Best practice guidelines and templates for business cases

By | 07/03/2021

This is a webinar that I did for the Project Management Institute (PMI) in February 2021.  Original slides can be found on this link: https://www.pmi.org.uk/events/webinar-library-current/1491-february-2021-best-practice-guidelines-and-templates-for-business-cases-by-helen-winter

Challenges to business cases are how to get the right level of detail so that senior management will be able to understand the main elements of the business case with their limited time but give them the confidence that enough analysis has gone into it that clarifies enough assumptions for it to be valid.

In this session I cover the following:

  • Define the structure of a business case
  • Levels of detail and formats of business cases
  • Techniques and templates that can be used in a business case for:
    • Defining the problem
    • Setting out the scope
    • Benefits analysis
    • Solution Options
    • Project approach and deliverables
    • Risks and Issues
    • Cost analysis and assumptions
    • Dependencies
    • Impacts on target operating model

 

 

Thoughts? Questions? Please share in the comments.

If you have found this article useful then you might like my book – The Business Analysis Handbook – Techniques and Questions for better Business Outcomes.  The book is available from www.koganpage.com and all major print and e-book retailers.

Author: Helen Winter

An Management Consultant responsible for structuring programmes, success criteria, mobilisation, management of scope, budget, timely delivery, benefits realisation and stakeholder satisfaction. Helen has led on large transformation programmes to execute delivery along with strategic business outcomes. Helen is also a global business author with publisher Kogan Page where her first book “The Business Analysis Handbook” was a finalist for 2 major industry awards. One was for contribution to project management literature with PMI and the other was the Specialist book category for the business books awards. She is an active member of the APM programme management group. She is currently involved in a focus group sharing examples of good programme management practice and is an established speaker for project management forums. In her free time, she loves sharing her knowledge on her blog BusinessBullet.co.uk which is followed by over 5000 visitors a month.

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