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
- 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:
- What is our competitive advantage?
- Would you rather sell to knowledgeable and informed customers or to uninformed customers?
- Do the problem and goal statements meet the SMART criteria (specific, measurable, attainable, relevant, and time-bound)?
- Is there a cost/benefit analysis of optimal solution(s)?
- What did we miss in the interview for the worst hire we ever made?
- Does the response plan contain a definite closed loop continual improvement scheme (e.g., plan-do-check-act)?
- What does the ‘should be’ process map/design look like?
- In the case of a Capital Planning and Investment Control project, the criteria for the audit derive from implementation objectives. an audit of a Capital Planning and Investment Control project involves assessing whether the recommendations outlined for implementation have been met. Can we track that any Capital Planning and Investment Control project is implemented as planned, and is it working?
- Measure, Monitor and Predict Capital Planning and Investment Control Activities to Optimize Operations and Profitably, and Enhance Outcomes
- What are the revised rough estimates of the financial savings/opportunity for Capital Planning and Investment Control improvements?
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:
- Quality Audit: For each device to be reconditioned, are device specifications, such as appropriate engineering drawings, component specifications and software specifications, maintained?
- WBS Dictionary: Are time-phased budgets established for planning and control of level of effort activity by category of resource; for example, type of manpower and/or material?
- Stakeholder Management Plan: Are updated Capital Planning and Investment Control project time & resource estimates reasonable based on the current Capital Planning and Investment Control project stage?
- Activity Duration Estimates: What is PMP certification, and why do you think the number of people earning it has grown so much in the past ten years?
- Stakeholder Management Plan: What process was used to identify risks to the Capital Planning and Investment Control projects success?
- Assumption and Constraint Log: Is the process working, but people are not executing in compliance of the process?
- Team Operating Agreement: Did you recap the meeting purpose, time, and expectations?
- Change Log: How does this relate to the standards developed for specific business processes?
- Cost Management Plan: Is a PMO (Capital Planning and Investment Control project Management Office) in place and provide oversight to the Capital Planning and Investment Control project?
- Stakeholder Management Plan: What is the process for purchases that arent acceptable (eg damaged goods)?
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
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.