This business case template provides guidance for organizations seeking funding or approval for a new project or initiative. It includes sections for an executive summary, describing the strategic context and business need, analyzing options, justifying a recommendation, and managing the investment. The template aims to capture all essential elements to build a strong case for change, including demonstrating strategic fit, requirements, costs, benefits, risks, and governance.
This document discusses cost-volume-profit (CVP) analysis and its applications in business decision making. It defines fixed and variable costs and explains how CVP analysis explores the relationship between costs, activity levels, and profits. A key aspect of CVP is calculating the break-even point, which is the sales volume where total revenue equals total costs, resulting in zero profit. The document also outlines assumptions of break-even analysis and how to calculate break-even points using equations or graphs. It provides examples of using CVP to determine profit levels at different volumes and to calculate sales needed to achieve a target profit.
This document provides tips for writing an effective executive summary. It explains that the executive summary should sell and summarize the key points of the main document in 1-2 pages or 5-10% of the document length. The executive summary is written after completing the main document and is meant to be read independently by decision makers. It should define the scope, provide context, explain the approach, and conclude with a nutshell summary in short sentences and paragraphs that are scannable. The executive summary establishes authority and should be reviewed multiple times to reduce word count and ensure it would encourage a decision maker to read the full document.
Bilir's Business Intelligence Portfolio SSIS ProjectFigen Bilir
The document describes an SSIS project for a fictional construction company called AllWorks. The project involved designing a SQL Server 2005 database to load and transform data from diverse source files into tables to track employee, customer, timesheet, labor rates, job order, and invoice information. Multiple packages were created to extract, transform, and load the data into the database, including packages to load employee, rate, client, job, and timesheet data. Validation and error handling were included. The packages were deployed to SQL Server and configured to run nightly via a SQL Server Agent job.
Solutions Manual for Managerial Accounting 5th Edition by Wildriven019
This document contains solutions to chapter 2 questions and exercises from the 5th edition Managerial Accounting textbook by Wild. It provides the solutions manual, test bank, and quick study questions and exercises related to job order costing. Key points covered include: calculating predetermined overhead rates, applying overhead to jobs, tracking costs on job cost sheets, and transferring costs of completed jobs to inventory accounts.
This document describes a product costing software that provides several key features for automating and improving the product costing process. The software allows users to perform simulations on product costs, analyze gaps between customer and actual bills of materials, manage different bill of material versions, and generate reports. It is intended to help eliminate issues with manual and Excel-based costing processes for both automotive OEMs and tier 1 suppliers. The software offers cost savings opportunities through improved visibility and accuracy of product costing information.
Plant assets disposal, gain on disposal , lost on disposal, retirement on plant assets, disposal of plant assets, journal entries, jose cintron , advance business consulting, mba4help.com
This chapter discusses responsive design for tablet and desktop devices. It covers using media queries to target different viewports, design principles for tablet and desktop websites, and techniques like pseudo-classes and gradients. Key topics include inserting media queries, creating style rules for tablets and desktops, identifying breakpoints, applying pseudo-classes, and using linear gradients on desktop viewports. The chapter provides examples of code for table, tablet, and desktop media queries and styles.
This document discusses cost-volume-profit (CVP) analysis and its applications in business decision making. It defines fixed and variable costs and explains how CVP analysis explores the relationship between costs, activity levels, and profits. A key aspect of CVP is calculating the break-even point, which is the sales volume where total revenue equals total costs, resulting in zero profit. The document also outlines assumptions of break-even analysis and how to calculate break-even points using equations or graphs. It provides examples of using CVP to determine profit levels at different volumes and to calculate sales needed to achieve a target profit.
This document provides tips for writing an effective executive summary. It explains that the executive summary should sell and summarize the key points of the main document in 1-2 pages or 5-10% of the document length. The executive summary is written after completing the main document and is meant to be read independently by decision makers. It should define the scope, provide context, explain the approach, and conclude with a nutshell summary in short sentences and paragraphs that are scannable. The executive summary establishes authority and should be reviewed multiple times to reduce word count and ensure it would encourage a decision maker to read the full document.
Bilir's Business Intelligence Portfolio SSIS ProjectFigen Bilir
The document describes an SSIS project for a fictional construction company called AllWorks. The project involved designing a SQL Server 2005 database to load and transform data from diverse source files into tables to track employee, customer, timesheet, labor rates, job order, and invoice information. Multiple packages were created to extract, transform, and load the data into the database, including packages to load employee, rate, client, job, and timesheet data. Validation and error handling were included. The packages were deployed to SQL Server and configured to run nightly via a SQL Server Agent job.
Solutions Manual for Managerial Accounting 5th Edition by Wildriven019
This document contains solutions to chapter 2 questions and exercises from the 5th edition Managerial Accounting textbook by Wild. It provides the solutions manual, test bank, and quick study questions and exercises related to job order costing. Key points covered include: calculating predetermined overhead rates, applying overhead to jobs, tracking costs on job cost sheets, and transferring costs of completed jobs to inventory accounts.
This document describes a product costing software that provides several key features for automating and improving the product costing process. The software allows users to perform simulations on product costs, analyze gaps between customer and actual bills of materials, manage different bill of material versions, and generate reports. It is intended to help eliminate issues with manual and Excel-based costing processes for both automotive OEMs and tier 1 suppliers. The software offers cost savings opportunities through improved visibility and accuracy of product costing information.
Plant assets disposal, gain on disposal , lost on disposal, retirement on plant assets, disposal of plant assets, journal entries, jose cintron , advance business consulting, mba4help.com
This chapter discusses responsive design for tablet and desktop devices. It covers using media queries to target different viewports, design principles for tablet and desktop websites, and techniques like pseudo-classes and gradients. Key topics include inserting media queries, creating style rules for tablets and desktops, identifying breakpoints, applying pseudo-classes, and using linear gradients on desktop viewports. The chapter provides examples of code for table, tablet, and desktop media queries and styles.
This document is a training report submitted by M.K.P.R. Jayawardhana detailing their internship at WSO2 Lanka (pvt) Ltd from February 28, 2011 to September 23, 2011. The report includes an introduction to WSO2 as the training establishment, an overview of their technical training experiences working on projects related to security and implementing SAML to XACML, and a conclusion reflecting on the overall training.
It provides background on WSO2's vision, business model, organizational structure, and products. The technical training section describes building a sample client, developing an entitlement handler, and implementing SAML single sign-on for authentication and authorization using XACML. Non-
The document discusses preparing manufacturing accounts to calculate the unit cost of items produced. It provides:
1) A manufacturing account calculates the cost of producing completed goods by tracking raw material costs, direct wages, factory overheads and work-in-progress.
2) Key areas of the manufacturing process like raw material consumption, prime costs, factory overheads and cost of goods manufactured are calculated.
3) The complete manufacturing account format should show these key areas and the unit cost of production is calculated by dividing total cost of goods manufactured by the number of units sold.
