Concept Proposal Template

The Concept Proposal is the first document to be created in the Software Development Life Cycle. It identifies the need or opportunity to improve a business function by highlighting where strategic goals are not being met or performance can be improved.

The Concept Proposal should demonstrate that this is a worthwhile investment and identify potential impacts on systems, staff, and operations. This document forms part of the Initiation Phase.

Use this template to:

  • Persuade stakeholders to invest in the proposed solution
  • Highlight where strategic goals can be realized
  • Justify why this proposal should be endorsed
  • Explain the rationale behind the nominated products/services
  • Show how the proposal aligns with the Strategic Plan

Concept Proposal Template

Here’s are seven steps to help you build your Concept Proposal.

1. Context – Discuss the business drivers that triggered this document.

2. Investment – Identify the type, timing and source of investment required for this proposal.

3. Impact – Describe the potential impact the proposed solution may have on a technical, operations, and human resource level.

4. Needs – Highlight the appetite that exists for the proposed solution. Identify who requested the solution and what they have to gain from its implementation.

5. Performance – Identify specific areas where performance does not meet expectations.

6. Resources – Identify the sum total number of resources needed for the project, broken out by phase.

7. Strategy – Describe strategic and operational benefits. Show how benefits are linked to key objectives.

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Sample Screenshots biz

Concept Proposal

Chapter 1, Introduction

Concept Template

Chapter 2, Strategic Alignment

Concept Proposal Template

Chapter 3, Investment and Costs

Concept Proposal Template

Chapter 4, Resource Requirements

Concept Proposal Template

Chapter 5, Impact and Outcomes

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Action Plan Template

Performance Indicators

Action Plan Template

Responsibility Matrix

Table of Contents

1 Introduction
1.1 Objectives
1.2 Justification
1.3 Benefits

2 Strategic Alignment
2.2 Current Setup
2.3 Performance Measures

3 Investment and Costs
3.1 Description of Investment
3.2 Investment Support
3.3 Cost Estimates

4 Resource Requirements
4.1 Resource Identification
4.2 Resource Loading Chart

5 Impact & Outcomes
5.1 Impacts
5.2 Outcomes

What’s included in the template pack

The templates are in Microsoft Word and Excel and can be downloaded online for only $4.99.

The template pack includes the following documents:

Concept Proposal 10 pages Download Word template
Performance Indicators  1 x worksheet Download Excel template
Responsibility Matrix  1 x worksheet Download Excel template

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