Capital Planning and Investment Control (CPIC) Training Workshop
- Duration: 2 Days
- Delivery: Live Virtual
- Format: Lecture + Case Activities + Discussion
This 2-day intensive course on Capital Planning and Investment Control (CPIC) equips participants with the knowledge and tools to align IT and non-IT investments with strategic objectives, manage risk, and ensure return on investment. Designed for federal agencies, public sector organizations, and private firms handling major capital projects, the training covers the processed and mandated emphasizing integration with enterprise architecture, project management, and governance frameworks.
Participants will learn how to build investment portfolios, assess risks and benefits, and ensure lifecycle accountability.
Learning Objectives
By the end of this training, participants will be able to:
- Understand the CPIC lifecycle: selection, control, and evaluation phases.
- Align investments with strategic goals and enterprise architecture.
- Apply OMB Circular A-11 guidelines for investment reporting.
- Analyze capital investment alternatives using cost-benefit analysis.
- Develop a performance-based investment business case.
- Integrate risk management and project oversight into investment planning.
Who Should Attend:
- Capital Planners
- IT Project Managers
- Enterprise Architects
- Program Analysts
- Financial/Investment Officers
- Other Decision Makers
Course Modules:
Module 1: Introduction to CPIC
- What is CPIC?
- History and legal drivers (Clinger-Cohen Act, OMB A-11, FITARA)
- CPIC vs traditional budgeting vs project management
Module 2: CPIC Lifecycle – Selection Phase
- Identifying and selecting investments
- Prioritization and scoring criteria
- Developing business cases and alternatives analysis
- Tools: Exhibit 300/Exhibit 53
Module 3: CPIC Lifecycle – Control Phase
- Monitoring and controlling investments
- Earned Value Management (EVM)
- Risk and issue tracking
- Executive dashboards and performance metrics
Module 4: CPIC Lifecycle – Evaluation Phase
- Post-implementation reviews (PIR)
- ROI analysis and lessons learned
- Portfolio optimization and reinvestment strategies
Module 5: Integration with Enterprise Architecture and Governance
- Role of enterprise architecture in CPIC
- Governance boards and decision gates
- Aligning CPIC with IT portfolio management
Class Activity: CPIC Case Simulation: “Building the Business Case – From Selection to Evaluation”
Scenario:
You are part of a capital planning team proposing a $100M digital modernization project for a publicly traded corporation.
Tasks:
- Identify strategic alignment and enterprise architecture touchpoints.
- Draft a selection summary with cost-benefit justification.
- Simulate a control dashboard using sample metrics.
- Present a mock post-implementation review.
Teams will present findings in a quick 5-minute debrief. The instructor will provide feedback on clarity, strategic alignment, and CPIC compliance.
Optional Add-on Certification:
Participants may enroll in the 2-day “Certified Capital Investment Planning Professional (CCIPP)” program after completing this foundational course.