Capital allocation governance: Baseline and evidence diagnostic

Executive summary

A method for finding out how capital is really allocated and what it delivers, before anyone redesigns the process.

What is inside

What the baseline diagnostic covers

The asset walks a diagnostic lead through defining the scope, extracting requests and approvals, recomputing approved cases on a risk-adjusted basis, measuring overruns and realization, grading claims, and signing off the baseline. It ends with a diagnostic questionnaire, an evidence inventory, and a sign-off checklist.

Rebuilding three budget cycles from request to spend
How capital was split between divisions and categories
Recomputing approved projects on a risk-adjusted basis
Overruns, slippage, and re-approval practice

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How to use it

How teams use it

Teams use it when leadership suspects capital is spread too evenly or returns disappoint, and before changing the capital process. Finance, treasury, and division finance run it over three to four weeks; the CFO signs the baseline the rest of the pathway uses.

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Stratenity Advisory Team. (2026). Capital allocation governance: Baseline and evidence diagnostic. Stratenity Library. https://www.stratenity.com/resources/library/diagnostic-templates/capital-allocation-governance-baseline-and-evidence-diagnostic

Stratenity Advisory Team. "Capital allocation governance: Baseline and evidence diagnostic." Stratenity Library, 2026, www.stratenity.com/resources/library/diagnostic-templates/capital-allocation-governance-baseline-and-evidence-diagnostic.

Stratenity Advisory Team. "Capital allocation governance: Baseline and evidence diagnostic." Stratenity Library, 2026. https://www.stratenity.com/resources/library/diagnostic-templates/capital-allocation-governance-baseline-and-evidence-diagnostic.

Stratenity Advisory Team (2026) Capital allocation governance: Baseline and evidence diagnostic. Stratenity Library. Available at: https://www.stratenity.com/resources/library/diagnostic-templates/capital-allocation-governance-baseline-and-evidence-diagnostic (Accessed: the date of access).

@misc{stratenity_stxa0131, author = {{Stratenity Advisory Team}}, title = {Capital allocation governance: Baseline and evidence diagnostic}, year = {2026}, publisher = {Stratenity Library}, howpublished = {\url{https://www.stratenity.com/resources/library/diagnostic-templates/capital-allocation-governance-baseline-and-evidence-diagnostic}}, note = {Asset ID STX-A0131} }

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Capital allocation governance: Baseline and evidence diagnostic

What the baseline diagnostic covers

This is a taste. The full library goes deeper.

Stratenity is the AI Operating System for Strategic Execution™.

Stratenity is the AI Operating System for Strategic Execution^™.