than 80 years of combined experience. Our kits are written by practitioners and reviewed by working auditors, then refined across many real certification projects. When you buy from us, you are buying a system that has already helped companies pass their audits.

If you ever need a document that is specific to your operation and not already in the kit, our team will prepare it for you.

2017Trading since
2,000+Products delivered
750+Projects completed
100+Standards covered
What buyers say

Trusted by teams getting certified

★★★★★

The documents were well structured and easy to adapt. We cleared our certification audit with no major findings.

Quality ManagerManufacturing, United Kingdom
★★★★★

Saved us weeks of writing. Everything was mapped to the clauses, so we knew nothing was missing.

Operations LeadFood business, UAE
★★★★★

Clear, professional and fully editable. Far better value than the consultant quotes we received.

FounderServices company, United States
See it first

Not sure yet? Look inside before you buy

Preview 10 real pages from the ISO 55001:2024 toolkit right here, including a full form and part of an actual procedure. Judge the quality and writing style for yourself, with no sign-up.

Questions

ISO 55001:2024 toolkit, frequently asked

Who is ISO 55001 for?+
ISO 55001:2024 is the international standard for an asset management system. It suits any asset-intensive organisation, such as utilities (water, power, gas), transport and rail, facilities and property, manufacturing, oil and gas, ports, telecoms and local government, that wants to get the best value and performance from its physical assets across their life cycle and demonstrate it through certification.
Is this the current edition of ISO 55001?+
Yes. This set is written to ISO 55001:2024, the second edition that replaced the 2014 first edition. The manual, procedures and forms reflect the current requirements, including the strengthened links between asset management and organisational objectives, so you certify against the standard as it stands today.
Does it include the SAMP and asset management plans?+
Yes. There is a strategic asset management plan (SAMP) procedure with a SAMP development and review record and a SAMP-financial alignment record, plus an asset management objectives register, asset management plan and plan progress record, so the full planning chain ISO 55001 requires is provided.
Does every form come with a filled example?+
Yes. All 54 forms are provided both blank and as a completed sample filled form, worked around a realistic asset-intensive organisation, so you can see exactly how each record is meant to look before completing your own.
What formats do I get?+
Everything is editable Microsoft Word and Excel, including the asset criticality and risk scoring workbook, life cycle cost and renewal decision workbook and asset management objectives and KPI scorecard in Excel. You replace the placeholders with your own organisation details.
What does the ISO 55001:2024 toolkit include?+
A clause-by-clause ISO 55001:2024 manual, 21 procedures, and 54 ready-to-use forms and records, plus sample filled examples. Everything is editable in Microsoft Word and Excel, and the full list is shown on this page.
Will it help me pass a certification audit?+
Yes. The documents are structured to the ISO 55001:2024 clauses an auditor checks and are written by experienced practitioners. You customise and implement them, and the kit gives you a complete, auditor ready system as your foundation.
What formats do I get, and can I edit them?+
Everything comes in editable Microsoft Word and Excel, with any presentations in PowerPoint. You replace the highlighted placeholders with your own details. No special software is needed.
How long does it take to customise?+
Most organisations tailor the core documents within a few days rather than the weeks or months it takes to write from a blank page. The manual and procedures are already written, so you are editing, not authoring.
How is it delivered?+
After your payment is confirmed, we send your files to you securely within 24 working hours, and usually much sooner. To keep the documents safe, we do not store them on public-facing servers.
Is there a licence limit or a subscription?+
There is no subscription. One purchase gives your organisation a perpetual licence with unlimited internal users, so your whole team can work on the documents.
Do I get updates when the standard changes?+
If ISO 55001:2024 is revised, you receive the updated documents free of charge, so your system stays current without buying again.
Is it suitable for my industry?+
The kit is written to the ISO 55001:2024 requirements, which apply across sectors. The documents are editable, so you keep what fits your operation and adapt or set aside anything that does not. It has been used by manufacturers, food businesses, laboratories, healthcare, IT and service companies.
How is this different from free templates online?+
Free templates are usually incomplete, generic, or out of date, and they leave you guessing what an auditor expects. This kit is a complete, current, clause-mapped set written by practitioners, with every document listed and explained so there are no surprises.
Can I check the toolkit before I buy?+
Yes. You can download a free sample document first to check the quality and writing style, so you can decide with confidence.
Complete your system

Frequently bought together

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ISO 55001:2024 Documentation Toolkit $149