Business Case Template - exinfm



Business Case Sign-off Sheet

Program Name

Project XYZ

Revision # and Date

0.00

| | |

|Project Sponsor |Date |

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|IS PMT Leader |Date |

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|IS Governance Leader |Date |

| | |

|IS Integration Leader |Date |

| | |

|IS Development Leader |Date |

Business Case Change-Control Form

|Revision |Date |Description of Change |Approval and Date |

| | |Par. | | |

|0.00 | | | | |

| | | | | |

| | | | | |

| | | | | |

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Table of Contents

Business Case Sign-off Sheet 1

Program Name 1

Revision # and Date 1

Business Case Change-Control Form 2

Business Case 4

1.0 - Executive Summary 4

2.0 - Purpose 4

3.0 - Background and Chronology 4

4.0 - Current and Projected Business and Technical Environment 4

5.0 - Business and Technical Objectives 5

6.0 - Critical Success Factors 5

7.0 - Business Needs 5

8.0 - Summary of Business Scope 5

9.0 - Solution Approach 5

10.0 - Resource Requirements 5

11.0 - Financial Analysis 6

12.0 - Success Measurement Criteria 6

13.0 - Impacts on Current Operation 6

14.0 - Change Management Summary 6

15.0 - Risk Management Summary 6

16.0 - Conclusions and Recommendation 6

Business Case

1.0 - Executive Summary

What do we want to achieve? (10-15 Lines max)

What is the recommendation to achieve these objectives? (10-15 Lines max)

2.0 - Purpose

Detail the “What do we want to achieve?”

3.0 - Background and Chronology

Course of events that led us to the current recommendation/proposal. Including past project milestones, key persons and organizations involved, current status…

4.0 - Current and Projected Business and Technical Environment

Current business situation

How do we achieve what this project aims at improving/automating/… today, without the project in place?

Projected business situation

How will we do it tomorrow with this project implemented?

Detail who will benefit from the project.

Current technical situation

Include drawings/Pictures of current architecture and process flowchart in place at present.

Projected technical situation

Include drawings/Pictures of proposed future architecture and process flowchart.

5.0 - Business and Technical Objectives

Link the project objectives back to the organizations and compnies objectives.

6.0 - Critical Success Factors

List critical success factors (technical, business, human, communications, quality…).

7.0 - Business Needs

Detail the business needs. One paragraph per major business need that the project will fulfill.

8.0 - Summary of Business Scope

Within the scope of this project are:

• List what’s in the scope of the project

OUT OF SCOPE:

• List what’s OUT of the scope of this project.

9.0 - Solution Approach

Describe the overall approach of the project. E.g. build new software, acquire packaged software, duplicate existing data/infrastructure, buy new equipment, deploy a new process…

10.0 - Resource Requirements

Expense/Capital Funding Requirements (Where possible/applicable, split the investments by project phase):

• Hardware

• Software licenses

• Consulting

• Internal resources (IS and Business)

Staffing Requirements:

Specify Internal and External, Business and IS Resources.

External Training Requirements:

Determine all external training required to implement and profitably execute the project throughout its life. Assess the cost of obtaining desired levels of training, and factor them into economic analysis.

11.0 - Financial Analysis

Benefits: Explain how the estimates have been calculated.

Distinguish tangible and intangible benefits.

12.0 - Success Measurement Criteria

Define the criteria that will be used to measure without uncertainty the project’s level of success.

13.0 - Impacts on Current Operation

Expose major changes that the project will introduce in the current operations. Look at it from both an IT and customer viewpoint.

14.0 - Change Management Summary

Expose the change management approach and plan. How will change requests to the project’s scope and specifications be tracked, controlled and decided upon throughout the lifecycle of the project.

15.0 - Risk Management Summary

Expose the risk management approach and plan. How will issues be tracked, mitigated and controlled throughout the lifecycle of the project.

16.0 - Conclusions and Recommendation

Present the proposal that constitutes the project.

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