Preparing managers for their first capital request

First capital requests fail less often on vision than on sequence. Managers who have never filed above the small-purchase threshold underestimate how many signatures and annexes travel with the form.

A workable order

1. Confirm the value band and routing matrix with procurement — before drafting prose.
2. Collect quotes on a shared specification; do not let each vendor answer a different brief.
3. Draft the business case to the form’s character limits; park longer narrative in an annex labelled as such.
4. Book safety or facilities reviewers early; their calendars slip more than finance’s.
5. Ask for an independent readiness check only when the draft is stable enough that findings will still be true next week.

Logic Space’s requester workshops walk this sequence with a sample packet. The goal is fewer returned files, not a longer binder.

← All field notes