Business Case Template


Write a comprehensive and compelling case for change with the Business Case Template.

Learn more…


Be seen as the BA who delivers value and succeeds

Suitable for analysing technology options and implementation approaches in depth, this template gives you a structured approach to:

  • analysing options and making a recommendation
  • describing the costs, benefits and risks of that recommendation
  • guidelines for writing an outstanding executive summary, or ‘case for change’

A note about your author

I’m Sam Cordes, Business Analyst. I’ve been employed professionally as a BA for well over 20 years in various industries, most of that time as a contractor. In addition to my own work, I have often provided mentoring and knowledge transfer to my colleagues to support them in their careers, and promote organisational capability. Following good practice and producing quality products is what inspires me, and I’m passionate about helping others achieve the best they can in their business analysis career.

Here’s what you’ll get in your template…

This fully annotated template is a structured document with headings and sub-headings. Each heading contains examples to follow, and tables and lists for you to complete. There are six main sections.

  • Section 1 | Executive Summary. People that make decisions and approve funds on a daily basis read a lot of proposals. This section focusses the attention of the audience on the purpose of your business case and summarises the key points and recommendations.
  • Section 2 | Introduction. Describes the intended audience, document scope, related resources, and the approach taken to the information gathering and development of the document.
  • Section 3 | Project Overview. Outlines the background and impetus for the project, a description of the proposed change, the current situation, problem statement and the project objectives.
  • Section 4 | Organisational Objectives. Lists the key business drivers that will be fulfilled through the implementation of the proposed change, the target outcomes, and tangible and non-tangible benefits.
  • Section 5 | Identification & Analysis of Options. Describes in detail the options identified against advantages, disadvantages and costs. This section also shows how you can rank each option against pre-determined criteria.
  • Section 6 | Recommendation. Describes the recommendation, and estimated costs and savings for the implementation of that recommendation over a period of time.

My Guarantee

I know you are going to get results, but if you are not entirely happy I’ll send back every penny you paid.

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