Run an Effective Cultural Probe on your Project - UX Australia 2013Matt
This document discusses how to conduct an effective cultural probe for a user research project. A cultural probe involves giving participants artifact packages containing tasks and tools to document their experiences over time. This probe was aimed at understanding the context and tasks for mobile enablement of enterprise capabilities. The probe was designed to validate hypotheses, provide a longitudinal view of a day, and understand context preferences. The probe packages contained diaries for two days, a camera, pen, and briefing. Participants were recruited and briefed on carrying out the probe tasks and documenting their experiences in the provided diaries at specified times. Challenges that may be encountered include getting approval, low participant completion rates, and difficulty analyzing results. Addressing these challenges involves clear communication, making the
This document discusses cost-volume-profit (CVP) analysis, which is used to determine how changes in costs and volume affect a company's operating income and net income. It defines key CVP terms like contribution margin, contribution margin ratio, break-even point, and targeted income. The break-even point is where total revenues equal total costs and the company experiences no profit or loss. CVP analysis uses assumptions of constant prices and costs to calculate break-even sales levels in dollars and units. It can also be used to determine the sales level needed to achieve a specific targeted income level.
The document describes various methods of costing used in cost accounting including: unit costing, job costing, contract costing, batch costing, operating/service costing, process costing, multiple costing, and uniform costing. It provides examples of different industries that use each method and brief descriptions of how each method works.
The document discusses job costing, which is a product costing method used for unique products made to customer specifications. It describes job costing systems, different costing methods (actual, normal, standard), and reasons why normal and standard costing are preferable to actual costing. The document also provides examples of job costing sheets and case studies calculating costs for different job orders.
The document provides information about resume samples, templates, and other career resources for naval architects. It includes links to resume examples, cover letter samples, interview questions and answers, job interview guides, and other materials on resume123.org. The resources cover chronological, functional, and other resume formats as well as tips for writing resumes, preparing for interviews, and developing your naval architecture career.
الدليل الإرشادي السريع شراكة القطاعين العام مع الخاصYesserProgram
إن من التزامات المملكة العربية السعودية رفع مستوى استخدام الشراكة وترقيته بين القطاعين العام والخاص ضمن مبادرات الحكومة الإلكترونية عبر القطاع العام. ولتنفيذ ذلك قامت اللجنة التوجيهية للتعاملات الإلكترونية الحكومية والمكونة من وزارة المالية ، وزارة الاتصالات وتقنية المعلومات وهيئة الاتصالات وتقنية المعلومات، بوضع أداة وإطار لسياسة تساعد الجهات الحكومية في استخدام نظام الشراكة بين القطاعين العام والخاص.
This document defines key cost accounting terms and concepts. It discusses the objectives of cost accounting like ascertaining costs, determining selling prices, and assisting management decision making. It distinguishes between cost reduction and cost control and highlights their differences. The importance of cost accounting to businesses is outlined for decision making, cost control, budgeting, efficiency measurement, and price determination. Financial accounting is distinguished from cost accounting. Finally, it describes different bases for classifying costs like functions, controllability, normality, and relevance for decision making.
This document discusses various methods, techniques, and systems of costing. It describes job costing, contract costing, batch costing, process costing, operation costing, and others. It also covers techniques like marginal costing, direct costing, and absorption costing. For systems of costing, it explains historical costing using post-costing and continuous costing, as well as standard costing.
Job costing allows tracking costs and revenues for individual jobs or projects in Tally.ERP 9. Cost centers and inventory features are integrated to enable job costing. Job costing reports like job work analysis and material consumption summary determine profitability and track material movements for each job. Masters like cost centers, godowns, ledgers and stock items must be created and relevant vouchers passed to implement job costing functionality in Tally.ERP 9.
The document discusses machine hour rate, which is a method used to allocate factory overhead costs based on machine hours. It defines machine hour rate as the cost of running a machine per hour. The key steps to calculate machine hour rate are: (1) identify machine-related overhead costs, (2) divide total overhead by estimated machine hours to get a rate per hour, (3) rates can vary by machine type. The advantages are it allows for accurate overhead allocation and cost comparisons. Disadvantages include additional work to track machine hours and potential inaccuracies if manual labor is also important. Problems and examples are provided to demonstrate the calculation of machine hour rates.
Activity based costing ppt @ mba finaceBabasab Patil
Activity based costing (ABC) provides a more accurate method for assigning overhead costs than conventional costing methods. ABC identifies the activities performed in an organization and assigns costs to products based on their consumption of activities. It recognizes that resources are used to perform activities, not directly by products. ABC involves identifying activities, assigning resource costs to activities, defining activity drivers, and calculating activity costs to determine the full cost of products and services. ABC provides managers with more accurate cost information to improve process efficiency.
The document provides an overview of an industrial training report submitted by Toh Beng Leong after completing a 10-week internship at T.T.E. Engineering (M) Sdn. Bhd. It includes details about the company and projects, as well as assignments completed by the author during the internship such as learning HVAC basics, conducting site inspections, analyzing ductwork systems, and calculating noise levels. The author gained valuable experience in mechanical engineering practices and professional conduct expected of engineers.
This document provides an overview of creating an effective business plan. It identifies the key elements that should be included in a business plan, such as an executive summary, business concept, market analysis, management team, marketing plan, and financial plan. The document explains that a good business plan is important for attracting investors, testing the viability of your business ideas, outlining each area of the business, and setting milestones. It also stresses that an effective business plan clearly defines goals and describes how the business will achieve those goals.
Budget Vs Actual Variance Analysis PowerPoint Presentation SlidesSlideTeam
Enhance your audiences knowledge with this well researched complete deck. Showcase all the important features of the deck with perfect visuals. This deck comprises of total of twenty slides with each slide explained in detail. Each template comprises of professional diagrams and layouts. Our professional PowerPoint experts have also included icons, graphs and charts for your convenience. All you have to do is DOWNLOAD the deck. Make changes as per the requirement. Yes, these PPT slides are completely customizable. Edit the colour, text and font size. Add or delete the content from the slide. And leave your audience awestruck with the professionally designed Budget Vs Actual Variance Analysis Powerpoint Presentation Slides complete deck.
Managerial Accounting Tools for Business Decision Making Canadian 5th Edition...EmmanuelCamerons
This document provides an assignment classification table and characteristics for a chapter in a managerial accounting textbook. The table outlines the key study objectives covered in the chapter, self-study questions, brief exercises, do it review exercises, problems, and a Bloom's taxonomy table correlating the objectives with the exercises. It also includes a table describing characteristics of assigned problems such as difficulty level and time allotted. The document provides resources and guidance for students to learn about classifying costs, calculating cost of goods manufactured, and preparing financial statements for a manufacturer.
The document discusses different types of overhead cost variances. It defines an overhead cost variance as the difference between the amount of overhead applied during production and the actual overhead costs incurred. There are two main types of overhead cost variances - variable overhead cost variance and fixed overhead cost variance.
Variable overhead cost variance has three components - variable overhead cost variance, variable overhead expenditure variance, and variable overhead efficiency variance. Fixed overhead cost variance depends on efficiency, calendar days, and production capacity. It contains fixed overhead expenditure variance and fixed overhead volume variance, which has three sub-variances for efficiency, capacity, and calendar.
