This Document is a template we were trying to introduce to our clients when requesting new DATA projects such as the Bendigo PMO365 upgrade and the RSA Key Pair change over. It is to be filled in with project clients and used as a guideline for what needs to be completed and actioned. This helps avoid common project pitfalls such as Scope Creep.
1. ? Project Overview
Project Name: | |
Business Area / Department: | |
Primary Contact: | |
Date Completed: |
2. ? Objective
What are you trying to achieve with this data project? |
Examples: Reporting on CAPEX delivery, replacing manual spreadsheets, integrating siloed data, etc. |
3. ? Source Systems
System Name | Type (e.g. SQL DB, API, Excel) | Owner / Access Contact | Notes |
4. ? Key Data Elements
Specify the data you need us to extract or work with.
Data Element | Description / Use | Priority (High / Medium / Low) |
5. ? Frequency & Timing
How often should the data be updated?
☐ One-off
☐ Daily
☐ Weekly
☐ Monthly
☐ Other: ___________
Target Go-Live Date: ______________________
6. ? Access & Security
Who needs access to the final Output? | |
Are there any data restrictions by user/team? | |
Do you require auditing/versioning/access logs? |
7. ? Output / Deliverables
Select the preferred output format(s):
☐ Power BI Dashboard
☐ CSV / Excel Export
☐ API Feed
☐ Snowflake Table
☐ Streamlit App
☐ Other: ______________________
8. ✅ Success Criteria
How will you know this project was successful? |
Examples: “Team can self-serve this report,” or “Data refreshes daily without manual effort.” |
9. ? Additional Notes
Please include any other context, constraints, or background we should be aware of. |
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