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Ref
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Proposal Evaluation Sheet
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Yes
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No
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Don’t know
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Compliance
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1
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Does the proposal comply with your organisation’s project proposal process / framework / standards? If not it will not be considered!
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2
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Does it include all information and details which your organisation requires in an IT project proposal?
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3
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Can you confirm - there are no project proposal disqualifying errors?
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4
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Does the project support the strategic priorities for the organisation?
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Evaluation score
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5
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Does the project proposal score well against the evaluation criteria?
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6
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Is there an adequate business case for the project? and documented results available?
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7
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Is the business case based on the full cost of the system (say over 5 years)?
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8
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Does the project achieve a minimum NPV (net present value) at a specified discount rate? eg $50000 at 12% discount rate in 5 years
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9
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Does the project achieve a minimum ROI (return on investment)? eg 60% after 5 years
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10
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Does the project achieve a minimum IRR (internal rate of return)? eg 20%
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11
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Does the project achieve a payback within a certain period? eg payback in less than 4 years
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12
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Are there clear and compelling reasons why the executive board should approve your project?
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13
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Are the benefits (both tangible and intangible) accruing from the project realistic and clearly measurable?
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14
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Do the benefits provide real value to the organisation?
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15
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Is this a superior solution for the identified business needs, especially when compared with alternative solutions?
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16
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Is this a cost effective solution to resolve the business problem?
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17
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Are there advantage(s) for this project compared to other business projects (if you know of their details)?
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Project details
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18
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Is the project reasonable in terms of what is to be accomplished?
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19
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Is it intended for the solution to rely on commercial packaged software with minimal tailoring?
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20
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Is the proposed system implementation planned to be modular?
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21
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Has the proposed system / technical solution complexity been evaluated?
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22
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Will the proposed solution work?
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23
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Are the time scales acceptable and realistic?
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24
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Are the project costs accurate, realistic and acceptable?
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25
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Are the costs within budget (if a budget has been set or is being considered)?
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26
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Is there a demonstrable understanding of the business problem(s) to be resolved?
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27
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Is an acceptable business methodology being used for the project?
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28
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Does the proposal recognise the potential problems and issues to be overcome and clearly state ways to resolve them?
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29
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Has a project manager been appointed with the relevant qualifications, skills and experience?
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30
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Are there sufficient internal resources (staff) with the experience and skills already available for the project?
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31
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Are the project tasks, responsibilities clearly defined and understood?
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32
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Are there clear plans for obtaining more staff for the project – should they be needed?
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33
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Does the proposal state how project and deliverable quality will be achieved and how quality will be measured?
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34
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Are the project explanations and assumptions realistic / acceptable?
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35
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Is the proposed project acceptable to the individual executive board members?
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Project risks
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36
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Are all the key project risks identified and their management / mitigation detailed?
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37
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Are the project risks acceptable?
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38
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Can you confirm that this project is not linked or dependent on another project?
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39
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Have the project manager and sponsor managed a project of this complexity and size before?
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40
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Are both the project sponsor and project manager able to make decisions and take action to deal with any problems?
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41
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Is there a documented escalation path?
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42
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Is there formal project monitoring and reporting of progress?
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Review
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43
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Have you checked for anything missing from the proposal?
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44
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Have you resolved any inaccuracies or inconsistencies within the proposal?
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45
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Have you checked for anything which should not be there? eg duplicated, inappropriate, or redundant details, which should be removed to improve the proposal
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46
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Have all the benefits been fully identified and estimated?
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47
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Have you checked for any obvious errors such as incorrect spellings, data not adding up and incorrect calculations?
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48
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Has the project proposal been reviewed by people not involved in preparing it?
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49
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Was any guidance or criteria provided to the reviewers?
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50
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Has the project proposal been reviewed and accepted by the stakeholders / users?
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51
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Are the stakeholders / users in support of the project?
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52
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Has the project proposal been formally evaluated and approved by the project sponsor?
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Proposal presentation / editing
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53
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Is the proposal document is easy to read, understand, navigate?
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54
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Does it have useful graphics / illustrations and look professional?
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55
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Is the written style consistent throughout the proposal? especially if more than one author has contributed
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