Investment Request Insert Name of Project

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Investment Request Insert Name of Project

• Executive Sponsor(s)
• Insert name(s)
• Project Owner
• Insert name

2
Project Overview
Project Start Date Projected End Date
Insert estimated date Insert estimated date
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
3
Background

• Provide brief background on the product
  opportunity/project leading up to the Investment
  Request

4
Project Description

• Indicate which business objectives (below) the
  investment addresses and explain specifically how
  this request impacts the objectives
• Client/Contractual obligation
• Cost Savings/Improve Profitability
• Strategic Initiative/Executive Mandate
• Protect/improve market share/competitive
  advantage
• Entering a new market/Market Drivers
• Advances standardization/accelerates retirement
  of aging infrastructure
• Core capability/infrastructure build/enhancement
• Addresses needs aligned with corporate mission
• Advances capabilities toward next generation
  products
• Other

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Project Description Business 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 Contd

• 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

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Project Team
Identify resource requirements for the project
Staff or Skill Sets Existing Staff(no back fill), Incremental Staff or Contractor









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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

10
Critical Risks

• If project is not approved
• If timelines are missed
• Dependencies on this or other projects
• Mitigations for each risk

11
Financials

• For new product/capability development or product
  enhancement summarize revenue assumptionsfor
  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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