Page 165 - Global Project Management Handbook
P. 165

PROGRAM MANAGEMENT AND PROJECT PORTFOLIO MANAGEMENT  7-15

                               INVESTMENT PROPOSAL
                Name of the investment:
                Type of  investment:
                    Services             Organization
                    Marketing            Personnel
                    Infrastructure       Environment  relationships
                Problem formulation, reasons for the investment:

                Investment objectives:


                Description of the investment objects:

                First payments for the investment:


                Contribution for realizing financial objectives:
                 • Net present value:
                 • ROI:
                 • Benefit-cost ratio:
                 • Amortization period:
                 • Risks:
                Contribution for realizing customers’ objectives:
                Contribution for realizing environment-related objectives:
                Contribution for realizing innovation objectives:

                Contribution for realizing business process and resource
                objectives:
                Organization form for initializing the investment:
                  Small project  Project  Program       Permanent
                                                        organization
                Appendices:
                 • Business case analysis or cost-benefit analysis
                 • Project proposal



                Promoter of the investment   Investment proposal team
                 Version:    Date:       Name:    Page 1 of 1
                FIGURE 7.10  Investment proposal form.
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