Simple Business Case Template - Free Customizable PDF

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Simple business case template

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Use this template with Lumiform

Customize this template or build your own
Fill out templates via mobile app
Get reports and analyse your data

Prices start from ░░░ per month

Book a demo

Learn more

Our simple business case template helps you clearly justify project investments with minimal effort. Unlike complex alternatives, this template focuses on essential components: executive summary, problem statement, proposed solution, costs, benefits, and timeline. For example, when seeking approval for new software that would improve team productivity, this template lets you present your case in a concise yet comprehensive format that respects stakeholders’ time.

The straightforward layout eliminates confusion and helps you avoid what experts identify as common pitfalls: “using unsourced data, making unsubstantiated claims, or failing to validate your assumptions” .

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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.

Frequently asked questions

What should I include in the executive summary of a business case?

The executive summary should provide a concise overview of your entire business case in 8-10 lines. Include the problem statement, proposed solution, key benefits, costs, timeline, and your recommendation. Though it appears first, write this section last to ensure it accurately reflects all elements of your completed business case.

How do I quantify benefits in a simple business case?

Focus on both financial and non-financial benefits. For financial benefits, calculate ROI, cost savings, or revenue increases. For non-financial benefits, describe improvements to efficiency, quality, customer satisfaction, or employee experience. Where possible, translate non-financial benefits into financial terms to strengthen your case.

What financial metrics are most important in a simple business case?

Prioritize Net Present Value (NPV), Return on Investment (ROI), and Payback Period. NPV shows the current value of all future cash flows, ROI demonstrates the percentage return on your investment, and Payback Period shows how quickly the investment will pay for itself. These metrics help decision-makers evaluate feasibility.

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.