Templates

Enterprise Technology Business Case Pack

Structured templates for building investment proposals that survive delegate approval and audit scrutiny.

$247 AUD

Who this is for

Senior project managers preparing a business case for a new technology investment
Technology leaders presenting an investment proposal to their executive or board
Finance and planning teams supporting a technology investment submission
PMOs establishing an organisational business case standard

The problem it solves

Most business cases fail because they justify a decision already made rather than inform a genuine choice. The options analysis is not a genuine comparison. The financial model is built backwards from a predetermined conclusion. Risk is understated to avoid scrutiny.

When those assumptions unravel during delivery, the program runs into trouble before it has properly started. The cost overruns were baked in at the approval stage. The benefits were never realistic. The options that were dismissed early deserved more consideration.

This pack provides a structure for a business case that will survive delegate approval, Treasury review and post-implementation scrutiny, because it is structured to present a genuine analysis rather than a preordained conclusion.

What is included

Business Case Template

A complete business case template annotated with guidance on what each section requires and what a delegate approver looks for.

Executive Summary Examples

Annotated examples of executive summaries for different investment types, showing how to present the decision concisely.

Benefits Framework

A structured approach to identifying, quantifying and presenting benefits in a way that will survive finance and audit scrutiny.

Cost Estimate Structure

A template for presenting capital and operating cost estimates with assumptions, contingency rationale and sensitivity notes.

Risk Register

A risk register template designed for the business case phase, covering implementation, benefits and governance risks.

Governance Model

A template for presenting the proposed governance structure, accountabilities and decision-making framework for the investment.

Approval Checklist

A checklist of the elements required for a complete delegate approval submission, including common reasons for return.

Buy Now

What you can produce with it

A complete investment proposal ready for delegate review
A genuine options analysis the approver can interrogate
A financial model that will survive finance and audit scrutiny
A benefits realisation plan that supports post-implementation review

How to use it

Start with the options analysis before writing the main business case. Completing a genuine options analysis first prevents the common failure of building the financial case around a decision already made. Once the options analysis is complete, use the cost estimate structure and benefits framework to build the financial case, then populate the business case template and executive summary. Use the approval checklist before submission.

What this is not

Not a generic project management template
Not specific to any single technology platform or vendor
Not a substitute for the financial analysis work that a business case requires
Not a document that can be completed without genuine knowledge of the investment being proposed

Format and delivery

Microsoft Word templates (.docx) and Excel workbook (.xlsx). All documents are fully editable. Delivered via Lemon Squeezy after purchase.

Frequently asked questions

Is this suitable for Treasury submissions?

The structure reflects the elements required for departmental and central agency investment review. The options analysis, financial case and benefits realisation sections are consistent with Treasury and Finance guidance for technology investment proposals.

What about supplementary business cases?

The pack includes guidance on preparing supplementary cases following cost overruns or significant scope changes. The structure for a supplementary case differs from the initial submission and the guidance covers those differences.

Can the financial model be adapted?

Yes. The Excel model is fully unlocked and adaptable. The structure follows standard NPV and sensitivity analysis conventions, so it can be modified to reflect your organisation's discount rate, cost categories and benefit types.

How detailed does the options analysis need to be?

Detailed enough that the approver cannot reasonably question whether the options were genuinely assessed. The framework includes guidance on the level of analysis required for each option, including the status quo.