This document outlines a project timeline with 5 milestones from August 29 to October 3. It is divided into two phases, with phase 1 spanning 11 days and containing 4 sub-tasks of varying durations, and phase 2 spanning 12 days and containing 4 sub-tasks. The timeline also advertises a free PowerPoint add-in called Office Timeline that allows users to easily create and edit Gantt charts directly within PowerPoint.
This document is a training report submitted by M.K.P.R. Jayawardhana detailing their internship at WSO2 Lanka (pvt) Ltd from February 28, 2011 to September 23, 2011. The report includes an introduction to WSO2 as the training establishment, an overview of their technical training experiences working on projects related to security and implementing SAML to XACML, and a conclusion reflecting on the overall training.
It provides background on WSO2's vision, business model, organizational structure, and products. The technical training section describes building a sample client, developing an entitlement handler, and implementing SAML single sign-on for authentication and authorization using XACML. Non-
The document discusses preparing manufacturing accounts to calculate the unit cost of items produced. It provides:
1) A manufacturing account calculates the cost of producing completed goods by tracking raw material costs, direct wages, factory overheads and work-in-progress.
2) Key areas of the manufacturing process like raw material consumption, prime costs, factory overheads and cost of goods manufactured are calculated.
3) The complete manufacturing account format should show these key areas and the unit cost of production is calculated by dividing total cost of goods manufactured by the number of units sold.
Run an Effective Cultural Probe on your Project - UX Australia 2013Matt
This document discusses how to conduct an effective cultural probe for a user research project. A cultural probe involves giving participants artifact packages containing tasks and tools to document their experiences over time. This probe was aimed at understanding the context and tasks for mobile enablement of enterprise capabilities. The probe was designed to validate hypotheses, provide a longitudinal view of a day, and understand context preferences. The probe packages contained diaries for two days, a camera, pen, and briefing. Participants were recruited and briefed on carrying out the probe tasks and documenting their experiences in the provided diaries at specified times. Challenges that may be encountered include getting approval, low participant completion rates, and difficulty analyzing results. Addressing these challenges involves clear communication, making the
This document discusses cost-volume-profit (CVP) analysis, which is used to determine how changes in costs and volume affect a company's operating income and net income. It defines key CVP terms like contribution margin, contribution margin ratio, break-even point, and targeted income. The break-even point is where total revenues equal total costs and the company experiences no profit or loss. CVP analysis uses assumptions of constant prices and costs to calculate break-even sales levels in dollars and units. It can also be used to determine the sales level needed to achieve a specific targeted income level.
The document describes various methods of costing used in cost accounting including: unit costing, job costing, contract costing, batch costing, operating/service costing, process costing, multiple costing, and uniform costing. It provides examples of different industries that use each method and brief descriptions of how each method works.
The document discusses job costing, which is a product costing method used for unique products made to customer specifications. It describes job costing systems, different costing methods (actual, normal, standard), and reasons why normal and standard costing are preferable to actual costing. The document also provides examples of job costing sheets and case studies calculating costs for different job orders.
The document provides information about resume samples, templates, and other career resources for naval architects. It includes links to resume examples, cover letter samples, interview questions and answers, job interview guides, and other materials on resume123.org. The resources cover chronological, functional, and other resume formats as well as tips for writing resumes, preparing for interviews, and developing your naval architecture career.
الدليل الإرشادي السريع شراكة القطاعين العام مع الخاصYesserProgram
إن من التزامات المملكة العربية السعودية رفع مستوى استخدام الشراكة وترقيته بين القطاعين العام والخاص ضمن مبادرات الحكومة الإلكترونية عبر القطاع العام. ولتنفيذ ذلك قامت اللجنة التوجيهية للتعاملات الإلكترونية الحكومية والمكونة من وزارة المالية ، وزارة الاتصالات وتقنية المعلومات وهيئة الاتصالات وتقنية المعلومات، بوضع أداة وإطار لسياسة تساعد الجهات الحكومية في استخدام نظام الشراكة بين القطاعين العام والخاص.
This document defines key cost accounting terms and concepts. It discusses the objectives of cost accounting like ascertaining costs, determining selling prices, and assisting management decision making. It distinguishes between cost reduction and cost control and highlights their differences. The importance of cost accounting to businesses is outlined for decision making, cost control, budgeting, efficiency measurement, and price determination. Financial accounting is distinguished from cost accounting. Finally, it describes different bases for classifying costs like functions, controllability, normality, and relevance for decision making.
This document discusses various methods, techniques, and systems of costing. It describes job costing, contract costing, batch costing, process costing, operation costing, and others. It also covers techniques like marginal costing, direct costing, and absorption costing. For systems of costing, it explains historical costing using post-costing and continuous costing, as well as standard costing.
Job costing allows tracking costs and revenues for individual jobs or projects in Tally.ERP 9. Cost centers and inventory features are integrated to enable job costing. Job costing reports like job work analysis and material consumption summary determine profitability and track material movements for each job. Masters like cost centers, godowns, ledgers and stock items must be created and relevant vouchers passed to implement job costing functionality in Tally.ERP 9.
The document discusses machine hour rate, which is a method used to allocate factory overhead costs based on machine hours. It defines machine hour rate as the cost of running a machine per hour. The key steps to calculate machine hour rate are: (1) identify machine-related overhead costs, (2) divide total overhead by estimated machine hours to get a rate per hour, (3) rates can vary by machine type. The advantages are it allows for accurate overhead allocation and cost comparisons. Disadvantages include additional work to track machine hours and potential inaccuracies if manual labor is also important. Problems and examples are provided to demonstrate the calculation of machine hour rates.
Activity based costing ppt @ mba finaceBabasab Patil
Activity based costing (ABC) provides a more accurate method for assigning overhead costs than conventional costing methods. ABC identifies the activities performed in an organization and assigns costs to products based on their consumption of activities. It recognizes that resources are used to perform activities, not directly by products. ABC involves identifying activities, assigning resource costs to activities, defining activity drivers, and calculating activity costs to determine the full cost of products and services. ABC provides managers with more accurate cost information to improve process efficiency.
The document provides an overview of an industrial training report submitted by Toh Beng Leong after completing a 10-week internship at T.T.E. Engineering (M) Sdn. Bhd. It includes details about the company and projects, as well as assignments completed by the author during the internship such as learning HVAC basics, conducting site inspections, analyzing ductwork systems, and calculating noise levels. The author gained valuable experience in mechanical engineering practices and professional conduct expected of engineers.
This document provides an overview of creating an effective business plan. It identifies the key elements that should be included in a business plan, such as an executive summary, business concept, market analysis, management team, marketing plan, and financial plan. The document explains that a good business plan is important for attracting investors, testing the viability of your business ideas, outlining each area of the business, and setting milestones. It also stresses that an effective business plan clearly defines goals and describes how the business will achieve those goals.
Budget Vs Actual Variance Analysis PowerPoint Presentation SlidesSlideTeam
Enhance your audiences knowledge with this well researched complete deck. Showcase all the important features of the deck with perfect visuals. This deck comprises of total of twenty slides with each slide explained in detail. Each template comprises of professional diagrams and layouts. Our professional PowerPoint experts have also included icons, graphs and charts for your convenience. All you have to do is DOWNLOAD the deck. Make changes as per the requirement. Yes, these PPT slides are completely customizable. Edit the colour, text and font size. Add or delete the content from the slide. And leave your audience awestruck with the professionally designed Budget Vs Actual Variance Analysis Powerpoint Presentation Slides complete deck.
