Simple business case template in word

Simple business case template in word

Simple business case template in word
Simple business case template in word

Download free  a simple business case template in word

The object of this Business Case template is to provide a consistent format for presentation to the decision making/approval bodies. This document should be kept concise and only contain information relevant to this project and under the suggested headings. Further information can be added as appendices but the main document must be a stand alone document.

1. Description of business need - problem - opportunity
Outline the fundamental business need, problem or opportunity which the resulting project will directly address. Provide a summary of the core business need, problem or opportunity which has been identified including:

  • A generic description of the core issue to hand or the identified opportunity 
  • The reasons why the problem exists or any supporting evidence to prove that the opportunity is real. These may include:
    • Business Vision, Strategy or Objectives 
    • Business processes or technologies which are not operating efficiently 
    • New products or processes which have been identified 
    • New technology trends (or opportunities resulting from new technologies introduced) 
    • Commercial or operational trends which are driving changes in the business 
    • Changes to Statutory, legislative or other environmental requirements 
    • Socioeconomic changes
  • The elements which create it (e.g. human, process, technology) 
  • The impact it is having on the business (e.g. financial, social, cultural, operational) 
  • The timeframes within the problem must be resolved or the opportunity will likely exist

2- Scope of Project
Set out the principal objectives of the project. Define the basic outcomes and the timescale within which they will be undertaken.

3-Strategic Alignment
Define why the project should be undertaken now. Identify the business needs and their contribution towards fulfilling organisation’s business strategy and objectives. Questions that should be addressed here are:
  • How well does the proposed way of meeting the requirement support the organisation’s objectives and current priorities? 
  • Can the scope be changed if there is not a strategic fit? 
  • Is the project needed at all? 
  • Are the stakeholders committed to the project?

4- Available Options
 This section provides a full listing of all solution options, their benefits, costs, feasibility, risks and issues. Try to minimise the number of options available by conducting a detailed Feasibility Study beforehand. For each solution/ option identified, the following information is required:

5- Recommended Options
Under this section you should compare the key characteristics of each option (Benefits, Costs, Feasibility, and Risks) in order to decide on the preferable solution option.

6-High level Plan
Identify the key milestones that will be encountered during the project life cycle. Define all major dependencies including any interfacing with other projects (e.g. What other works or projects must be accomplished for this project to succeed?)

Attach any documentation that you think is relevant to the Business Case (e.g. material from Needs identification & assessment process, Feasibility Study research materials, analytical cost/benefit spreadsheets, relevant correspondence with potential implementing bodies)

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