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Project Evaluation Template & Guide

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A proven framework for capturing essential project information to facilitate planning and prioritization.

The Project Evaluation Template is a proven, structured layout for specifying a program or project aimed at delivering performance improvement and benefits to a business. The template consists of a concise structure for capturing the information necessary to assess, prioritize and plan a portfolio of business improvement initiatives which may be delivered as part of a broader business transformation program or portfolio.

To facilitate effective decision making, planning and prioritization of transformation initiatives (or business initiatives in general) it is essential to capture critical information – both qualitative and quantitative. This template helps facilitate uniform data capture across initiatives which allows a consistent lens to be applied for assessment purposes. This evaluation template can be used to gather the necessary information for initiatives to be assessed using the Transformation Initiative Prioritization Tool.


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