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Business Case Development
Jojo P. Javier MIM, MBA
What’s In It For You Today
 Definition
 Purpose
 Components
 Presentation
 Pointers
What is a Business Case?
A documented argument to
convince a decision maker to
approve a project or similar plan
action.
Company Logo
Company Logo
Captures quantifiable and
unquantifiable characteristics
of a proposed project and
justified through gathered
information
Purpose
Inform top
management of
challenges that
need immediate
attention.
Justify the need to
initiate a project or
a plan of action to
align specific
activities to the
organization’s
business directions.
Seek approval for
the design,
development and
implementation of
a sound project.
Help Decision Makers Ensure That:
Proposed initiative will have value &
relative priority compared to alternative
initiatives.
Performance of initiatives is monitored
objectively.
Proponent or team has the capability to
deliver the benefits.
Projects with team or group inter-
dependencies are synchronized.
The organization’s resource are working
on the highest value opportunities
available.
Components of a Business Case
• Purpose
• Objectives / Benefits
• Scope or limitation
Introduction
• Current state of the processFacts of the Case
• Problems that may arise from the factsProblem Statement
• Issues that may arise from the problem statementIssues
•Plan to meet the objectives established in the
introduction
•Are there stop-gap solutions?
•Timeline and resources
Recommendations
and Action Plans
Business Case Framework
Actual
Performance
Potential
Performance
Gap
Analysis
Facts
Problem Statement
Issues
Objectives / Benefits
Action Plans and
Recommendations
Reminder
Do not attempt to solve
the problem within the
business case.
Presenting the Business Case
Get to the
point in less
than two
minutes
Talk about
problems
that are
necessary to
win in the
market place
Think big
picture
Fluidity is key
Presentation
should end
in ten
minutes
THANK YOU!

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Standard Business Case Development

  • 2. What’s In It For You Today  Definition  Purpose  Components  Presentation  Pointers
  • 3. What is a Business Case? A documented argument to convince a decision maker to approve a project or similar plan action.
  • 5. Company Logo Captures quantifiable and unquantifiable characteristics of a proposed project and justified through gathered information
  • 6. Purpose Inform top management of challenges that need immediate attention. Justify the need to initiate a project or a plan of action to align specific activities to the organization’s business directions. Seek approval for the design, development and implementation of a sound project.
  • 7. Help Decision Makers Ensure That: Proposed initiative will have value & relative priority compared to alternative initiatives. Performance of initiatives is monitored objectively. Proponent or team has the capability to deliver the benefits. Projects with team or group inter- dependencies are synchronized. The organization’s resource are working on the highest value opportunities available.
  • 8. Components of a Business Case • Purpose • Objectives / Benefits • Scope or limitation Introduction • Current state of the processFacts of the Case • Problems that may arise from the factsProblem Statement • Issues that may arise from the problem statementIssues •Plan to meet the objectives established in the introduction •Are there stop-gap solutions? •Timeline and resources Recommendations and Action Plans
  • 9. Business Case Framework Actual Performance Potential Performance Gap Analysis Facts Problem Statement Issues Objectives / Benefits Action Plans and Recommendations
  • 10. Reminder Do not attempt to solve the problem within the business case.
  • 11. Presenting the Business Case Get to the point in less than two minutes Talk about problems that are necessary to win in the market place Think big picture Fluidity is key Presentation should end in ten minutes