Strategic planning templates & examples, Business, Finance, planning, Vision, Mission, Plan, objectives, strategy, swot, pest, Business plan, Strategic planning, bcg matrix

1. Business Case (Template)
Business Case
(Template)
EI Toolkit
Submitted: Version 1.0
EI Toolkit Page i of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003

3. Business Case (Template)
Table of Contents
EXECUTIVE SUMMARY.........................................................................................................................................1
1 INTRODUCTION......................................................................................................................................................2
1.1 BACKGROUND..................................................................................................................................................2
1.2 SUBJECT OF THE BUSINESS CASE...........................................................................................................................2
1.3 PURPOSE OF THE BUSINESS CASE..........................................................................................................................2
1.4 GOVERNING MANDATES......................................................................................................................................2
1.5 ACKNOWLEDGEMENTS / CREDITS.........................................................................................................................2
2 METHODS AND ASSUMPTIONS.........................................................................................................................3
2.1 ALTERNATIVE SOLUTIONS AND DATA....................................................................................................................3
2.2 SCOPE OF THE CASE..........................................................................................................................................3
2.3 FINANCIAL METRICS..........................................................................................................................................3
2.4 BENEFITS........................................................................................................................................................3
2.5 COSTS............................................................................................................................................................3
2.6 MAJOR ASSUMPTIONS........................................................................................................................................3
3 BUSINESS IMPACTS...............................................................................................................................................4
3.1 OVERALL RESULTS...........................................................................................................................................4
3.2 BENEFITS........................................................................................................................................................4
3.3 COSTS............................................................................................................................................................4
3.4 ANALYSIS OF ALTERNATIVES..............................................................................................................................4
4 SENSITIVITIES, RISKS, AND CONTINGENCIES............................................................................................5
5 RECOMMENDATIONS AND CONCLUSIONS..................................................................................................6
Table of Tables
Table Page
Table of Figures
Figure Page
EI Toolkit Page i of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003

5. Business Case (Template)
EXECUTIVE SUMMARY
<Summarize problem statement, alternatives considered, expected results, and
recommendation.
Provide supportive net cash chart or tables for primary alternatives to support decision
process.>
EI Toolkit Page 1 of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003

6. Business Case (Template)
1 INTRODUCTION
1.1 Background
<Provide limited background on the organization, industry or market conditions, that
create drivers for the project.>
1.2 Subject of the business case
<Describe the problem statement under consideration and key objectives that drove the
decision to develop a business case.>
1.3 Purpose of the business case
<Describe the intended use of the business case, including audience and timing.>
1.4 Governing mandates
<Describe any organizational, industry, or government mandates that guide or constrain
alternatives available.>
1.5 Acknowledgements / Credits
<Give credit where due.>
EI Toolkit Page 2 of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003

7. Business Case (Template)
2 METHODS AND ASSUMPTIONS
2.1 Alternative Solutions and data
<Describe the primary alternatives considered. Provide the basis for any comparable
projects and or benchmark models used to validate estimation data sources. Describe
the estimation approach (ballpark, parametric, or detail labor and material) used.>
2.2 Scope of the case
<Describe the time frame and resources available for the business case development
process. Also, describe any constraints in alternatives considered.>
2.3 Financial metrics
<Describe which financial metrics will be used to evaluate the effectiveness of an
investment and / or to compare alternative solutions.>
2.4 Benefits
<Describe the expected primary benefit areas (revenue enhancement and cost reduction)
for each alternative solution.>
2.5 Costs
<Describe the expected primary cost areas (capital and expense) for each alternative
solution.>
2.6 Major assumptions
<Describe key assumptions that are critical to the investment decision.>
EI Toolkit Page 3 of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003

8. Business Case (Template)
3 BUSINESS IMPACTS
3.1 Overall Results
<Present net result (Cash Flow, IRR, etc.) that demonstrate impact of primary alternatives
under consideration.
Supplement with tables and / or charts that demonstrate accrual and cash flow impacts of
the investment (for example, annual and cumulative cash flow charts and summary
financial results tables).>>
3.2 Benefits
<Present significant benefit impacts (both revenue enhancement and cost reduction) for
each project alternative under consideration>
3.3 Costs
<Present significant cost impacts (both capital and expense) for each project alternative
under consideration.>
3.4 Analysis of Alternatives
<Compare primary alternative solutions in side-by-side table or chart (or possibly
overlapping chart if it is not overly complex) to assist in evaluating decision>
EI Toolkit Page 4 of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003

9. Business Case (Template)
4 SENSITIVITIES, RISKS, AND CONTINGENCIES
<Identify key parameters and conditions that impact the investment decision. Present
potential contingent actions that could mitigate the uncertainty. Identify how such
uncertainties impact the analysis and investment decision
Link spreadsheet sensitivity or simulation charts or tables if they clarify the decision
process. Also consider using a decision tree if it aids in understanding the alternative
solution uncertainties..>
EI Toolkit Page 5 of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003

10. Business Case (Template)
5 RECOMMENDATIONS AND CONCLUSIONS
<Provide recommendations based on the analysis above. Discontinue investment, select
one of the identified alternatives, or defer decision pending additional information or
changes in business or market conditions.
Identify any specific actions that are recommended to ensure that risks and uncertainties
are effectively managed throughout the implementation process.>
EI Toolkit Page 6 of 10
Document version 1.0, December 2003 EITK0604
Last validated: December 2003