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

Helen Winter is an enterprise transformation leader, author, and operating model strategist with deep experience in designing and delivering complex organisational change. She has led transformation programmes across multiple organisations and sectors, focusing on the operating model mechanisms that link strategy to execution — including commercial model redesign, governance frameworks, squad operating models, PMO modernisation, financial controls, tooling and data alignment, and AI-enabled delivery. Her work centres on helping organisations build operating models that deliver predictable, efficient, and value-driven outcomes. Her expertise spans transformation programme design, enterprise agility, cross-functional governance, behavioural and cultural change, and the practical integration of tools and processes to improve business performance. Helen is also a global business author with Kogan Page. Her first book, The Business Analysis Handbook, was a finalist for two major industry awards: the PMI award for contribution to project management literature and the Business Book Awards’ Specialist Book category. She is an active member of the APM Programme Management Specific Interest Group, contributing to thought leadership, guidance, and the development of good practice for programme delivery. A frequent speaker at project, programme, and transformation forums, Helen shares her insights through her long-running blog BusinessBullet.co.uk, visited by over 5,000 readers a month. Her current writing focuses on modern operating models, transformation leadership, organisational capability, and the real-world dynamics that determine whether change succeeds or fails.

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