Proposed five-day professional program. Approximately 25-30 training hours. Final arrangements are confirmed in the written proposal.
Course Overview
Compare competing investments using value, capacity and strategic considerations.
This proposed five-day program combines practical case analysis, guided exercises and peer discussion. Participants adapt the course concepts to organizational circumstances and prepare a capital investment prioritization paper.
Learning Outcomes
Assess capital priorities and investment constraints.
Evaluate comparable appraisal assumptions.
Apply a structured approach to portfolio balance and resource capacity.
Develop practical recommendations for review governance and funding decisions.
Prepare and present a capital investment prioritization paper.
Who Should Attend
Finance professionals, budget owners, analysts and managers involved in commercial or financial decisions.
Relevant work experience is recommended. The participant profile, prerequisite knowledge and case complexity are reviewed during planning.
Training Methodology
Facilitated discussion, worked examples, anonymized case analysis, practical exercises, peer review and an applied final assignment.
Learning assessment may include a baseline discussion, review of exercise outputs and a final presentation. Attendance and completion requirements are confirmed in the proposal.
Course Tools and Templates
Capital priorities and investment constraints worksheet – proposed exercise document.
Comparable appraisal assumptions worksheet – proposed exercise document.
Portfolio balance and resource capacity worksheet – proposed exercise document.
Review governance and funding decisions worksheet – proposed exercise document.
Capital investment prioritization paper – proposed exercise document.
Delivery Requirements
Classroom, live online and in-house delivery can be arranged by agreement. The trainer, language, venue or platform, timetable and required materials are confirmed in writing.
A laptop may be needed for analytical or planning activities. Software availability, licenses and access requirements are agreed before delivery.
Course Customization
The indicative five-day sequence can be adapted to participant experience, industry context and agreed learning objectives. Final dates, fees, agenda, certificate details and delivery arrangements are confirmed in the written proposal.
Proposed Five-Day Course Outline
Day 1 – Capital priorities and investment constraints
Define the business context, assess current practices and clarify the decisions relating to capital priorities and investment constraints.
Practical output: Capital priorities and investment constraints worksheet
Day 2 – Comparable appraisal assumptions
Interpret representative information and compare practical approaches to comparable appraisal assumptions.
Practical output: Comparable appraisal assumptions worksheet
Day 3 – Portfolio balance and resource capacity
Use the course tools in a realistic case focused on portfolio balance and resource capacity, documenting assumptions and recommendations.
Practical output: Portfolio balance and resource capacity worksheet
Day 4 – Review governance and funding decisions
Review responsibilities, risks and follow-up measures through a practical exercise on review governance and funding decisions.
Practical output: Review governance and funding decisions worksheet
Day 5 – Capital allocation simulation
Integrate the learning through capital allocation simulation, present the final assignment and propose workplace actions.
Practical output: Capital investment prioritization paper
