1. How to Request a Project A template from TransparentChoice

2. Introduction Okay, so we know project prioritization is important. You’ve put fancy new software in place and you’re ready to open it up for people across the company to request new projects online. As with all good roll-outs, a good place to start is with some basic education, and this template will help you get going! Obviously, you should change the content and screenshots to suit your implementation Confidential

3. Setting the scene Use this section to set the stage, to explain why this new process is being implemented and “what’s in it for them” Confidential

4. Why change our prioritization process? Ready, aim fire… in that order Better alignment business goals More efficient resource allocation Greater transparency Quicker turn-around Reduce waste Confidential

5. Our specific goals Reduce time taken to respond to project request to… Provide transparent criteria by which projects are assessed Reduce [failed projects / obsolete projects] by ____% Deliver _____ extra value to the organization Confidential

6. The New Process Use this section to get people oriented in the new process and highlight where their input is required. Obviously, you should change these graphics to reflect your own prioritization process. Confidential

7. Prioritization Process Confidential Executive Priority Setting TransparentChoice Decision Model Request project Review – validate project Check for “quick pass” Executive review Publish

8. Request project Departments nominate people who are authorized to request projects These people will receive a link to the project request portal Fill in the form online Confidential

9. Review – validate project Validate that all required data is present Validate input is reasonable and realistic Deliver feedback to requestor within ____ days Confidential

10. Check for “quick pass” Check to see if the project is required for regulatory compliance These mandatory projects will be approved, but will be reviewed to ensure they are delivered in the most efficient way These projects do not need to go through the formal prioritization process Confidential

11. Executive Review Review benefit / cost ratio for all projects and propose most efficient to executives Executives review and agree final portfolio You will be notified by ________

12. What you need to do… This is setting the scene for what your project-proposers need to do to request a project Confidential

13. QUICK NOTE Obviously, you need to put your screenshots in this section – it’s a click-by-click preview A great tool for this is GreenshotGreenshot A live demo would help, but screenshot are something they can look at later Confidential

14. How to request a project 1.Review executive priorities to help you align your projects with overall business goals 2.Follow the link in the e-mail that will be sent to you 3.Fill in the form 4.You will normally get a call to discuss you project within __________ days Confidential

15. The form Confidential

16. The form Confidential

17. Thanks for your time! Ready, aim fire… in that order Better alignment business goals More efficient resource allocation Greater transparency Quicker turn-around Reduce waste Confidential