The 6 Essential Business Case Templates & AI Tools
Everything you need to create your Business Case.
Are you a business leader looking for business case templates to help you make writing a business case easier and faster?
By using well-crafted templates, you can improve the overall quality of your business case document.
Our templates are designed for those writing their business case and want to ensure that you are doing it correctly. In addition, they will help you stay organized as you write your business case.
Investing in a set of proven business case templates will ensure that you follow the proper format, saving you time and improving your business case quality!
1) Business Case Workbook
Our Workbook encompasses all reliable templates and worksheets, aiding you in planning, structuring, and composing your business case. Additionally, it offers guidance on infusing more rigor into your analysis and suggestions, ensuring your stakeholders are convinced of the recommendation's merit.
The second template, the business case document template, saves precious time. Instead of starting from scratch, this structured document focuses on only the pertinent details essential for sound recommendations. This structured layout ensures alignment with organizational priorities, promising value for investment and a manageable risk level.
The Business Case Template (Microsoft Word document 18 pages) contains:
- Executive Summary
- Project Definition
- Business Requirements
- Evaluation of Options
- Preferred Option
- Strategic Logic of Project
- Benefits
- Risks
- Project Stages & Duration
- Financial Analysis
- Estimate of Project Team Resources
- Project Authorisation
- Appendices
3) Business Case Presentation Template
- Effective presentation techniques.
- Alignment of suggestions with business goals.
- Identifying and addressing key stakeholders.
If the presentation fails to inspire confidence, your business case might not see the light of day.
Our AI Tool the My Business Case Generator, generates your Business Case Slide Deck as an initial draft in just 4 minutes, perfectly aligned to your business case topic.
For significant investments and high-risk projects, the preliminary business is the first step in making the full business case. Preliminary business cases determine if the full business case is required, where the project merits are investigated in full detail. The preliminary business case cost estimates have a 20% tolerance, whereas the full business case costings have less than a 10% tolerance.
Cost-benefit analysis is one of the most critical parts of a business case as it is often the costs or savings a project yields which achieves the final approval to go forward. We use a set of discounted cash flow templates for financial, scenario and sensitivity analysis.
The detailed financial spreadsheets show precisely what cost and benefit information, and evidence is required; so that you do not miss any of the hidden costs or benefits.
The templates calculate the discounted cash flow for determining:
- Return on investment (ROI)
- Operating, investing & financing cash flows
- Net present value
- Internal rate of return
- Payback period
- Profit-to-investment ratio
The financial templates should include a business case financial analysis summary dashboard with the scenario and sensitivity analysis for evaluating the financial implications and increasing the return on investment.
5) Project Planning Templates
Before diving into your business case, meticulous planning is indispensable. Our business case planning templates streamline the process, allowing for efficient task allocation, tracking, and reporting.
We scope our business case activities, break it down into manageable components; then schedule and assign the tasks needed to complete your business case. You might be surprised at how quickly you can plan, allocate and report on the tasks to complete the business case.
The project planning templates include:
- Project management dashboard
- Project action plan
- Project status report
- Investment project plan
The Investment Project Plan
It's essential to outline the project's key milestones and describe the major activities to achieve the deliverables and milestones. The business case needs to consider other interrelated projects' dependencies and show how such dependencies make impact benefits.
Our AI Tool the My Business Case Generator, generates your Project Plan an initial draft in just 5 minutes, perfectly aligned to your business case topic.
Simply Set the Duration for Each of the Tasks, Add Any Dependencies.
We use the work breakdown structure to focus on the project deliverables and measurable milestones.
This helps to:
- Estimate the cost of the business case recommendation.
- Establish dependencies.
- Determine the project’s timeline and develop a schedule.
- Assign responsibilities and clarify roles.
- Identify risk.
- Develop a phased implementation approach.
We include the overall project timeline and project activities in a Gantt chart.
Every project, no matter how meticulously planned, carries inherent risks. Our risk management templates offer a roadmap to navigate these potential pitfalls, ensuring the business case's desired outcomes and benefits are realized.
