Five-day professional program. Approximately 25-30 training hours. Final agenda, language and delivery arrangements are confirmed in the proposal.

Course Overview

Coordinate capital proposals, approvals and expenditure follow-up.

This proposed five-day program develops a structured approach through case analysis, facilitated discussion and practical working documents. Participants adapt the learning to their organizational context and produce a final capital expenditure management pack.

Learning Outcomes

Assess capital planning objectives and asset priorities.

Evaluate proposal requirements and business assumptions.

Apply a structured approach to approval roles and expenditure baselines.

Develop recommendations for progress, changes and management reporting.

Prepare and present a capital expenditure management pack.

Who Should Attend

Finance professionals, budget owners, business analysts and departmental managers.

Relevant professional experience is recommended. Participant responsibilities and prerequisite knowledge are reviewed during scoping.

Training Methodology

Facilitated discussion, worked examples, anonymized case analysis, practical workshops, peer feedback and an applied final assignment.

Learning assessment may include a baseline discussion, review of working documents and a final presentation. Completion requirements are confirmed in the proposal.

Course Tools and Templates

Capital planning objectives and asset priorities working brief – proposed exercise document.

Proposal requirements and business assumptions working brief – proposed exercise document.

Approval roles and expenditure baselines working brief – proposed exercise document.

Progress, changes and management reporting working brief – proposed exercise document.

Capital expenditure management pack – proposed exercise document.

Delivery Requirements

Classroom, live online and in-house formats can be arranged by agreement. Venue, platform, language, timetable, trainer and materials are confirmed in writing.

A laptop may be needed for planning and analytical exercises. Required software, access and prerequisite skills are agreed before delivery.

Course Customization

The proposed five-day agenda can be adapted to the participant group, sector and organizational objectives. Dates, fees, delivery suitability and final activities are confirmed in the written proposal.

Course Outline

Proposed sequence, subject to the agreed training proposal.

Day 1 – Capital planning objectives and asset priorities

Define the context, assess current practices and identify the key decisions relating to capital planning objectives and asset priorities.

Practical output: Capital planning objectives and asset priorities working brief

Day 2 – Proposal requirements and business assumptions

Interpret sample information, compare suitable approaches and document assumptions for proposal requirements and business assumptions.

Practical output: Proposal requirements and business assumptions working brief

Day 3 – Approval roles and expenditure baselines

Apply structured tools to an anonymized case and develop recommendations for approval roles and expenditure baselines.

Practical output: Approval roles and expenditure baselines working brief

Day 4 – Progress, changes and management reporting

Review responsibilities, risks and follow-up measures through a practical exercise on progress, changes and management reporting.

Practical output: Progress, changes and management reporting working brief

Day 5 – Capital expenditure planning case

Integrate the course learning into a practical assignment on capital expenditure planning case; present recommendations and an implementation roadmap.

Practical output: Capital expenditure management pack