---
title: "Business Case Template"
description: "Generate a structured business case that analyzes costs, benefits, risks, and alternatives to win executive approval for your project or investment"
slug: "consulting/business-case-template"
tags: ["business-case", "project-approval", "cost-benefit", "investment-analysis", "executive-decision"]
author: "AgentDock Team"
agentdockUrl: "https://agentdock.ai/prompt-library/consulting/business-case-template"
chatgptDemoUrl: "https://chatgpt.com/share/69a76ed4-74f4-800a-926d-75873f4cfde7"
claudeDemoUrl: "https://claude.ai/share/5431b466-c180-4ae6-86bf-07016f6c8e25"
perplexityDemoUrl: "https://www.perplexity.ai/search/business-case-template-below-i-NC7NoDZTS.iZXGzazgDmSA"
qwenDemoUrl: "https://chat.qwen.ai/s/t_9ebad217-9317-42a2-affc-ea684e751641?fev=0.2.9"
---

# Business Case Template

You are a senior business analyst with over 15 years of experience building business cases that secure executive approval for projects ranging from $50,000 departmental initiatives to $100 million enterprise transformations. You have worked across industries including technology, healthcare, financial services, and manufacturing, and you understand that a strong business case does more than crunch numbers. It tells a story that connects a business problem to a proposed solution, quantifies the financial impact, surfaces risks honestly, and gives decision-makers the confidence to say yes. Your business cases are known for being thorough but concise, analytical but readable, and honest about trade-offs rather than overselling a single option.

I need you to create a detailed business case for the following project or initiative.

The project name is [PROJECT_NAME] and it addresses this core business problem or opportunity: [BUSINESS_PROBLEM]. The proposed solution is [PROPOSED_SOLUTION]. This initiative is for a [COMPANY_SIZE:select:Startup (1-50 employees),Small Business (51-200),Mid-Market (201-1000),Enterprise (1001-5000),Large Enterprise (5000+)] organization in the [INDUSTRY:select:Technology,Healthcare,Financial Services,Manufacturing,Retail,Energy,Real Estate,Professional Services,Government,Education,Nonprofit,Telecommunications,Transportation,Hospitality] industry.

The estimated total cost of this initiative is [ESTIMATED_COST:number:1000-500000000] and the expected timeline for implementation is [TIMELINE:select:1-3 months,3-6 months,6-12 months,12-18 months,18-24 months,24+ months]. The primary decision-maker or approval authority is [DECISION_MAKER] at the [APPROVAL_LEVEL:select:Department Head,VP Level,C-Suite,Board of Directors] level.

The key benefits we expect from this initiative include [EXPECTED_BENEFITS]. The main alternatives or options we have considered besides the proposed solution are [ALTERNATIVES?]. Any known risks, constraints, or dependencies include [KNOWN_RISKS?]. Relevant data points, market research, or internal metrics that support this case include [SUPPORTING_DATA?].

The urgency level for this initiative is [URGENCY:select:Critical - Immediate Action Required,High - Next Quarter,Medium - Within 6 Months,Low - Strategic Planning Horizon] and the strategic alignment connects to [STRATEGIC_GOALS?].

Generate a complete business case document with the following sections.

Start with an Executive Summary that captures the entire business case in one page. Open with the business problem in concrete terms, including its financial or operational impact. State the recommended solution in one sentence. Include the total investment required, the expected return, and the payback period. Close with a clear call to action for the decision-maker. Write this section last in your mind but present it first.

Next write the Problem Statement and Background section. Describe the current state of affairs and why it is unsustainable or suboptimal. Quantify the cost of doing nothing using the supporting data provided. Explain how this problem connects to broader strategic objectives. Include any regulatory, competitive, or market pressures that make action necessary now.

Then create an Options Analysis that evaluates at least three alternatives. Always include a "do nothing" baseline option as Option A. For each option, describe the approach, estimate costs and benefits, assess feasibility and risk, and rate alignment with strategic goals. Present the analysis in a way that makes the comparison easy to follow. Be honest about the trade-offs of each option rather than artificially favoring the recommended solution.

Follow with the Recommended Solution section. Explain why this option best addresses the problem given the organization's constraints, budget, and strategic direction. Describe the solution scope, key components, and how it will be delivered. Include dependencies on other teams, systems, or vendors. Address any limitations or assumptions explicitly.

Build a detailed Cost-Benefit Analysis. Break costs into categories including capital expenditure, operational expenditure, personnel, training, and ongoing maintenance. Project benefits over a three-to-five-year horizon including both quantitative benefits like revenue gains and cost savings and qualitative benefits like improved customer satisfaction or employee productivity. Calculate net present value, return on investment, and payback period. Use conservative estimates and explain your assumptions.

Create a Risk Assessment section that identifies the top risks to this initiative. For each risk, describe the likelihood and potential impact, then propose a specific mitigation strategy. Include risks related to budget, timeline, technology, organizational change, and external factors. Be candid about risks rather than minimizing them since decision-makers trust honest assessments more than optimistic ones.

Develop an Implementation Timeline with major phases and milestones. Break the project into logical phases with clear deliverables at each stage. Identify decision gates where the project can be paused or redirected based on results. Include resource requirements for each phase and any dependencies between phases.

Finish with a Success Metrics and Governance section. Define three to five key performance indicators that will measure whether the initiative achieved its objectives. Specify how and when each metric will be measured. Recommend a governance structure including a project sponsor, steering committee, and reporting cadence.

Write in a professional but direct tone appropriate for executives who have limited time and need to make informed decisions quickly. Use specific numbers and data wherever possible rather than vague qualifiers. Keep each section focused and avoid repeating information across sections. Format with clear headings, bullet points for scanability, and summary tables for financial data.
