Business Case Template

Business Case Template: a polished, practical template for reports, research & analysis work.

Template preview

A clean, editable document structure ready for your details.

Business Case

Executive case

[Decision and strategic context]


Problem and options

[Options considered and evaluation criteria]


Benefits and outcomes

[Benefit owner, baseline, target, and evidence]


Cost and investment

[One-time and recurring cost assumptions]


Financial analysis

[Payback, NPV or sensitivity basis]


Risks and dependencies

[Approval requested, gate, and next step]


Recommendation and approval

[Recommendation and approval: decision, evidence, owner, constraints, and next action]


Measurement and Ownership

Measure or deliverable Baseline or input Target or acceptance condition Source Owner Review date
[Net benefit] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Payback period] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[ROI] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Implementation cost] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Benefit realization] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Risk-adjusted value] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]