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How to Create an Asset Management Plan

A comprehensive guide using ISO 55000, IPWEA/IIMM frameworks, and Canadian regulatory requirements

January 21, 2026
22 min read
Strategic Planning

From Reactive Maintenance to Strategic Asset Management

An asset management plan transforms how organizations think about infrastructure—moving from "fix it when it breaks" to strategic lifecycle optimization that delivers better service at lower cost.

What is an Asset Management Plan?

An Asset Management Plan (AMP) is a documented strategy that outlines how your organization will manage physical assets over their entire lifecycle—from acquisition through operation, maintenance, renewal, and eventual disposal.

The goal? Deliver required levels of service at the lowest lifecycle cost while managing risk appropriately.

Why this matters: Canadian municipalities face an estimated $270 billion infrastructure deficit. Asset management planning is no longer optional—it's mandated by provincial regulations and essential for securing federal funding.

The Foundation: International Standards and Frameworks

Modern asset management plans are built on established international frameworks that provide structure, terminology, and best practices.

The international standard for asset management, updated in 2024 with enhanced guidance on decision-making, value realization, and data management.

ISO 55000
Overview, principles, terminology
ISO 55001
Requirements (certifiable standard)
ISO 55002
Guidelines for application

Four Fundamentals

  • Value: Assets exist to provide value to stakeholders
  • Alignment: Translate objectives into decisions
  • Leadership: Culture determines value realization
  • Assurance: Assets fulfill their purpose

The International Infrastructure Management Manual (IIMM), now in its 6th edition, is the "black book" for infrastructure asset management—providing the "how to do it" that complements ISO's "what to do."

NAMS Asset Planning Framework

  1. 1. Know What You Have (Information Management)
  2. 2. Know What You Need (Strategic Alignment)
  3. 3. Know What's Possible (Options Analysis)
  4. 4. Do the Right Thing (Decision-Making)
  5. 5. Make It Happen (Implementation)

NAMS Canada: Over 2,000 Canadian asset management professionals have completed the NAMS Professional Certificate program since 2014.

Canadian Regulatory Requirements

In Canada, asset management planning isn't just best practice—it's increasingly mandated by provincial regulation, especially for municipalities.

Ontario O. Reg. 588/17

Ontario became the first province in Canada to regulate asset management planning at the municipal level in 2018.

DeadlineRequirementStatus
July 1, 2019Finalized strategic asset management policy
Passed
July 1, 2022AMP for core assets with current levels of service
Passed
July 1, 2024AMP for ALL assets with current levels of service
Passed
July 1, 2025Full AMP with proposed levels of service, lifecycle strategies, financial strategy
Current

Core Assets Defined:

Roads
Bridges & Culverts
Water Systems
Wastewater Systems
Stormwater Management

British Columbia

Renewed Canada Community Building Fund Agreement (2024-2034) requires asset management capacity building. C2 category reporting includes historical cost, AMP status, and risk registers.

Alberta

Developed under the Canada-Alberta Gas Tax Fund Agreement. Infrastructure Asset Management Alberta (IAMA) supports practitioners with toolkits and handbooks.

Saskatchewan

Municipalities must show asset management progress as a condition of CCBF funding. Tiered structure based on population recognizes varying municipal capacity.

FCM (National)

The Municipal Asset Management Program ($110M, 2017-2024) supported 2,773 communities with funding, training, and resources for asset management implementation.

7 Steps to Create Your Asset Management Plan

1

Establish Governance and Policy

Your asset management policy is the foundation—a commitment from senior leadership that defines objectives, scope, and organizational accountability.

Policy Should Include:

  • Commitment to sustainable service delivery
  • Integration with strategic planning and budgeting
  • Roles and responsibilities for asset management
  • Continuous improvement commitment

O. Reg. 588/17 required Ontario municipalities to have an approved policy by July 2019. FCM provides a Strategic Asset Management Policy Toolkit to help.

2

Build Your Asset Inventory

You can't manage what you don't know. A comprehensive asset register is the data foundation for everything that follows.

Required Data

  • • Asset ID and description
  • • Location (site, building, floor)
  • • Purchase/installation date
  • • Original cost
  • • Expected useful life
  • • System classification

Calculated Values

  • • Current Replacement Value (CRV)
  • • Lifecycle percentage
  • • Remaining useful life
  • • Condition rating
  • • Risk/criticality score

Pro tip: Use hierarchical classification (e.g., CSI MasterFormat) to organize assets by system type. This enables meaningful aggregation for capital planning and reporting.

3

Define Levels of Service

Levels of Service (LoS) describe what your assets deliver to the community. O. Reg. 588/17 requires two tiers:

Community LoS

Qualitative descriptions of user experience

  • • "Roads are smooth and safe to drive"
  • • "Water is clean and always available"
  • • "Parks are well-maintained and accessible"

Technical LoS

Quantifiable measures the organization tracks

  • • "85% of roads rated Good or Fair"
  • • "99.5% water system uptime"
  • • "Park grass cut every 10 days"

FCM's Municipal Metrics Catalogue provides standardized LoS metrics across asset categories.

4

Assess Condition and Risk

Understanding current asset condition and risk enables data-driven prioritization for maintenance and capital investment.

Condition Assessment Options

Age-Based (Lifecycle)

Calculate condition based on age vs. expected useful life. Simple, data-driven, no inspections required.

Inspection-Based

Physical inspections rate condition on 1-5 scale. More accurate but resource-intensive.

