--- title: Making the Financial Case for Projects description: Learn how to effectively present capital project proposals with detailed financial analysis, validated numbers, and proven strategies for success. image: https://blog.nexusglobal.com/hubfs/Featured%20Images/Articles/Article%20CTAs12.jpg --- [Skip to the main content.](https://blog.nexusglobal.com/leadership/making-the-financial-case-for-projects#main-content) [![Nexus Logo PNG White](https://blog.nexusglobal.com/hs-fs/hubfs/Nexus%20Logo%20PNG%20White.png?width=1600&height=645&name=Nexus%20Logo%20PNG%20White.png "Nexus Logo PNG White")](https://www.nexusglobal.com) [![Nexus Logo PNG Black](https://blog.nexusglobal.com/hs-fs/hubfs/Nexus%20Logo%20PNG%20Black.png?width=1600&height=645&name=Nexus%20Logo%20PNG%20Black.png "Nexus Logo PNG Black")](https://www.nexusglobal.com) - [Software](https://www.nexusglobal.com/software) - Business Optimizer - Data Optimizer - Strategy Optimizer - Planning Optimizer - Investigation Optimizer - Software Integrations - [Services](https://www.nexusglobal.com/asset-management-as-a-service) - [Solutions](https://www.nexusglobal.com/apm-solutions) - Leadership - Strategy Management - Work Management - Data Management - Investigation Management - [Training](https://www.nexusglobal.com/apm-training) - [Industries](https://www.nexusglobal.com/clients) - [Knowledge Center](https://blog.nexusglobal.com) - [About](https://www.nexusglobal.com/about) - Careers - Schedule a Call Search [Contact Us](https://info.nexusglobal.com/contact-us) Toggle Menu Search Toggle Menu [Contact Us](https://info.nexusglobal.com/contact-us) - [Software](https://www.nexusglobal.com/software) - Business Optimizer - Data Optimizer - Strategy Optimizer - Planning Optimizer - Investigation Optimizer - Software Integrations - [Services](https://www.nexusglobal.com/asset-management-as-a-service) - [Solutions](https://www.nexusglobal.com/apm-solutions) - Leadership - Strategy Management - Work Management - Data Management - Investigation Management - [Training](https://www.nexusglobal.com/apm-training) - [Industries](https://www.nexusglobal.com/clients) - [Knowledge Center](https://blog.nexusglobal.com) - [About](https://www.nexusglobal.com/about) - Careers - Schedule a Call - Example Link - Example Link - Example Link [Facebook](https://blog.nexusglobal.com/leadership/making-the-financial-case-for-projects#0) [Instagram](https://blog.nexusglobal.com/leadership/making-the-financial-case-for-projects#0) [Linkedin](https://blog.nexusglobal.com/leadership/making-the-financial-case-for-projects#0) [X](https://blog.nexusglobal.com/leadership/making-the-financial-case-for-projects#0) [YouTube](https://blog.nexusglobal.com/leadership/making-the-financial-case-for-projects#0) [Medium](https://blog.nexusglobal.com/leadership/making-the-financial-case-for-projects#0) [![Bo](https://blog.nexusglobal.com/hubfs/Imported%20sitepage%20images/Bo.svg) Business Optimizer DISCOVERING HIDDEN CAPACITY](https://www.nexusglobal.com/businessopt) [![Do](https://blog.nexusglobal.com/hubfs/Banner%20Images%20and%20Logos/Do.svg) Data Optimizer VALIDATE ASSET DATA QUALITY](https://www.nexusglobal.com/apmsolutions/data-management/dataoptimizer) [![So-1](https://blog.nexusglobal.com/hubfs/So-1.svg) Strategy Optimizer MORE THAN JUST PM OPTIMIZATION](https://www.nexusglobal.com/strategyopt) [![Po](https://blog.nexusglobal.com/hubfs/Banner%20Images%20and%20Logos/Po.svg) Planning Optimizer SIMPLIFYING & OPTIMIZING MAINTENANCE PLANNING](https://www.nexusglobal.com/apmsolutions/work-management/planning-optimizer) [![Io](https://blog.nexusglobal.com/hubfs/Io.svg) Investigation Optimizer IDENTIFYING FAILURES FOR UNPARALLELED RELIABILITY](https://www.nexusglobal.com/apmsolutions/investigation-management/investigationopt) [![Topic Icons\_Software](https://blog.nexusglobal.com/hubfs/Banner%20Images%20and%20Logos/Topic%20Icons_Software.svg) Software Support FOR EXISTING USERS](https://www.nexusglobal.com/software-support) [![l-domain-01](https://blog.nexusglobal.com/hs-fs/hubfs/Imported_Blog_Media/l-domain-01.png?width=50&height=40&name=l-domain-01.png) Leadership](https://www.nexusglobal.com/apmsolutions/leadership) [![sm-domain-01](https://blog.nexusglobal.com/hs-fs/hubfs/Imported_Blog_Media/sm-domain-01.png?width=50&height=40&name=sm-domain-01.png) Strategy