Operational Asset Inventory template
SOPs, training docs, workflow documentation, and institutional knowledge.
Download Operational Asset Inventory as Excel or CSV, free.
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Worked example
6 filled rows showing the level of detail that makes this inventory useful — from one fictional mid-market B2B SaaS company, so the examples across the library describe a single coherent operation. The download keeps these on a separate sheet, so the one you fill in starts empty.
| Asset Name | Type | Owner | Location | Status | Criticality |
|---|---|---|---|---|---|
| Lead routing SOP | SOP | R. Okafor | Notion / RevOps | Current | Critical |
| Territory definitions | Workflow Doc | R. Okafor | Google Sheets | Needs Update | Critical |
| HubSpot ↔ NetSuite integration map | Integration Map | R. Okafor | Notion | Current | Critical |
| Quote approval runbook | Runbook | unassigned | — | Missing - needs creation | Important |
| New AE onboarding guide | Training Doc | D. Whyte | Notion / Sales | Outdated | Important |
| Monthly board reporting pack | Report Template | M. Alvarez | Looker Studio | Current | Critical |
What's in it — 6 columns
The full schema is below, so you can see exactly what you're getting before you download it — or rebuild it by hand if you'd rather.
| Column | Input | Allowed values / hint |
|---|---|---|
| Asset Name | Text | e.g. Lead Routing SOP |
| Type | Choose one | SOP · Training Doc · Workflow Doc · Integration Map · Diagram · Report Template · Runbook · Other |
| Owner | Text | Who maintains this? |
| Location | Text | Where is it stored? |
| Status | Choose one | Current · Needs Update · Outdated · Missing - needs creation |
| Criticality | Choose one | Critical · Important · Nice to have |
LEARN HOW TO FILL IT IN
This schema comes from Operational Assets in RevOps Audit, where the same table is an interactive tool that saves your work and exports into the full audit workbook.
See the course