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For enterprise-level changes, a business case may be necessary to justify costs, resources, and effort. In addition to the usual content sections in a business case, this life sciences business case template includes blocks for version control and revision tracking. PowerPoint Business Case Presentation Template, The Business Case and Business Case Template Writing Process, The Main Elements of a Business Case Template, Tips for Creating a Compelling Business Case and Business Case Template, Improve Your Business Cases with Smartsheet for Project Management, what to include when you create your own business case, Download Business Case Presentation Template - PowerPoint. One-Page Business Case Template If you have a straightforward but costly proposal, use this short business case template to make a concise list of what you want to do, why you want to do it, how you want to do it, who benefits from the project, and anything that could hinder the project’s success. Limit the number of authors to keep the voice and style consistent.

Start by consulting key people, such as the finance department, to get accurate estimates and details of the current situation and an idea of what improvements would look like. Use this template to visually communicate information.
Soon to be by Smartsheet. See for yourself. A business case (also known as a business need) defines a problem or opportunity, measures the effect of a project that solves a problem or exploits an opportunity, and clarifies the costs and benefits of a proposed plan. When writing the business case, consider these pointers for success: Your business case is intended to provide sponsors, stakeholders, and investors with a clear picture of the outcomes and benefits of your project. It also includes tables to help visually compare analyses. And, as the project progresses and ultimately concludes, you have no reference point for measuring achievement.


Although preparing a business case may seem like yet another document in a long chain of project management tasks, this front-loaded preparation is essential to the eventual success of any undertaking. In this article, you’ll learn what to include when you create your own business case, and find the ready-made, downloadable business case templates in Word and PowerPoint formats, like a one-page business case template, a construction business case template, and more. Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks. One-Page Business Plan Template for a Service Business. By referring to a case study template, you can better understand the format, structure, and key elements that go into a business presentation. ‌ ‌Download Construction Business Case Template - Word. It lists the types of documents needed to prepare for construction and includes detailed information on stakeholders and their interests. ‌ Download Life Sciences Business Case Template - Word. This template is … Instantly Download Free One Page Business Case Template, Sample & Example in PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Apple Pages, Apple Numbers Format. Quickly Customize. Also, discuss important differences. State the benefits that will occur once the project is completed. To title the document, follow the naming conventions of your organization and provide a version number, especially if the project is complicated and the business case is likely to go through revisions. All Rights Reserved Smartsheet Inc. Our world-class consulting team is here to help your organization realize the lasting advantage of Smartsheet. Be clear about your goals and how they can benefit the organization. Using a business case template will alleviate some of the stress of formatting your business case and allow you to put your best foot … Easily Editable & Printable. If you don’t clearly articulate the desired results before the project begins, investors and stakeholders can easily be dissatisfied or frustrated with the outcome. The project delivery or implementation details can form the basis for your project plan. A good case study can help you avoid these pitfalls. Join us for a re-imagined, innovative virtual experience to get inspired, get connected, and see what's possible. Communicate concisely regarding the essential content. Typical elements include most or all of the following: You may also want to include signature blocks for approvers, a table with the sponsor name, the names of anyone providing support or expertise to the document, a table of contents hyperlinked to first- and second-level headings, an appendix for attached worksheets and other supporting documents, and a glossary of terms. Free your team from content sprawl with Brandfolder, an intuitive digital asset management platform. See Smartsheet in action. When started before a project begins, a business case shows stakeholders — and even you — if the project is worth starting. Don’t just show fixes to problems. Top project management leaders rely on Smartsheet to help align the right people, resources, and schedules to get work done. Through a well-considered business plan, stakeholders and investors can determine whether the enterprise should invest resources in the project. Add as much information to each section as is necessary, or include other sections to reflect your own organization’s requirements. Available in A4 & US Sizes. A business plan also provides a structure for presenting findings and recommendations. Inputs for a business case include such things as regulatory and legal requirements, changes in the market, and customer demand. The use of a template for your business case will allow you to state your case to your stakeholders in a simple, professional format. A business case helps stakeholders understand what you want to do, how your plan will benefit the organization, and if that plan is possible. Jump-start new projects and processes with our pre-built sets of templates, add-ons, and services. Write in the voice of your readers and stakeholders, but avoid jargon as much as possible. This project business case template includes a weighting scheme to create a score for each proposed option, and allows you to score risks. But visual representations can communicate vital facts quickly and may be necessary if you present your business case in a meeting. This simple business case template in Word addresses all the essential areas needed in a business case. The project sponsor and interested parties review the business case. Define the strategic role and goals of the project early in the case study. If an outside organization requests support, that entity prepares the business case. Get up and running fast with streamlined implementation and solution building to address your immediate business needs. Yes, I’d like to try Smartsheet for free. In addition, remember to follow any pertinent company policies and procedures while preparing the business case and elaborating on the proposed project. Learn how the flexible, extensible Smartsheet platform can help your organization achieve more. Based on the business case, the project may be approved, rejected, altered, or postponed. You need a business case when you have to justify a resource or expenditure on a project. See why Smartsheet is the platform you need to drive achievement, no matter the scale of your ambition. Sometimes, it’s not easy to quantify benefits and disadvantages of a project. The number of sections and detail of your business case will vary with the complexity and scope of your intended project. A simple Word document may provide a good way to document the reasons for, requirements of, and costs included in your business case. This construction business case template includes sections for the many types of information and analysis a large construction project may require. In general, a business case contains the following particulars about a project: A sample business case template is available here for the management certification guidelines used in the UK, Australia, and other countries.

©2020. Free your team from content sprawl with Brandfolder, an intuitive digital asset management platform.

Discover how Smartsheet can help maximize your project management efforts, today. This IT business case template provides space to discuss why you require the change, how you will source the new solution, and how you will manage the migration and implementation. Some companies may have dedicated project management offices. Simple, powerful project management with Smartsheet. If you have a straightforward but costly proposal, use this short business case template to make a concise list of what you want to do, why you want to do it, how you want to do it, who benefits from the project, and anything that could hinder the project’s success. Use Smartsheet to create consistent project elements, increase speed, and improve collaboration with scalable options that fit individual work preferences.

It can reveal problems that could potentially waste time and other resources without yielding benefits. Find opportunities where possible and highlight them in your case study. The project sponsor prepares the business case in cooperation with team members and subject matter experts from the applicable areas, such as IT or finance. A business case may seem to require a lot of information, but you can keep it simple if you keep a few things in mind: Writing an effective business case is critical to securing the resources you need to execute a successful project. Learn about our premium resource and portfolio management platform, 10,000ft by Smartsheet. Financial information about the costs and benefits, Information about how the project will be managed. Without business cases, you have no way to prioritize projects. You can use a business case template as a guide so you remember to include all the necessary content. Smartsheet is a cloud-based platform that allows teams and organizations to plan, manage, and report on projects, helping you move faster and achieve more. In that case, the project management office prepares the business case. Poor preparation and a lack of senior management involvement often contribute to eventual project failure. A template also offers formatting, so you don’t have to worry about layout and design. Once your business case is approved, however, you’ll need a comprehensive project management tool that enables you to track and manage all project details and collaborate with stakeholders in real time. ‌ Download Business Case Presentation Template - PowerPoint. Show similarities between the proposed project and previous successful projects. Create context for the project by discussing its history and background. Moreover, it offers a way to determine if the project aligns with an organization’s strategic objectives.

Smartsheet is a work management and automation platform that enables enterprises and teams to get from idea to impact — fast. A business case template provides a structure for researching and presenting a clear and comprehensive document.

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