What's inside
- An "Investment Under Review" box: project name, decision owner, review date and the base-case NPV or IRR.
- An option inventory with six rows: defer, stage, expand, contract, abandon and switch.
- For each option, a prompt question, a space to name the specific option, a High/Medium/Low value flag and a Yes/No on preserving it.
- A synthesis section with four questions on which options matter and what killing them would cost.
- Instructions for before, during and after the review meeting.
- The Excel version adds a filled-in sample for an ERP investment.
Format: PDF (2 pages) and Excel workbook.
How to use it
The sponsor fills in the options before a capital-approval review, and the review tests whether each one is real and whether it changes the decision.
Get the worksheet
It is free. We email the download link to your work address.