Project Presentation Template Page 4
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PROJECT CHARTER: Project Name
FINANCE DESCRIPTION
(Provide a high-level overview of the financial resources required to complete the project and operate the products and services
created by it. This includes the project expense, funding sources, estimated revenue and saving goals, and ongoing operational
expenses.)
Project Expenses & Funding
(Describe the project expenses and funding sources needed to successfully complete the project.
Do not include the operational expenses, which should be entered in the Operating Expenses and Lifetime section.)
Project Expenses
Expense Description
Amount
Timing of Expense
Describe the expenses required to
(e.g. FY2016)
complete the project including all labor.
$
$
$
$
Total Project Cost
$
(What is the total estimated cost to complete the project? The total cost should equal
the sum of the project expenses.)
Project Funding
Source of Funding
Amount of
Notes
(What are the sources of funding to
Funding
conduct the project? For each funding
$
source, indicate the amount of funding that
$
will be provided. If the funding source is a
$
loan, indicate this in the Notes column.)
$
Total Provided Project Funding.
$
(Should equal the sum of the Project Funding amounts described above.)
Project Loan
Name of Loan Provider
Loan
Duration to Pay
Other Loan
(If the Project Funding section includes a
Amount
Back the Loan
Conditions
loan as a funding source, please describe
the terms of the loan.)
Revenue and Saving Goals
(Describe all the revenue and savings that will be produced by the products and services created by the project.)
Revenue
Year 1
Year 2
Year 3
Year 4
Year 5
(What is the estimated annual new revenue
FY20__
FY20__
FY20__
FY20__
FY20__
produced by the products and services
created by the project?)
Savings
Source of
Amount of
Hard or Soft
One-time or Recurring Savings?
(Describe any savings that the project is
Savings
Savings
Savings?
designed to achieve. For each saving goal,
$
note whether this is a hard or soft savings
$
and whether this is a one-time or recurring
$
savings. )
Annual Operating Expenses & Lifetime
(Post Implementation)
Annual Operating Expenses
Expense Description
Amount
Funding Source
(What are the annual expenses required to
$
operate the products and services created
$
by the project, and how will these expenses
$
will be funded?)
$
Total Annual Operating Expenses
$
(What is the total annual operating expense? Should equal the sum of the annual
operating expenses described above. )
Estimated Operating Lifetime
(What is the estimated lifetime in years that the products and services created by the project will be
operated?)
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