Managerial Accounting Tools for Business Decision Making Canadian 5th Edition...EmmanuelCamerons
This document provides an assignment classification table and characteristics for a chapter in a managerial accounting textbook. The table outlines the key study objectives covered in the chapter, self-study questions, brief exercises, do it review exercises, problems, and a Bloom's taxonomy table correlating the objectives with the exercises. It also includes a table describing characteristics of assigned problems such as difficulty level and time allotted. The document provides resources and guidance for students to learn about classifying costs, calculating cost of goods manufactured, and preparing financial statements for a manufacturer.
The document discusses different types of overhead cost variances. It defines an overhead cost variance as the difference between the amount of overhead applied during production and the actual overhead costs incurred. There are two main types of overhead cost variances - variable overhead cost variance and fixed overhead cost variance.
Variable overhead cost variance has three components - variable overhead cost variance, variable overhead expenditure variance, and variable overhead efficiency variance. Fixed overhead cost variance depends on efficiency, calendar days, and production capacity. It contains fixed overhead expenditure variance and fixed overhead volume variance, which has three sub-variances for efficiency, capacity, and calendar.
This document outlines a project timeline with 5 milestones from August 29 to October 3. It is divided into two phases, with phase 1 spanning 11 days and containing 4 sub-tasks of varying durations, and phase 2 spanning 12 days and containing 4 sub-tasks. The timeline also advertises a free PowerPoint add-in called Office Timeline that allows users to easily create and edit Gantt charts directly within PowerPoint.
Project Proposal Sample: RFID on Warehouse Management SystemCheri Amour Calicdan
This document is a thesis submitted for a Master's degree in Information Technology that proposes developing a Warehouse Management System integrated with RFID technology. The project aims to automate manual processes at a warehouse to reduce errors, improve data accuracy, increase speed and control over inventory. Currently the warehouse relies on a paper-based semi-automated system with 65 personnel which is inefficient and ineffective. The proposed system would use RFID readers on forklifts and fixed locations, along with RFID tags on assets and shelves, to automate tracking and provide real-time inventory and reports. This is intended to streamline operations and address bottlenecks affecting the production cycle.
In this presentation, Chris Vizzuett shows a practical use of Earned Value Management and Earned Schedule Management to develop a project performance dashboard
One page executive style project/program status report. The template, is purposefully one page with specific key elements. It's meant to force the writer to provide activities, analysis around lessons learned and provide traffic lights on key program elements.
Are you looking to write down a Project Management Plan and don't how to start.
Here is a free Project Management Plan template with embedded instructions from Simplilearn.
Completely free!! Go ahead and use it!
This detailed business case seeks approval to invest up to $XXX million by [date] to implement option three. Option three was identified as the preferred way forward in the indicative business case as it optimizes value for money. The economic case found that option three has the highest net present value and best balances monetary and non-monetary benefits. The commercial case outlines a procurement strategy and plan to implement a deal that is commercially viable. The financial case finds the preferred option is affordable. The management case demonstrates the project is achievable through effective planning. Approval is requested to proceed with detailed planning and procurement to implement the preferred option.
This business case document outlines a business problem, available solution options, and a recommended implementation approach. Specifically, it summarizes a core business issue, presents two potential solutions with their benefits, costs, risks and feasibility assessments, and recommends adopting option 1 based on its higher total score. The implementation approach provides an overview of the project initiation, planning, execution and closure processes. In summary, this business case seeks approval to implement option 1 as the preferred solution to address the identified business problem.
What is A Business Proposal?
Unlike a business plan, which is written to run your company and raise capital, a business proposal is an unsolicited or solicited bid for business. There are two types of business proposal that can help you gain more business to grow your company.
Types of proposals
There are mainly three types of proposal:-
1:-Business proposal
2:-Technical proposal
3:-Research proposal
The document provides an overview of key elements that should be included in a business plan, including:
1. An executive summary that briefly describes the type of business, company summary, management team, product/service, funds requested, and financial projections.
2. Major sections that cover background and purpose, objectives, market analysis, development and production, marketing plan, and financial plans.
3. Guidelines for each section, including describing the business model and resources, objectives, market size and competitive factors, production processes and quality assurance, marketing strategy and sales forecasts, and financial statements and projections.
The document emphasizes that an effective business plan clearly communicates the business opportunity and strategy to potential investors and other stakeholders
This document provides a plan for a small IT project. It outlines the project objectives, scope, resources required, estimated costs, and deliverables. The project scope involves developing and implementing a new equipment booking system. Key resources will include a project manager, business analyst, and application developer. The total estimated cost is $XXX, including internal staffing costs and external consulting fees. The main deliverables will be a new booking system with functionality for staff and students.
This document is a business proposal from a company to a client. It includes contact information for the proposing company, an executive summary introducing the company and proposed services, an overview of the project identifying challenges and opportunities, a scope of work with deliverables and timeline, cost details and payment terms, and a terms and conditions section outlining the agreement.
Use this Microsoft Word template to help you design a Business Case for any corporate product investment. Get this template @ http://www.demandmetric.com/content/product-business-case-template
This document outlines the process for automating intercompany and intracompany billing of training courses between departments within a company. It details how Oracle Projects will be used to generate accounting entries to charge tuition costs to the cost centers of trainees and credit revenue to the departments providing the training. Setup steps are provided for task and transaction setup, expenditure types, data file imports, intercompany and intracompany billing configurations, and reporting. The goal is to use Oracle's cross charge functionality to pass costs and share revenue across organizations for internal billing within and between different operating units in a systematic automated way.
Week 1Instructions1. The purpose of this template is to gather dat.docxlillie234567
Week 1Instructions1. The purpose of this template is to gather data that will be analyzed and discussed in your memorandum. Insert the name of the company below. Use the sample below to give you an idea of the type of response you should submit. 2. Risks of the company are disclosed in the annual 10-K Report section and generally located in Item 1A Risk Factors. Use the risks in the 10-K as your basis for your memorandum. You ONLY need two areas of risk. Hint: To easily find the 10K Report, Google the name of your company and 10K Report. Then, once in the report, you can use the find function to look for the word "risk." 3. While not a requirement, you can copy/paste the below MS Excel table as a picture to your memorandum to assist in your analysis and recommendationsSample EntryNVDAName of Risk (e.g., supply chain, currency risk, interest rate risk, etc.)Enter a brief descritpion of the risk mentioned in the 10K Report. Do you believe it is a strategic, financial operational, regulatory risk? 1Manufacturing difficulties / Operational RiskRedefine the nod naming to get away from the size and focus on efficiency and density. As a backup plan, use third-party foundries like TSMC or Samsung to make new generation chips, separate designs, and manufacturing plants.2Cybersecrity and privacy risk / Operational and Financial RiskEducate every employee to alert of the phish emails, Create effective crisis response process, using new technologies like blockchain and AI security, and create backup servers of the cloud, working together with industries.INSERT THE NAME OF YOUR COMPANY HEREName of Risk (e.g., supply chain, currency risk, interest rate risk, etc.)Enter a brief descritpion of the risk mentioned in the 10K Report. Do you believe it is a strategic, financial operational, regulatory risk? 1Supply chain riskAccording to the 10-k report, Tesla is facing supply chain risk. Tesla buys its parts globally from single sources direct suppliers, even without long-term contracts. This strategy puts the organization at risk of component shortages.
