Business Case Template

This simple, ready to use Business Case template provides a practical starting point for evaluating and justifying strategic initiatives, investments, programs or projects. The PowerPoint based format template enables quick setup and structured decision analysis, making it suitable for organizations and teams of all sizes, from focused entities to large, complex organizations.

When to use:
At the early stages of strategy formulation, during strategy refresh cycles, during business planning cycles, end of fiscal year, during the development of the business plan, or when seeking approval for new initiatives, investments, programs, or major change decisions requiring executive or board endorsement.

How to use:
Clearly articulate the strategic need and objectives, outline the reasons and drivers, assess viable business options (including do-nothing or minimum options), and evaluate expected benefits and dis-benefits. Define timelines, costs, and investment appraisal metrics, and identify key risks with mitigation actions.

Outcome:
Develop a clear, robust, and evidence based business case to support informed decision-making, investment prioritization, governance approvals, and successful strategy execution.