Investment Request
Insert Name of Project
Executive Sponsor(s):
Insert name(s)
Project Owner:
Insert name
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
List high level success criteria
Key Success
Criteria
2
Background
Provide brief background on the
product opportunity/project leading up
to the Investment Request
3
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
4
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
5
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.
6
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
7
Project Team
Identify resource requirements for the project:
Staff or Skill Sets
8
Existing Staff(no back fill), Incremental
Staff or Contractor
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
9
Critical Risks
•If project is not approved
•If timelines are missed
•Dependencies on this or other projects
•Mitigations for each risk
10
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
11
Investment Request Financial Summary
Project Name
$ in thousands
Investment Request
12
Prior Yrs
Spend
Capital Development
Expense Development
Total Development Costs
$
Current
Year
Next Year
All Other
Yrs
Cost at
Completion
- $
- $
- $
- $
-
$
$
- $
- $
$
-
Revenue
Cost Savings
Cost Avoidance
$
$
$
- $
- $
- $
- $
- $
- $
- $
- $
- $
-
$
$
$
-
Operational Expense
Migration Costs
Amortization & Depreciation
$
- $
-
- $
-
- $
-
-
$
-
Total Direct Expense
$
- $
- $
- $
-
$
-
Gross Profit
$
- $
- $
- $
-
$
-