Capability-Based Investment Model Template
Moving funding conversations away from projects and toward sustainable capability investment
The Capability-Based Investment Model template provides a structured approach to moving funding conversations away from projects and toward sustainable capability investment.
Template Sections
This template includes 7 sections.
Investment Model Overview
Describe the capability-based investment approach: how funding is allocated to capabilities rather than projects, the...
Capability Investment Map
Diagram section
Investment Metrics
Define the key investment metrics: run cost per capability, change investment per capability, return on investment, and...
Capability-Investment Matrix
Map each capability to its funding sources, current spend, proposed investment, and the strategic objective the...
Investment Principles
State the investment principles: fund capabilities not projects, run cost must be transparent, investment is...
Investment Governance Checklist
Define the governance process for capability investment: approval thresholds, review cadence, performance review...
Investment Model Risks
Document risks: capabilities with hidden costs, investment without measurable returns, over-investment in low-value...
Section Details
Block Types Used
| Section | Block Type | Purpose |
|---|---|---|
| Investment Model Overview | Rich Text | Describe the capability-based investment approach: how funding is allocated to... |
| Capability Investment Map | Diagram | Diagram section |
| Investment Metrics | Metric Display | Define the key investment metrics: run cost per capability, change investment... |
| Capability-Investment Matrix | Dependency Matrix | Map each capability to its funding sources, current spend, proposed investment,... |
| Investment Principles | Principle | State the investment principles: fund capabilities not projects, run cost must... |
| Investment Governance Checklist | Governance Checklist | Define the governance process for capability investment: approval thresholds,... |
| Investment Model Risks | Risk | Document risks: capabilities with hidden costs, investment without measurable... |
Getting Started
Operating Model and Strategy Templates
27 templates for operating model and strategy documentation.
Documentation Templates
188 page templates across seven categories, 88 diagram templates across seven categories, plus seven general-purpose document templates.