CASE BUSSINES

Document Owners

Author: Business Owner:

Document History

Revision date Summary of Changes

Approval:

Name Signature Title Date Version

Stakeholder/Resource Commitment

Name Date Signature

Document Purpose

The purpose of a Business Case is to capture and validate the:

• need for an change / investment / proposal;

• planned benefits it is intended to deliver;

• anticipated costs and timescales;

• risks and key assumptions relating to the benefits or any other aspect

Contents Page

Business Sponsor

Business Need

Goal

Objectives

Options

Stakeholders

Benefits expected

Risks and Assumptions

Estimated Costs & Resources

Key Timescales

Conclusion

Business Sponsor

Business Need This section captures, as clearly and succinctly as possible, the need/ gap / issue that gives risk to this proposal

•

Goal This section captures, as clearly and succinctly as possible, the end goal underpinning the proposal

•

Objectives This section captures, as clearly and succinctly as possible, the business objectives that will deliver the goal of the investment proposal

•

Options This section captures, as clearly and succinctly as possible, the principal alternate options and their implications – including the consequences of the ‘do nothing’ option.

•

Stakeholders Primary Stakeholders:

Secondary Stakeholders:

Benefits expected These should be grouped into tangible and intangible benefits. Benefits should be defined in clear terms and not simply as financial savings.

Risks & Assumptions Significant Assumptions:

•

Risks: (to the project)

•

Cost / Resource This section shall capture, as clearly and succinctly as possible, all external costs and an estimate of all internal resource required to deliver the entire scope of this project.

CAPITAL COSTS

INTERNAL RESOURCES

EXTERNAL RESOURCES

IMPLEMENTATION RESOURCES

This section may contain a cost / benefit analysis including a financial analysis using techniques such as net present value demonstrating the cost and financial returns of the various options being proposed.

Option Appraisal This section would contain a cost / benefit analysis including a financial analysis using techniques such as net present value demonstrating the cost and financial returns of the various options being proposed.

Timescales This section captures all key timescale requirements relating to this project, if any (this is not just a single end date).

Conclusion This section captures a full financial appraisal of the investment/ proposal.

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