Engagement Budget Request Form

Form for requesting employee engagement program budget with cost lines, expected outcomes, and ROI justification for finance review.

Request Overview

• Request title
• Requester name
• Requester email
• Department
• Program type
• Request summary

Business Need and Objectives

• Business problem or opportunity
• Target audience
• Estimated number of participants
• Primary objectives
• Success metrics

Budget and Cost Lines

• Currency
• Total requested budget
• Budget period start date
• Budget period end date
• Cost lines
• Budget notes

ROI Justification

• Expected business impact
• Estimated benefit value
  Optional estimate of the financial value expected from the initiative.
• ROI estimation method
• ROI assumptions

Approvals and Acknowledgment

• Manager or sponsor
• Approval needed by
• Additional reviewers
• Acknowledgment