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    MODULE A • CAPITAL ALLOCATION

    FINANCIAL ENGINEERING.

    The Physics of Capital Allocation.

    Stop asking for budget. Start presenting investment theses. Learn to uncouple cost from headcount and transform IT from a cost center into a capacity engine.

    ROI: 3-4×

    IN 6 MONTHS

    SPEAK THE LANGUAGE OF THE CFO.

    Traditional IT creates a fixed floor cost regardless of demand. Your team pays the same whether utilization is 40% or 95%. This module teaches Consumption Economics.

    A
    CURRICULUM SPECIFICATIONS

    THE FINANCIAL PHYSICS PROTOCOL

    1

    Micro-Sprint 1

    The Physics of Money

    20 mins

    Every dollar in IT has a physics. Some dollars buy capacity. Others just maintain position. This sprint teaches you to see the difference and reclassify spending accordingly.

    The Run vs. Build Framework

    "Run" work maintains the current state. "Build" work creates new capacity. Most IT budgets are 80% Run, 20% Build. Elite teams invert this ratio.

    Key Takeaways:

    • Classify every dollar as "Run" or "Build"
    • Calculate your current Run/Build ratio
    • Identify "Run" costs that can be converted to "Build" capacity

    Complete all sections to mark this sprint done.

    2

    Micro-Sprint 2

    The TCO Trap

    25 mins

    Total Cost of Ownership is usually calculated wrong. Most TCO models count hardware and licenses but miss the hidden costs that actually destroy capacity: latency, context switching, and tribal knowledge.

    The Hidden Cost Multiplier

    For every $1 in visible infrastructure cost, there's typically $2-3 in hidden capacity destruction: time lost to context switching, delays from tribal knowledge dependencies, and opportunity cost of maintenance work.

    Key Takeaways:

    • Calculate true cost-per-transaction
    • Identify hidden capacity destruction costs
    • Build unit economics models for IT operations

    Complete all sections to mark this sprint done.

    3

    Micro-Sprint 3

    Defending the Ledger

    20 mins

    You will never win a budget battle by asking for money. You win by presenting an investment thesis. This sprint teaches the 5-line executive briefing format that commands attention.

    The Investment Thesis Format

    Line 1: The Problem (cost of inaction). Line 2: The Intervention. Line 3: The Investment. Line 4: The Return. Line 5: The Timeline. That's it. Everything else is noise.

    Key Takeaways:

    • Frame IT spend as capacity investment, not cost
    • Master the 5-line executive briefing format
    • Build ROI models that demonstrate 3-4× return

    Complete all sections to mark this sprint done.

    PROTOCOL OUTCOME

    Stop asking for money. Start presenting investment theses.

    DIAGNOSTIC TOOL

    GHOST FTE CALCULATOR

    Calculate the hidden capacity loss in your organization. Ghost FTEs represent the effective full-time employees lost to execution friction, context switching, and unplanned work.

    GHOST FTE CALCULATOR
    v1.0 DIAGNOSTIC
    50
    10500
    35%
    10%60%

    ITPI benchmark (850+ organizations): 35-45% of IT capacity is lost to toil, context switching, and unplanned work. Top 15% high performers maintain <5%.

    Ghost FTEs (Hidden Capacity Loss)

    17.5FTEs

    Annual Capital Destruction

    $2,100,000

    ($175,000/month)

    Recovery Potential

    $1,260,000

    ~60% recoverable

    Friction Risk Level

    high

    Significant capacity drain. Schedule stabilization review.

    GHOST FTE DETECTION PROTOCOL • MODULE A: FINANCIAL ENGINEERING

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    NEXT MODULE

    B: OPERATIONAL PHYSICS