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Template Highlights

• Available for download in Microsoft Word or accessible in Google Docs.
• Offers a dedicated section for you to provide a detailed implementation plan and timeline, allowing you to customize your business case for clear and effective communication with your teams.
• Assists you in gaining support from investors and stakeholders by helping you present a well-structured business case.
• Each section of the template includes straightforward instructions, making it easy and simple for you to fill in your business case details.

What is a business case?

A business case is a document that you can use to pitch a project idea to your stakeholders. The process involves identifying a need or problem, outlining a possible solution, and explaining the advantages and disadvantages of your idea.

What does a business case include?

A business case offers details that help stakeholders evaluate your idea by understanding why you’re suggesting a certain solution and what you hope to achieve with your project.

Specifically, a business case template often includes the following sections:

• Purpose: The business problem or need that your proposed project will solve.

• Solution: An overview of your solution to the problem or need, which usually includes an overview of the project schedule and timeline.

• Scope: The time, money, and human investment required for your project.

• Alternatives: Other strategies that could be used to solve the same problem.

• Analysis: The benefits and risks associated with your solution and reasons why you chose your solution over the alternatives.
• Key performance indicators (KPIs): How you plan to measure the effectiveness or success of the solution.

Importance of creating a business case document

Preparing a business case for a project empowers you to make a compelling argument for your proposed solution.

Additionally, it can increase the chances of your project’s success by enabling the following benefits:

Gaining stakeholder support

A comprehensive business case shows investors and stakeholders that you’ve done the research to prove the value of a solution. This builds trust and credibility, which means you’re more likely to win support for your idea.

Improving project selection

Writing a business case forces you to clearly define the purpose of each project, consider alternatives, and weigh the benefits against the risks. As a result, you’re more likely to invest in projects that have the best possible outcomes and strategic advantages over alternate solutions.

Enabling proactive risk management

Considering risks is a key part of project management. In fact, two-thirds of project managers regularly take part in risk management activities. And thinking about potential risks at the beginning of a project gives you a head start on mitigating them. Instead of responding in real-time, you can take a proactive approach.