Executive summary

The CapEx process from business case through review, approval (by authority level), funding and post-investment review. This is the Capital Expenditure (CapEx) Approval Workflow from the Stratenity Library, a governed consulting deliverable that is already built for you. It gives your team the full working method for capital expenditure approval, and it walks through everything from the business case and investment appraisal to post-completion review and benefits realisation. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.

What is inside

What this workflow covers

This is a preview of the full deliverable. Inside the Stratenity Library, this workflow walks a consultant through the complete method, section by section, with a worked client example threaded throughout.

  • Context, Scope and Objectives
  • Approach and Methodology
  • The Business Case and Investment Appraisal
  • Delegated Authority Levels and RACI
  • The Review and Challenge Process
  • Funding Release and Capital Control
  • Post-Completion Review and Benefits Realisation
  • Performance and Outcomes
  • Findings and Insights
  • Recommendations and Roadmap
  • Value Realisation Framework
  • Risks, Assumptions, Issues and Dependencies (RAID)
  • Governance and Next Steps
How to use it

Review, download, and activate in 48 hours

Stratenity Library subscribers can review this workflow in full, download it, and activate it into a governed, client-ready deliverable in 48 hours rather than weeks. Each asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend.

Read the full asset on the Stratenity Library › Not a member yet? Start a free trial to unlock and activate it, or sign in if you already have an account.