R&D proposal structure


With Pipefy’s R&D Proposal Structure Template, you can control your team’s workflow with an intuitive and effective design. Assign tasks, get metrics and reports, and have a better overall control of your company’s Research and Development processes.

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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. Employee Email
  3. Department
    • HR
    • Sales
    • Engineering
    • Financial
    • Logistics
    • Other
  4. Request Type
    • Innovation
    • Improvements
    • Solve Issues
  5. Describe the process/activities that requires resolutions
  6. Priority

Analysis of the initiative

  1. Assignee
  2. Initiative description
  3. Project scope
  4. Bottlenecks evaluation
  5. Benchmark
  6. Proposal structuring strategy

Initiative presentation

  1. R&D assignee
  2. Does the proposal meet R&D criteria?
    • Yes
    • No
  3. Establish the metrics and the goals of the initiative.
  4. Describe the operational impact the initiative might have.
  5. Partners
    • Yes
    • No
  6. List of prospective partners

Proposal formulation

  1. Proposal description
  2. Budget
  3. Proposal


  1. R&D director
  2. Proposal criteria
    • Project scope
    • Proposal metrics
    • Partners
    • Budget
  3. Approval
    • Approved
    • Not approved



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