Professional Documents
Culture Documents
Business Case Template
Business Case Template
Business Case Template
Business Case
Template
Version 1.7 31 JAN 2008
NOTE: Please remove this page when creating a Business Case deliverable.
NOTE: Please remove this page when creating a Business Case deliverable.
DIR Document 10BC-T1-7
TEX A S P RO JE CT DE L IV E RY FRA ME WO RK
BUSINESS CASE
[Agency/Organization Name]
[PROJECT NAME]
Approval of the Business Case indicates an understanding of the purpose and content described in this
deliverable. Approval of the Business Case constitutes approval of the business case analysis results and
hereby certifies the overall accuracy, viability, and defensibility of the content and estimates. By signing
this deliverable, each individual agrees the proposed business solution has been analyzed effectively as
described herein.
Agency Head
[Name]
[Email]
Signature
[Telephone]
Date
Executive Sponsor
[Name]
[Email]
Signature
[Telephone]
Date
Technology Sponsor
[Name]
[Email]
Signature
[Telephone]
Date
Project Manager
[Name]
[Email]
Signature
[Telephone]
Date
[Email]
[Telephone]
Date
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
Contents
Section 1. Executive Summary...........................................................................1
1.1
1.2
1.3
1.4
1.5
1.6
Issue.................................................................................................. 1
Anticipated Outcomes........................................................................1
Recommendation...............................................................................1
Justification........................................................................................ 1
Assumptions......................................................................................1
Limitations.......................................................................................... 2
Governance.......................................................................................3
Business Case Analysis Team Members...........................................3
Problem Statement............................................................................4
Agency and Constituent Environment................................................4
Current Technology Environment.......................................................4
Project Description.............................................................................6
Goals and Objectives.........................................................................6
Performance Measures......................................................................6
Assumptions......................................................................................7
Constraints......................................................................................... 7
Proposed Technology Environment....................................................7
Major Project Milestones....................................................................8
Statutory Fulfillment...........................................................................9
Strategic Alignment............................................................................9
Agency Impact Analysis.....................................................................9
Financial Analysis............................................................................10
Initial Risk Consideration..................................................................10
Alternatives Analysis........................................................................10
Methodology.....................................................................................11
Results............................................................................................. 11
Section 7. Glossary...........................................................................................13
Section 8. Revision History...............................................................................14
Section 9. Appendices......................................................................................15
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DIR Document 10BC-T1-7
Page i
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
1.1 Issue
Briefly describe the business issue that the recommended project would solve without describing
how the problem will be addressed. Include a brief statement of any mandates that require
processes and/or services not currently in place.
1.3 Recommendation
Describe the project that is being recommended to achieve the anticipated business outcomes by
summarizing the approach for how the project will address the business issue. Identify the
stakeholders/customers involved in determining whether the desired results are achievable by
implementing the project.
1.4 Justification
Justify why the recommended project should be implemented and the rationale for why the
project was selected above the other alternative solutions. Provide a compelling argument by
summarizing key quantitative and qualitative information from the Project Evaluation section,
including a description of the impact of not implementing the project.
Determine and include analysis information that is necessary to provide a clear justification for
the project. The type and extent of information included in the justification will vary based on the
best approach for making a compelling and accurate argument.
1.5 Assumptions
List and describe any assumptions relevant to the project that is being recommended to achieve
the anticipated business outcomes.
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DIR Document 10BC-T1-7
Page 1
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
1.6 Limitations
List and describe any limiting factors, or constraints, relevant to the project that is being
recommended to achieve the anticipated business outcomes.
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DIR Document 10BC-T1-7
Page 2
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
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DIR Document 10BC-T1-7
Description
Name/Title
Page 3
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
Description
Describe the processes and/or services that would be modified or automated by the project.
Include processes and/or services for agencies and constituents (citizens, employers, other
agencies).
Processes/Services
Description of Modifications/Automation
Current Software
Describe the agencys existing software that will be modified or replaced by the proposed project.
Software Items
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DIR Document 10BC-T1-7
Description
Page 4
[Agency/Organization Name]
[Project Name]
Software Items
3.3.2
BUSINESS CASE
[Version Number] | [Revision Date]
Description
Current Hardware
Describe the agencys existing hardware that will be modified or replaced by the proposed
project.
Hardware Items
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DIR Document 10BC-T1-7
Description
Page 5
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
Description
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DIR Document 10BC-T1-7
Performance Measure
Page 6
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
4.4 Assumptions
List the assumptions regarding the agency processes and/or services affected by the proposed
project.
4.5 Constraints
List the limitations or constraints regarding the agency processes and/or services affected by the
proposed project.
Proposed Software
Describe software for the project, including technical factors that may be critical to project
selection if applicable.
Software Item
4.6.2
Description
Proposed Hardware
Describe the hardware for the project, including technical factors that may be critical to project
selection if applicable.
Hardware Item
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DIR Document 10BC-T1-7
Description
Page 7
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
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DIR Document 10BC-T1-7
Target Date
Page 8
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
Statutory Citations
Penalties/Funding Losses
Goals/Objectives
Relationship to Project
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DIR Document 10BC-T1-7
Page 9
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
Rating
Alternative Option
Alternative Option
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DIR Document 10BC-T1-7
Page 10
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
6.2 Results
State the rationale for why the project was selected above the other alternatives solutions. Cite
any market research that was conducted.
Note: The graphical summary charts below may be copied to the Executive Summary depending
on the desired approach for providing a clear and succinct justification for the project.
Line
Factor
SF
Statutory Fulfillment
35
SA
Strategic Alignment
45
IA
35
FA
60
RC
45
AA
Alternatives Analysis
30
Rating*
250
Line Measure
RA1 Agency Benefits (Cash Inflow)
RA2 Project Costs (Cash Outflow)
RA3 Benefit/Cost Variance (Net Cash Flow)
RA4
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DIR Document 10BC-T1-7
Page 11
Year
2
Year
3
Year
4
Year
5
Total
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
Line Measure
VA1 Constituent Benefits
VA2 Project Costs
VA3 Benefit/Cost Variance
VA4 Cumulative Net Benefits
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DIR Document 10BC-T1-7
Page 12
Year
2
Year
3
Year
4
Year
5
Total
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
Section 7. Glossary
Define all terms and acronyms required to interpret the Business Case properly.
Based on
DIR Document 10BC-T1-7
Page 13
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
Date
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DIR Document 10BC-T1-7
Name
Description
Page 14
[Agency/Organization Name]
[Project Name]
BUSINESS CASE
[Version Number] | [Revision Date]
Section 9. Appendices
Include any relevant appendices.
Based on
DIR Document 10BC-T1-7
Page 15