Project Request Form

This form allows a member to request the leadership team to approve resources for a project. The information needed for this form creates the business case and/or charter which are synonymous at BSF. Projects are for a fiscal year and they are generally approved in August. A mid-year review occurs in March which allows the Leadership Team to re-evaluate approved projects and potentially approve projects for the remainder of the fiscal year.

Project/Service Type*

If in doubt, select New Project Request.

Project Name*

Create a distinctive but short title for the project.

Division/Committee*

Select or enter value

Project Owner or Person Requesting Services*

Person responsible for the project or requesting PMO services

Problem Statement*

What is the problem? State the root problem if able or why this project is necessary?

Project Description*

Describe the project and how it will resolve the problem?

Project Objectives:*

Provide at least three of the sub-components, milestones or sub-deliverables of this project?

Define Success of the Project:*

What are the metrics you will use to measure the success of the project? How will you know the project is successful?

How is project aligned to BSF Strategy & Mission*

Draw a clear connection between the BSF mission, vision, strategy or Strategic Initiative to the need of this project.

Risk*

Identify known risks. What events could threaten this project?

Start Date*

When do you need to kick-off this project and start detailed planning with the project team?

Target Date*

This is the estimated delivery date of the project.

Approved Budget*

How much money has been approved for this project (add expense and capital budgets to make a total budget)?

Budget Line #*

If your entire budget is for this project, put "NA". Otherwise, put the major line number. You can get it from your Division Lead or TR.

Requires the gathering or storage of data*

Will this project require the gathering or storage of data during and/or after the project”?

Select or enter value

Project Stakeholders:*

Who are the groups that will be affected by the development and implementation of this project? Provide at least three.

Project Manager*

Large projects need an individual to maintain documents, create schedules and refine data. In smaller project, the Project Owner is also the Project Manager.

Project Team Members*

These individuals and Divisions are necessary to complete the project. What other capacities to you need outside of your division?

Option Levels*

Provide options for Leadership. For example, how would a gold, silver or bronze levels of this project differ. This helps leadership fit the project into organizational needs and improves changes of approval.

Project Justification*

This is the most important block of the request. Why should Leadership approve this project when there are so many other important projects? How will the benefit of this project exceed the required cost of time, money and resources?

File Attachments

Please attach any additional files related to the project that you think may be beneficial.

Drag and drop files here or

Send me a copy of my responses

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