About this template
A new initiative request form is the foundational tool for capturing, evaluating, and prioritizing prospective projects within an organization. Whether you are leading a corporate PMO, managing department budgets, or driving innovation across business units, this template provides a standardized way for stakeholders to pitch ideas, outline financial benefits, and define target timelines.
This structured intake process helps leadership teams filter ideas effectively, assess potential return on investment, and align new projects with broader company strategy. By standardizing how proposals are submitted, organizations eliminate unstructured email threads and ensure every project request includes critical details like business sponsorship, funding requirements, and expected non-financial benefits.
Doc2Form makes it effortless to transform this template into a live Google Form in seconds. Customize the fields to match your company's governance framework, share the link with your team instantly, and start reviewing new proposals right in your Google Workspace.
Key features
- Capture comprehensive project details in a single standardized submission.
- Streamline executive review with clear financial and non-financial benefit summaries.
- Track business sponsorship and funding ownership effortlessly.
- Set clear expectations with target rollout timing and milestone fields.
- Manage all submissions directly inside Google Workspace.
Use cases
Evaluating internal IT modernization and software upgrade requests.
Submitting cross-departmental marketing campaigns for annual budget a…
Submitting cross-departmental marketing campaigns for annual budget approval.
Proposing new operational efficiency projects to company leadership.
Reviewing research and development pilot programs.
What this form collects
- Initiative Title (Short answer)Provide a clear, concise name for the proposed initiative.
- Initiative Description (Paragraph)Summarize the goals, scope, and primary objectives of this proposed initiative.
- Date Submitted (Date)Select today's date.
- Raised By (Short answer)Enter your full name and job title.
- Business Sponsor (Short answer)Name of the executive or senior leader championing this initiative.
- Business Unit / Department (Dropdown)Select the primary department or business unit sponsoring this project.
- Funding Owner (Short answer)Specify the budget owner or cost center responsible for funding this initiative.
- Benefits Summary (Paragraph)Briefly describe the primary value this initiative brings to the organization.
- Financial Benefit Value (Short answer)Estimated revenue increase, cost savings, or ROI amount (enter numerical value or range).
- Non-Financial Benefits Status (Multiple choice)Indicate whether this initiative provides key strategic, compliance, or brand value.
- Non-Financial Benefits Description (Paragraph)Detail any qualitative improvements such as customer satisfaction, brand reputation, or risk reduction.
- Proof of Concept / Trial Status (Multiple choice)Has a trial, pilot, or proof of concept already been completed for this initiative?
- Target Rollout Timing (Dropdown)When do you hope to launch or implement this initiative?
- Supporting Documentation (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
FAQ
What is a new initiative request form?
It is a structured intake form used by organizations to collect proposals for new projects, programs, or strategic investments from internal stakeholders.
Who should submit a new initiative request?
Typically, team leads, department managers, or business sponsors submit requests when proposing a project that requires company resources, budget, or executive approval.
Can I customize this template for my organization's workflow?
Yes! Doc2Form lets you instantly import and customize this Google Form template to add specific approval stages, budget thresholds, or department categories.
What key information should be included in a project proposal form?
Essential details include the initiative title, business justification, expected financial and non-financial benefits, designated sponsor, funding source, and target rollout schedule.
How does Doc2Form help me set up this form?
Doc2Form instantly converts this template into a ready-to-use Google Form in your account, saving you from manual setup so you can start collecting submissions immediately.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.