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Knowledge Centre Downloadable Checklists

Monthly Facilities-Management Checklist

Use a monthly property review to check that booked maintenance happened and that the records support completion. Follow up missed appointments, areas the contractor could not reach and missing evidence, giving each outstanding item a named person and a clear next step.

Black & White Property Services2 min read
monthly facilities-management checklist
monthly facilities-management checklist

Review recurring problems and changes

Look back at faults that keep returning, worsening defects and changes in how the property is used. Check temporary fixes against proposed projects. Confirm when the next work can happen, how contractors will get in and what you need to decide.

Review the next period

Work out which orders, specialist appointments, closures and spending decisions must be arranged before your next review. Explain the remaining problems and significant changes clearly to whoever authorises property work.

Questions to resolve

Should every asset be inspected monthly?

No. Check that the required tasks for each item are being followed. Individual assets have their own schedules; this is a review of progress.

What makes an action useful?

Write down what is wrong, who will act, what they must do or decide, when it is due and how completion will be shown.

Related work

Find help with mechanical services, ongoing maintenance or property projects. Tell us about the work, including the address, fault and result you want.

Further guidance

For background on equipment upkeep, read HSE's maintenance advice.