Workshop Overview 

This highly interactive workshop introduces delegates to the principles and practices of value-based prioritization for capital investment planning. Delegates will explore how organizations can move beyond traditional project lists and departmental competition to establish transparent, repeatable and strategically aligned investment decisions. The workshop is built around practical concepts that help organizations translate corporate objectives into measurable decision criteria and prioritize investments based on the value they deliver. 

Many organizations struggle to balance competing investment needs while operating under constrained funding environments. Projects are often selected on the basis of urgency, influence or historical precedent rather than through a consistent framework linked to organizational outcomes. Value-based prioritization provides a structured approach that enables organizations to evaluate diverse investment opportunities using a common set of strategic objectives and measurable criteria. 

Delegates will experience these concepts through Capital Quest, a facilitated simulation in which they assume cross-functional roles in small groups representing engineering, finance, operations, risk and executive leadership perspectives. Working collaboratively, delegates will define what is value to the organization (e.g., safety, affordability, sustainability, reliability, community impact) and the measures that reflect what an organization cares about the most.  They will design a simplified value framework, develop weighting through a structured approach using multi‑criteria analysis, score a portfolio of projects, and review an optimized capital plan generated from their own inputs. Through this process they will experience how stakeholder perspectives influence decision-making and how structured prioritization frameworks improve transparency, repeatability and organizational alignment. 

Delegates will leave with practical approaches, templates and tools that can be adapted to strengthen capital planning processes within their own organizations. 

Core Learning Objectives 

Delegates will leave the session with the ability to: 

• Understand the principles and benefits of value-based capital planning. 

• Translate organizational priorities into structured value frameworks. 

• Develop weighting and scoring approaches that support transparent decision-making. 

• Apply multi-criteria analysis techniques to compare competing investment opportunities. 

• Understand how organizational values influence capital planning outcomes. 

• Recognize how structured prioritization can reduce bias and improve stakeholder alignment. 

• Strengthen their ability to communicate and justify investment decisions. 

• Understand how optimization techniques can improve investment outcomes under funding constraints. 

• Apply practical value-based prioritization concepts within their own organizations. 

Workshop Agenda 

1. Introductions  

Icebreaker & Objectives. Discussion of the workshop structure and objectives.  

2. Overview of Key Concepts  

Delegates will be exposed to the fundamentals of value‑based capital planning and optimization concepts.  

3. Briefing on Fictional Organizations 

Delegates are assigned roles and motivations (e.g., engineering, finance, risk, capital delivery, executive leadership) within one of several fictionalized asset‑intensive organizations such as a water utility, transit agency, power provider, or municipality.  

4. Developing the Value Framework  

Small teams collaboratively define organizational values and associated measures using a guided template designed for simplicity and clarity.  

5. Weighting Values & Creating Scoring Criteria  

Delegates apply a pair‑wise comparison method to weight their values and establish scoring criteria that reflect their organization’s strategic priorities.   

6. Project Scoring Session  

Small teams evaluate a predefined project list by assigning value‑based scores using their developed framework.  

7. Generation & Review of an Optimized Capital Plan 

Using workshop‑provided tools or facilitator‑generated outputs, teams receive an optimized capital plan that reflects their inputs. Delegates analyze the results and discuss trade‑offs, surprises, and points of misalignment.  

8. Group Reflection & Lessons Learned 

Delegates reconvene to compare experiences, discuss how value frameworks influence capital planning, and explore how these methods can be adapted to their own organizations  

Note: short interludes will be incorporated throughout the group-based exercises to reinforce key concepts and guide delegates through the workshop. 

Take Aways 

• Practical understanding of value-based prioritization principles and benefits. 

• Templates and approaches for developing organizational value frameworks. 

• Experience translating organizational value into structured value frameworks and applying weighting and scoring methodologies. 

• Practical techniques to improve transparency and alignment in decision making. 

• Strengthen their ability to communicate and justify asset management decisions.  

Workshop Outcomes 

• Enhanced capability to design transparent and repeatable value-based frameworks. 

• Practical experience in using value-based methods. 

• Clear understanding of how people, data and assets come together to support defensible asset management decisions. 

• Greater confidence in facilitating stakeholder discussions around value-based prioritization. 

Workshop Tickets 

Workshop ticket prices are listed below.  Places are strictly limited.

To avoid disappointment, book your ticket today.  

If you want to claim gov/public rate, please contact Events@theIAM.org 

The prices are shown below: