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FI-013 · Finance & Commercial

Capital Expenditure and Investment Decision Toolkit

Decide which investments actually earn their place in the business, not just the ones that feel exciting

IN PREPARATION

Capital Expenditure and Investment Decision Toolkit front cover

About this toolkit

A practical Finance & Commercial toolkit that helps owners and managers understand the evidence, make a controlled decision and turn it into owned action. Decide which investments actually earn their place in the business, not just the ones that feel exciting.

What this toolkit helps you achieve

  • Define the full investment case and success measures
  • Compare return, payback, risk and opportunity cost
  • Review delivery against the approved case

What’s included

  • The Four-Part Investment Cycle: Define, Evaluate, Decide, Review
  • The Five Golden Rules of capital expenditure decisions, on one page
  • A plain-English guide to the four pillars an investment case rests on: Return on Investment, Payback Period, Risk & Contingency, Opportunity Cost
  • A worksheet and checklist for building and running an investment case
  • A twelve-question coaching bank for the conversation before, during and after an investment decision

Contents are shown for review while the toolkit package completes verification.

Best for

Owners and managers evaluating equipment, systems, vehicles, premises or other capital investment.

Expected practical outcome

Define the investment case properly before evaluating it, what problem it solves, what it costs in full, and what success actually looks like. Evaluate return, payback period, risk and opportunity cost together, decide on the evidence rather than the enthusiasm behind it, and review the investment afterwards against what the case actually promised.