Business Case Template (Excel XLS)

For individuals who are fairly new at developing business cases, the Business Case Template Excel file provides a step-by-step methodology for developing a high level business case.

This Excel template serves as an accompanying document to the "How to Develop a Business Case" PPT presentation. It is designed to assist business leaders in making informed investment decisions by providing insights into the financial implications of those decisions. By doing so, it supports leaders throughout the project planning stage, aiding in the justification of strategic directions and operating strategies.

This Excel template includes the following sections:

•  Instruction Guide
•  Step 1. Input Variables
•  Step 2. Generate Baseline Data
•  Step 3. Input Benefit Estimate
•  Step 4. Review Benefit Calc
•  Step 5. Enter Investment
•  Step 6. Review Cap Ex
•  Step 7. Review Cash Flow Result
•  Step 8. What-If Analysis
•  Financial Summary
•  Example Charts

This template also includes detailed sections for entering investment costs and reviewing capital expenditures, ensuring that all financial aspects are thoroughly covered. Users can input various hardware, software, and process change costs, providing a comprehensive view of the investment landscape.

The What-If Analysis feature allows users to simulate different scenarios and their impacts on key financial metrics. This functionality is crucial for stress-testing assumptions and understanding potential risks and rewards. The template's example charts visually represent cash flows and other financial data, making it easier to communicate findings to stakeholders.