Business Case Template

What is a Business Case?

A business case is a document which describes the reason for the start-up of a project. It includes:

  • A description of the business problem (or opportunity) which exists in the business.
  • List of the available options for delivering a solution to resolve the problem.
  • The benefits and costs associated with each solution option.
  • A recommended solution for approval.
Preview our business case template and start writing your business case quickly. Let's get started with upmetrics and use this business case template to create your winning business case.

When do I use a Business Case?

The business case is usually presented by senior executives within the organization to an identified business sponsor. It is the first document used in the project lifecycle and, once approved, allows the project to be formally defined.

While writing a business case, it may be required to undertake a formal feasibility study. This process involves a more detailed evaluation of the current business problem or opportunity, the different-different solutions available, the probability of a successful implementation for each solution and the recommended best solution for implementation. The feasibility study provides a business case with more suitable solution options.

The business case is frequently referred to during the project development cycle. At each quality review point, the business case is used to determine whether or not the benefits, costs, risks, and issues prevalent match those listed in the business case.

At the end of the project, a post-implementation review (PIR) will determine whether or not the project delivered the business benefits outlined in the business case.

In this regard, the success of the project is measured against the ability of the project to deliver the criteria outlined in the business case.

Preview our business case template and start writing your business case quickly. Let's get started with upmetrics and use this business case template to create your winning business case.

Business Case Template Outline

  • Executive Summary
  • Business Problem
    • Environmental Analysis (include Business Process as applicable)
    • Current Business Process
    • Objectives
  • Problem Analysis
    • Business Problem
    • Business Opportunity
  • Available Options
    • Option 1
      • Description
      • Benefits, Goals and Measurement Criteria
      • Costs and Funding Plan
      • Feasibility
      • Risks
      • Issues
      • Assumptions
    • Option 2
      • Description
      • Benefits, Goals and Measurement Criteria
      • Costs and Funding Plan
      • Feasibility
      • Risks
      • Issues
      • Assumptions
  • Recommended Option
    • Option Rankings
    • Option Recommended
  • Implementation Approach
    • Project Initiation
    • Project Planning
    • Project Execution
    • Project Closure
    • Project Management
  • Appendix
    • Supporting Documentation

How to use a business case template?

Business case template provides a guide on the topics usually included in a business case document. Sections may be added, removed or redefined at your leisure to meet your particular business circumstance. Example tables, diagrams, and charts have been added (where suitable) to provide further guidance on how to complete each relevant section.

After getting started with upmetrics, you can copy this business case template into your business case document and modify the required information and download your business case pdf. It's the fastest and easiest way to start writing your business case for a new business.

Customize your Business Plan

All businesses are different. So, don't hesitate to customize your business plan according to your requirements. Even though our sample business plans aim to help you create the perfect presentation for your clients and investors, it is finally up to you to decide how you're going to present your ideas in the best light.

Business Plan Software

The Upmetrics business plan software can help you to customize your business plan and provides you a step-by-step guide to create your business plan. You can save your plan online and update it any time, or download it as a PDF or DOC file. You can share business plan online with investors or any other important person with upmetrics easily.

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Business Plan Template
DISCLAIMER: The business plans, templates, and articles contained on upmetrics.co are not to be considered as legal advice. All content is for informational purposes, and upmetrics makes no claim as to accuracy, legality or suitability. The site owner shall not be held liable for any errors, omissions or for damages of any kind.
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