Download - Initiative Proposal Worksheet
Harvard ManageMentor - FINANCE ESSENTIALS TOOLS
Initiative Proposal Worksheet
Use this form to develop a proposal for an investment or other initiative.
Initiative Name: Date:Proposed By: Status:
Description of Initiative
Rationale for Initiative
Initiative EconomicsComponent Amount Description
One-time investment
Annual costs
Annual revenuesAnnual savingsReturn on investmentPayback periodOther
Non-Monetary Costs Non-Monetary BenefitsComponent Component
Risk FactorsFactor How Managed
Initiative Schedule
Target start date: Target completion date:
Timing rationale:
Deliverable Deliverable
Approved: Date:
© 2004 Harvard Business School Publishing. All rights reserved. by Village Software, Inc.
Key Dates or Milestones
Key Dates or Milestones
Harvard ManageMentor - FINANCE ESSENTIALS TOOLS
Initiative Proposal: Addendum
Use this form to present alternatives considered.
Initiative Name: Date:Proposed By: Status:
Alternative 1 Description
Pros Cons
Benefits Costs
Summary Analysis
Alternative 2 Description
Pros Cons
Benefits Costs
Summary Analysis
sample1
Page 4
Market the Tillway's Authentic Southern Barbecue Franchise to the expanding Northeast Market through advertising, mailings, andtelemarketing.
The demand for authentic southern style barbecue food is expanding rapidly in the Northeast. Tillway must take advantage of thisopportunity to jump ahead of possible competitor's such as Fred Willow's Yummy Tummy Barbecue Emporium.
Local Ad CampaignTelemarketing
sample1
Page 6
1 34934Franchise Expansion In-Process
Market the Tillway's Authentic Southern Barbecue Franchise to the expanding Northeast Market through advertising, mailings, and
The demand for authentic southern style barbecue food is expanding rapidly in the Northeast. Tillway must take advantage of thisopportunity to jump ahead of possible competitor's such as Fred Willow's Yummy Tummy Barbecue Emporium.
50000 Newspaper & Radio Ads blanketing the Northeast with the Tillway name.10000 Telemarketing campaign to prospective Franchise buyers.
sample1
Page 8
Market the Tillway's Authentic Southern Barbecue Franchise to the expanding Northeast Market through advertising, mailings, and
The demand for authentic southern style barbecue food is expanding rapidly in the Northeast. Tillway must take advantage of this
sample2
Page 11
Ads placed/Radio spots contracted34972 All mailings completed34987 Telemarketing campaign complete