Steps in writing a business case

January 17, at 7: I feel sorry for anyone who discounts them. You make a good point that process vs use case documentation is essentially the same information, from nearly the same point of view. I accept your premise that they are equivalent for this discussion.

Steps in writing a business case

Below we discuss Writing a Business Case in seven easy steps. What is a Business Case? Why you should bother Writing a Business Case. A Business Case is a document you create in order to help you get approval or financial commitment to a project or change initiative.

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Why Bother Writing a Business Case? It will help you to organize your thoughts and test your ideas. Some things seem like great ideas initially, but after you put some structured thought into it, several questions may arise. It will help you clarify and focus your efforts.

steps in writing a business case

Just a little bit of structure can assist you in the implementation of your idea. It will aid you in ultimately selling your project or change initiative to stakeholders.

It will provide the basis for more detailed project planning upon approval. The first step to Writing a Business Case is to explain the background of the project or initiative. What are your specific objectives for this project or initiative?

What is it that you are going to deliver? Try to articulate the root value of the opportunities that you are planning for. Imagine an investor sitting across the table from you: Why would she give you money or otherwise invest in your project?

Describe the Current Situation: Make sure you include facts, figures, and data wherever possible. You need to create a compelling argument that highlights the gap between desired state and current situation. Put Forth a Recommendation or Solution: Now you need recommend what that change should be.

Articulate your ideas as clearly as possible. This section could include a few different options, but ultimately you should commit to a specific recommendation. Determine Your Success Criteria and Measures: How you will measure the success of the project? What will change as a result of your intervention?

Note that your success criteria must be measurable.

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The return on investment should be included in this section. Determine Your Support Required: A key part of writing a business case, is to determine who you need support from and letting them know exactly what you need from them. Indicate what support you need from outside resources to achieve your goals.

This includes the resources required in terms of time, effort, tools, money, and other resources.

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Articulate Next Steps and the Timeline: Once you have approval for your business case what are some key milestones that come next? Minimize the use of jargon, and speak in clear and concise terms. Speak to people about the benefits of pursuing your idea. Demonstrate the value the project brings to the organization, customer and financial bottom line of the company.

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steps in writing a business case

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Studybay is an academic writing service for students: essays, term papers, dissertations and much more! We're trusted and chosen by many students all over the world! A business case is the way you prove to your client, customer or stakeholder that the product you’re pitching is a sound investment, and Jennifer Bridges, PMP, illustrates the steps to writing one that will sway them.

Use case - Wikipedia