It details the critical information you need in the business case document and provides valuable tips and insights.
Business Case Document Template: A well-prepared business case document can help your project standout amongst the competing priorities within your organization and may be the key to getting approval and finances for the project.
Business Case Presentation Template: The Business Case Presentation template guides you through the process of producing an effective visual presentation deck.
Financial Templates: The detailed financial spreadsheets show you precisely what cost and benefit information needs to be provided; so that you don’t miss any hidden costs or benefits.
Project Planning Templates: Simplify your business case planning process with our straightforward project planning templates.
Risk Management Templates: Risk planning helps identify the potential problems that could cause trouble for the recommended project.
How-to-Guides: The easy-to-use how-to guides allow you to quickly and easily start your business case without all the headaches.
There are several advantages to using proven business case templates, such as those offered by Chase Consulting:
They have a proven track record: Proven templates have been used successfully in the past, which can help increase the chances of success for an organization's own business case.
They are structured and comprehensive: Proven templates are typically well-structured and comprehensive, ensuring that all relevant information is included in the business case.
They can save time: Using a proven template can save a significant amount of time, as the structure and format have already been determined.
They can help to ensure consistency: By using a consistent template, an organization can ensure that all business cases are presented in a consistent format, making it easier to compare and evaluate them.
They can be tailored to specific industries: Proven templates can be tailored to specific industries and sectors, which can be beneficial for organizations in those industries or sectors, as it can help to consider the specific needs and requirements of that industry or sector.
They can reduce the stress and errors: Proven templates have already been reviewed and tested by experts, which can help to reduce the stress and errors that come with creating a business case from scratch.
Everything you need to create your Business Case.
Chase Consulting is a consulting firm that provides a wide range of business case services to help businesses improve their operations and performance. We offer business case templates as one of their services to help clients develop proposals and present them in a clear and effective manner.
By using Chase Consulting's business case templates, you benefit from our expertise and experience in developing and presenting successful business cases. The templates can be tailored to specific industries or types of proposals, and are based on best practices and proven methods that have been successful for over 20 years. We also provide guidance on how to fill out the templates and can review and provide feedback on your completed business case.
Additionally, Chase Consulting has a team of professionals who have a deep understanding of business cases and are able to provide you with a customized business case template that suits your specific needs. We can also be able to provide additional consulting services to help you implement the proposal and achieve your goals.
Please contact us to understand the specific benefits of using the 6 essential business case templates and how they can help your business.
There are several reasons why an organization will choose to purchase business case templates from Chase Consulting:
- To save time: Using a pre-designed template can help you quickly and efficiently create a business case, rather than starting from scratch.
- To ensure consistency: By using a standard template, a company can ensure that all business cases are presented in a consistent format, making it easier to compare and evaluate them.
- To improve the quality of the business case: Chase Consulting's templates are created by experienced professionals and have been used successfully in the past. Using a template that has been proven to be effective can help improve the quality of an organization's business case.
- To gain access to the templates that are specific to the industry: Chase Consulting's templates are tailored to specific industries and sectors, which can be beneficial for organizarions in those industries.
- To have less stress with formatting: With pre-designed templates, formatting is already done, and it will help to reduce errors, formatting issues and stress.
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.
2) Business Case Document Template
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 My Business Case Hub's AI tools generate your Business Case Slide Deck as an initial draft in just 4 minutes, perfectly aligned to your business case topic.
4) Financial Templates
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 My Business Case Hub's AI tools generate 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.
6) Risk Management Templates
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.
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.
Our guides, tailored for business case development, cover everything from crafting an executive summary to revenue modeling and a comprehensive business case checklist.
The 6 Essential Business Case Templates
Craft compelling business cases with these 6 essential templates. Enhance your professional toolkit.
$97
- 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
&
My Business Case Hub
$300
✓ The 6 Essential Business Case Templates
✓ 12 Months of Access to the My Business Case Hub's AI Tools
BONUS
✓ Business Case AI Lessons
✓ 10 Business Case Document Samples
✓ My Business Case GPT Prompts Handbook.
Fast-track Your Business Case
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