business case Name: Date: Author: Version:

business case The summary should provide the reader with a clear understanding of the reasons for the initiative and its outcome The summary should not contain any information that is not in the body of the business case The summary should not exceed one page and should be readable on its own summary ! This slide provides information, it will not be visible in the presentation view

business case summary

business case Problem or opportunity Clearly define the problem or opportunity, which is the cause for this initiative Describe the impact of the problem or opportunity on your business reasons & goals

business case Problem or opportunity reasons & goals

business case Goals and objectives Explain which solution is created by the initiative – Clearly define what is accomplished with the initiative – Describe how the initiative is the answer to the problem or opportunity Make clear what will not be accomplished with the initiative Determine what results are desired from the initiative – Create goals out of these desired results reasons & goals

business case Goals and objectives reasons & goals

business case Stakeholders Describe who will be involved or influenced by the initiative Describe which stakeholders have an interest in the initiative Explain the attitude of the stakeholders towards the initiative needs

business case Stakeholders needs

business case Assumptions and requirements Describe what is needed from the business to make the initiative successful – (resources such as money, time, materials, machines, housing, etc.) Describe what is needed from the employees to make the initiative successful – (needed education, time, technical knowledge, etc.) needs

business case Assumptions and requirements needs

business case The options Describe which options there are in implementing the initiative – (in one time, iterative, partially, not at all, etc.) Explain in short what each option will mean for the initiative and the business Describe which option is preferred options

business case The options options

business case Planning Provide a planning / timeline for the preferred option Determine the main steps to be made Determine who have to be involved at which step Create a timeline mentioning the main steps and people involved options

business case Planning options

business case Costs Describe the financial costs connected to the initiative – (production, resources, machines, materials, etc.) Describe the non-financial costs connected to the initiative (reputation, brand, environmental, etc.) Explain the effect on the costs 5 years into the future costs & benefits

business case Costs costs & benefits

business case Benefits Describe the financial benefits connected to the initiative – (revenue, governmental aid, saving of time or space, etc.) Describe the non-financial benefits connected to the initiative (brand, image, reputation, effectiveness, responsiveness, etc.) Explain the effect on the benefits 5 years into the future costs & benefits

business case Benefits costs & benefits

business case Cost / benefit analysis Describe how the financial costs and benefits relate to each other Use a cash flow calculator to determine the profit made after 5 years Describe the return on investment (ROI) and the payback period Explain whether the analysis is beneficial to the business or not costs & benefits

business case Cost / benefit analysis costs & benefits

business case Risk identification Identify the major constraints of the initiative – (stakeholder attitude, unrealistic planning, resource limitation) Describe the risks resulting from the constraints Think of external risk that might influence the initiative risks

business case Risk identification risks

business case Risk analysis Determine which risks can have the largest result for the initiative – Determine the likelihood that the risk will occur – Determine the impact of the risk on the initiative and business – Write each risk in the table and determine its likelihood and impact with a rate of 1-5 (low-high) risks RiskLikelihoodImpactEffect (L*I) Risk Risk 2122 Risk 32510

business case Risk analysis risks RiskLikelihoodImpactEffect (L*I)