Table of Contents

Table of Contents ii

Introduction 1

Using this Template 1

Authority Signatures 2

Executive Summary 3

Phase 1: The Strategic Context 4

1 Business Needs and Desired Outcomes 4

1.1 Strategic Environment 4

4 1.1.1 Organizational Overview 4

4 1.1.2 Business Need 4

4 1.1.3 Drivers for Change 4

4 1.1.4 Business Outcomes 4

1.2 Strategic Fit 4

1.3 Detailed Description of the Business Need 4

4 1.3.1 Problem/Opportunity Statement 4

4 1.3.2 Prioritized Requirements (High Level) 5

4 1.3.3 Assumptions 5

4 1.3.4 Constraints 5

4 1.3.5 Dependencies 5

1.4 Scope 6

4 1.4.1 Boundaries 6

4 1.4.2 Stakeholder Analysis 6

Phase 2: Analysis and Recommendation 7

2 Preliminary Options Analysis 7

2.1 Evaluation Criteria 7

2.2 List the Possible Options 7

4 2.2.1 The Status Quo 7

4 2.2.2 Describing the Option 7

2.3 Screening of Options 7

2.4 Rationale for Discounted and Viable Options 8

4 2.4.1 Advantages and Disadvantages 8

2.5 Alignment 8

4 2.5.1 Strategic Alignment 8

4 2.5.2 Alignment with Desired Business Outcomes 8

2.6 Recommendation 8

Phase 3: Management and Capacity 9

3 Managing the Investment 9

3.1 Governance and Oversight 9

4 3.1.1 Project Management Strategy 9

4 3.1.2 Contracting and Procurement 9

4 3.1.3 Implementation Plan 9

4 3.1.4 Schedule and Approach 9

4 3.1.5 Project Review Strategy 9