Business Case Template
Business Case Template
Business Case Template
Business Case
Project no.
R1 0X/0X/200X
Ref. No.
Project Title
Strategic program
(link to Strategic Plan)
Summary
Concise Scope
Principal Outcomes
Approval
Accountable Officer: Assurance Check by: Approved by:
Dept: Position:
Table of Contents
1 2 Proposal Summary Establishing the Business Need 2.1 Statement of Need, Issues Definition, Opportunity Description 2.2 Supporting Data and Information Relationship to Organisation Vision and Strategy Consideration and Selection of Preferred Options Financial Analysis Outputs, Benefits, Costs and Risks 5.1 Costs 5.2 Benefits, Outputs and Outcomes 5.3 Funding 5.4 Unquantifiable Cost and Benefit Analysis Acquisition and Implementation Strategy 6.1 Acquisition 6.2 Implementation 1 1 1 1 2 2 3 3 3 4 4 4 4 4
3 4 5
Proposal Summary
Provide a summary of the business case covering: background; project description; needs, scope and boundaries; target customers or population; objectives, outcomes and benefits; and costs and risks, acquisition and implementation
A business case provides the foundation for the procurement planning process, and is highly recommended for all projects that are of high value, complex or strategic. It provides the organisation with a process to check to ensure that the proposed project is feasible, evaluate and select the preferred implementation strategy, and confirm that the option selected will meet the departments objectives. The process imposes a discipline on the department to consider all available options, to recognise baseline costs, and address all issues and risks in the decision to proceed. Where appropriate, the business needs should be addressed under the headings below.
Need,
Issues
Definition,
Opportunity
Provide the following information: A description of the extent of an unmet need, demand for services or opportunity that has been identified and which is considered to be a high priority; Identification of the target population or clients and the anticipated benefits to these groups; An explanation of the rationale for assigning a high priority and the reasons that the timing is appropriate to implement the project; and Identification of the reason/rationale for this need or demand not being satisfied with existing systems and facilities.
Outline: How the initiative or project relates to the Vision, Mission, Business Plan or other strategic documents of the department. The links with other initiatives or services, core and current activities How the initiative aligns with government policy Inter-department considerations.
Provide: An outline of the range of options that have been considered to address the identified need A summary of the strengths and weaknesses of each option The rationale for the selection of the preferred options The financial and investment alternatives The assumptions that have been made in selecting the preferred option An outline of the business process changes proposed to facilitate this project.
5.1 Costs
Provide: The capital and operating costs of the preferred option for Year 1, Year 2 and beyond. The proposed budget must include: Capital and recurrent expenditure, including salaries, equipment and consumables for: Operating cash The total lifecycle costs (total cost of ownership) The impact upon other projects and initiatives The impact upon human resources requirements and policies.
5.3 Funding
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Provide: An estimate of the net impact of project by combining cost and benefits. An estimate of funding requirements: - if funds have not been allocated or approved, state the means by which funds will be acquired Identify other sources of funding being considered or investigated such as Commonwealth, State and local government, or the private sector
6.1 Acquisition
Outline: The acquisition process, in compliance with any purchasing and tendering requirements and other relevant policies and procedures.
6.2 Implementation
Describe: Describe the proposed implementation strategy, including: Project implementation strategy Project milestones and key dates Person accountable for managing implementation Required resources (human, physical, other) and skills Required changes to working practices Integration with existing and proposed systems.
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