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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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
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
Business Case Summary
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.
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
Identify resource requirements for the project:
projected start date
estimated completion date
retirement dates of replaced legacy systems, if applicable
High Level Schedule and/or Milestones