Capital planning that stays on-scope, on-budget, and defensible.
I help owners and property teams build a practical capital plan—from early scoping through approvals and execution tracking—so decisions are clear, documentation is consistent, and reporting is owner-ready.
What you get
A disciplined capital planning workflow that improves approvals, reduces change-order risk, and gives ownership clear visibility from scope through closeout.
Project scoping + prioritization
- • Scope narratives that make approvals easier
- • Prioritization logic tied to risk, ROI, compliance, and lifecycle
- • Clear “must do vs should do” framing
Budget + schedule framework
- • Budget assumptions and contingency approach
- • Milestone schedule: design, procurement, mobilization, delivery
- • Roles/responsibilities across PM, engineering, accounting, and vendors
Bid leveling + approval packages
- • Apples-to-apples bid comparisons
- • Vendor scope alignment and exclusions tracking
- • Owner-ready approval memo + attachments list
Execution tracking + reporting
- • Monthly project status rollups (budget, schedule, risks)
- • Change management log and decision history
- • Closeout checklist + lessons learned
How it works
1) Discovery
Align on goals, current pipeline, governance, and owner expectations.
2) Scope & plan
Define scope narratives, assumptions, and a workable milestone schedule.
3) Package & approve
Bid leveling, exclusions clarity, and approval-ready documentation.
4) Track & report
Consistent reporting cadence with risks, decisions, and next steps.
Typical outcomes
- • Faster approvals because scopes and assumptions are standardized
- • Fewer change orders from clearer vendor scope alignment
- • Cleaner monthly reporting with documented decisions and risks
- • Better prioritization across the capital plan (risk, ROI, compliance)
Best fit for
Owners / asset managers
You want clean approval packages and consistent visibility into scope, spend, and schedule across a capital program.
Operators / property teams
You want practical tools—bid leveling, status rollups, and change logs—that reduce chaos and make reporting easier.
FAQ
Do you manage projects day-to-day?
I can support your team’s execution with structure, reporting, and governance. If you need full project management coverage, we can define scope and integration with your PM/engineering resources.
Can you work with our existing vendors and templates?
Yes. I can improve your current templates and workflows, or provide clean tools and map your process into them.
What types of projects does this work best for?
It’s ideal for multi-project programs where approvals, scope clarity, and consistent reporting drive outcomes—especially when timelines and stakeholders are complex.
Want clearer capital decisions?
If you need a defensible capital plan, cleaner approvals, and consistent reporting, let’s talk.