Facility Management Toolkit

Checklists, Templates, and SOPs for School Facility Teams

Practical, downloadable resources to help facility managers and school districts run smarter operations — from asset tracking to preventive maintenance.

Templates

Capital Improvement Plan (CIP) Template for School Districts

Download a free capital improvement plan template for school districts. Plan capital projects, prioritize capital improvements, and improve capital budgeting.

Templates

Facility Condition Assessment (FCA) Report Template

Download a free facility condition assessment report template to evaluate building conditions and calculate facility condition index scores.

SOPs

How to Address Deferred Maintenance in Schools

Learn how schools can prioritize, fund, and resolve deferred maintenance issues to improve facility conditions, reduce risk.

SOPs

How to Implement Reliability-Centered Maintenance (RCM) in Schools

Learn how to implement reliability-centered maintenance in schools. Follow this SOP to improve asset reliability, reduce downtime, and optimize maintenance budgets.

SOPs

What Is a CMMS and Does Your School Need One?

Learn what a CMMS is, what CMMS stands for, and how schools can determine whether they need a computerized maintenance management system.

Checklists

Deferred Maintenance Inspection Checklist for Schools

Use this deferred maintenance inspection checklist to identify, prioritize, and track deferred maintenance issues in schools before they become costly repairs.

Checklists

Fire Extinguisher Inspection Checklist for Schools

Use this fire extinguisher inspection checklist for schools to perform monthly and annual fire extinguisher checks, improve fire safety, and support compliance.

Templates

Repair Work Order Request Template

A free, ready-to-use repair work order template to report maintenance issues, assign repairs, and track equipment service requests across schools and facility teams.

SOPs

How to Conduct a School Asset Audit

A standard operating procedure for school facility managers covering scope, inventory, physical verification, condition assessment, and audit follow-up.