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Simple business case template

Simple business case template

Create a compelling business case with our simple template. Identify objectives, assess risks, and outline benefits. Download your free PDF from Lumiform today!

Use this template
or download pdf
Simple business case template

Create a compelling business case with our simple template. Identify objectives, assess risks, and outline benefits. Download your free PDF from Lumiform today!

Use this template
or download pdf

About the Simple business case template

A simple business case template is essential for helping you and your team make informed decisions about new projects or initiatives. This template provides your organization with a structured approach to presenting key information, ensuring clarity and alignment with strategic goals.

By using this template, you can effectively communicate the value of your proposal, highlight potential benefits, and address any risks. This template supports strategic decision-making, enabling clear and concise presentations to stakeholders.

Streamline your business case process and make informed decisions

The primary purpose of our simple business case template is to provide a straightforward framework for developing and presenting your business proposals. This template ensures all critical areas are covered, helping you and your team articulate objectives and expected outcomes. By using this template, you can streamline the preparation process, identify key benefits, and assess potential risks.

Regular updates and reviews help maintain relevance and alignment with organizational goals. It supports a focused approach with clear documentation and analysis. Ultimately, this template fosters informed decision-making, leading to successful project approval and execution within your organization.

Key elements of the simple business case template

Our template includes essential components to ensure thorough preparation:

  • Executive summary: Provide a high-level overview of your business case, summarizing the problem or opportunity and the proposed solution. This section helps stakeholders quickly understand the core aspects of your proposal.
  • Problem statement: Clearly describe the problem or opportunity that your business case aims to address. Highlight the impact of not addressing the issue to emphasize the need for action.
  • Proposed solution: Outline your proposed solution or approach, detailing how it effectively addresses the identified problem or opportunity. Include key features and benefits to demonstrate its value.
  • Benefits: Identify and outline the key benefits of your proposed solution, including both tangible and intangible advantages. This section helps stakeholders understand the potential value and impact of your proposal.
  • Costs: Estimate the costs associated with your proposed solution, including initial and ongoing expenses. Provide a clear financial overview to support decision-making.
  • Risks: Identify the key risks associated with your proposed solution and outline strategies for mitigating them. This proactive approach helps address potential challenges and enhances stakeholder confidence.
  • Alternatives considered: Describe any alternative solutions that were considered and explain why your proposed solution was selected. This demonstrates thorough analysis and supports your recommendation.
  • Recommendation: Provide a clear recommendation on whether to proceed with your proposed solution, summarizing the key reasons for approval.

Each section guides you through essential preparation tasks, ensuring nothing is overlooked. This comprehensive approach drives successful proposal development, promoting clarity and alignment within your organization.

Get started with Lumiform’s simple business case template

Ready to create a compelling business case? Download Lumiform’s free simple business case template today and implement a streamlined approach to developing your proposals. Our user-friendly template will help you clarify objectives, assess risks, and communicate effectively.

Act now—take the first step toward successful project approval and execution! Download your free template and set new standards with Lumiform.

Click here to sign up today!

Related categories

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Preview of the template
Page 1
Executive Summary
Provide a high-level overview of the business case.
Problem Statement
Describe the problem or opportunity that this business case aims to address.
Proposed Solution
Describe the proposed solution or approach.
Benefits
Outline the key benefits of the proposed solution.
Costs
Estimate the costs associated with the proposed solution.
What are the ongoing operational costs?
Risks
Identify the key risks associated with the proposed solution.
How will these risks be mitigated?
Alternatives Considered
Describe any alternative solutions that were considered.
Why was the proposed solution selected?
Recommendation
Provide a clear recommendation on whether to proceed with the proposed solution.

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Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

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Frequently asked questions

What challenges might you encounter when developing a simple business case?

You may face challenges such as clearly defining the problem or opportunity your business case addresses. Ensuring that your objectives align with your organization’s strategic goals is crucial. Additionally, gathering accurate data to support your proposal can be time-consuming. It’s essential to present your case concisely and compellingly to engage stakeholders and secure their buy-in.

How can limited resources affect your business case development?

Limited resources can impact your ability to gather comprehensive data and conduct thorough analyses. You might struggle to allocate time and personnel to the project, which can hinder the development process. Prioritizing key elements and focusing on high-impact areas can help you make the most of your available resources while still creating a persuasive business case.

What role does stakeholder engagement play in your business case success?

Engaging stakeholders early in the process is critical to your business case’s success. You need to understand their needs and concerns to tailor your proposal effectively. Regular communication and collaboration with stakeholders can help you address potential objections and build support. By involving them from the start, you increase the likelihood of gaining approval and achieving your objectives.

How do you ensure your business case aligns with organizational goals?

Ensuring alignment with your organization’s goals requires a clear understanding of strategic priorities. You should demonstrate how your proposal supports these objectives and delivers value. This involves articulating the benefits, costs, and risks associated with your business case. By aligning your proposal with broader goals, you strengthen its relevance and increase the chances of securing necessary approvals.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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