Business Case Planning Checklist

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Business Case Planning Checklist

Project Name: Proposed by: Date:

<Project Name > <Name > <MM/DD/YYYY>

Planning Ite m Customer needs (quantified)

Guidelines Define the specific business needs that drive the investment proposal. Account for both current and future needs of the business. State how the proposed investment aligns with business and corporate strategic objectives. !stimate the initial deliver" schedule and cost of dela"ed deliver". $ist the features to be included and cite the specific business needs the" satisf". #resent sufficient detail to allow the decision% ma ers to understand the business solution in order to evaluate it properl". Describe how the project will be structured. Assess' Comple(it" Duration #roject leadership requirements #roject team s ill requirements )oles * responsibilities Describe how the proposed solution is competitive in the mar etplace. Assess it against the top three competitors+ offerings, including price and qualit" deliver". -dentif" the e(pected ris s to which the project will be e(posed. Assess the li elihood of each ris occurring and its impact on the project. .utline a plan for managing the ris s/ include ris % minimi&ation measures and contingenc" plans for recover" and damage limitation. ).- benefits ma" either be incurred once upon the implementation of the proposed solution or recur over the operational life of the solution. 0he" ma" "ield direct revenue, or strategicall"

Done?

Mar et window (schedule driver) #roposed solution features

#roject organi&ational framewor

Competitive anal"sis

)is s

).-

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Business Case Planning Checklist

Planning Ite m

Guidelines position the enterprise for mar et gains. -dentif" the ).- benefits and classif" them as such. -dentif" who the e" target customers of the proposed solution are and wh" the" were selected. $ist those factors that must be in place to ensure success of the proposed solution. 1e specific. !(amples (describe in specific project terms)' Commitmen t and awareness from !(ecutive Sponsors Access to necessar" source data Cooperation b" affected business or -0 areas 2ull%time staff assignments to project Status of interfacing s"stems -dentif" the project resources b" role and quantit", but not b" name, over the life c"cle of the proposed project. State how the resource estimate was calculated. -nclude an e(planation of th e split of effort between in% house and e(ternal resources, if appropriate. !(amples of resource needs to consider' 0echnical s ills Management s ills 0echnolog" resources Capital #artnerships, alliances Describe what measures will be applied to measure the success of the proposed solution. !(amples (describe in specific project terms)' 2inancial (Cost vs. )evenue) #erformance 3ser acceptance Schedule Competitive differentiation

Done?

0arget customers Critical success factors

)esource requirements

Criteria for measuring success

1usiness Case deliver" chec list

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Business Case Planning Checklist

#roduce a 4ord document for the detailed case (Catalogue all reference materials for 1usiness Case and reference them here) #roduce a high% level case for presentation to e(ecutives !nsure "ou have a 5%6 minute elevator speech committed to memor" for informal discussions with decision% ma ers.

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