Project Proposal Idea Analysis Template

This template pairs with the Project Proposal Idea Template and the Project Proposal Idea
Tracking Template and provides a framework for the analysis of ideas by the assigned PMO (or
similar) resource to determine whether the submitted idea is worth submitting to a full business
case process.

The intention of this template is to facilitate an effective and efficient preliminary review of an
idea to ensure that only ideas that offer the best chances of success are submitted to the more
expensive and time consuming business case process.

Guidelines:

 ID: The ID from the Project Proposal Idea Template that is used to uniquely identify each
submission.
 Assigned to: The person responsible for undertaking the analysis. This should be a
resource from the PMO or similar office that oversees the portfolio management/project
submission processes and is in addition to the resources from the business teams that
are assigned to any analysis. This person should complete this template.
 Link to idea template: A link to the location where the underlying completed project
idea template for this idea is stored. This avoids the need to duplicate any of the
contents from that document and ensures that the information is readily available when
reviewing this analysis.
 Is the proposal accurate and complete? This free-format section allows for any
corrections or additions to the original idea submission. This section should be expected
to contain at least some content because ideas will have been submitted by someone
who may not have the same level of understanding of the organizational needs as the
person conducting this analysis. This section should include any information that adds to
the understanding of the proposal.
 Is satisfactory ROI possible? This is a simple Yes or No selection for whether the
project as defined can deliver a satisfactory return on investment (ROI). This is more
than simply whether the project can deliver benefits; those benefits have to be sufficient
to justify the investment of money, time and risk that the project will require.
 Is project aligned with goals? It’s not sufficient to generate a return on investment; to
be considered a project it must be aligned with the organization’s overall objectives.
Projects that do not align with the current corporate priorities should be deferred and
reconsidered in the next business cycle if the benefits then align with the corporate
priorities.
 Related project proposal IDs: Business casing should not only be restricted to projects
that have the best chance of succeeding, it should also be used as an opportunity to
 consolidate similar and/or related ideas. This field should contain all of the IDs for similar
proposals that can be consolidated into a single consolidated proposal/business case.
See also the “Recommendation” field below.
 What are the largest issues: This initial analysis is going to be fairly high level, but it
should be able to identify any major outstanding questions/issues/challenges that need
to be addressed by the more formal project business casing/proposal development. As
part of the business case review, there should be confirmation that all items identified
here have been addressed.
 Recommendation: The person completing this analysis should recommend that the
idea either proceed to business casing (“Continue”); that it be deferred to another
business planning cycle when it may align better with the organization’s needs, capacity
and capabilities (“Defer”); or that it should be stopped at this point (“Reject”). If there are
multiple ideas being consolidated, then the lead/main idea should “Continue” and the
other IDs should be flagged as “Combine”.
 Date: The date that the template was completed and the recommendation was made.

ID Assigned to
Link to idea template
Is the proposal accurate and complete? If not, please detail corrections/additions below

Is a satisfactory ROI Choose an item. Is project aligned with Choose an item.

possible? goals?
Related project proposal
IDs
What are the largest issues requiring addressing during business casing?

Recommendation Choose an item. Date