Business Case Template

DISCLAIMER The business case template is meant to be a guideline to provide a structured solution to the customer/partner. However, this solution must be tailored to your customer’s/partner’s business outcomes. If you feel that this business case template includes certain elements that you do not need to include in your business case, please remove it after you consult with your supervisor.

The customer/partner A brief description of the customer/partner…

The cover page Body text Placeholder for image Placeholder for project name Placeholder for customer/partner logo

Confidentiality notice and disclaimer

Table of contents Executive summary A high-level summary of the contents of the business case The issues The critical external and internal factors The outcomes The desired outcomes stated in economic, stakeholder and environmental terms The situational assessment Our understanding of the most critical problems faced by the customer The value proposition A description of our solution and its benefits, and how we will help you achieve the stated outcomes with pace, certainty and strategic agility Our customer/partner experience A description of how we will collaborate and the experience of working together Our credentials How we have delivered outcomes for other organizations

Executive summary 1. 2. 3. 4. Situation Issues Outcomes Proposed approach 4.

Issues Marketplace context Industry context Performance Opportunities Challenges

Business model context Operating model context Issues Internal context Business model context Operating model context

Issues Specific issues addressed in this proposal

Outcomes Outcomes Economic Stakeholder: Environment:

Situational assessment From issue Pace Certainty Strategic agility Other (if applicable) To outcome List the success factors that are most critical for the customer/partner from issue to outcome.

Issues Issues A brief description of the issues we will address…

Solution description Solution Description of the proposed solution.

Cost and benefit analysis Description of the proposed solution.

Cost and benefit analysis Other benefits Description of the proposed solution.

Pace, certainty, and strategic agility What determines the pace for implementation? What are the expectations? The certainty that we provide the customer/partner: Execution/implementation certainty, outcome certainty With regard to the business model, operating model, execution, what are the fail safes included to combat changing factors/environment?

Outcomes Outcomes Economic:

Outcomes Outcomes Stakeholder: Environmental:

Customer/partner experience What we heard you say is important This is the style we will use These are behaviors we will avoid Overall customer/partner expectations, pertaining to: Key issues and priorities Value and outcomes Delivery approach Legacy Personal expectations E.g., Identify and focus on your key issues and priorities Define what outcomes you are looking to achieve Focus on adding value over and above the core deliverables Clearly define the delivery approach, management and communication style Focus on building capability into your organization Focus on outcomes which make you (the customer/partner) successful <Outline specific behaviors that we need to avoid based on your understanding of the customer/partner expectations> E.g., “we will seek first to understand versus presenting an answer without listening”

What sets us apart? Differentiator

Credentials Success story Challenge Solution Results Testimonial