Capital Planning and Investment Control Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

CAD332.44
(46 reviews) Write a Review
Availability:
Downloadable Resources, Instant Access

Save time, empower your teams and effectively upgrade your processes with access to this practical Capital Planning and Investment Control Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Capital Planning and Investment Control related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Capital Planning and Investment Control specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Capital Planning and Investment Control Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Capital Planning and Investment Control improvements can be made.

Examples; 10 of the standard requirements:

  1. Which customers cant participate in our Capital Planning and Investment Control domain because they lack skills, wealth, or convenient access to existing solutions?

  2. Do you have a vision statement?

  3. Does Capital Planning and Investment Control systematically track and analyze outcomes for accountability and quality improvement?

  4. What new services of functionality will be implemented next with Capital Planning and Investment Control ?

  5. What kind of crime could a potential new hire have committed that would not only not disqualify him/her from being hired by our organization, but would actually indicate that he/she might be a particularly good fit?

  6. Whom among your colleagues do you trust, and for what?

  7. Are suggested corrective/restorative actions indicated on the response plan for known causes to problems that might surface?

  8. In what ways are Capital Planning and Investment Control vendors and us interacting to ensure safe and effective use?

  9. What needs improvement?

  10. What are you trying to prove to yourself, and how might it be hijacking your life and business success?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Capital Planning and Investment Control book in PDF containing requirements, which criteria correspond to the criteria in...

Your Capital Planning and Investment Control self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Capital Planning and Investment Control Self-Assessment and Scorecard you will develop a clear picture of which Capital Planning and Investment Control areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Capital Planning and Investment Control Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Capital Planning and Investment Control projects with the 62 implementation resources:

  • 62 step-by-step Capital Planning and Investment Control Project Management Form Templates covering over 6000 Capital Planning and Investment Control project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: What is the estimated cost of creating and implementing?

  2. Cost Management Plan: Have all documents been archived in a Capital Planning and Investment Control project repository for each release?

  3. Lessons Learned: Who managed most of the communication within the Capital Planning and Investment Control project?

  4. Variance Analysis: Are the organizations and items of cost assigned to each pool identified?

  5. Procurement Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Capital Planning and Investment Control project?

  6. Risk Audit: Have you considered the health and safety of everyone in the organization and do you meet work health and safety regulations?

  7. Change Management Plan: Why is the initiative is being undertaken - What are the business drivers?

  8. Issue Log: In your work, how much time is spent on stakeholder identification?

  9. Scope Management Plan: Describe the process for accepting the Capital Planning and Investment Control project deliverables. Will the Capital Planning and Investment Control project deliverables become accepted in writing?

  10. Resource Breakdown Structure: The list could probably go on, but, the thing that you would most like to know is, How long & How much?

 
Step-by-step and complete Capital Planning and Investment Control Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Capital Planning and Investment Control project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Capital Planning and Investment Control project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Capital Planning and Investment Control project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Capital Planning and Investment Control project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Capital Planning and Investment Control project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Capital Planning and Investment Control project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Capital Planning and Investment Control project with this in-depth Capital Planning and Investment Control Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Capital Planning and Investment Control projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Capital Planning and Investment Control and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Capital Planning and Investment Control investments work better.

This Capital Planning and Investment Control All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

46 Reviews Hide Reviews Show Reviews

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 5th Sep 2018

    HARRY M. Enterprise Architect

  • 5
    Thanks for this; a lot of work has gone into developing and producing this, I am looking forward to using it in the coming weeks.

    Posted by DR STEVEN.B. on 5th Sep 2018

    DR STEVEN.B. Head of Information Security & Assurance

  • 5
    I look forward to becoming more familiar with the material and conducting the survey with my employer. So far it looks very comprehensive. Thank you.

    Posted by RON F. on 4th Sep 2018

    RON F. Director Analytics Governance

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 3rd Sep 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    CARSTEN B. Experienced safety and quality enabler

    Posted by CARSTEN B. on 3rd Sep 2018

    So far I have only had time to browse it very superficially, but form that it looks very comprehensive and at the same time practical. As soon as I find time I will do a short item on it on my literature pages and point risk management professionals in your direction. Have a great day, and all the best!!

  • 5
    Seems quite handy - going to start using it next month as we're investing quite a lot in it. This will define for us what to do in this space and solve a real problem (rather than chasing shiny objects).

    Posted by DAVIN B. on 2nd Sep 2018

    DAVIN B. Systems Manager

  • 5
    I really like the format. Simple but quite powerful. I will make sure to share my views with Amazon. Thanks again.

    Posted by CARL M. on 4th Aug 2018

    CARL M. Senior Solutions Architect

  • 5
    BRENDAN M. Principle Consultant

    Posted by BRENDAN M. on 4th Aug 2018

    Every high achiever has probably been criticized as a 'control freak' at some point. However, given the numerous daily distractions entrepreneurs encounter, if you want to do 'deep work' with broad-ranging impact, you have to control your time to make each day a masterpiece. Check Out The Art of Service's Self Assessments.

  • 5
    Awesome, thank you so much!!

    Posted by ZORAN M. on 3rd Aug 2018

    ZORAN M. Knowledge Management Consultant