Unexpected business changes, pricing changes, tariffs, and government regulations
changes as a result of the Covid-19 pandemic's effects these circumstances include
Trade and shipping disruptions are uncontrollable. Absence of any component
will cause production delays2Operational risk According to the report, Tesla may be unable to meet global delivery, sales, installation, vehicle charging, and service targets. Because cash investment and resources are involved, the risk involves financial operation risk.
management. They are dealing with uncertainty because there is no guarantee that
They will be able to increase sales, install products, and avoid cost overruns.Devon Charles
Week 2Instructions
1. The purpose of this template is to gather data that will be analyzed and discussed in Memo #2 submission. Insert the name of the company in the "INSERT COMPANY HERE."
2. The template intends for you to gather finan.
This document outlines the requirements for a new project at the Shreem Institute of Professional Development. It includes an introduction describing the organization's goals and objectives for the project, the project scope and what functionality will and will not be included. It also discusses assumptions, constraints, risks, and an overview of the current and proposed business processes. The document is intended to define what needs to be developed and guide the project team in building the requested features.
The document provides a template for a business case that includes sections for an executive summary, opportunity overview, assumptions and decision criteria, business impact analysis, risks and contingencies, and recommendations. The template is intended to help users design a business case to obtain approval for a corporate investment by outlining the project details, benefits, risks, and proposed action plan.
Discussion 3Research at least two articles on the topic of big d.docxmadlynplamondon
Discussion 3
Research at least two articles on the topic of big data and its business impacts. Write a brief synthesis and summary of the two articles. How are the topics of the two articles related? What information was relevant and why?
Provide the references in your responses.
Your post should be 300 words long (40 points).
Wireless World
WIRELESS WORLD
Budget Proposal
For
5 years
BUSN278
Summer
Professor Alan Hansen
DeVry University
Table of Contents
Section
Title
Subsection
Title
Page Number1.0Executive Summary
2.0Sales Forecast
2.1Sales Forecast
2.2Methods and Assumptions
3.0Capital Expenditure Budget
4.0Investment Analysis
4.1Cash Flows
4.2NPV Analysis
4.3Rate of Return Calculations
4.4Payback Period Calculations
5.0Pro Forma Financial Statements
5.1Pro Forma Income Statement
5.2Pro Forma Balance Sheet
5.3Pro Forma Cash Budget
6.0Works Cited
7.0Appendices
7.1Appendix 1: [description]
7.2Appendix 2:
[description]
(Please put page numbers in the last column of the table of contents above, because they apply to your finished assignment. Do this after your project is complete. Remove this text and all text that is in italics in this template when finished with your project.)
(Also, please submit your Excel spreadsheet that shows your supporting calculations.)
1.0 Executive Summary
The business selected for startup is Wireless World – Wireless Device Retail store, only of the most high tech of its type in the region. The business will be offering a wide range of unique wireless products, which are rare and are consumer focused, as the technology and the performance delivered by these devices is the ultimate reason a class of customers are attracted toward the stores which are dealing in such products. The business will be mainly operating through flagship stores in the big shopping malls, where such customer traffic is attracted to these products.
As the business will be in startup phase the budget will help the business is achieving the profitability as well help in analyzing the sales and cash flow volume, as that will support the planning of cash flows of business.
The budget will be mainly consistent of the initial investment the business owner will be required to place, the NPV projections states that the business will be able to be valued at $xxx, along with handsome payback period, and IRR.
2.0 Sales Forecast
Briefly introduce the sales forecast section.
2.1 Sales Forecast
The 5 years sales plan is mentioned below which mainly includes the business growth in sales, consistently throughout the 5 years, this comprise 5% straight growth throughout, and a price inflation adjustment of 2% each year, assuming the product demand would remain steady.
The main assumption behind the fact that product demand would remain steady is that the manufacturing businesses bring on a new product each year and they attract a specific customer base, that customer base would keep on increasing every year.
...
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Your Company NameYour Company NameBudget Proposalfor[ent.docxhyacinthshackley2629
Your Company Name
Your Company Name
Budget Proposal
for
[enter years here]
BUSN278
[Term]
Professor[name]
DeVry University
Table of Contents
Section
Title
Subsection
Title
Page Number1.0Executive Summary
2.0Sales Forecast
2.1Sales Forecast
2.2Methods and Assumptions
3.0Capital Expenditure Budget
4.0Investment Analysis
4.1Cash Flows
4.2NPV Analysis
4.3Rate of Return Calculations
4.4Payback Period Calculations
5.0Pro Forma Financial Statements
5.1Pro Forma Income Statement
5.2Pro Forma Balance Sheet
5.3Pro Forma Cash Budget
6.0Works Cited
7.0Appendices
7.1Appendix 1: [description]
7.2Appendix 2:
[description]
(Please put page numbers in the last column of the table of contents above, because they apply to your finished assignment. Do this after your project is complete. Remove this text and all text that is in italics in this template when finished with your project.)
(Also, please submit your Excel spreadsheet that shows your supporting calculations.)
1.0 Executive Summary
The first paragraph of this executive summary should give a brief description of the business to which this budget applies. Very briefly describe the products and services of this company, the geography or demographics of the customers it serves, and why people purchase the main product of this business. Much or all of this information will be found in the business profile provided to you. Please use your own words, and please do not simply copy and paste the explanation in the course materials. Make assumptions if necessary.
Also, provide a second paragraph that describes how the budget supports the company’s strategy.
Finally, provide a third paragraph in which you summarize the key points from your budget, including the planning horizon; the amount of up-front investment; the NPV, payback, and IRR of the project; and key figures from your income statement, cash budget, and balance sheet.
Remember, this is not a thesis or introduction of what you will talk about—it contains the major, specific content of each section. The second and third paragraphs should be written after you have completed all other sections of this template.
As you complete sections of this template, please remove all italicized text in all sections of this template and replace it with your own text or you will lose points!
2.0 Sales Forecast
Briefly introduce the sales forecast section.
2.1 Sales Forecast
Here you should include a simple table showing the years and the total sales for each year, along with a brief explanation of why sales are expected to rise, fall, change, or stay the same in certain years. Provide a brief explanation of the sales forecast, indicating why you expect sales to rise or fall during the planning horizon. Your explanation should be consistent with the trends and changes in sales found in your table.
Year 1
Year 2
Year 3
Year 4
Year 5
Sales
2.2 Methods and Assumptions
Here you should describe how you arrived at your sales forecast in sect.
