Template: Business Case for a Major Educational Technology or Technical Communication Project

Note: Please use this template in your work. Citing the source is appreciated, as is field-based feedback on how to improve it.

Cover Letter

Paragraph 1: “Attached is the business case.. . .”

Paragraph 2: 50- to 75-word description of the purpose of the case.

Paragraph 3: State the type of action needed (approval? Review? and when you need a response.

Note: Follow standard business letter format

Executive Summary

Note: Prepare the Executive Summary last, after writing all of the other sections.

1- to 2-sentence background
Description of alternatives, no more than 1-sentence description of each alternative
1-sentence explanation for recommendation, including a brief reason why the alternative was recommended

Part I: State the Background of the Project

State a rationale for the project
Identify and state the business objective (remember, only state one business objective for the project).
List constraints and criteria affecting it

Part II: Consider Alternatives

List all relevant alternatives.

  1. _________________________________
  2. _________________________________
  3. _________________________________
  4. _________________________________
  5. Doing nothing.

For each alternative:

Alternative 1
Brief verbal description (200 words or less)
What this alternative is
How the program or purchase would work:
Advantages and disadvantages of this alternative:
Time to performance (when organization will start to realize the full benefits of the option if it is implemented):
Identify component costs Number of Units and Per Unit Costs
Note: Do not complete. In a complete business case, you would provide this information.
Total Anticipated Cost
Note: Do not complete. In a complete business case, you would provide this information.
$
$
$
$
Identify other selection criteria besides cost
$
$
Alternative 2
Brief verbal description (200 words or less)
What this alternative is
How the program or purchase would work:
Advantages and disadvantages of this alternative:
Time to performance (when organization will start to realize the full benefits of the option if it is implemented):
Identify component costs Number of Units and Per Unit Costs
Note: Do not complete. In a complete business case, you would provide this information.
Total Anticipated Cost
Note: Do not complete. In a complete business case, you would provide this information.
$
$
$
$
Identify other selection criteria besides cost
$
$
Alternative N
Brief verbal description (200 words or less)
What this alternative is
How the program or purchase would work:
Advantages and disadvantages of this alternative:
Time to performance (when organization will start to realize the full benefits of the option if it is implemented):
Identify component costs Number of Units and Per Unit Costs
Note: Do not complete. In a complete business case, you would provide this information.
Total Anticipated Cost
Note: Do not complete. In a complete business case, you would provide this information.
$
$
$
$
Identify other selection criteria besides cost
$
$

Part 3: Project Returns

Option 1: how much the organization will either generate in revenue, reduce expenses, or will save in violations of a regulation. How?

Note: Establish the variables and equations: do not estimate their values or perform the calculations.

Will the option:

  • Generate revenue?
  • Contain expenses?
  • Comply with regulations?

Estimate either the cost savings or revenue generated? State all assumptions on how you generated this.

Option 2: how much the organization will either generate in revenue, reduce expenses, or will save in violations of a regulation. How?

Note: Establish the variables and equations: do not estimate their values or perform the calculations.

Will the option:

  • Generate revenue?
  • Contain expenses?
  • Comply with regulations?

Estimate either the cost savings or revenue generated? State all assumptions on how you generated this.

Option N: how much the organization will either generate in revenue, reduce expenses, or will save in violations of a regulation. How?

Note: Establish the variables and equations: do not estimate their values or perform the calculations.

Will the option:

  • Generate revenue?
  • Contain expenses?
  • Comply with regulations?

Estimate either the cost savings or revenue generated? State all assumptions on how you generated this.

Part 4: Recommend an Alternative

© Copyright 2001-2012. Saul Carliner. All rights reserved.  If sharing or excerpting, should be properly cited.

Name the alternative.
Explain why you recommend it.
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About idmodelsandprocesses

Exploring, reporting, teaching, and advising on learning and communication for the workplace and consumers. saulcarliner.wordpress.com
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