Investment Request Insert Name of Project
Executive Sponsor(s):
Insert name(s)
Project Owner:
Insert name
Project Overview
Objective Identify business objective (see next slide)Indicate if request for seed money/funding is for the development of a new product/capability, a product enhancement or an infrastructure/other project.
Indicate if this is an existing project (i.e. update to a previous investment request or follows a seed money request)
High Level Scope
Outline major activities and/or deliverables
Key Success Criteria
List high level success criteria
Project Start Date Projected End Date
Insert estimated date Insert estimated date
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Background
Provide brief background on the product opportunity/project leading up to the Investment Request
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Project Description
Indicate which business objectives (below) the investment addresses and explain specifically how this request impacts the objectives:
Client/Contractual obligationCost Savings/Improve ProfitabilityStrategic Initiative/Executive MandateProtect/improve market share/competitive advantageEntering a new market/Market DriversAdvances standardization/accelerates retirement of aging infrastructureCore capability/infrastructure build/enhancementAddresses needs aligned with corporate mission Advances capabilities toward next generation products Other
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Project DescriptionBusiness Case Summary
For new product/capability development or product enhancement summarize
•The opportunity
•The proposed product/capability/product enhancement
•The business model, target customer and distribution channel
•Market size and competition
•Marketing strategy and approach
•Answer the question: “What would have to be true for this product to win and justify the investment?”
use as many slides as needed
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Project Description
For infrastructure/other requests, the description should
•Identify the goals of the project and related challenges
•Describe impacts to existing products/contracts, services, systems, organizations, etc.
•Explain the benefits expected as a result of the project. Outline the business conditions that exist prior to, and are expected after implementation to convey its benefits.
For software requests, also include the functions or capabilities of the application.
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Project Description – Cont’d
For all projects, provide
•the tasks and work covered by the project,
•dependencies and linkages to other projects
•any work or other project that will be discontinued as a result of this project
Project Team
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Staff or Skill Sets Existing Staff(no back fill), Incremental Staff or Contractor
Identify resource requirements for the project:
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High Level Schedule and/or Milestones
Provide a high level timeline of the major milestones including
•projected start date
•deliverable dates
•estimated completion date
•retirement dates of replaced legacy systems, if applicable
Critical Risks
•If project is not approved
•If timelines are missed
•Dependencies on this or other projects
•Mitigations for each risk
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Financials
For new product/capability development or product enhancement summarize revenue assumptions—for example
•Volumes and growth by market
•Pricing strategy
•Ancillary services, if any
For all requests, insert financials from Financial Template –see next slide
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Investment RequestPrior Yrs Spend
Current Year
Next YearAll Other
YrsCost at
Completion
Capital Development -$ -$ -$ -$ -$ Expense Development - - - - - Total Development Costs -$ -$ -$ -$ -$
Revenue -$ -$ -$ -$ -$ Cost Savings -$ -$ -$ -$ -$ Cost Avoidance -$ -$ -$ -$ -$
Operational Expense -$ -$ -$ -$ -$ Migration Costs - - - - - Amortization & Depreciation - - - - -
Total Direct Expense -$ -$ -$ -$ -$
Gross Profit -$ -$ -$ -$ -$
Investment Request Financial SummaryProject Name$ in thousands