Quick answer
Overview
Use results to align ops, finance, and customer success on the next two improvement bets.
Re-assess quarterly during transformation programs.
How to use this tool
Answer each prompt honestly for the “typical” branch, not the best branch.
Calculator
Serial-level PM scope is documented and enforced (not customer-nickname only).
PM templates include mandatory proof fields by asset tier.
Drift (late PM) is reviewed weekly with owners and reason codes.
Renewal / compliance exports can be generated without manual reconstruction.
Parts readiness is checked before high-risk PM commits.
Score 10/20 — Reactive / heroics
Advanced teams standardize proof and treat drift as a capacity signal. Chaotic teams usually need taxonomy and template governance before buying more modules.
Limitations
FAQ
- Can we share results internally?
- Yes—copy the summary or export CSV for QBR slides.
Model this in Equipify
Connect assets, PM schedules, work orders, and billing so these metrics become live—not spreadsheet snapshots.