This business case proposes a Web Platform (WP) Project to address issues with Smith Consulting's legacy mainframe systems for managing administrative functions like payroll and reporting as the company has expanded. The WP Project aims to migrate these functions to a new centralized web-based platform to reduce costs, improve efficiency, and give employees more autonomy. Implementing the WP Project is estimated to reduce overhead costs by 15% in the first year, decrease employee turnover by 10%, and significantly decrease the time needed for reporting and resolving payroll issues. The business case recommends proceeding with the WP Project as it is aligned with corporate strategy and objectives and provides the best opportunity to realize benefits while involving the least risk compared to other alternatives.
1 BUS B899F Assignment 1 Date due 28 November 2019.docxjeremylockett77
1
BUS B899F Assignment 1
Date due: 28 November 2019 (Thursday) 5 December 2019
Weighting: 5% of the total marks for this course
Length: You are advised to write no more than 3,000 words for this assignment.
Important note:
a. As a mechanism to maintain academic integrity, students are required to
submit both hard and soft copies of their assignments as below:
i. Submission of soft copy
Students should upload the Originality Report, which is downloaded after
processing by the Turnitin, to the OLE of the course by 6:00 pm on the
submission due date. The Originality Report uploaded to the OLE should
be in pdf format, contains the content of the student’s assignment, the
results of an originality check with highlight of matching text. The user
guide of Turnitin is available on the OLE for reference.
Students should upload a soft copy of the assignment to the OLE of the
course by 5:00 pm on the submission due date. Files uploaded to the OLE
should be prepared in Microsoft Word. Please refer to the quick start
guide for submission of assignments to Turnitin.
ii. Submission of hard copy
Students should put a hard copy of the Turnitin Originality Report, in the
collection box on 8/F in Block A or 7/F in Block B by 6:00 pm on the
assignment due date.
iii. 10% of the marks awarded to the assignment will be deducted for each
day it is overdue until both hard and soft copies are submitted the soft
copy is submitted.
Students are allowed to upload their work in Turnitin once per
assignment. Please don’t upload the work to Turnitin in the last minutes
as it takes time to generate the Originality Report. Students must ensure
that the content of both the hard and soft copy are identical. In case of
discrepancies between the two copies, only the hard copies of your
assignment with the Turnitin Originality Report will be graded and
returned.
b. Please include a word count at the end of your assignment. Please note that
the tutor is given the discretion to deduct marks for exceeding the word limit
2
or to disregard the content after the word limit is reached.
3
Tasks: (100 marks)
Before you write this assignment, please consider some issues relating to
business ideas, including formulating a business idea; exploring and clarifying
the possible problems associated with the idea; and evaluating the idea.
This assignment should include business proposal sections 2-4 (see the appendix
for details):
1. Introduction, including the reader to your business idea and preview of
content of the proposal; (20 marks)
2. Company overview, including company profile/proposed organization, and
the mission, vision and goals of the business; (30 marks)
3. Proposed business, including purposes and values of the business, proposed
product/service, target customer, core competences for achieving the
business goals etc. (50 marks)
Points of Ad ...
The document provides guidelines for a business project that requires students to develop a business plan and presentation for a new business idea. Students must conduct feasibility analysis interviews, complete a first screen analysis of the idea, and write a 3500-word business plan following an outlined structure. This includes sections on industry analysis, company description, market analysis, economics, marketing plan, operations plan, management team, schedule, and financial projections. Students will submit their written business plan and presentation slides and present their idea to receive a grade based on their knowledge of concepts and writing skills.
introduction to thecorporate annual reportA Business Ap.docxmariuse18nolet
introduction to the
corporate annual report:
A Business Application with IFRS Content
Brian B. Stanko, Ph.D., CPA & Thomas L. Zeller Ph.D., CPA
[not for resale]
3rd edition
project instructions
This page is to be completed by the student and submitted with the final
annual report project according to your instructor’s requirements.
Complete the following before you submit your assignment. This step is
required to validate your compliance with sections 107 or 108 of
the 1976 United States Copyright Act.
1. Remove the front cover of the workbook and identify:
Your Name: __________________________________________
School Term: __________________________________________
Company Selected: __________________________________________
Instructor: __________________________________________
2. Print out your completed electronic template.
3. Attach the following:
• Thisfrontcover(completed)
• Electronicsolutiontemplate
• Printedreportsasspecifiedbytheinstructionsthat
immediately follow Chapter 1: Select a Company
and Gather Documents – Question 1
authors
Brian B. Stanko
Professor of Accounting
Chair: Department of Accounting and Business Law
Loyola University Chicago
and
Thomas L. Zeller
Professor of Accounting
Loyola University Chicago
Professors Stanko and Zeller are accounting professors at Loyola University Chicago.
Eachhasover20yearsofexperienceteachingaccountingandrelatedtopicstoexecu-
tives, graduate and undergraduate students. Their research, published in scholarly and
practitioner journals, addresses accounting tools and techniques that link theory
to practice.
introduction to the
corporate annual report:
A Business Application with IFRS Content
3rd edition
Dedications
Brian B. Stanko
Julie and family
Thomas L. Zeller
Mary and family
Copyright 2012 by Applied Accounting Analytics. All rights reserved. Reproduction or translation
of this book beyond that permitted by the applicable copyright law without Applied Accounting
Analytics’ permission is prohibited. Requests for permission to reprint or for further information
should be directed to [email protected] or [email protected]
ISBN:978-0-9841839-2-0
Applied Accounting Analytics
table of contents
Preface ......................................................................................................................... 2
To The Faculty Member ............................................................................................. 2
To The Student ........................................................................................................... 3
CHAPTE.
Similar to Business case template for project (20)
3. This document is also available in alternative formats on request.Table of Contents
Introduction.........................................................................................4
Using this Template.................................................................4
Authority Signatures ............................................................................5
Executive Summary..............................................................................6
Phase 1: The Strategic Context...............................................................7
1 Business Needs and Desired Outcomes ..................................7
1.1 Strategic Environment.........................................................................................7
1.1.1 Organizational Overview..................................................................................7
1.2 Strategic Fit.........................................................................................................7
1.3 Detailed Description of the Business Need.........................................................8
1.3.1 Problem/Opportunity Statement.......................................................................8
1.4 Scope...................................................................................................................8
1.4.1 Boundaries........................................................................................................8
Phase 2: Analysis and Recommendation.................................................10
2 Preliminary Options Analysis................................................10
2.1 Evaluation Criteria.............................................................................................10
2.2 List the Possible Options...................................................................................10
2.3 Screening of Options.........................................................................................10
2.4 Rationale for Discounted and Viable Options...................................................10
3 Viable Options...................................................................12
3.1 Alignment..........................................................................................................12
3.1.1 Strategic Alignment........................................................................................12
3.2 Costs..................................................................................................................12
3.3 Cost-Benefit Analysis........................................................................................12
3.4 Implementation and Capacity Considerations of Viable Options.....................12
3.5 Risk ...................................................................................................................13
3.6 Benchmark.........................................................................................................13
3.7 Policy and Standard Considerations..................................................................14
3.8 Advantages and Disadvantages.........................................................................14
4 Justification and Recommendation........................................16
4.1 Comparison Summary.......................................................................................16
4.2 The Preferred Option.........................................................................................16
4.2.1 Recommendation............................................................................................16
5 Managing the Investment....................................................19
5. Business Case | [Project Name]
Introduction
This document is your template for producing a business case. A business case is typically a
presentation or a proposal to an authority by an organization seeking funding, approval, or both
for an activity, initiative, or project.
