How to Request a Project

A template from TransparentChoice

Introduction

Okay, so we know project prioritization is important. You’ve put fancy new software in place and you’re ready to open it up for people across the company to request new projects online.

As with all good roll-outs, a good place to start is with some basic education, and this template will help you get going!

Obviously, you should change the content and screenshots to suit your implementation

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Setting the scene

Use this section to set the stage, to explain why this new process is being

implemented and “what’s in it for them”

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Why change our prioritization process?

• Ready, aim fire… in that order

• Better alignment business goals

• More efficient resource allocation

• Greater transparency• Quicker turn-around• Reduce waste

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Our specific goals

• Reduce time taken to respond to project request to…

• Provide transparent criteria by which projects are assessed

• Reduce [failed projects / obsolete projects] by ____%

• Deliver _____ extra value to the organization

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The New Process

Use this section to get people oriented in the new process and highlight where their input is required.

Obviously, you should change these graphics to reflect your own prioritization process.

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Prioritization Process

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Executive Priority Setting

TransparentChoice Decision Model

Request project

Review – validate project

Check for “quick pass”

Executive review Publish

Request project

• Departments nominate people who are authorized to request projects

• These people will receive a link to the project request portal

• Fill in the form online

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Review – validate project

• Validate that all required data is present• Validate input is reasonable and realistic• Deliver feedback to requestor within ____

days

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Check for “quick pass”

• Check to see if the project is required for regulatory compliance

• These mandatory projects will be approved, but will be reviewed to ensure they are delivered in the most efficient way

• These projects do not need to go through the formal prioritization process

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Executive Review

• Review benefit / cost ratio for all projects and propose most efficient to executives

• Executives review and agree final portfolio

• You will be notified by ________

What you need to do…

This is setting the scene for what your project-proposers need to do to

request a project

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QUICK NOTE

• Obviously, you need to put your screenshots in this section – it’s a click-by-click preview

• A great tool for this is Greenshot• A live demo would help, but screenshot are

something they can look at later

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How to request a project

1. Review executive priorities to help you align your projects with overall business goals

2. Follow the link in the e-mail that will be sent to you

3. Fill in the form4. You will normally get a call to discuss you

project within __________ days

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The form

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The form

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Thanks for your time!

• Ready, aim fire… in that order

• Better alignment business goals

• More efficient resource allocation

• Greater transparency• Quicker turn-around• Reduce waste

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