Investment request insert name of project
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Investment Request Insert Name of Project PowerPoint PPT Presentation


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Investment Request Insert Name of Project. Executive Sponsor(s): Insert name(s) Project Owner: Insert name. Project Overview. Provide brief background on the product opportunity/project leading up to the Investment Request. Background.

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Investment Request Insert Name of Project

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Investment request insert name of project

Investment Request Insert Name of Project

Executive Sponsor(s):

Insert name(s)

Project Owner:

Insert name


Project overview

Project Overview


Investment request insert name of project

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

Background


Investment request insert name of project

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

Project Description


Investment request insert name of project

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

Project Description

Business Case Summary


Investment request insert name of project

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.

Project Description


Investment request insert name of project

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 Description – Cont’d


Project team

Project Team

Identify resource requirements for the project:


Investment request insert name of project

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

High Level Schedule and/or Milestones


Critical risks

If project is not approved

If timelines are missed

Dependencies on this or other projects

Mitigations for each risk

Critical Risks


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

Financials


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