Project Review Submission Form

Business Investment Project Review Submission Form

🟩 SECTION A: Project Overview

1. Project Title: Give the proposed investment a clear, descriptive title.

 2. Project Sponsor / Proposing Team: Name(s): Department / Business Unit: Contact Info (email/phone): 

3. Type of Investment: ☐ New Business Venture ☐ Expansion of Existing Business ☐ Capital Equipment Purchase ☐ Property/Real Estate Investment ☐ Research & Development ☐ Other (please specify): ___________________ 

4. Estimated Total Investment Required: State the budget or capital requested (with currency).

 5. Proposed Timeline: Start Date: Completion Date: 

🟦 SECTION B: Strategic Fit

 6. Business Case Summary (Max 200 words): What is the core idea and goal of this investment?

 7. Strategic Alignment: How does this project support the company’s mission, vision, or growth strategy?

 8. Target Market or Customer Segment: Who is the product/service for? Include relevant market data if available. 

9. Competitive Advantage: What makes this investment/project unique or potentially profitable?

 🟧 SECTION C: Financials & ROI 

10. Funding Source (if known): ☐ Internal Funds ☐ External Investors ☐ Loans / Debt Financing ☐ Mixed Sources ☐ Not yet determined 11. 

Projected Revenue (3–5 years): Provide estimates or attach financial projections. 

12. Expected ROI / Payback Period: Include key financial metrics: IRR, NPV, breakeven timeline, etc. 

13. Risk Assessment: ☐ Low ☐ Medium ☐ High Briefly describe major risks and mitigation strategies. 

🟨 SECTION D: Operational Requirements

 14. Key Resources Needed: ☐ Staff ☐ Technology ☐ Equipment ☐ Licenses/Permits ☐ Strategic Partnerships ☐ Other: ___________________ 

15. Dependencies or Prerequisites: Any approvals, partnerships, or regulations required before starting?

 16. Success Indicators: What will be used to measure whether this investment is successful (KPIs)?

 🟪 SECTION E: Attachments Please include (if available): Business Plan or Proposal Document Financial Projections Spreadsheet Market Research or Feasibility Study Risk Matrix Legal or Compliance Documents 

🟥 SECTION F: Declaration I/we certify that the information provided is accurate and that this proposal is submitted for internal review and approval. Submitted by: _______________________ Role/Title: _______________________ Date: ___________________ 

🔄 Optional: Review Tracking Review Status (internal use only): ☐ Received ☐ Under Review ☐ Additional Info Required ☐ Approved ☐ Rejected