Capital Delivery Readiness

How would you rate your institutions overall capital-delivery readiness? Select 1 - Primarily reactive. 2 - A capital list exists, but the process is inconsistent. 3 - A defined process exists, with important gaps. 4 - A consistent cross-functional process is used. 5 - A mature program and delivery system is in place.

Where do your proposed capital projects most often stall? (pick 5 most common)

Risk validation
Executive visibility
Priority decision
Options analysis
Predevelopment funding
Project scope
Cost estimating
Grant eligibility
Donor alignment
Board approval
Matching funds
Procurement
Internal staffing
Consultant availability
Shutdown or temporary measure planning

Which sources most often initiate capital projects?

Facility condition assessment or capital plan
Failure or incident
Collections or conservation concern
Regulatory or insurance finding
Energy plan
Security review
Accessibility review
Strategic plan
Exhibition or program requirement
Donor interest
Grant opportunity
Executive request

Comments

How frequently are high or critical facility risks formally reviewed by senior leadership? Select Only after an incident Less than annually Annually Quarterly Monthly or more frequently No consistent process

Which items are normally defined before a project is presented for funding (vs. after)?

Verified need
Consequence of deferral
Alternatives considered
Recommended scope
Scope exclusions
Cost range
Schedule range
Collections impacts
Operational disruption
Energy or carbon effects
Funding plan
Cash-flow plan
Executive sponsor
Project lead
Procurement approach

How does your institution decide whether to bundle renewal work with energy, preservation, resilience, accessibility, or visitor improvements? Select No explicit review Informal case-by-case discussion Standard checklist Formal options or business-case process Portfolio-level bundling strategy

Comments

What most limits the number of projects your institution can deliver? (Pick the top three)

Capital funding
Predevelopment funding
Executive decision speed
Fundraising capacity
Owner-side project-management capacity
Specialist technical expertise
Procurement requirements
Consultant or contractor availability
Internal stakeholder time
Shutdown windows
Collections moves or protection
Institutional cash flow

Comments

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