Plantilla business case.
Enviado por pierocuneo • 21 de Septiembre de 2016 • Apuntes • 542 Palabras (3 Páginas) • 166 Visitas
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Business Case Completion Checklist
Most organizations have some form of business case template, but those focus on standardizing the information that is captured in the business case itself in order to make comparison of proposals easier. This checklist is intended to be a tool for departments who are completing business cases in order to help ensure that all factors have been considered when completing the template.
Not all of these will necessarily apply to every project, but all business case writers should at least consider each of these elements—and, if necessary, provide information in the business case to address. Note that not all of these items need documented solutions in the business case, but if detailed information/solutions are not available (to address a skills shortfall, for example), then the plan to address should be outlined (and the costs and risks associated with that plan).
The “Completed?” column may contain a date, check mark or individual’s name depending on what works best for your organization. The “Notes” column can be adjusted to your needs and will be particularly useful where business cases are developed collaboratively (which is the preferred approach to ensure the best possible input).
Task | Completed? | Notes |
Strategic Alignment | ||
Does initiative align with one or more strategic priorities? | ||
If not, is project required for other reasons (keep the lights on, compliance, etc.)? | ||
Have benefit groups been identified and confirmed with other stakeholders? | ||
Financials | ||
Have capital costs been considered? | ||
Have operating costs been considered (for project)? | ||
Have ongoing year-by-year costs been considered? | ||
Have indirect costs been considered (e.g. revenue lost in other products)? | ||
Have year-by-year benefits been identified (do not assume benefits will be stable year over year)? | ||
Has duration of benefits been considered? | ||
Resourcing | ||
Do we have enough people? | ||
If not, can we hire/procure? | ||
Do we have the right skills? | ||
If not can we train hire/procure? | ||
Risks | ||
Have major risks been identified (focus on strategic)? | ||
Has a high-level planning estimate been completed for risk impacts and likelihoods of occurring? | ||
Have possible management/contingency plans been considered? | ||
Scope | ||
Has high-level scope been clearly defined? | ||
Have client stakeholder groups/representatives reviewed and approved scope? | ||
Dependencies | ||
Have major dependencies (on other projects, vendors, departments, etc.) been identified? | ||
Are business cases for dependent initiatives cross-referenced? | ||
Completeness | ||
Does the business case read well? | ||
Are all likely questions addressed? | ||
Is business case an objective proposal (rather than a sales pitch)? |
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