Writing a Business Case with Mike Figliuolo
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Business Case Example Template
Administrative Details
Business case name: Descriptive name for your initiative
Prepared by: Your name
Executive sponsor: Sponsor’s name
Date prepared: Date
Executive Summary
Include a brief explanation of the problem, your solution, the value of pursuing the idea, and any other
major points a stakeholder should know up front.
Idea Details
Problem: Describe the problem you’re solving.
Idea: This is your recommendation.
Benefits: List the benefits of your idea.
Financial Projections and Investment Results
Investment case: Include high-level financial projections and investment metrics.
Investment: Say how much money you need.
ROI/IRR/NPV: Explain the economic return of your idea.
Key metrics: Include other key metrics that are primary drivers of the value of the case.
Financial projections: This details all your bottoms-up financial projections. Include supporting exhibits.
Resource Needs
Beyond cash, what other resources do you need? List them here.
Writing a Business Case
with Mike Figliuolo
Writing a Business Case with Mike Figliuolo
2 of 2
Risks and Opportunities
Risks: Define the major risks you face. Explain how large the risk is, how you’ll mitigate it, and what
contingency plans you’ll put in place should those risks arise.
Opportunities: How might it be better? How can you capture this upside? How large is the upside?
Milestones
Lay out major project milestones beginning with initiative planning, testing, rollout, and execution. Explain
both the timing of the milestone as well as implications if it’s missed.
Measurement
Explain what your measurement plan is. List the metrics you’ll monitor, how frequently you’ll monitor them,
what the tolerances are before you take action, and when you’ll report results.
