Business Case
Business Case
Project Details
Project:
Project Sponsor:
Project Manager:
Document Details
Approvals
Distribution
Executive Summary
This section should highlight the key points summarising the business case.
Background
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This section should describe the context of the project, providing insight into the history
of the business and how the organisation works.
Problem Statement
This section should describe the business problem or business opportunity that this
project was created to address.
Project Description
This section should describe the detailed information about the proposed project. Any
information relating directly to this project should be summarised.
Scope
Reasons
This section should explain all reasons for undertaking the project, the objectives and the
improvements being made to the organisation. It may be presented in the following
format:
Goal/Objective Reason
Business Options
This section should include the analysis and recommendations for the business, providing
options on alternatives if this project does not go ahead or is not approved. It may be
presented in the following format:
No Project Reasons
Expected Benefits
This section should include the benefits that the project is expected to deliver. This
should be presented against the organisations current situation.
Expected Dis-benefits
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This section should list the outcomes that may be perceived as negative by the
stakeholders.
Organisational Impact
This section should describe how the proposed project will affect the organisations
processes. It should also highlight any existing roles that may change, or any new roles
created upon completion of the project.
Strategic Alignment
This section should provide an indication of the strategic organisational plans that relate
to the project, including how the project supports the organisations strategic plan.
Timescale
This section should include the estimated time the project will run until benefits are
realised. It should also include a summary of the project plan.
Milestones
This section should list the milestones and their targeted completion dates. It may be
presented in the following format:
Costs
This section should summarise all estimated project costs. It may be presented in the
following format:
Investment Appraisal
This section should compare the estimated project costs to the benefits of the project. It
should also address how the project will be funded. It may be presented in the following
format.
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Action ‘C’ Saving Description -
£500,00
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This section should summarise any known risks and issues connected to the project, their
likely impacts and mitigation plans. It may be presented in this format:
Dependencies
This section should outline any known dependencies and may be presented in the
following format:
Dependency Depends On
Assumptions
This section should list initial assumptions for the proposed project.
Constraints
This section should list initial constraints for the proposed project.
This section should describe the role of all team members who partook in developing the
business case.
Approval
This section should allow the document to get signed off. It may be presented in the
following format:
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Upon signing this document, I give formal approval that the proposed project, outlined in
this business case, may continue to the next steps.
Name Signat
ure
Role Date
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