Investment checklist



This checklist will help you carefully weigh investment decisions.


This pragmatically designed checklist helps to classify and assess ideas for investment projects. This checklist is used to point out criteria that are relevant for the evaluation of investments. In this respect, the checklist is useful for preparing an investment calculation.

You will receive the checklist as an open MS Word document so that you can adapt it to your CI and operational circumstances.


  • You will receive a field-tested checklist for the initial assessment of ideas for investment projects.
  • With the help of this checklist you can gather and prepare all important information for an investment calculation.
  • Use the checklist to sensitize your employees to relevant criteria for investment decisions
  • By implementing this checklist in the company, you will have a standard for the investment process.
  • You can adapt the open MS Word file to the conditions in your company.


Digital download

After ordering, you will receive a download link to the checklist, which you can execute immediately. You can download the checklist as many times as you like.

Please note that this checklist, to which you purchase access, is for your personal use only. It is prohibited to resell the slides in any form and in any digital or physical manner, or to publish them in any physical or online publication without my permission. I am the only copyright owner of this file.

Link to download: MS Word

Additional information

Language version

English, German

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