Capital Planning Toolkit

Downloadable Resources, Instant Access

Establish that your organization analyzes current processes and business flows to recommends changes in Capital Planning Business Cases, governance processes, Financial Management processes, and information technology acquisitions for more efficient Business Operations.

More Uses of the Capital Planning Toolkit:

  • Drive positive change through Capital Planning, machine systems, general engineering, and Project Management.

  • Be accountable for Working Capital Planning and analysis.

  • Be accountable for providing oversight for reliability quality program improvements execution, budget development, performance and Capital Planning.

  • Ensure your team performs Due Diligence and Statistical Analysis related to liquidity and Capital Planning management.

  • Oversee: Project Management, Capital Planning.

  • Ensure you design; lead Risk Identification portfolio (Capital Planning/risk coo).

  • Provide analysis during budget review and Capital Planning to identify Cost Savings and productivity opportunities.

  • Direct: Capital Planning and lease management solutions.

  • Devise: Capital Planning, analysis and liquidity management.

  • Serve as the expert on topics related to Business Process, Service Management, Portfolio management, Capital Planning and investment/budgetary control.

  • Manage work with enterprise IT Governance and Capital Planning processes to provide needed supporting information.

  • Contribute to the Capital Planning process for respective business line.

  • Use Data Driven, fact based decisions to maximize integrated profitability while participating as a key leader in budget development and Capital Planning.

  • Provide analytical support during budget review and Capital Planning to identify Cost Savings and productivity opportunities.

  • Develop: Capital Planning (development).

  • Lead: review peer research in relation to liquidity and Capital Planning.

  • Collaborate with key organization leaders on sales/market forecasting, financial budgeting, Capital Planning, and infrastructure Capacity Planning.

  • Advise on contracting and procurement strategy as asked to the benefit of clients over a variety of industries and procurement routes and program level Capital Planning and reporting.

  • Be accountable for developing goals and objectives and implementing initiatives, projects and action plans to execute the Product Stewardship strategy in line with Business Objectives, operating plans, Capital Planning, and budget.

  • Initiate: direct the Quantitative Analysis of the impact of changes in macroeconomic indicators on portfolio/business performance for an effective integrated forecasting/Capital Planning process.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Capital Planning 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 999 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 improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Do the Capital Planning decisions you make today help your organization in three years time?

  2. Why the need?

  3. Does Capital Planning appropriately measure and monitor risk?

  4. How do you maintain Capital Planning's Integrity?

  5. At what cost?

  6. Who else should you help?

  7. Does management have the right priorities among projects?

  8. What are the Capital Planning investment costs?

  9. Has your scope been defined?

  10. Have all basic functions of Capital Planning been defined?

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 book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Capital Planning Project Management Form Templates covering over 1500 Capital Planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Capital Planning project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Capital Planning project team have enough people to execute the Capital Planning project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Capital Planning project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 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 project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Capital Planning 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 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 investments work better.

This Capital Planning 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.