Using this Template
To create a business case from this template, simply do the following:
1. Delete this page.
2. Replace the title on the cover page with “Business Case:”, the name of your project, and the
organization information.
3. Replace the [bracketed text] in the document header with your project name and delete the
brackets.
4. Save your document with a file name of your choice.
5. Update the file name in the document footer by right-clicking and selecting Update Field.
6. Complete the entire template. Each section contains brief instructions, shown in italics,
which can be removed once your document is finalized. The template’s companion document,
Business Case Guide, provides sample tables as suggested layout for some of the information
required.
7. Update the table of contents by right-clicking and selecting Update Field, then Update
entire table.
Consult the Business Case Guide if you would like more information about a particular section
of the business case or information about a business case in general.
Business Case Template ENG.doc 5
6. [Project Name] | Business Case
Authority Signatures
This section contains the signatures of key stakeholders, indicating that they agree with the
presentation or proposal as it appears in the business case.
_______________________________________ _______________________
Full name Date
Executive Sponsor
Position, client organization
_______________________________________ _______________________
Full name Date
Project Sponsor
Position, client organization
_______________________________________ _______________________
Full name Date
Project Manager
Position, client organization
_______________________________________ _______________________
Full name Date
Title
Position, other supporting organization
6 Business Case Template ENG.doc
7. Business Case | [Project Name]
Executive Summary
Provide an executive summary (high level) that captures only the essential elements of the
business case being presented. Include the business case’s most pertinent facts in a clear,
concise, and strategic overview.
Checklist:
The pertinent facts of the business case are provided in a clear and concise
fashion.
Business Case Template ENG.doc 7
8. [Project Name] | Business Case
Phase 1: The Strategic Context
1 Business Needs and Desired Outcomes
Complete the following sections to identify the need (problem or opportunity) facing the
sponsoring organization and the desired business outcomes.
1.1 Strategic Environment
1.1.1 Organizational Overview
To build a strong rationale for a proposed investment, the current environment needs to be
described. The organizational overview of the sponsoring department, agency, or entity should
include:
Mission
Strategic vision, goals, and service objectives
Current activities and services, including key stakeholders and clients
Organizational structure (high level)
Existing capacity—financial and human resources
1.1.2 Business Need
This subsection contains a clear articulation of the business need in the form of a well-structured
statement that addresses the problem or opportunity. This statement should be no more than one
or two sentences.
1.1.3 Drivers for Change
Identify the drivers that have triggered the investment proposal. Both internal and external
drivers of change should be identified and clearly linked to the business need.
See typical drivers for change in the Business Case Guide.
1.1.4 Business Outcomes
Describe the business outcomes (high level). A business outcome is the expected result or benefit
that the organization is striving to achieve at the end of an intervention or change.
1.2 Strategic Fit
To make a robust case for change, the business case should demonstrate how the proposed
investment fits within the organization’s broader strategic context and contributes toward its
8 Business Case Template ENG.doc
9. Business Case | [Project Name]
goals and objectives. This subsection maps the investment proposal to the organizational
framework.
1.3 Detailed Description of the Business Need
1.3.1 Problem/Opportunity Statement
Reiterate the Business Need subsection’s well-structured statement that addressed the problem or
opportunity. Along with the problem/opportunity statement, the following elements contribute to
the detailed description of the business need.
1.3.2 Prioritized Requirements (High Level)
Specify the key requirements to fully address the business need. Though the requirements are
simply an elaboration of the business need, keep to a reasonable level of detail that allows for
their comparison against the options.
See example tables in the Business Case Guide.
1.3.3 Assumptions
List and describe all the assumptions associated with the ability to address the key requirements
—and the potential impact of those assumptions if they are not addressed.
See example table in the Business Case Guide.
1.3.4 Constraints
List and describe the specific constraints that place limits or conditions on the investment. They
can come from external or internal factors.
See example tables in the Business Case Guide.
1.3.5 Dependencies
Identify dependencies related to the overall business need, requirements, or solution.
See example table in the Business Case Guide.
1.4 Scope
1.4.1 Boundaries
Identify what is to be included within the scope of the investment and explicitly state what is
excluded from the investment.
Business Case Template ENG.doc 9
10. [Project Name] | Business Case
See example table in the Business Case Guide.
1.4.2 Stakeholder Analysis
Describe the stakeholder environment by considering the types of stakeholders, their specific
roles, and their contributions to the realization of the investment.
See stakeholder examples in the Business Case Guide.
Business Needs and Desired Outcomes Summary:
The case for change is established and the need for investment is clearly
defined.
Phase 1 Checklist:
The following questions are answered:
Where are we now? – by describing the current business environment
Where do we want to be? – by describing the business objectives
What is the business need? – by describing the problem or opportunity facing the
organization and the associated proposed investment
What has triggered the need for change? – by describing the drivers for change
What are we trying to achieve? – by describing the business’ desired outcomes
What is the strategic fit? – by describing how the proposed investment maps to the
departmental framework, to its goals, priorities, outcomes, and policies, as well as to those
of the government
10 Business Case Template ENG.doc
11. Business Case | [Project Name]
Phase 2: Analysis and Recommendation
2 Preliminary Options Analysis
Complete the following sections to screen a comprehensive list of options and narrow the field of
alternatives down to a reasonable number of viable options.
2.1 Evaluation Criteria
Define the evaluation criteria that will be used for screening and analysis of the options and will
ultimately determine an overall recommendation.
See evaluation criteria types (deal breakers, minimum requirement, and non-essential) and
example table in the Business Case Guide.
2.2 List the Possible Options
Identify, describe, and explore every possible option that can address the business need. The list
should demonstrate due diligence in exploring options.
See categories and example table in the Business Case Guide.
2.2.1 The Status Quo
Include the status quo option (also known as the base case) as it will act as the baseline for the
upcoming analysis.
2.2.2 Describing the Option
Describe each preliminary option (high level).
See example table in the Business Case Guide.
2.3 Screening of Options
Assess how well each option meets the screening criteria. Determine whether a particular option
should be discounted immediately or considered for further analysis as a viable option.
See example table in the Business Case Guide.
2.4 Rationale for Discounted and Viable Options
Develop the short list of viable options based on the assessment conducted in the screening of
options and provide the reasons for retaining or discarding each option.
See example table in the Business Case Guide.
Business Case Template ENG.doc 11
12. [Project Name] | Business Case
Preliminary Options Analysis Summary:
The identification, analysis, and screening of a comprehensive list of options to
demonstrate due diligence in their selection has been completed.
12 Business Case Template ENG.doc
13. Business Case | [Project Name]
3 Viable Options
3.1 Alignment
3.1.1 Strategic Alignment
Describe how the option supports the organization’s current business architecture and planned
program results and strategic outcomes (if applicable).
