Capital Budgeting Systems Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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Save time, empower your teams and effectively upgrade your processes with access to this practical Capital Budgeting Systems Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Capital Budgeting Systems 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 Budgeting Systems specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Capital Budgeting Systems 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 642 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 Budgeting Systems improvements can be made.

Examples; 10 of the 642 standard requirements:

  1. Does job training on the documented procedures need to be part of the process teams education and training?

  2. What is a feasible sequencing of reform initiatives over time?

  3. Which costs should be included in incremental cash flows?

  4. When are the NPV and IRR reliable?

  5. Who sets the Capital Budgeting Systems standards?

  6. How to determine the relevant cash flows?

  7. Does the team have regular meetings?

  8. What are relevant cash flows?

  9. Who controls the risk?

  10. What is our question?


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 Budgeting Systems book in PDF containing 642 requirements, which criteria correspond to the criteria in...

Your Capital Budgeting Systems 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 Budgeting Systems Self-Assessment and Scorecard you will develop a clear picture of which Capital Budgeting Systems 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 Budgeting Systems 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 Budgeting Systems projects with the 62 implementation resources:

  • 62 step-by-step Capital Budgeting Systems Project Management Form Templates covering over 6000 Capital Budgeting Systems project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Are you meeting with stake holders and team members?

  2. Procurement Audit: Are advantages and disadvantages of in-house production, outsourcing and Public Private Partnerships considered?

  3. Risk Management Plan: Does the Capital Budgeting Systems project have the authority and ability to avoid the risk?

  4. Decision Log: How effective is maintaining the log at facilitating organizational learning?

  5. Probability and Impact Assessment: Does the customer have a solid idea of what is required?

  6. Human Resource Management Plan: Is the company primarily focused on a specific industry?

  7. Procurement Management Plan: Do Capital Budgeting Systems project managers participating in the Capital Budgeting Systems project know the Capital Budgeting Systems projects true status first hand?

  8. Requirements Documentation: Validity. Does the system provide the functions which best support the customer s needs?

  9. Project Scope Statement: Change Management vs. Change Leadership - What's the Difference?

  10. Cost Management Plan: Is there a set of procedures defining the scope, procedures, and deliverables defining quality control?

 
Step-by-step and complete Capital Budgeting Systems Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Capital Budgeting Systems project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Capital Budgeting Systems 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 Budgeting Systems 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 Budgeting Systems 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 Budgeting Systems 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 Budgeting Systems 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 Budgeting Systems project with this in-depth Capital Budgeting Systems Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Capital Budgeting Systems 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 Budgeting Systems 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 Budgeting Systems investments work better.

This Capital Budgeting Systems 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
    BRENDAN M. Principle Consultant

    Posted by BRENDAN M. on 4th Sep 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
    I have gone through the array of your works and they are simply awesome! Great job you have been doing.

    Posted by KENNETH O. on 3rd Sep 2018

    KENNETH O. MD/CEO, Emerging Media

  • 5
    MARIETTA W. Senior Consultant

    Posted by MARIETTA W. on 5th Aug 2018

    Standard Requirements is a straightforward guide. It is a tool to help develop a detailed vision of all areas impacted by an implementation, and a useful tool for scoring readiness and implementation quality.

  • 5
    Your book is interesting and contains timely topics.

    Posted by Dianne L. on 4th Aug 2018

    DIANNE L Chief Learning Officer

  • 5
    Super helpful.. Love how the full assessment helps me take full control of this project!

    Posted by Brett O. on 3rd Aug 2018

    BRETT O. Strategist

  • 5
    It is a pleasure to know about new tools to improve our performance. Let me congratulate to you about your new achievement.

    Posted by Marta C. on 3rd Aug 2018

    MARTA C., Cybersecurity and Antifraud Consultant

  • 5
    Thank you. We will be offering your self assessment as a subject for our master students from autumn onwards.

    Posted by Christine R. on 2nd Aug 2018

    Christine R. University Officer

  • 5
    Man, thanks again for sharing. Really a life saver! Greetings!

    Posted by DAAN C on 5th Jul 2018

    DAAN C Senior Consultant

  • 5
    Awesome!!!!!!

    Posted by JOHN G. on 4th Jul 2018

    JOHN G. Principal Consultant