EXECUTIVE SUMMARY SCOPE AND REQUIREMENTS OPTIONS CONSIDERED COST BENEFIT ANALYSIS

1. EXECUTIVE SUMMARY SCOPE AND REQUIREMENTS OPTIONS CONSIDERED COST BENEFIT ANALYSIS RESOURCE IMPACT ANALYSIS GENERAL FORMAT

2. ONE PAGE SUMMARY Brief Narrative High Level Requirements General Requirements Summarized Three Year Cost Projection Recommended Solution APPROVALS PAGE Decision Makers/Funding People Key Implementers EXECUTIVE SUMMARY

3. EXECUTIVE SUMMARY SAMPLE • Advisors must be more efficient using computer technology for student scheduling, documentation, and reporting. • High Level Requirements • Students schedule, reschedule and cancel appointments • Automate the documentation of advised student records • Automatic advisor schedules, workload reports and graphics • General Requirements Summarized • Three Year Cost Projection • Recommended Solution • We believe Vendor 2 meets our long-term needs and budget.

4. SCOPE AND REQUIREMENTS PROJECT SCOPE NARRATIVE - Defines Project Boundaries HIGH LEVEL REQUIREMENTS - General Definitions

5. SCOPE AND RQMTS SAMPLE • Scope • With budget constraints, limited resources, and the need to reduce work loads, advisors and staff must use their time more efficiently. They can reduce time consuming activities with available software and technology. This includes student scheduling, documenting visits, and duties related to student tracking, record transfers, and student advising reports. • High Level Requirements • Students schedule, reschedule and cancel their appointments • Reduce no-show appointments with automated student reminders • Automate the documentation of advised student records • Advisors have more time to advise students into majors of study • Maximize staff resources to provide student advising services • Manage one calendar efficiently and prevent conflicts • Capture advisor and student data with available statistics • Automate advisor schedules, workload reports and graphics

6. OPTIONS CONSIDERED DECISION ANALYSIS CRITERIA REQUIREMENTS LIST DESCRIPTIONS WEIGHTED REQUIREMENTS SCHEME VENDOR RANKING RESULTS VENDOR RECOMMENDATIONS

7. DECISION ANALYSIS CRITERIA Must Have Requirements Meets or Does Not Meet Criteria Nice-to-Have Requirements

8. DECISION ANALYSIS CRITERIA SAMPLE

9. RQMTS LIST DESCRIPTIONS Describe the Must Have Requirements Detail the Rqmts for Evaluation Ranking May Include Nice-to-Have Requirements

10. RQMTS LIST DESCRIPTION SAMPLE • Student Capabilities • General ease of system use for students • Students required to “login” to system • Web-access to schedule/reschedule, cancel appts • Automatic student appt reminders via e-mail • Automatic student appt reminders via text msgs • Limit one appointment per student per day • Schedule student groups (vets, nursing) • Schedule students by advisor name

11. WEIGHTED REQUIREMENTS SCHEME • Ranks the General Requirements Importance • Assign a numerical weight to each • Ranks the Detail Requirements • Assign a numerical weight to each • Ranks the Nice-to-Have Requirements - Assign numerical weights < “Must Have”

12. WEIGHTED RQMTS SCHEME SAMPLE

13. VENDOR RANKING RESULTS Use a Major/Detail Rqmts Ranking Table - Roll Up Totals by Major/Detail Rqmts Show a Major Rqmts Summary Table

14. VENDOR RANKING RESULTS SAMPLE

15. COST BENEFIT ANALYSIS VENDOR COST COMPARISONS THREE-FIVE YEAR COST PROJECTIONS COST BENEFITS SUMMARY

16. COST BENEFIT ANALYSIS SAMPLE

17. RESOURCE IMPACT ANALYSIS • PERSONNEL RESOURCES • COMPUTER OPERATING RESOURCES • IMPLEMENTATION PLAN • RECOMMENDED TEAM • SCHEDULE OF EVENTS • POTENTIAL CONFLICTS

18. RESULTS OF USING THIS METHOD • HIGHLY EFFECTIVE PROCESS • General to Specific • FACILITATES AGREEMENT • All Organizations Including IT • DOCUMENTS DIRECTION • - Excellent Communication Tool