Skip to content

Asset Management Strategy (AMS)

Turning complex stock data and standards into a deliverable, Board approved plan

Taking you from discovery to Board approval, aligning regulatory requirements and organisational goals with a clear, costed plan.

We can support on a flexible basis from targeted advisory inputs (workshops, gap analysis, compliance and standards) to full document drafting and implementation support.. Typical components include Board/Executive engagement, data review and health checks, stock profiling, performance modelling, compliance review, procurement and investment plan modelling, and implementation planning.

Typical service includes:

  • Preliminary advisory / scoping
  • Engagement with Board and Executive Teams
  • Data review, health check, gap analysis
  • Workshop facilitation and training (eg Regulatory environment, market condition, best practice etc)
  • Property stock profiling  - what you own, characteristics, archetypes, locations. Etc.
  • Strategic Asset Management / performance modelling
  • Compliance review
  • Setting standards / quality aspirations / housing quality standards
  • Regulatory and other performance targets (e.g. EPC C by 2030, DHS 2)
  • Procurement and Investment plan review / modelling
  • Document drafting and presentation delivery
  • Asset management plan development
  • Implementation and delivery support

Outputs

  • Single, Board‑ready AMS document and roadmap. 
  • Workshops tailored to Executive and Board needs. 
  • Data gaps and compliance risks clearly prioritised. 
  • Investment scenarios aligned to standards and targets. 

FAQs

Get in touch

TBC