PURSUED BY A BEARMake the tradeoffs visible before the budget is final
Connect the project list to the years, priorities, and resources needed to deliver it.
The problem
A capital plan has to reconcile urgent repairs, long-term investments, incomplete estimates, and limited funding. Departments may have different priorities and different levels of information. A spreadsheet can hold the details while making it difficult to see what changes when a project moves, its cost changes, or another need takes precedence.
What I built
I built a planning workspace where projects can be edited, prioritized, and scheduled across fiscal years. Annual worksheets and priority views present the same plan for different discussions. Department spending charts show the distribution over time, and Excel and PDF exports support sharing outside the application.
Why it matters
Staff and trustees can examine the consequences of their choices together, identify missing planning details, and carry a clear plan into the budget conversation. The same information can support detailed staff work and a focused discussion about priorities.
Where I add value
I understand the operational and governance questions behind a capital budget. I translate those questions into a tool that fits the organization's planning process, while keeping the assumptions available for review. Deciding what to fund still requires experience, discussion, and judgment.