Guidelines, Forms and Deadlines

The IT Investment Prioritization process is currently under review. Please contact CIO.Office@umich.edu with any questions. 

Business Case Templates

The business case enables university leadership to assess and compare the benefits of all investment requests to make funding decisions, maximizing the benefit to the university. Completed business cases will be reviewed by the Office of the CIO. Units must include the business case in their annual budget submission. Funding decisions are made by the Provost, who evaluates investment requests, in May as part of the university budget process. Refer to the Office of Budget and Planning for budget process and dates. 

(U-M authentication required to access templates)

  • IT Investment Business Case
    Template to document the main business case.
  • IT Investment Business Case (Google Doc version)
    This Google version of the template may be used for collaboration but the Office of Financial Analysis requires the final version to be submitted as an MS Word document.
  • IT Funding Request Worksheet
    ​Template to calculate cost and benefit figures reported in the business case. Include as a an appendix to the business case.
  • U-M IT Staffing Rate Card
    Current vendor rates for contracted IT staff negotiated by U-M Procurement Services through strategic contracts. This information can be used to estimate contract labor costing in the IT Funding Request Worksheet.

For more information about the IT Investment Prioritization Process, or help with any of the templates, please contact UM-IT-Planning-Request@umich.edu.

    IT Investment Prioritization Calendar

    Step Due Date
    Units Submit Business Case to Office of the CIO  
    IT Governance reviews, prioritizes and advises the CIO; CIO makes the recommendation to IT Executive Committee (ITEC)  
    CIO submits business cases to Office of Financial Analysis (OFA)  
    ITEC determines final prioritization  
    OFA completes business case review and submits to Office of Budget and Planning (OBP)  
    OBP completes review and the Provost makes the funding decision  

      Governance Committee Calendar

      Frequently Asked Questions »