PM Lite Business Case Template 2.1



Business Case[Project Name][Requesting Department]Version: 1.0Revision Date: MM/DD/YYYY (If used for DIR internal project, email the document to ppmo@dir. once completed. The PPMO will notify the requester of the Business Case’s status upon review.)Approver NameTitleSignatureDate Project Sponsor*Business Owner (Cost Center)Ed PuckettPPMO DirectorProject Manager*By authorizing this Business Case the Project Sponsor and Business Owner (Cost Center) agree to all terms within this document.Revision HistoryIdentify document changes.VersionDateNameDescriptionSection 1. Project ClassificationIMPORTANT: Does the project satisfy the criteria for submission via the Texas Project Delivery Framework? (See the Project Classification Method at dir.) Check one:? YES, the project meets the criteria for a major information resources project, the requester must submit the Texas Project Delivery Framework Business Case (Document 10BC-T2-x) as per Texas Government Code Chapter 2054. For more information about the Texas Project Delivery Framework, contact projectdelivery@dir.. Stop: The Texas Project Delivery Framework must be used. ? NO the project does not meet the criteria listed, continue with the submission of this PM Lite 2.1 Business Case template.Section 2. Project Overview2.1IssueDescribe the business issue that the user presented that this project would solve.[INPUT HERE]2.2Business Goals and ObjectivesDescribe the business goals and objectives of the project and any anticipated outcomes. Ensure the goals and objectives support the agency’s and/or division’s business needs. Business Case Ref IDRequestor/RoleBusiness Goal/ObjectiveDescription[PRJ001, PMO001*][“So I can…”][“I want/need…”]*Cross-Functional Requirements - In addition to the project specific goals and objectives identified, University of Houston-Clear Lake requires that business solutions uphold the integrity of the university by complying with communications, information security, legal, and technology standards.2.3RecommendationDescribe the project that is recommended to achieve the anticipated business outcomes. Include a high-level description of the business scope. [INPUT HERE]? Buy (long-term)? Build? ReuseJustificationJustify why the recommended project should be implemented [per Stakeholder and product research]. Include the impact of not implementing the project. [INPUT HERE]2.5 Project Manager InvolvementPlease choose one of the Project Manager roles listed below in accordance with your organization’s policies. ? Lead Project Manager? Oversight Project Manager? Consultant Project Manager? Other 2.6Projected Project Budget and Funding SourceGive an estimated project budget. If unavailable at this time put ‘Not Available’. Define the funding source. Project budget represents amount of funds allocated to the project to complete the project objectives and cover project costs.Estimated AmountFunding SourceSection 3. Project Evaluation3.1 Strategic AlignmentCheck all boxes that apply:CategoryCriterionDescriptionSelect Check Box if YesStrategic AlignmentState Strategic GoalProject meets a State Strategic Goal as designated in the State Strategic Plan. If yes, complete Section 3.2 below.?Strategic AlignmentAgency Strategic GoalProject meets an agency or division goal. If yes, complete Section 3.3 below.?Statutory FulfillmentLegislative MandateState/federal requirements; new legislation. If yes, complete Section 3.4 below. ?Risk RemediationSecurityRemediate security risk/issue.?Risk RemediationAuditRemediate audit findings (e.g., Sunset Report, State Auditor’s Office report).?3.2 State of Texas Strategic GoalsCite the specific state goals and objectives that are related to the project. GoalsFocus AreaDescriptionRelationship to ProjectReliable & Secure ServicesSecuritySecuring and protecting government and citizen informationContinuity of OperationsPrepare to restore critical government operations in the face of disaster or the disruption of servicesConnectivityAbility to interconnect platforms and systemsMature IT Resources ManagementIT FundingAllocating resources to support information technology, improve services, and foster innovationIT Planning & GovernanceCollaborating to ensure IT operations support business goals and aligns with organizational prioritiesIT WorkforceRecruiting and retaining a fully trained and qualified technology workforceCost-Effective & Collaborative SolutionsLegacy ModernizationAddressing outdated technology, computer systems, or applicationsCloud ServicesStoring, managing, and accessing data over a public or private networkShared ServicesExpanding an IT service within and among organizations according to similar needData UtilityData Management & GovernanceStrategies that put organizations in control of their business dataOpen DataProviding public access to data Data AnalyticsUsing data to inform planning and decision-makingMobile & Digital