Risk = PoF × CoF

Probability of Failure (PoF)

Based on age, condition, historical performance

Consequence of Failure (CoF)

Service impact, safety, environmental, financial, reputational

Higher risk scores = higher priority for intervention. See FCI Scores for condition-based planning.

5

Develop Lifecycle Strategies

Lifecycle strategies define how you'll manage assets through each stage—from acquisition to disposal.

Operations

Day-to-day activities to keep assets running

Maintenance

Preventive and corrective maintenance strategies

Renewal

Major repairs that restore existing capacity

Replacement

Full asset replacement at end of life

Expansion

New assets to increase capacity or service

Disposal

Decommissioning, sale, or demolition

See Asset Replacement Strategies for data-driven approaches to prioritizing capital investments.

6

Create Financial Projections

The financial strategy connects asset needs to budget reality—identifying gaps and strategies to address them.

10-Year Financial Projection

  • Operating costs: Day-to-day operations and routine maintenance
  • Capital renewal: Scheduled replacements based on lifecycle
  • Growth/expansion: New assets to meet increasing demand

Funding Gap Analysis

Required annual investment (3% of CRV):$1,500,000
Current capital budget:$900,000
Annual funding gap:-$600,000

Use FCI forecasting to show leadership what happens with current funding vs. adequate funding over 10 years.

7

Implement Continuous Improvement

Asset management is a journey, not a destination. Build in processes for ongoing monitoring and improvement.

Key KPIs to Track

  • • Asset availability/uptime
  • • Planned vs. reactive maintenance ratio
  • • FCI trend (improving or declining)
  • • Maintenance backlog ($)
  • • Customer complaints/service requests

Review Cycles

  • • Monthly: KPI dashboards
  • • Quarterly: Progress reviews
  • • Annually: Full AMP update
  • • 5-year: Comprehensive reassessment

Maturity Progression

1. Initial
2. Developing
3. Defined
4. Managed
5. Optimizing

Level 3 (Defined) aligns with ISO 55001 requirements. Most organizations should target this level before advancing further.

Common Mistakes to Avoid

Poor Data Quality

Incomplete, inaccurate, or outdated asset data undermines everything. Invest in data collection first.

Spreadsheet Reliance

Excel works initially but doesn't scale. Manual processes create errors and prevent real-time analysis.

Siloed Approach

Asset management must integrate with finance, operations, and strategic planning. Cross-departmental buy-in is essential.

Unrealistic Targets

Don't aim for Level 5 maturity in year one. Start with achievable goals and progress incrementally.

Ignoring Change Management

Staff resistance can derail implementation. Communicate benefits and provide adequate training.

Plan Without Action

A plan on a shelf is worthless. Connect AMP to annual budgets and operational decision-making.

How CMMS Software Supports Asset Management Planning

A CMMS (Computerized Maintenance Management System) provides the data foundation that makes asset management planning practical and sustainable.

Data Collection

  • • Centralized asset register with all required fields
  • • Automatic lifecycle and condition calculations
  • • Work order history for maintenance cost tracking

Analysis & Reporting

  • • FCI calculation at multiple aggregation levels
  • • 10-year capital forecasting
  • • Risk-based prioritization dashboards

Operational Integration

  • • Preventive maintenance scheduling
  • • Work order management and tracking
  • • Mobile access for field staff

Compliance Support

  • Audit-ready reporting for O. Reg. 588/17
  • • Levels of service tracking
  • • Historical records and documentation

AssetLab is purpose-built for Canadian organizations—combining CMMS functionality with strategic planning tools for FCI tracking, capital forecasting, and regulatory compliance. See how it works →

Ready to Build Your Asset Management Plan?

AssetLab provides the data foundation, analytics, and reporting you need to create and maintain a compliant, effective asset management plan.

Frequently Asked Questions

What is an asset management plan?

An asset management plan (AMP) is a documented strategy that outlines how an organization will manage its physical assets over their lifecycle to deliver required levels of service at the lowest lifecycle cost while managing risk. It includes asset inventory, condition assessment, levels of service definitions, lifecycle strategies, and financial projections.

What are the key components of an asset management plan?

Key components include: asset inventory and condition data (including FCI scores), levels of service definitions, lifecycle management strategies (operations, maintenance, renewal, disposal), risk assessment, financial projections and funding gap analysis, and an improvement plan with KPIs.

Is an asset management plan required in Ontario?

Yes. Ontario Regulation 588/17 requires all Ontario municipalities to have asset management plans. The final compliance deadline was July 1, 2025, requiring full AMPs with proposed levels of service, lifecycle management strategies, and financial strategies for all infrastructure assets. CMMS software like AssetLab helps municipalities track the data needed for compliance.

What is the IPWEA IIMM?

The International Infrastructure Management Manual (IIMM), published by IPWEA (Institute of Public Works Engineering Australasia), is the leading technical guide for infrastructure asset management. Now in its 6th edition, it provides the "how to do it" guidance that complements ISO 55001 requirements, covering everything from asset classification to financial planning.

What is ISO 55000?

ISO 55000 is the international standard for asset management. The series includes ISO 55000 (overview and principles), ISO 55001 (requirements for certification), and ISO 55002 (implementation guidelines). The standards were updated in 2024 with enhanced guidance on decision-making, value realization, and data management. Organizations can use ISO 55001 for formal certification or as a framework for improvement.