Capital Planning

Capital planning is more than just a project list.

Capital programs on a university campus need clearly defined processes for identifying, selecting, approving, and executing project investments. The process needs to differentiate repairs from modernization and alteration projects, while simultaneously aligning investments to complement campus programmatic goals.  The process must align investment needs to financial capacity and clearly explain the rationale for project deferral – an explanation that focuses on sequencing and timing of investments rather than selecting “winners and losers” of funding.

A successful planning process will be:

  • Inclusive: Each of the diverse constituencies within the school – faculty, students, the institutional leadership, and the governing board – needs to be committed to a planning process and believe in its direction.
  • Credible: With comprehensiveness of identification and integration with institutional planning efforts the facilities integrated plan must be designed to attain a high degree of credibility.
  • Flexible: Times change and priorities will be modified, therefore the facilities financial plan must retain flexibility to evolve and meet the current needs.
  • Affordable: Any plan that is not cognizant of the finite availability of institutional resources will fail. Sightlines prides itself on understanding the institutional financial pressures and customizing solutions that are financially realistic and operationally sound.
  • Sustainable: A planning tool is not effective if it is not incorporated within the management tools of the organization.

Having implemented such tools for over 100 institutions, Sightlines has the experience and knowledge to assure success of systems implementation over the long term.

Learn more about the capital planning tools that are available to you:

Building Portfolio Solutions

Capital Renewal