Risk planning helps identify the potential problems that could cause trouble for the recommended project. You can use the risk management plan to identify, evaluate, and plan for potential issues. It's a roadmap that shows you the significant risks that need to be managed to achieve the business case outcome and benefits.
The business case templates should include a risk management plan that sets out how risks will be managed in the recommended project.
The risk management plan details your strategy for dealing with risks specific to your business case.
Our risk management template guides you through the steps involved in preparing the risk management plan; it helps you:
- Identify the risks.
- Analyze each risk.
- Evaluate and prioritize the risks.
- Recommend the actions to treat each risk.
- Monetize the risks in business cases.
- Monitor and review the risk during the implementation of the project.
The risk assessment map provides an overview of the risk ratings, plus a management matrix for identifying and assessing risks, describing mitigation strategies, and monitoring control efforts.
AI Tools: Write Your Business Case in 5 Minutes With My Business Case Generator
My Business Case Generator swiftly transforms your data into clear, structured, and compelling documents. It's ideal for business leaders and professionals who need to articulate strategic recommendations quickly, and it's accessible to both new and experienced users.
This tool supports the urgent preparation of business cases within the hour, enhancing their clarity and persuasiveness.
Say goodbye to the outdated, manual process of cutting and pasting from old documents. My Business Case Generator automates the structuring and writing, allowing you to generate high-quality, accurate business cases in just five minutes, meeting the tightest deadlines.
Example Business case Documents
Sample business case documents can help you write a clear and concise business case.
Example business case documents include the executive summary, the strategic logic, the financial projections, scenarios and risk management for implementing a specific project.
This way, you can write better business cases after using this resource.
How-to Guides
Our guides, tailored for business case development, cover everything from crafting an executive summary to revenue modeling and a comprehensive business case checklist.
Craft compelling business cases with these 6 essential templates. Enhance your professional toolkit.
- Business Case Workbook
- Business Case Document Template
- Business Case Presentation Template
- Business Case Financial Templates
- Risk Management Templates
- Project Planning Templates
BONUS
✓ Executive Summary How-To-Guide
✓ Business Case Document Sample
✓ The 6 Essential Business Case Templates
✓ 12 Months of Access to the AI Tools: My Business Case Generator
BONUS
✓ Business Case AI Lessons
✓ 10 Business Case Document Samples
✓ My Business Case GPT Prompts Handbook.
Why Purchase Chase Consulting's Special Business Case Bundle?
Consider not just getting the business case templates, but also our exclusive bundle, which comes with additional perks and value-additions. Here's why:
1. Proven Expertise:
- Chase Consulting's templates are crafted by experts with over 20 years of experience in developing business cases.
- These templates have already facilitated countless organizations in refining their strategic approach, ensuring that you're leveraging tried-and-tested methods.
2.Time Efficiency:
- Using our established templates saves a significant amount of time. Instead of starting from scratch, you have a roadmap in place, allowing for swift and accurate completion.
3. Uniformity & Consistency:
- Adopting standard templates from Chase Consulting ensures uniformity across all your business cases. This consistency makes comparing, evaluating, and presenting cases to stakeholders much more straightforward.
4. Stress-free Formatting:
- Dive right into filling out the essential information without fretting over design. Our templates come pre-formatted, reducing any room for formatting errors and the associated stress.
5. Comprehensive Structure:
- Our templates aren't just blank canvases; they are comprehensive guides, ensuring that all critical information is covered, leaving no room for oversight.
6. Less Errors, More Confidence:
- With our templates, you aren't just using any generic blueprint. You're leveraging templates that have been vetted and utilized by business leaders across 55 countries. This widespread adoption and scrutiny mean fewer mistakes and a more confident approach to your business case creation.
7. Special Bundle Bonus - AI Tool & GPT Prompts Library:
- The special bundle not only includes the templates but also provides 12 months of access to our AI Tool and the expansive Library of Business Case GPT Prompts. These tools, in tandem with the templates, offer an unparalleled advantage, supercharging the efficiency, accuracy, and innovative potential of your business cases.
Enhance your business case strategy with Chase Consulting's special bundle – where proven experience meets innovative technology.
Fast-track Your Business Case
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