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Investment and Capacity Planning Concepts

How Does Investment and Capacity Planning Benefit my Organization?

What Is Investment and Capacity Planning?

Investment and Capacity Planning uses robust analysis to allow you to make better decisions on which program and project investments to approve based on financial and capacity targets. It allows for prioritization and scenario-modeling, and provides a time-phased display of demand and/or revenue information for continued analysis of new and approved investments. Investment and Capacity Planning is an iterative process that can be done annually, quarterly, monthly, or as needed (though ongoing planning is recommended). From a capacity planning perspective, the available resource capacity (typically by role and resource type) is compared with the requested demand to encourage informed planning decisions with capacity in mind.

Who Works with Investment and Capacity Planning?

Investment and Capacity Planning is usually the focus of upper management to executive levels in an organization, often with designated portfolio planners who operate as a cross-functional team. Typically there are planning groups whose sole responsibility it is to rank potential programs and projects and decide which ones to fund, and for how much. Some organizations have steering committees or governance/program councils consisting of the primary stakeholders in the relevant areas. Different people may be involved at different levels, as well. Executives may want to weigh in on initiatives and high-level programs, but not on individual projects, while program managers may focus just on their own programs. Explore more on this in the Best Practices section below.

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