A practical, ready-to-use worksheet designed to help you organize, evaluate, and present ideas for approval and funding. Includes a complete spreadsheet with an instruction tab to guide you step-by-step.

Identify the departments, functions, and business units your initiative will impact. This checklist helps you determine who needs to be involved and ensures the right cross-functional conversations take place.

Evaluate how your initiative will affect each function, including workload, budget, training, approvals, constraints, and timing. Use the assessment to incorporate these impacts into your initiative plan.