Resource And Investment Plan

When to use

Reach for this to attach economics to the plan. It builds up the people, capital, and operating costs, states the total investment ask and its phasing, and shows expected return and payback, so the funding decision rests on a transparent business case.

Instructions

1. Build up the resource needs: headcount, capital, and operating costs by phase.
2. Total the investment ask and show how it phases over time.
3. Estimate the expected return or benefit and when it materializes.
4. Compute payback period and a simple return measure with assumptions shown.
5. Flag the largest cost drivers and where the estimate is most uncertain.

Example prompts

• "Build the investment ask, phasing, and payback for this initiative."
• "Lay out costs and expected return so the board can decide what to fund."

Output

A cost build-up by phase, total ask, return and payback figures, and an assumptions and uncertainty note.