NAME OF PROJECT

BUSINESS CASE

PREPARED BY:

MAY 1, 2016
CONTENTS
1.0 EXECUTIVE SUMMARY............................................................................................................................ 1
2.0 SCOPE..................................................................................................................................................... 1
2.1 PROJECT SCOPE..........................................................................................................................................1
2.2 PRODUCT SCOPE.........................................................................................................................................1
2.3 CUSTOMER NEEDS QUANTIFIED......................................................................................................................1

3.0 SCHEDULE............................................................................................................................................... 1
4.0 BUDGET.................................................................................................................................................. 1
5.0 MARKET CONDITIONS............................................................................................................................. 2
6.0 RETURN ON INVESTMENT....................................................................................................................... 2

Business Case FY’2016 Confidential P-i

1.0 EXECUTIVE SUMMARY

An executive summary is a short document or section of a document that summarizes the entire report in a way that
readers can rapidly become acquainted with a large body of material without having to read it all. It usually contains a brief
statement of the problem or proposal covered in the major document(s), background information, concise analysis and
main conclusions. It is intended as an aid to decision-making by managers and has been described as the most important
part of the business case. Key elements:

- Summary of the project

- Key objective (purpose/business need)
- Benefits and/or opportunities
- Cost
- Return on investment
- Timelines
- Key stakeholders or target customers

2.0 SCOPE

2.1 PROJECT SCOPE

Define the entire scope of the project with specific project deliverables. Describe the criteria for acceptance. Identify the
project resources by role and quantity over the life cycle of the proposed project. State the basis of estimates. Include both
in-house and external resources that are required to complete the project.

List those factors that must be in place to ensure success of the proposed solution. For example:
 Authority levels
 Commitment from Sponsors
 Access to necessary organizational process assets
 Technology needs
 Special resource requirements
 Project risks, constraints and assumptions

2.2 PRODUCT SCOPE

Define the entire scope of the product with specific product deliverables. List features to be included and cite the specific
business needs they satisfy in sufficient detail.

2.3 CUSTOMER NEEDS QUANTIFIED

Define the specific business needs that drive the project. List must have, should have, would like to have, and won’t haves.
Account for both current and future needs of the client/sponsor. State how the proposed investment aligns with business
and corporate strategic objectives.

3.0 SCHEDULE

State timelines, estimate the initial delivery schedule and gantt chart. Narrative required

4.0 BUDGET

Also comment on:

- Cash flow requirements

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 - Financing /loans
- Employee and other provisions (salaries etc.)
- Capital expenditures
- Material, overhead and labour expenses
- Depreciation and amortization
- Administrative expenses
- Interest and tax payments

5.0 MARKET CONDITIONS

Describe how the proposed solution is competitive in the marketplace. Assess it against the top three competitors’
offerings, including price and quality delivery. Complete a SWOT (Strength, Weaknesses, Opportunities and Threat)
analysis.

Identify the expected risks to which the project will be exposed. Assess the likelihood of each risk occurring and its impact
on the project. Outline a plan for managing the risks; include risk-minimization measures and contingency plans for
recovery and damage limitation.

6.0 RETURN ON INVESTMENT

Perform return on investment (ROI) analysis.

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