The Business Case Workbook
Business Case Workbook and Templates

Everything you need to create your Business Case.

Are you a business leader looking for business case templates to help you make writing a business case easier and faster?

By using well-crafted templates, you can improve the overall quality of your business case document.

Our templates are designed for those new to writing business cases and want to ensure that you are doing it correctly.

Investing in a set of proven business case templates will ensure that you follow the proper format, saving you time and improving your business case quality!

A Great Investment for your Professional Development & Organization
Investing in a set of proven business case templates will increase your productivity, save you time, and improve the quality of your business case! 
What’s included with the 6 Essential Business Case Templates
Business Case Workbook 
1

The workbook (52 pages) guides you through the process of producing the Business Case document.

It details the critical information you need in the business case document and provides valuable tips and insights.

The workbook is smart and easy to follow, it will take your business cases to a new level.

Business Case Document Template
2

A well-prepared business case can help your project standout amongst the competing priorities within your organization and may be the key to getting approval and finances for the project.

The Business Case Template (Microsoft Word document 18 pages) contains:

Business Case Presentation Template
3
The Business Case Presentation template (31 slides) guides you through the process of producing an effective visual presentation deck.
  • What Is the Best Way to Present a Business Case?
  • How to best communicate the outcomes and benefits?
  • How to align the recommendations with the business objectives?
  • Who are the key stakeholders?

If the business case presentation does instil confidence and credibility throughout the presentation and decision-making process, it may not get the approval.

Financial Templates
4

The detailed financial spreadsheets show you precisely what cost and benefit information needs to be provided; so that you don’t miss any hidden costs or benefits.

The financial templates include the discounted cash flow model ("DCF model") to value the business case by forecasting its' cash flows and discounting the cash flows to arrive at the current, present value.

The templates calculate the discounted cash flow of:

  • Operating, investing & financing cash flows
  • Net present value
  • Internal Rate of Return
  • Discounted Payback Period
  • Profit to Investment Ratio


The financial templates contain the following:

  • Business case financial analysis dashboard with the scenario and sensitivity analysis
  • Discounted cash flow model for three scenarios
  • Investment project plan - work breakdown structure
Project Planning Templates
5

Simplify your business case planning process with our straightforward project planning templates.

The three project planning templates are ready to go. Scope your business case work and break it into manageable components; then schedule and assign the tasks needed to complete it.

You might be surprised at how quickly you can plan, allocate and report on the tasks to complete the business case.

Risk Management Templates
6

Risk planning helps identify the potential problems that could cause trouble for the recommended project.

Use the risk management plan to identify, evaluate, and plan for potential issues. It's a roadmap that shows you the significant risks that must be managed to achieve the business case outcome and benefits.

    The business case templates include a risk management plan that identifies how risks will be managed in the recommended project.

    Evaluate the risks for sound decision-making and increasing the project’s overall success.

    The risk management plan details your strategy for dealing with risks specific to your business case.

      Samples and Guides to Help You Write Your Business Case
      Business Case Document Samples

      The business case document samples are aligned with our workbook and templates. This way, you can get a head start on your business case document and save time in the process.

        The business case document samples can help you create a clear and concise document.

        With our business case document sample, you can be sure you are on the right track.

          How-to-Guides

          The easy-to-use how-to guides allow you to quickly and easily start your business case without all the headaches.

          These guides cover everything from writing the executive summary to revenue modelling and the business case checklist.

            AI Tools to Write Business Cases Quickly. 

            With the help of our AI Tools, you'll be able to bring out the recommendations from your business case, leading to a convincing call to action that will make it easy for executives to approve.

            This innovative technology will allow you to quickly and reliably create powerfully written business cases that don't sacrifice substance or style.


            We have included a number of AI Tools with the 6 Essential Business Case Templates to make it easy for you to start writing your business case. 

              - Takes a piece of your business case content and makes it more interesting and engaging.

              - Takes a short piece of your business case content and makes it longer.

              - Takes a piece of your business case content and continues writing.

              - Rewrites your business case text and tries to say things in a different way.

              - Writes a conclusion paragraph for a section in your business case document.

              - Tell us about your business case and the project (product/service), and we'll give you a long-form description.

              - Our generator helps you come up with Key Results given an Objective.

              - Our generator helps you generate all parts of the Before-After-Bridge formula for your business case.

              - Define the customer segment and their needs, and we will generate a customer avatar.

              The Business Case Course

              Would you like to save up to 30%-40% of your time and cost in preparing business cases by being trained through our Course?

              With 6 modules and 24 lessons you’ll learn to make better business cases, and be ready to present them to your board or investors.

              You will develop critical skills and build your business case expertise in the Business Case Course.


              Then you’ll be ready to jump straight into using our business case templates and materials. It’s never been easier to plan your business case to save time and be more productive.

                The 6 Essential Business Case Templates

                Everything You Need to Write Professional Business Cases.

                $97 USD
                Plus, you'll receive
                1. Business Case Workbook
                2. Business Case Document Template
                3. Business Case Presentation Template
                4. Business Case Financial Templates
                5. Risk Management Templates
                6. Project Planning Templates


                BONUS

                ✓ Executive Summary How-To-Guide
                ✓ Business Case Document Sample 

                GET TEMPLATES
                The Business Case Course

                Learn how to develop fast and compelling business cases.
                $297 USD
                Plus, you'll receive

                ✓ The 6 Essential Business Case Templates
                ✓ 7 Modules and 29 Lessons
                ✓ Microcredential Certificate
                ✓ 12 Months of Access to the Course
                ✓ AI Tools and Library of GPT Prompts



                BONUS

                 ✓ 10 Business Case Samples
                ✓ 4 How-to-Guides
                ✓ 30 min Strategy Call
                 

                GET COURSE
                My Business Case Hub® Membership

                The Business Case Platform for Professionals and Business Leaders
                $995 USD
                Plus, you'll receive

                ✓ AI Tools and Library of GPT Prompts
                ✓ The 6 Essential Business Case Templates
                ✓ The Business Case Course
                ✓ 10 Business Case Samples
                ✓ 4 Business Case Pitch Decks
                ✓ 4 How-to-Guides
                ✓ The Business Case Masterclass Workshops
                ✓ Individual Professional Coaching Sessions
                ✓ Microcredential Certificate
                ✓ 12 Months Membership

                GET MEMBERSHIP
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