3.1.2 Alignment with Desired Business Outcomes
Prepare an option outcome analysis and present a summary of the findings for each business
outcome. It may be preferable to organize the findings in a table format.
See example table in the Business Case Guide.
3.2 Costs
Provide a complete description of the costs. Projected costing estimates should be based on total
cost of ownership, which includes ongoing costs over the course of the investment’s life cycle as
well as potential compliance costs for stakeholder groups.
See information on the Guide to Costing in the Business Case Guide.
3.3 Cost-Benefit Analysis
Based on the costs established for each option, describe how those costs are weighed against the
benefits. Conduct the cost-benefit analysis for each option taking into account costs, benefits,
and risks.
See information on the Canadian Cost-Benefit Analysis Guide and example tables in the
Business Case Guide.
3.4 Implementation and Capacity Considerations of Viable Options
Demonstrate the ability of the sponsoring organization to both deliver and manage the
investment throughout its life span.
3.4.1 Contracting and Procurement
Provide information concerning the procurement vehicle, and precisely how it will be utilized.
3.4.2 Schedule and Approach
Identify the core work streams and associated milestones.
Business Case Template ENG.doc 13
14. [Project Name] | Business Case
3.4.3 Impact
Conduct an impact assessment from both internal and external perspectives.
See example table in the Business Case Guide.
3.4.4 Capacity
Describe the sponsoring organization’s capability to successfully manage the investment. If
available, a useful starting point for analyzing each option is the organization’s Treasury Board-approved
Organizational Project Management Capacity class.
See example table in the Business Case Guide.
3.5 Risk
Identify the risks and conduct a risk assessment for each option, along with the development of a
risk response. A useful tool for assessing the risk and complexity of a project is the Treasury
Board Project Complexity and Risk Assessment (PCRA).
3.5.1 Option Risk Summary
Describe the various attributes of each risk. Provide an option risk summary, which should
include risk, probability, impact, mitigation and contingency, outcome, tolerance, and a risk
assessment summary rating. It may be preferable to present the option risk summary for each
option in a table format.
See example table in the Business Case Guide.
3.5.2 Risk Register
If an outcome management risk register has already been completed, its results can provide very
useful input to the risk management section of the business case.
See example risk register in the Business Case Guide.
3.6 Benchmark
Compare each option against industry-standard benchmarks. Unavailability of benchmarking
information for a specific option should be stated within the analysis.
14 Business Case Template ENG.doc
15. Business Case | [Project Name]
3.7 Policy and Standard Considerations
Describe the option’s impact, if any, on the existing policies and standards of the sponsoring
organization and relevant stakeholder environments. Also describe any limitations imposed by
the policies and standards and the known effect on the option.
See example table in the Business Case Guide.
3.8 Advantages and Disadvantages
Determine whether the option’s measure against the aforementioned criteria is found to be either
an advantage or a disadvantage (financial and non-financial). It may be preferable to
summarize the findings in a table format.
See example table in the Business Case Guide.
Business Case Template ENG.doc 15
16. [Project Name] | Business Case
Viable Options Summary:
Building on the preliminary analysis of options, each viable option is subjected
to an increasing level of rigorous analysis.
16 Business Case Template ENG.doc
17. Business Case | [Project Name]
4 Justification and Recommendation
4.1 Comparison Summary
Present the viable options (including the status quo option used as the baseline) and compare
them against a standardized set of criteria (financial and non-financial). It may be preferable to
organize the comparison in a table format.
See example table in the Business Case Guide.
4.2 The Preferred Option
4.2.1 Recommendation
Present the recommendation in a straightforward manner, clearly stating why the organization
will benefit by focussing its investment on one particular option.
4.2.2 Deciding Factors
Identify the deciding factors (financial and strategic) for selecting the preferred option.
See common and possible factors in the Business Case Guide.
4.2.3 Costs
Provide a brief summary of the preferred option’s costing estimates and link them with the
components of the work streams.
See information on accrual accounting-based costs and Treasury Board Submissions in the
Business Case Guide.
4.2.4 Risks
Illustrate why the identified risks are acceptable. Narrative may be included to further
contextualize the key factors supporting the overall risk assessment, which include impact,
probability, outcomes, and so forth. A useful tool is the Treasury Board PCRA.
4.2.5 Implementation Plan
Outline how the project will be implemented. Provide an implementation plan (strategic work
plan) to demonstrate that the proposed investment has been appropriately thought through and
that the estimates presented are within an acceptable degree of accuracy.
Business Case Template ENG.doc 17
18. [Project Name] | Business Case
Justification and Recommendation Summary:
A full comparison of each viable option against the evaluation criteria has been
completed and the case is made to recommend a preferred option based on its
net advantages over all other viable options.
18 Business Case Template ENG.doc
19. Business Case | [Project Name]
Phase 2 Checklist:
The following questions are answered:
How will we get there? – by presenting the viable options—and associated costs and
benefits—for detailed analysis and assessing them against the evaluation criteria that is
used to determine an overall recommendation
What is the best option? – by making the case to recommend a preferred option based on
its net advantages over all other viable options
Business Case Template ENG.doc 19
20. [Project Name] | Business Case
Phase 3: Management and Capacity
5 Managing the Investment
Complete the following sections to describe, at a strategic level, how the investment will be
managed.
5.1 Governance and Oversight
Demonstrate where and how the proposed investment would fit within the organization’s broader
governance and oversight structure.
5.2 Project Management Strategy
Demonstrate that the organization has and will apply a sound methodology to manage the
project during its life cycle and through post-implementation.
5.2.1 Project Review Strategy
Provide an overview of the methods and processes that have been or will be implemented to
gauge the project’s progress and how that progress will be communicated to the project team,
project sponsor, and other stakeholders.
5.3 Outcome Management Strategy
Describe how the organization will address outcome management, i.e. tracking of outcomes,
outcome owner engagement, outcome target metrics and time frames, and outcome reporting
process.
5.4 Risk Management Strategy
Demonstrate that the organization has a function in place to manage the risks of the project.
5.5 Change Management Strategy
Describe how the potential impact of the proposed change on organizational culture, systems,
and processes and on people working within and with the invested organizations will be
managed in later stages of the project management process.
5.6 Performance Measurement Strategy
Indicate how the organization will address performance measurement for project implementation
and benefits realization.
20 Business Case Template ENG.doc
21. Business Case | [Project Name]
Managing the Investment Summary:
How the investment will be managed at the strategic level is described.
Business Case Template ENG.doc 21
22. [Project Name] | Business Case
Phase 3 Checklist:
The following questions are answered:
Where and how will the investment fit within the organization’s broader governance and
oversight structure? – by describing the governance and oversight strategy for the
investment
How will the project be managed and reviewed throughout its life cycle? – by describing the
project management strategy for the investment
How will the business outcomes be realized? – by describing the outcome management
strategy for the investment
How will the business risks be mitigated and managed? – by describing the risk
management strategy for the investment
How will change be managed and implemented? – by describing the change management
strategy for the investment
How will performance be measured? – by defining the project implementation and benefits
realization performance measurement strategy
22 Business Case Template ENG.doc
23. Business Case | [Project Name]
Appendices
Business Case Template ENG.doc 23