A practical companion to the Business Case Toolkit and the Business Case & ROI Templates Pack. You will learn how to frame the decision a business case supports, gather evidence for costs and benefits, build a defensible financial comparison, handle risk and assumptions honestly, and present the case in a form executives can approve quickly. Method and structure only; the numbers must come from your own organization.

Modules

What a Business Case Is For

Lessons

• Decisions Not Documents Preview
• The Anatomy of the Toolkit
• Common Reasons Cases Are Rejected

Framing the Decision

Lessons

• Describing the Problem Without the Solution
• Defining Options Including Do Nothing
• Success Criteria and Measures

Quantifying Costs

Lessons

• Total Cost of Ownership Categories
• Sourcing Cost Estimates You Can Defend
• Timing Costs Across the Period

Quantifying Benefits

Lessons

• Types of Benefit and How Each Is Valued
• Building a Benefit Logic Chain
• Phasing Benefits Realistically

Comparing Options and Risk

Lessons

• Payback Period and Simple Return
• Net Present Value Without the Mystery
• The Risk Register and Mitigations

Presenting for Approval

Lessons

• The One-Page Executive Summary
• Building the Presentation Deck
• Approval Follow-Through and Benefit Tracking