Purpose

This template helps organizations evaluate and justify technology investments through structured financial, operational, and strategic analysis.

Executive Summary

Proposed Investment

Business Sponsor

Investment Value

Expected Benefits

Strategic Alignment

Business Problem

Current Challenges

  • Challenge 1
  • Challenge 2
  • Challenge 3

Impact of Current State

  • Operational Impact
  • Financial Impact
  • Customer Impact
  • Risk Impact

Proposed Solution

Technology Overview

Scope

Implementation Timeline

Financial Analysis

Risk Assessment

Recommendation

☐ Approve

☐ Conditional Approval

☐ Reject

Conclusion

Technology investments should demonstrate measurable business value, strategic alignment, and acceptable risk levels before approval.