Services · Diagnostic

Examination of Asset Management

EAM

Examines asset management practices through review of registers, counts, custody records, tagging, disposals, reconciliations and policy compliance.

What changes

Stronger accountability, transparency, risk management, assurance coverage and governance oversight.

What you get

Asset management examination workplan and verification checklist EAM001
Gap analysis with maturity scoring of asset management practices EAM002
Asset management examination report with prioritized recommendations and management action plan EAM003

What has to come first

Nothing is required before this service.

The examination can run as a standalone diagnostic
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment findings point to the asset risks and sites to prioritize
AMP01Fixed Asset Management Policy and Procedure Recommended

An approved fixed asset policy gives the examination criteria for custody, maintenance and disposal practices

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Finance Director / Head of Finance	Owns asset accounting, approves the action plan
Logistics / Administration / Facilities	Asset custodians
Procurement officers	Acquisition and disposal records
ICT	Asset management systems and IT equipment
HNS Secretary General / senior management	Approves recommendations
Internal audit / compliance	Assurance coverage coordination
Donors, external auditors and regulators	Rely on examination results

How it is measured

Indicator	Target	Evidence
Examination coverage of the asset categories and sites agreed at kick-off	100% of agreed categories; at least 90% of sampled register value verified	Examination workplan and verification checklist (EAM001)
Findings evidenced and accepted by management	100% of findings acknowledged with a management response	Examination report sign-off (EAM003)
Examination report approved within target time of fieldwork completion	4 weeks	Approved examination report (EAM003)
Priority recommendations converted into a tracked action plan	100% assigned an owner and deadline	Management action plan (EAM003) and follow-up log

Tools

4 of 4 ready to download.

ACV001 Asset Register Template XLSX
EAM001 Asset management examination workplan and verification checklist Template DOCX
EAM002 Asset management gap analysis and maturity scoring template Template DOCX
EAM003 Asset management examination report with management action plan Template DOCX

Standards

HNS asset management policy and fixed asset procedures
ISO 55000 series - Asset Management Standards (incl. ISO 55001 and ISO 55011:2024)
IAM Self-Assessment Methodology+ (SAM+)
The Sphere Handbook - Humanitarian Standards

Describe the problem, not the service

You do not need to know which of the 124 to ask for.

Request support