An Intensive 5-day Training Course
Strategic Capital Expenditure (CAPEX) Planning, Evaluation & Control
Optimising Capital Investment for Sustainable Business Value
CLASSROOM DATES
INTRODUCTION
Organizations today face increasing pressure to allocate capital efficiently while ensuring long-term value creation, sustainability, and strategic alignment. Capital Expenditure (CAPEX) decisions represent some of the most significant and irreversible commitments an organization can make. Poorly planned or inadequately controlled CAPEX projects can lead to cost overruns, underperformance, and erosion of shareholder value.
This EuroMaTech training course provides a comprehensive and structured approach to CAPEX planning, evaluation, governance, and control. It equips participants with the knowledge, tools, and best practices required to manage capital investments throughout their entire lifecycle — from strategic planning and financial appraisal to execution, monitoring, and post-investment review.
Participants will gain practical insights into how leading organizations design robust CAPEX frameworks, strengthen investment discipline, manage risk, and ensure that capital projects deliver their intended strategic and financial outcomes.
Participants attending this training course will develop the following competencies:
- Strategic understanding of the CAPEX lifecycle and investment decision-making
- Ability to evaluate and prioritize capital investment proposals
- Application of financial appraisal techniques for CAPEX decisions
- Strengthened governance and control over capital projects
- Improved risk identification and mitigation in capital investments
- Enhanced ability to monitor performance and realize investment benefits
TRAINING OBJECTIVES
This EuroMaTech training course aims to enable participants to:
- Understand the strategic importance of CAPEX in organizational performance
- Design and implement effective CAPEX planning and budgeting processes
- Apply financial evaluation techniques to support capital investment decisions
- Assess and manage risks associated with major capital projects
- Strengthen governance, approval, and control mechanisms for CAPEX
- Monitor capital project performance and conduct post-investment reviews
- Improve capital allocation efficiency and long-term value creation
WHO SHOULD ATTEND?
This training course is suitable for professionals who are involved in planning, approving, managing, or controlling capital expenditures, including:
- Finance Managers, Financial Controllers, and CFOs
- Capital Planning and Budgeting Professionals
- Project Managers and Engineering Managers
- Operations, Maintenance, and Asset Management Professionals
- Strategy, Corporate Planning, and Investment Teams
- Senior Managers and Members of Investment Committees
TRAINING METHODOLOGY
This EuroMaTech training course combines structured presentations with interactive discussions, practical exercises, and real-world case studies. Participants will work with financial models, CAPEX evaluation tools, and best-practice frameworks to reinforce learning. Emphasis is placed on practical application, enabling delegates to relate course concepts directly to their organizational challenges and capital investment decisions.
TRAINING SUMMARY
This training course delivers a practical and integrated framework for managing Capital Expenditure effectively. It covers the full CAPEX lifecycle, from strategic planning and investment appraisal to governance, execution, and post-completion evaluation. By the end of the programme, participants will be better equipped to make informed CAPEX decisions, control investment risks, and ensure that capital projects deliver sustainable business value.
TRAINING OUTLINE
Day 1: Strategic Role of CAPEX and Capital Planning
- Understanding Capital Expenditure and its strategic importance
- Distinguishing CAPEX and OPEX: financial and managerial perspectives
- The CAPEX lifecycle: from concept to post-completion review
- Aligning capital investments with corporate strategy and objectives
- Long-term asset planning and capacity planning
- Best practices in strategic capital allocation
Day 2: CAPEX Budgeting and Business Case Development
- Capital budgeting frameworks and approval processes
- Identifying and prioritizing CAPEX investment opportunities
- Developing robust CAPEX business cases
- Cost estimation techniques and forecasting assumptions
- Cash flow modeling for capital investment decisions
- Common causes of CAPEX overruns and mitigation measures
Day 3: Financial Evaluation and Investment Appraisal
- Time value of money in capital investment decisions
- Net Present Value (NPV) and decision-making relevance
- Internal Rate of Return (IRR) and investment benchmarks
- Payback and discounted payback techniques
- Profitability Index and Return on Investment (ROI)
- Strengths and limitations of appraisal methods
Day 4: CAPEX Risk Management, Governance & Control
- Identifying financial, technical, and operational CAPEX risks
- Risk assessment tools and mitigation strategies
- CAPEX governance structures and control frameworks
- Stage-gate reviews and investment authorization
- Managing scope changes and cost escalation
- Roles, responsibilities, and accountability in CAPEX governance
Day 5: CAPEX Execution, Monitoring & Post-Investment Review
- Managing CAPEX project execution and delivery
- Monitoring cost, schedule, and performance
- Key performance indicators (KPIs) for capital projects
- Variance analysis and corrective actions
- Post-investment appraisal and benefits realization
- Continuous improvement in capital investment decisions
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ACCREDITATION
EuroMaTech is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Euromatech is a Knowledge & Human Development Authority (KHDA) approved training institute in Dubai, licensed and approved to deliver training courses in the UAE.
The KHDA is the regulatory authority in the UAE, that oversees administering, approving, supervising, and controlling the activities of various education providers in the UAE. We are proud of our commitment to ensuring quality training courses and status as a KHDA-approved training provider.
FAQ
EuroMaTech provides a range of ISO certification and compliance training courses, including:
- ISO 9001 – Quality Management Systems Training
- ISO 45001 – Occupational Health & Safety Management Training
- ISO 14001 – Environmental Management Systems Training
These courses help organizations adopt internationally recognized standards and improve their overall performance.
To register for a training course, you can:
- Visit the EuroMaTech website, browse the available courses, and follow the online registration process.
- Contact EuroMaTech’s support team for assistance with course selection or inquiries about corporate training solutions.
EuroMaTech stands out as a leader in training and professional development due to:
- 30+ years of experience delivering high-impact training courses across industries.
- Accreditations from leading institutions, ensuring top-tier course quality and recognition.
- A portfolio of thousands of training courses, serving professionals at every level.
- A focus on innovation and future-ready learning models, including blended and digital training.
- Long-term partnerships with organizations globally, ensuring sustained success through talent development.
EuroMaTech has successfully delivered thousands of training courses, with thousands of professionals from over 50 countries attending annually.
We are happy to share the profiles of our expert instructors. To learn more about their qualifications and experience, please contact us [email protected]
We provide two flexible training formats to suit your preferences:
- Classroom Training: Experience in-person learning with expert instructors. Engage in interactive discussions, hands-on activities, and benefit from face-to-face networking.
- Online Training: Join live online sessions from anywhere, offering flexibility for those with busy schedules or who prefer remote learning.
- In-House Training: We can bring our training directly to your organization, allowing for tailored sessions that address your specific needs and objectives.
Yes, we provide tailored training solutions designed to meet the specific needs of your organization. Customized courses can be delivered either in-person or online, and you can select the dates and duration that best fit your schedule. For more details, please contact us at [email protected]
Yes, we can assist you with the following:
- Corporate Discount: If available, we can extend our corporate discount for your stay at selected hotels.
- Hotel Suggestions: We can provide recommendations for nearby hotels based on your preferences and budget.
Feel free to explore online booking platforms for the most cost-effective options.
