In facility management, valuable time can get wasted tracking down information or fixing issues that could’ve been prevented with better documentation. Because of this, having a solid facility management checklist makes all the difference. It gives you control by laying out each step, keeping records consistent, and helping you hand over tasks clearly.
Whether you’re managing a commercial building, school campus, hospital, or warehouse, you need tools for staying on top of routine tasks and adapting quickly. These checklists help streamline your day-to-day and keep your operations running properly.
Top facility management checklists
Here’s a selection of checklists built to simplify your inspections and improve compliance:
Facility management checklist
This checklist enables you to stay ahead of routine maintenance, safety checks, and daily operational tasks. It’s designed to keep the process organized, from HVAC inspections and lighting checks to restroom sanitation and fire extinguisher monitoring. You’ll also find multiple input options, including photo uploads, text fields, and dropdown selections. This way, you can create a reliable process that your whole team can follow without second-guessing the steps. Whether you manage a single site or several properties, the layout supports quick completion and easy standardization. For smoother workflows, customize this checklist to reflect your site-specific zones, asset types, or task frequency.Facility management audit checklist
This audit checklist walks you through critical areas like asset condition, contractor compliance, emergency systems, and documentation standards—all in a neat, repeatable format. You can assign sections to specific roles, use dropdown fields for quick status updates, and attach photo evidence to flag issues before they escalate. It’s designed to help you improve consistency and reduce audit-related stress, especially when managing multiple stakeholders. You can adapt this checklist by adding building codes, internal policies, or past audit findings. This allows you to align it with your own audit strategy and avoid surprises during inspections.Hospital facility management checklist
Hospitals are high-pressure environments, and even small maintenance oversights can have serious consequences. This checklist helps your team manage medical gas system checkszs, elevator maintenance, emergency lighting, temperature control, and more. With space for timestamps, notes, and assigned responsibilities, it keeps critical infrastructure running smoothly. It’s structured to support compliance and patient safety without slowing down daily operations. You can customize the checklist to match your department zones, shift schedules, or healthcare-specific regulations. Everyone can then be on the same page, from maintenance to administration.Facility management weekly report template
Keeping track of what happened across the week shouldn’t be time-consuming. With this weekly report template, you can summarize completed tasks, pending issues, scheduled maintenance, and team updates in a clear format. It promotes better visibility and cross-team communication, especially if you’re managing a large site or multiple departments. You can use text fields for status updates and photo uploads to document progress. There are also dropdown options to standardize reporting language across your team. Tailor it to your facility’s KPIs or team structure so each report gives you meaningful insights.Facility management SOP template
Standard operating procedures are the foundation of a smooth-running facility. This SOP template guides you through laying out step-by-step instructions for routine processes. These might be equipment checks, opening/closing procedures, or emergency responses. Each section includes space for detailed actions, responsible roles, and review dates, making it easy to maintain accountability and keep your team aligned. It’s ideal for training new hires or maintaining operational quality as your team grows. You can adapt the template to match your specific assets or safety protocols to create a real working document.Facility management monthly report template
When you need the big-picture view of your facility’s performance, this monthly report template enables you to pull everything together in one place. Use it to track completed maintenance tasks, recurring issues, asset performance, and improvement measures over the course of the month. It features structured sections for summaries, photo documentation, issue logs, and assigned follow-ups. Reporting can then be more insightful and less time-consuming. To customize it, align the categories with your KPIs, like energy use, downtime, or safety incidents.
How to create a facility management checklist in Lumiform
Building a solid facility management checklist starts with one key question: what do you need to track, and how often? Whether it’s daily maintenance checks, weekly inspections, or monthly equipment reviews, your checklist should reflect the actual workflow of your facility operations.
Start by picking one of the customizable templates above or use the AI form builder to quickly generate a checklist tailored to your needs. Include different input types, like multiple choice for routine tasks, photo fields for documenting damage, and text fields for notes. This ensures that your checklist is both simple to use and detailed enough to catch the critical details.
Use the mobile app so your team can complete checklists on the go. If something’s off, they can flag issues and assign tasks immediately. Once submissions roll in, you can analyze the data to identify trends, catch recurring problems, and optimize your maintenance plan.
With this approach, your checklists become tools for smarter decisions and smoother operations.