R&D proposal structure

Template

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

Approval

  • 1. R&D director

  • 2. Proposal criteria

    • Project scope
    • Proposal metrics
    • Partners
    • Budget
  • 3. Approval

    • Approved
    • Not approved

Approved

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