1. Business Case Template

2. 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.

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

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

5. Confidentiality notice and disclaimer

6. 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

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

8. Issues Marketplace context Industry context Performance Opportunities
Challenges

9. Business model context Operating model context
Issues
Internal context
Business model context
Operating model context

10. Issues
Specific issues addressed in this proposal

11. Outcomes
Outcomes
Economic
Stakeholder:
Environment:

12. 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.

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

14. Solution description
Solution
Description of the proposed solution.

15. Cost and benefit analysis
Description of the proposed solution.

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

17. 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?

18. Outcomes
Outcomes
Economic:

19. Outcomes
Outcomes
Stakeholder:
Environmental:

20. 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”

21. What sets us apart?
Differentiator

22. Credentials
Success story
Challenge
Solution
Results
Testimonial