SAM toolkit

Eight templates and checklists for running a software asset management practice by hand. They open in Excel, Google Sheets, or any text editor. Each one traces to a clause in ISO/IEC 19770-1:2017. All example data is fictional.

All eight files and the guide (ZIP) Read the guide

Where to start

Run the tier self-assessment to see which tier you are at.
Fill in the statement of applicability to decide which processes are in scope.
Get the data right first: the asset record and the license position.
Add the records that keep it right: renewals, authorizations, vendors.
Check the system on a schedule with the audit and review checklist.

The guide explains every column. These are templates, not a platform: they do not find installs or read license terms, and a person still makes each decision.

License position workbook

Compare what you own with what is in use, product by product, and flag shortfalls and surplus. Clause 8.4.

Open: Blank template for the license position workbook · Halden example for the license position workbook

Renewal calendar

Track contract end dates and the notice deadline that actually matters, check recent usage, and record a renew, reduce, or cancel decision. Clause 8.4; crosswalk XW-008.

Open: Blank template for the renewal calendar

Core data record

The fields to keep for every software, hardware, and service asset, including an owner and an authorized-or-not flag. Clauses 8.3 and 7.6.2.

Open: Blank template for the core data record

Authorization log

Record who authorized something, when and why, and who carried it out against which authorization. Clause 7.6.3.

Open: Blank template for the authorization log

Statement of applicability

The 15 processes from the standard's Annex A, pre-filled, with columns for in or out of scope, the reason, the owner, and the evidence. Clause 6.2.2.

Open: Template for the statement of applicability

Tier self-assessment

A yes, partly, or no check across the three tiers in Annex B: trustworthy data, life cycle integration, and optimization.

Open: Checklist for the tier self-assessment

Internal audit and management review

Plan and record an internal audit, and assemble the pack for top management's review. Clauses 9.2, 9.3, and 10.1.

Open: Checklist for the internal audit and management review

Vendor and contract register

One row per supplier: what they do for you, where responsibility is shared, the risk rating, and when you last checked performance and contract terms. Clause 8.7; crosswalk XW-013.

Open: Blank template for the vendor and contract register

Support this work

These tools are free. If they save you time, you can buy me a coffee. Nothing is locked behind it.

About the source

The files follow the structure of ISO/IEC 19770-1:2017 (IT asset management systems — requirements). The wording is paraphrased and does not replace the standard, which you can buy from ISO or your national standards body. No affiliation with or endorsement by ISO or IEC. The method behind these files is on the crosswalk explorer; the standards are explained in the field guide.