Get Business Case Template

Filling out the Business Case Template online is essential for presenting a clear and organized case for your project. This guide will walk you through the process step-by-step to ensure that you complete each section effectively and efficiently.

Follow the steps to complete your Business Case Template online.

1. Click the ‘Get Form’ button to access the Business Case Template and open it in your preferred online editor.
2. Begin by entering the project name at the top of the document under ‘Business Case’. Make sure this clearly identifies the project you are proposing.
3. Fill in your company name, street address, city, state, and ZIP code in the corresponding fields to provide your organizational context.
4. Enter the date to establish when the Business Case Template is being submitted.
5. Move to the executive summary section. Summarize the business problem, anticipated outcomes, recommendations, and justifications based on the details of your project.
6. In the ‘Problem Definition’ section, clearly articulate the problem your project is addressing. Avoid stating solutions here; focus solely on the issue.
7. Provide an overview of the anticipated outcomes in the appropriate section. Explain how your project benefits the business and what the desired end state is.
8. In the ‘Recommendation’ section, outline how your project will address the business problem and detail the benefits it will deliver.
9. Document the ‘Justification’ for the project by explaining why it should be implemented and supporting it with quantitative data, if available.
10. Complete the ‘Business Case Analysis Team’ section by listing team members involved in crafting this business case, their roles, and contact details.
11. Fill in the ‘Project Overview’ with the project description, goals, performance criteria, assumptions, constraints, and major milestones.
12. In the strategic alignment section, align the project with your company’s strategic goals to demonstrate its relevance and importance.
13. Conduct a cost-benefit analysis in the designated section, laying out expected costs versus anticipated savings or benefits.
14. In the alternatives analysis, briefly summarize other options that were considered and provide reasoning for their exclusion.
15. Complete the ‘Approvals’ section by including signatures and dates from the required approvers to finalize the document.
16. After filling out all sections, review the document for accuracy and completeness. You can now save changes, download, print, or share the form as needed.

Start filling out your Business Case Template online today!