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Business Case Template

INSTRUCTIONS

Use this template as a guide for drafting a business case for a project or initiative you want to propose. Adapt the template to suit your needs.

PROPOSED PROJECT / INITIATIVE

TITLE:

DESCRIPTION:

OPPORTUNITY STATEMENT:

RELEVANT BUSINESS OBJECTIVE:

ALTERNATIVES CHOSEN FOR ANALYSIS:

ANALYSIS OF ALTERNATIVES

ALTERNATIVE 1:

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PROS: CONS:

ALTERNATIVE 2:

PROS: CONS:

ALTERNATIVE 3:

PROS: CONS:

RECOMMENDATION AND RATIONALE

RECOMMENDATION:

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© 2014 Harvard Business School Publishing. All rights reserved. Harvard Business School Publishing is an affiliate of Harvard Business School.

RATIONALE:

RISKS AND MITIGATION PLANS

RISKS: MITIGATION PLANS:

IMPLEMENTATION PLAN

PHASE 1:

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© 2014 Harvard Business School Publishing. All rights reserved. Harvard Business School Publishing is an affiliate of Harvard Business School.

PHASE/MILESTONE DESCRIPTION:

DELIVERABLES: DUE DATE: ACCOUNTABLE PERSON:

RESOURCES NEEDED:

EXPECTED LEVEL OF BENEFIT:

IMPLEMENTATION PLAN

PHASE 2:

PHASE/MILESTONE DESCRIPTION:

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© 2014 Harvard Business School Publishing. All rights reserved. Harvard Business School Publishing is an affiliate of Harvard Business School.

DELIVERABLES: DUE DATE: ACCOUNTABLE PERSON:

RESOURCES NEEDED:

EXPECTED LEVEL OF BENEFIT:

IMPLEMENTATION PLAN

PHASE 3:

PHASE/MILESTONE DESCRIPTION:

Page 5 of 8

© 2014 Harvard Business School Publishing. All rights reserved. Harvard Business School Publishing is an affiliate of Harvard Business School.

DELIVERABLES: DUE DATE: ACCOUNTABLE PERSON:

RESOURCES NEEDED:

EXPECTED LEVEL OF BENEFIT:

IMPLEMENTATION PLAN

PHASE 4:

PHASE/MILESTONE DESCRIPTION:

Page 6 of 8

© 2014 Harvard Business School Publishing. All rights reserved. Harvard Business School Publishing is an affiliate of Harvard Business School.

DELIVERABLES: DUE DATE: ACCOUNTABLE PERSON:

RESOURCES NEEDED:

EXPECTED LEVEL OF BENEFIT:

IMPLEMENTATION PLAN

PHASE 5:

PHASE/MILESTONE DESCRIPTION:

Page 7 of 8

© 2014 Harvard Business School Publishing. All rights reserved. Harvard Business School Publishing is an affiliate of Harvard Business School.

DELIVERABLES: DUE DATE: ACCOUNTABLE PERSON:

RESOURCES NEEDED:

EXPECTED LEVEL OF BENEFIT:

Page 8 of 8

© 2014 Harvard Business School Publishing. All rights reserved. Harvard Business School Publishing is an affiliate of Harvard Business School.