IT Investment Prioritization Process

The IT Investment Prioritization process is currently under review. 

Please contact with any questions.


The annual IT Investment Prioritization process ensures that the most important requests receive funding and are aligned to the university’s strategic direction. IT Governance committees are able to to review and compare information technology requests collectively instead of on a case-by-case basis.


This process is for schools, colleges, administrative units, centers, and institutes on the UM-Ann Arbor campus.


A unit should use the IT Investment Prioritization process when they are planning:

  • Any information technology investment greater than $1 million—total dollar amount includes all university costs.
  • New or enhanced university-wide service. 


The steps that make up the annual IT Investment Prioritization process include:

Capital Investment Process Chart

Step 1: Units completed business cases are submitted to the Office of the CIO.

Step 2: The Office of the CIO facilitates review and prioritization of requests across the Strategic IT Governance Committees (e.g., Unit IT Steering, Teaching & Learning Domain, IT Council). This ends in December or January with review by the Executive Committee.

Step 3: Some requests may need to identify multiple funding sources and potentially different allocations for cost sharing depending on the investment. This work is led by ITS Finance staff in conjunction with finance staff across ITS, participating unit(s) and the Office of Financial Analysis. Decisions on fund sources are made by the CFO and Provost.

Step 4: The Provost makes the funding decision as part of the annual budget review. Decisions are made and communicated by the Provost’s Office in late June/early July upon overall university budget approval by the Regents. 

Step 5: The Office of Financial Analysis captures and completes appropriate transactions to authorize funding. A funding authorization memo is created and provided to the unit leader receiving the funding.


The annual IT Investment Prioritization process will:

  • Ensure U-M's limited resources are used to support the most important IT needs and the best ideas.
  • Provide a way to view funding needs over multiple years.
  • Align IT expenditures with the U-M strategic direction so that we remain competitive. For assistance with strategic direction, email
  • Determine if the enterprise systems and the shared infrastructure can properly support a unit's solution.
  • Integrate and/or align the unit plans in the campus technology roadmap created through the Enterprise Architecture process.
  • Provide a sustainable way to prevent the university dollars paying for the same service(s) twice (or more).


For more information on or for assistance with the IT Investment Prioritization process, please contact

Guidelines, Forms and Deadlines »