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The template is a great starting point to create a Business Case for a Project. If you’re familiar with project management principles (APM, PRINCE2 etc.) a business case “provides justification for undertaking a project, programme or portfolio. It evaluates the benefit, cost and risk of alternative options and provides a rationale for the preferred solution” [APM Body of Knowledge 7th edition].

(If you have one) I would recommend adjusting the cover photo to your company’s logo/theme and the icon to your company’s logo thumbnail.

For your own document, delete the ‘callouts’ and Replace the Business Case title with ‘Business Case + Project Name’ (for example: Business Case - Project Horizon)

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Project Name:	Title of the project
Project Sponsor:	Name & Position of the person who is sponsoring the project
Project Manager:	Name & Position of the person managing the project
Project Team:	Name(s) & Position(s) of Subject Matter Experts/Delivery Managers/PMO etc.
Steering Committee / Project Board:	Name(s) & Position(s) of those either involved in the SteerCo or a Senior Executive
Business Case Author:	Name(s) & Position(s) of the authors of the Business Case
Date of Business Case:	When was the Business Case first written?
Last Revision Date:	When was the Business Case last revised/adjusted?
Last Revised By:	Name(s) & Position(s) of the individual who edited the Business Case?
Version No.	What is the version of this document (check the version control log at the bottom)

📑 Business Case Summary / Problem Statement

Write here a couple of lines around:

What is the problem or opportunity that you are addressing?
Why does this matter to the company/organisation?

🖊️ Current State

This is where you should go into detail around:

What is causing the problem or the root of the opportunity?
What are/is the data and facts that outline the problem/opportunity?
Who is affected by this problem/opportunity?

📍 Desired State

Outline here:

What would be the desired outcome?
What would does ‘good’ look like?
If you could implement the change perfectly, how would the organisation look and change?
What KPI / OLA data would be different?

Scope

It’s important to detail what is in/out of scope of the project so that stakeholders do not confuse what this ‘project’ is changing and avoid ‘scope creep’:

What is in scope?