Templates
Business Case Pack
A structured business case template pack for defining the case for change, investment rationale, options, costs, risks, benefits, dependencies and approval pathways.
Who It Is For
- Senior project managers preparing a business case for a technology investment
- Program managers building the investment proposal for delegate approval
- Technology leaders who need to present a rigorous options analysis to executives
- Business analysts authoring or reviewing a formal business case document
What It Helps With
Investment proposals fail delegate approval when the problem is poorly defined, the options analysis is weak, or the financial model cannot withstand scrutiny. This pack provides a structured approach to building a business case that can survive a rigorous review.
Each section of the template is structured to address the questions that approval authorities, finance reviewers and governance bodies will ask.
What Is Included
Business Case Template
A structured template covering executive summary, problem statement, options analysis, recommended option, financial model, benefits, risks and governance.
Executive Summary Guide
Guidance and examples for writing an executive summary that clearly states the ask, the rationale and the recommendation.
Options Analysis Framework
A structured approach to defining, assessing and comparing investment options, including the status quo option.
Financial Model Structure
A template for presenting costs, benefits and investment returns in a format suitable for delegate approval and finance review.
Benefits Register
A structured register for mapping expected benefits to delivery activities and identifying who will be accountable for realisation.
Risk Register
A risk register template structured for inclusion in the business case approval documentation.
Approval Checklist
A checklist for reviewing business case readiness against common delegate approval criteria.
How To Use It
Start with the problem statement and options analysis before building the financial model. The most common mistake is to begin with the preferred option already decided and work backwards. This pack is designed to support a genuine options analysis that will withstand scrutiny from finance teams and approval authorities.
Format and Delivery
Microsoft Word templates (.docx) and Excel workbooks (.xlsx). All documents are fully editable. Delivered via Lemon Squeezy after purchase.