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 DateProjected End Date Insert estimated date 2

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

5 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

6 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.

7 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 8 Staff or Skill SetsExisting Staff (no back fill), Incremental Staff or Contractor Identify resource requirements for the project:

9 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 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

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