Ideas Evaluation and Implementation


Pipefy’s Ideas Evaluation and Implementation Template was designed to help you manage and keep track of valuable project ideas that may help your company improve by measuring the potential of ideas, evaluating what can be useful, and detailing how the implementation will be carried out.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Employee name
  2. Email
  3. Name your idea
  4. Functional area
  5. What is your idea
  6. Main Improvements
  7. Implementation
  8. Estimated cost
  9. Time requirement

Strategic Criteria

  1. Responsible for the area and strategic approval
  2. Idea’s potential
  3. Idea alignment checklist
    • Aligned to the company strategic goals
    • Adequate implementation budget
    • Company can support the implementation process (tools and team)
    • Compatible implementation timeframe
  4. Comments & adjustments
  5. Idea’s status
    • Approved
    • Technical Approval needed
    • Denied
    • On Hold (Backlog)

Technical Criteria

  1. Responsible for technical approval
  2. Technical comments & adjustments
  3. Is the idea approved?
    • Yes
    • No (Denied)
    • Not at this moment (backlog)

On Hold


  1. Idea’s supervisor
  2. Tools definition
  3. Cronogram details
  4. Date for implementation conclusion


  1. Training checklist
    • Upper management
    • Senior level
    • Junior level
    • Trainees and interns
  2. Notes on training process
  3. Tools checkup
    • Tools ready to go
    • Tools missing
  4. Notes on required tools


  1. Identified problems
  2. Notes on idea implementation
  3. Final implementation cost

Implemented Ideas

Denied Ideas

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