Management](https://www.nexusglobal.com/apmsolutions/strategy-management) [![wm-domain-01](https://blog.nexusglobal.com/hs-fs/hubfs/Imported_Blog_Media/wm-domain-01.png?width=50&height=40&name=wm-domain-01.png) Work Management](https://www.nexusglobal.com/apmsolutions/work-management) [![dm-domain-01](https://blog.nexusglobal.com/hs-fs/hubfs/Imported_Blog_Media/dm-domain-01.png?width=50&height=40&name=dm-domain-01.png) Data Management](https://www.nexusglobal.com/apmsolutions/data-management) [![im-domain-01](https://blog.nexusglobal.com/hs-fs/hubfs/Imported_Blog_Media/im-domain-01.png?width=50&height=40&name=im-domain-01.png) Investigation Management](https://www.nexusglobal.com/apmsolutions/investigation-management) [Careers](https://www.nexusglobal.com/careers) [Schedule a Call](https://info.nexusglobal.com/consultation) 1 min read # Making the Financial Case for Projects [![Picture of Nexus Global](https://blog.nexusglobal.com/hubfs/nexus-global.jpg) Nexus Global](https://blog.nexusglobal.com/author/nexus-global-a) : Published February 1, 2017 Updated February 13, 2025 [ARTICLE](https://blog.nexusglobal.com/tag/article) [LEADERSHIP](https://blog.nexusglobal.com/tag/leadership) ![Making the Financial Case for Projects](https://blog.nexusglobal.com/hubfs/Featured%20Images/Articles/Article%20CTAs12.jpg) ##### Part 3 of 3 When formally and professionally presenting the proposal, managers need to include an executive summary of the overall spending, adding details, time frames, and milestones when possible. They also should include the financial spending report with solid, quantifiable analysis. It is important to always get confirmation of the numbers from an independent internal or external financial analyst. Whenever someone in my organization came to me with a proposal for capital spending, the first person I went to was our CFO to confirm the numbers. If managers can get someone to validate the numbers first, they’ve won half the battle. They also should include assumptions, as well as an appendix with more details of the project, other similar projects as reference, white papers, or their own analysis that validates the proposal. One proven tactic for success is to review previous proposals that received funding to find ideas on making the strongest case. Managers can select from among hundreds of readily available articles, white papers, and studies on capital project successes and failures, but three mistakes are consistently mentioned: failing to get accurate time and cost estimates, failing to establish measures, and evaluating and proposing large capital projects without sufficient detail. One problem rarely ruins a capital project. It usually takes a series of failed steps along the way. The best projects are on time and under budget while meeting everyone’s expectations. ##### Read Part 2 of 3 [Understanding Key Financial Management Terms](https://blog.nexusglobal.com/leadership/understanding-key-financial-management-terms) ##### Read Part 1 of 3 [Managers Need To Learn Language of Finance](https://blog.nexusglobal.com/leadership/managers-need-to-learn-language-of-finance)   - [Tweet](https://twitter.com/share) [![Lessons in Leadership: Putting People First](https://blog.nexusglobal.com/hubfs/Featured%20Images/Articles/Article%20CTAs20.jpg)](https://blog.nexusglobal.com/leadership/lessons-in-leadership-putting-people-first) #### [Lessons in Leadership: Putting People First](https://blog.nexusglobal.com/leadership/lessons-in-leadership-putting-people-first) [![Picture of Nexus Global](https://blog.nexusglobal.com/hs-fs/hubfs/nexus-global.jpg?width=30&name=nexus-global.jpg) Nexus Global](https://blog.nexusglobal.com/author/nexus-global-a) Discover key leadership lessons focused on valuing employees, continuous improvement, and structured work environments to boost productivity. [ARTICLE](https://blog.nexusglobal.com/tag/article) [LEADERSHIP](https://blog.nexusglobal.com/tag/leadership) [Read More](https://blog.nexusglobal.com/leadership/lessons-in-leadership-putting-people-first) [![Removing