ServicesMobile ApplicationsMobile technology to meet customer needs anywhereDigital ServicesMoving from traditional, paper-based processes to electronic or online formats to improve servicesInternet of ThingsNetwork-connected objects that can send and receive dataTotal Percent Alignment*Cross-Functional Requirements - In addition to the project specific goals and objectives identified, University of Houston-Clear Lake requires that business solutions uphold the integrity of the university by complying with communications, information security, legal, and technology standards.3.3 Agency/Organization Strategic AlignmentCite the specific goals and objectives of the agency or organization that are related to the project.GoalsStrategyRelationship to ProjectAcademic ExcellenceRecruit, develop, and retain high quality faculty and staff to enhance academic and research excellence and to accommodate enrollment growth.Ensure compensation for faculty and staff is competitive relative to peer institutions.Achieve and maintain nationally accredited programs and other forms of national recognition.Increase the number of academic programs with international connections and perspectives.Support increased levels of applied and basic research as well as creative activities.Student-centered EnvironmentAchieve downward expansion.Develop new academic programs and enhance existing programs to meet community and student needs.Develop and deliver quality online and off-campus programs.Increase student financial support, including scholarships.Provide academic and support services to increase student enrollment and retention.Develop the critical thinking, creative, quantitative, leadership and communication skills of our students.Enhance and support student life including student government and organizations, recreation, housing, community service, leadership development, research and other activities.Campus EnhancementAcquire and maintain an appropriate infrastructure, including property, facilities, and technology.Ensure the physical safety and security of the campus.Promote a collaborative university shared governance system which includes faculty, staff, students and administrators.Support ethnic and gender diversity within the faculty, staff and student body.Exercise prudent stewardship of human, financial, physical and environmental resources.Mutually Beneficial PartnershipsDevelop and enhance partnerships with educational institutions, including school districts, community colleges and universities.Develop and enhance collaborative education, research and training partnerships with businesses, governmental agencies and non-profit organizations.Engage the university's alumni through professional development, social and university service opportunities.Engage the community through life-long learning programs, the cultural arts and other activities.Increase resources from the broader community in support of the university's mission.*Cross-Functional Requirements - In addition to the project specific goals and objectives identified, University of Houston-Clear Lake requires that business solutions uphold the integrity of the university by complying with communications, information security, legal, and technology standards.3.4Statutory FulfillmentDescribe the mandate(s) related to the project and cite reference(s) for federal and state statutes, rules, and regulatory requirements.Mandate Related to ProjectStatutory Citation3.5Division PriorityChoose one based on the priority level of this project to your division or area.? High? Medium? Low3.6Project PrioritiesRank the below project priorities by importance, from 1= Most Important to 3= Least Important. These priorities will be revisited in Section 2.8 of the Project Charter. All priorities must be uniquely ranked.__ Cost__ Schedule__ ScopeSection 4. Additional Information4.1 AssumptionsList and describe any assumptions relevant to the project [as stated by the stakeholder]. [INPUT HERE]4.2 Limitations/ConstraintsList and describe any limiting factors or constraints relevant to the project. [INPUT HERE]Section 5. ROI - Return on InvestmentReturn on Investment (ROI) is a performance measure used to evaluate the efficiency of an investment. It is also advisable to update the Project Register with this information.5.1Describe CostsUse this section to describe the project costs. (e.g. Hardware, software, FTE’s, telecommunications, etc.)ItemCategoryCost5.2 Describe BenefitsUse this section to give a description of the cost savings expected as an outcome of this project. (E.g. Cost Savings, Efficiency Gains, etc.)ItemTypeBenefit5.3 ROIGive the expected Return on Investment, if able.5.4 Method Explain the method used to calculate the above amount for an expected ROI. See PM Lite 2.0 Glossary for optional ROI methods.ROI = [(Financial value – Project cost) / Project cost] x 100 ................
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