capital-allocation
GitHub用于在有限预算下对竞争性项目进行资本分配。通过综合评估预期回报与战略契合度，按单位成本得分排序，优先保障强制支出，确定资助截止线，生成可辩护的投资组合计划及权衡理由。
Trigger Scenarios
Install
npx skills add mohitagw15856/pm-claude-skills --skill capital-allocation -g -y
SKILL.md
Frontmatter
{
"name": "capital-allocation",
"description": "Allocate a finite budget or headcount across competing initiatives by return and strategic fit. Use when asked to allocate budget, decide where to invest, build a funding\/portfolio plan, or make trade-offs across initiatives under a cap. Produces a capital-allocation plan — initiatives scored by expected return × strategic fit per dollar, a funded\/unfunded split against the cap, the cut line, and the reasoning."
}
Capital Allocation Skill
Allocating capital is the core executive job: a fixed pot, more good ideas than money, and the need to say no on the record. This skill scores initiatives by expected return and strategic fit per unit of cost, allocates against the cap (honouring must-funds), and makes the cut line explicit — so funding is a defensible portfolio choice, not the loudest voice in the room.
Required Inputs
Ask for these only if they aren't already provided:
- The cap — the total budget or headcount to allocate, and the period.
- The initiatives — each with its cost, expected return (revenue, savings, or a strategic value), and strategic fit.
- Constraints — anything that must be funded (compliance, keep-the-lights-on) or can't be partially funded.
- The objective — what you're optimising: near-term return, strategic positioning, or a balance.
Output Format
Capital Allocation: [pot], [period]
1. Objective & cap — what you're optimising and the total available.
2. Scored initiatives — a table; score = expected value × strategic fit, normalised per unit cost:
| Initiative | Cost | Expected return | Strategic fit (1–5) | Score / $ | Must-fund? |
|---|
3. The allocation — funded vs. unfunded against the cap, with budget utilisation. Must-funds first, then highest score/$ until the cap binds.
4. The cut line — the marginal initiative that just missed, and what it would take to fund it (the most useful number for the debate).
5. Rationale & trade-offs — why the portfolio is balanced this way, what's deliberately not funded, and the reversibility of each bet.
6. Re-evaluation triggers — what would change the allocation mid-period (a bet pays off early, a must-fund grows).
Programmatic Helper
scripts/capital_allocate.py (stdlib only) does the allocation deterministically — must-funds first, then
by score-per-cost until the cap binds — and reports the cut line:
# items.json: [{"name":"Mobile revamp","cost":300,"expected_return":900,"strategic_fit":5,"must_fund":false}, ...]
python3 scripts/capital_allocate.py items.json --budget 1000
python3 scripts/capital_allocate.py items.json --budget 1000 --json
Quality Checks
- Initiatives are scored on expected return AND strategic fit, not return alone
- Score is expressed per unit of cost, so cheap-good beats expensive-good fairly
- Must-funds are honoured before discretionary allocation
- The cut line is explicit — the marginal initiative and what it'd take to fund it
- What's deliberately not funded is stated, with the trade-off
Anti-Patterns
- Do not allocate by last year's split or by who argues hardest — score the portfolio
- Do not rank by absolute return — a $900 return on $300 beats $1000 on $900; use return per dollar
- Do not ignore strategic fit — the highest-ROI initiative can still be off-strategy
- Do not hide the cut line — the initiatives that just missed are the real decision, and the team deserves to see it
- Do not treat estimates as facts — expected returns are usually [hunch]/[external]; flag the confidence
Based On
Portfolio capital-allocation practice — expected-value × strategic-fit scoring per unit cost, against a hard constraint.
Version History
- a38bc30 Current 2026-07-05 11:30
