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Facility management audit checklist

Facility management audit checklist

Inspect building systems, safety protocols, and structural details with this checklist designed for thorough, consistent reporting.

Use this template
or download pdf
Facility management audit checklist

Inspect building systems, safety protocols, and structural details with this checklist designed for thorough, consistent reporting.

Use this template
or download pdf

About the Facility management audit checklist

One missed item in a facility audit can lead to significant problems down the line. Staying on top of inspections involves keeping everything running smoothly, from the HVAC system to the backup generator. This facility management audit checklist enables you to standardize this process. It’ll be easier for you and your team to spot issues early, document findings consistently, and follow up fast.

Boost team efficiency and accountability

The facility management audit checklist is split into several sections: building systems, exterior, interior, safety, and sustainability. This layout helps you move through inspections logically, without jumping between unrelated areas or missing key details.

You can use the template to assign tasks to different team members. That way, you divide the work while keeping the process standardized and consistent across the board.

Each item uses simple response options—yes, no, or N/A—so your team can focus more on fixing what needs attention. You’ll also find space for quick notes, which is perfect for flagging issues or scheduling follow-ups.

Make the most of the template by turning one-time inspections into repeatable routines. Over time, you’ll build a reliable data set for planning maintenance, reducing downtime, and staying audit-ready.

How to use the facility management audit checklist

This digital template gives you a repeatable process for carrying out inspections effectively, every time. Here’s how to put it to work:

  1. Customize the checklist to fit your site. Edit the template in the app to match the layout and systems of your facility. Add or remove sections, tweak the language, or include specific inspection points that reflect your daily operations.
  2. Assign the audit to the right team member. Once it’s ready, assign the checklist to the person responsible for conducting the inspection. They’ll get notified in the app and can complete it on a mobile device.
  3. Conduct the inspection on-site. Use a phone or tablet to walk through the facility and complete the checklist in real time. Add photos, write comments, and mark issues on the spot, with no paper needed.
  4. Flag issues and create follow-up actions. If something’s not right, create a task directly from the item. Assign it, set a due date, and track progress within the platform.
  5. Review audit results and identify trends. Once submitted, use the dashboard to analyze results over time. Spot recurring issues, compare locations, and make smarter decisions about maintenance and staffing.

Improve inspections with a proven framework

Start using the template to keep inspections focused and actionable from day one. The layout guides your team through each step without confusion, while features like photo uploads, comment fields, and action assignments make documenting findings quick and precise. You stay in control, with consistent reporting across teams and locations. 

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Preview of the template
entity_item!!!
Page 1
General Information
Facility Name
geolocation!!!
Facility Type
Total Square Footage
Number of Floors
Year Built
Last Renovation Year
Building Systems
HVAC System in Good Working Condition
Plumbing System Free of Leaks
Electrical System Up to Code
Lighting Adequate for Space
Fire Alarm System Tested Regularly
Emergency Exits Clearly Marked
Backup Power Generator Functional
Building Exterior
Roof in Good Condition
Exterior Walls Free of Cracks/Damage
Windows/Doors Properly Sealed
Landscaping Well-Maintained
Parking Lot/Walkways in Good Repair
Proper Signage and Wayfinding
Building Interior
Flooring in Good Condition
Walls Free of Damage/Discoloration
Ceilings Free of Stains/Damage
Furniture and Equipment in Good Shape
Elevators/Escalators Functioning Properly
Restrooms Clean and Well-Stocked
Safety and Security
Security System Operational
Surveillance Cameras Installed
Emergency Action Plan in Place
First Aid Kits Easily Accessible
Fire Extinguishers Inspected Monthly
Employees Trained on Safety Protocols
Sustainability
Energy-Efficient Lighting Installed
Programmable Thermostats in Use
Water-Efficient Fixtures in Place
Recycling Program Established
Green Cleaning Products Used
Renewable Energy Sources Utilized

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Facility management: Best practices for operational excellenceBuilding condition assessment (BCA): Your guide to proactive maintenanceBuilding maintenance: A comprehensive guide (with case studies & free examples)
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Template collections

See comprehensive collections of best practice templates related to this topic.

6 best free facility management checklists for compliance4 free facility maintenance checklists for smoother operations12 maintenance plan templates for any industry
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Facility management softwareBuilding management softwareBuilding security softwareAudit program software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

4 compliance audit key objectives5 Benefits of internal auditsHow to conduct a safety auditMaintenance: best practices and benefits

Frequently asked questions

Who is typically responsible for conducting facility audits?

Facility audits are usually handled by operations managers, building supervisors, or external contractors, depending on the organization’s structure. In smaller teams, a single facility manager may take charge, while larger companies might rotate the task among trained personnel. Regardless of who conducts it, consistency is key. Train all responsible staff on the same standards and documentation approach.

How do I prepare a facility for an audit?

Before the audit, notify staff and schedule it during regular operating hours to observe typical facility conditions. Walk the site ahead of time to spot any obvious fixes that can be addressed in advance. Gather past audit reports and maintenance logs as well. These provide valuable context during the inspection and help you assess if corrective actions were actually implemented.

What common issues are found during facility audits?

Even well-maintained buildings can have hidden issues. Common problems include blocked emergency exits, outdated fire extinguishers, inconsistent lighting in stairwells, or unreported plumbing leaks. It’s easy to overlook minor faults like peeling wall paint or damaged signage, but these can signal neglect and contribute to larger risks if left unaddressed.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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