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

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

 

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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Capital budgeting 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 910 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 improvements can be made.

Examples; 10 of the 910 standard requirements:

  1. In what ways is the cash flow table used to organize the data for permanent working capital asset decisions similar to and different from the cash flow table used in capital budgeting?

  2. Why should managers set the required rate of return higher than the rate at which money can be borrowed when making a typical capital budgeting decision?

  3. When using the net present value method, how does one know whether the true rate of return is greater or less than the discount rate?

  4. Distinguish between permanent working capital and temporary working capital. Why is the difference important to financial managers?

  5. If depreciation is an expense, why is it added back to an investment’s net income to compute the net cash flow from that investment?

  6. An important question is: if a project is undertaken, will failure of the project risk putting the company into bankruptcy?

  7. What factors must be considered that otherwise may be ignored when the objective is to discount net cash flow after taxes?

  8. Understand the concepts of operating breakeven and financial breakeven. Why is it important to conduct breakeven analyses?

  9. What are the major differences between cash flow analyses for an expansion project and those for a replacement project?

  10. Have you focused too intently on one or two aspects of working capital, ignoring the effects on (or abandoning) other elements?

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 book in PDF containing 910 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Change Management Plan: What are the specific target groups / audience that will be impacted by this change?
  2. Stakeholder Management Plan: Are estimating assumptions and constraints captured?
  3. Executing Process Group: Just how important is your work to the overall success of the Capital budgeting project?
  4. Planning Process Group: In what ways can the governance of the Capital budgeting project be improved so that it has greater likelihood of achieving future sustainability?
  5. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Capital budgeting project plan (variances)?
  6. Procurement Management Plan: Are Capital budgeting project team members involved in detailed estimating and scheduling?
  7. Source Selection Criteria: How can the methods of publicizing the buy be tailored to yield more effective price competition?
  8. Stakeholder Management Plan: Are the schedule estimates reasonable given the Capital budgeting project?
  9. Procurement Management Plan: If independent estimates will be needed as evaluation criteria, who will prepare them and when?
  10. Project Performance Report: To what degree does the formal organization make use of individual resources and meet individual needs?

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

1.0 Initiating Process Group:

  • 1.1 Capital budgeting project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Capital budgeting 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 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 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 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 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 project with this in-depth Capital budgeting Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Capital budgeting 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 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 investments work better.

This Capital budgeting All-Inclusive Toolkit enables You to be that person:

 

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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.

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