Control · C22
Check budget–capacity coherence
Do budget and capacity cover the portfolio at the right time?
Direct answer
Compare full cost and workload by period with secured resources, taking contingencies and bottlenecks into account.
01Rephase, reduce, fund or stop infeasible initiatives.
02The rule, the evidence and the next review date stay visible.
How to use this
Move from the question to the deliverable.
Do budget and capacity cover the portfolio at the right time?
Rephase, reduce, fund or stop infeasible initiatives.
Budget–capacity control
Original chart · SQ-24
Detect initiatives that are funded but cannot be executed
Feasibility requires budget, capacity and a place in the calendar at the same time. The most constraining factor determines the status.
Illustrative case of five initiatives over one quarter.
- 01Align
Compare budget and workload over the same period and the same scope.
- 02Calculate
Measure the financial and capacity coverage rates.
- 03Cap
Take the lower of the two rates as operational feasibility.
- 04Decide
Rephase, reduce or reinforce any object below 100%.
Joint budget–capacity feasibility
Two initiatives are funded but lack available days. Another has the capacity but not the full budget.
Feasibility = min(available budget ÷ full cost; available capacity ÷ required workload)| Initiative | Budget coverage | Capacity coverage | Feasibility | Decision |
|---|---|---|---|---|
| Search | 100% | 110% | 100% | Execute |
| ABM | 100% | 72% | 72% | Reduce scope |
| Content | 85% | 105% | 85% | Top up budget |
| CRM | 100% | 94% | 94% | Shift by 6 days |
| Conversion | 120% | 100% | 100% | Execute |
01A budget at 100% does not make ABM executable: 28% of capacity is missing.
02The Conversion budget surplus cannot directly offset the ABM shortfall in days.
03The decision must be taken at initiative level before any overall consolidation.
Fictitious data. The formula assumes no interchangeability between roles or between budget lines.
Coherence controls
Minimum conditions before validation.
The status, the evidence and the owner must be available for review.
The status, the evidence and the owner must be available for review.
The status, the evidence and the owner must be available for review.
The status, the evidence and the owner must be available for review.
Usable deliverable
Budget–capacity control
Explore the decision further with an interactive control, or start from a structured template to produce your deliverable.