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I.T. Project Scope Sheet

~ Project Initiation and Requirements Capture ~

Key Elements Of This Document:

Strategic Alignment, Business Benefit, Process Impact, and I.T. Impact

PROJECT/REQUEST NAME

Requestor NameBusiness Sponsor(s)

I.T. Sponsor(s)

Business Stakeholder(s)

Desired Completion Date: DD/MM/YYYY

Document Version 0.10

Document Date DD/MM/YYYY

TERMS

jExecutive Summary

Strategic FitINTENT: Define the ONE that best describes the Simonton fit

Growth

Business Improvement

Organizational Excellence

IT Infrastructure

(Organizational Excellence close contender)

Benefit TargetsINTENT: Define the one (or more) that best summarizes the value of this initiative

Productivity

Cost (Reduction / Avoidance)

Quality

Process Optimization

Service Levels

Sales growth

Customer improvement

Other __________________________________

Locations ImpactedINTENT: Define the one (or more) that best summarizes the value of this initiative

Primary Goal(s) and ObjectivesINTENT: Define, IN BUSINESS TERMS, the core Goals / Objectives of the initiative

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jBusiness Definition

Key Project Dates / MilestonesINTENT: Define known milestones to be hit, or requested schedule dates to be planned against

Known Business ObstaclesINTENT: Define known issues or roadblocks to be resolved to ensure the success of this initiative

Business Risk AnalysisINTENT: Define Risk To Simonton in business, financial, competitive and/or strategic terms

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Business ReadinessINTENT: Is the business in position to support this in terms of Roles, Skills, Sponsorship and on-going

Metrics? If gaps exist, what are they?

Additional Explanatory / Background TextINTENT: Free-form block to provide additional clarity or credence to the request

jSuggested Solution/Action

Recommended Action PlanINTENT: Who needs to do what in order to achieve the started Goals/Objectives

AlternativesINTENT: What other options or alternatives were considered in addition to the one recommended?

Training ImplicationsINTENT: What are the training plans, requirements or implications if this initiative goes forward?

Process ImpactINTENT: Define the PROCESS IMPACT of the requested process or Systems changes

jBenefits / Value:

($) Major Project BenefitsINTENT: Document in detail the BUSINESS BENEFITS to be derived from this initiative

(Examples: Tangible/OCC benefits, WCE benefits, Project ROI, etc OVER WHAT TIME?)

(Also document benefits This Year, Next Year and On-going)

($) Measurements of SuccessINTENT: Define HOW the initiative will demonstrate/report achievement of projected benefits, including

WHO will be responsible for benefit achievement

jI.T. / Systems Feedback:

Systems, Apps or Licensing Components Impacted

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INTENT: Define all computer-based systems, applications or tools that are affected by this initiative

Primary/Key DeliverablesINTENT: Define the critical IT/systems Deliverables expected from this initiative

Opportunities for InnovationINTENT: State opportunities for innovation in systems, business processes or technology leverage

SPECS!INTENT: Define the DETAIL of WHAT needs to be accomplished and HOW that may occur

Effort / EstimationINTENT: Define the Effort (in days, weeks, etc) relative to the definition above

jGeneral Issues and Follow-Up Requirements

General Notes section and placeholder for issues, concerns, etcINTENT: If not specifically noted above, what else needs to be considered?

Other Documents to be consider and attached:y CER Capital Expenditure Requesty Project Plany Quotes

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j Stage Gate Approvals

Please secure signatures and publish a PDF version of the signed document at each

Gate to meeting attendees.

Signatures

Sponsors Signature : Envision Gate Date IT Sponsor Signature: Date

Sponsors Signature : Plan Gate Date IT Sponsor Signature: Date

Sponsors Signature : Build Gate Date IT Sponsor Signature: Date

Sponsors Signature : Test Gate Date IT Sponsor Signature: Date

Sponsors Signature : Post-Go-Live Review Date IT Sponsor Signature: Date