Bad Habits](https://blog.nexusglobal.com/hubfs/Featured%20Images/Articles/Article%20CTAs13.jpg)](https://blog.nexusglobal.com/workmgmt/removing-bad-habits) #### [Removing Bad Habits](https://blog.nexusglobal.com/workmgmt/removing-bad-habits) [![Picture of Nexus Global](https://blog.nexusglobal.com/hs-fs/hubfs/nexus-global.jpg?width=30&name=nexus-global.jpg) Nexus Global](https://blog.nexusglobal.com/author/nexus-global) Twelve bad habits preventing your maintenance and operation teams from sustaining a proactive maintenance culture. [ARTICLE](https://blog.nexusglobal.com/tag/article) [LEADERSHIP](https://blog.nexusglobal.com/tag/leadership) [Read More](https://blog.nexusglobal.com/workmgmt/removing-bad-habits) [![Understanding Key Financial Management Terms](https://blog.nexusglobal.com/hubfs/Featured%20Images/Articles/Article%20CTAs11.jpg)](https://blog.nexusglobal.com/leadership/understanding-key-financial-management-terms) #### [Understanding Key Financial Management Terms](https://blog.nexusglobal.com/leadership/understanding-key-financial-management-terms) [![Picture of Nexus Global](https://blog.nexusglobal.com/hs-fs/hubfs/nexus-global.jpg?width=30&name=nexus-global.jpg) Nexus Global](https://blog.nexusglobal.com/author/nexus-global-a) Explore essential financial management terms like ROI, IRR, and LCC to make informed project decisions and optimize long-term costs effectively. [ARTICLE](https://blog.nexusglobal.com/tag/article) [LEADERSHIP](https://blog.nexusglobal.com/tag/leadership) [Read More](https://blog.nexusglobal.com/leadership/understanding-key-financial-management-terms) Nexus Global Business Solutions, Inc. Nexus Global Business Solutions, Inc. Nexus Global is a global Asset Performance Management company headquartered in North Carolina, serving organizations worldwide with software, consulting, reliability engineering, training, and managed services. 4909 Unicon Dr Suite 119 Wake Forest, NC 27587 Resources Resources - [Blog](https://blog.nexusglobal.com) - [Solutions Finder](https://info.nexusglobal.com/solutions-finder) - [Contact Us](https://info.nexusglobal.com/contact-us) [![Nexus Logo PNG Black](https://blog.nexusglobal.com/hubfs/Nexus%20Logo%20PNG%20Black.png)](https://www.nexusglobal.com) - [Privacy Policy](https://www.nexusglobal.com/privacy-policy) - [Software Support](https://info.nexusglobal.com/software-support) © 2026 Nexus Global Business Solutions, Inc. [Facebook](https://www.facebook.com/nexusglobalinc/)[X](https://x.com/nexusglobalinc)[Linkedin](https://www.linkedin.com/company/nexus-global-business-solutions-inc-)[YouTube](https://www.youtube.com/@NexusglobalBusinessSolutions) Return to top ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Nexus Global", "url" : "https://blog.nexusglobal.com/author/nexus-global-a" }, "dateModified" : "2025-02-13T17:50:41.346Z", "datePublished" : "2017-02-01T15:57:00.000Z", "headline" : "Making the Financial Case for Projects", "image" : [ "https://blog.nexusglobal.com/hubfs/Featured%20Images/Articles/Article%20CTAs12.jpg" ], "mainEntityOfPage" : { "@id" : "https://blog.nexusglobal.com/leadership/making-the-financial-case-for-projects", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.nexusglobal.com/hubfs/nexus_logo%20-%20high%20res%20file-1.png" }, "name" : "Nexus Global Business Solutions, Inc" } } ``` ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : [ { "@type" : "Person", "name" : "Nexus Global", "url" : "https://blog.nexusglobal.com/author/nexus-global-a" } ], "dateModified" : "2025-02-13T17:50:41Z", "datePublished" : "2017-02-01T15:57:00Z", "description" : "Learn how to effectively present capital project proposals with detailed financial analysis, validated numbers, and proven strategies for success.", "headline" : "Making the Financial Case for Projects", "image" : [ "https://cdn2.hubspot.net/hubfs/2551661/Featured%20Images/Articles/Article%20CTAs12.jpg" ], "inLanguage" : "en", "keywords" : "ARTICLE, LEADERSHIP", "mainEntityOfPage" : { "@id" : "https://blog.nexusglobal.com/leadership/making-the-financial-case-for-projects", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "name" : "Nexus Global Business Solutions, Inc." } } ```