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Business Case Template
Business Case Template
Business Case
Template
NOTE: Please remove this page when creating a Business Case deliverable.
Texas Project Delivery Framework BUSINESS CASE TEMPLATE
1. Delete the template title page (previous page) and this page.
2. Replace [bracketed text] on the cover page (next page) with your project and agency information.
3. Replace [bracketed text] in the tool header area at the top of page i (Contents page) with the
same project and agency information as on the cover page.
4. Complete the entire template. Each section contains abbreviated instructions, shown in italics,
and a content area. The content area is marked with a placeholder symbol () or with a table.
Relevant text from other project deliverables may be pasted into content areas.
5. Update the table of contents by right-clicking and selecting “Update Field,” then “Update entire
table.”
NOTE: Please remove this page when creating a Business Case deliverable.
[Agency/Organization Name]
[PROJECT NAME]
VERSION: [VERSION NUMBER] REVISION DATE: [DATE]
Approval of the Business Case indicates an understanding of the purpose and content described in this
deliverable. Approval of the Business Case constitutes approval of the business case analysis results and
hereby certifies the overall accuracy, viability, and defensibility of the content and estimates. By signing
this deliverable, each individual agrees the proposed business solution has been analyzed effectively as
described herein.
Agency Head
Signature Date
Executive Sponsor
Signature Date
Technology Sponsor
Signature Date
Project Manager
Signature Date
Signature Date
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
Contents
1.1 Issue.................................................................................................. 1
1.2 Anticipated Outcomes........................................................................1
1.3 Recommendation...............................................................................1
1.4 Justification........................................................................................ 1
1.5 Assumptions......................................................................................1
1.6 Limitations.......................................................................................... 2
2.1 Governance.......................................................................................3
2.2 Business Case Analysis Team Members...........................................3
6.1 Methodology....................................................................................11
6.2 Results.............................................................................................11
Section 7. Glossary...........................................................................................13
Section 9. Appendices......................................................................................15
Based on
DIR Document 10BC-T1-9 Page i
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
1.1 Issue
Briefly describe the business issue that the recommended project would solve without describing
how the problem will be addressed. Include a brief statement of any mandates that require
processes and/or services not currently in place.
1.3 Recommendation
Describe the project that is being recommended to achieve the anticipated business outcomes by
summarizing the approach for how the project will address the business issue. Identify the
stakeholders/customers involved in determining whether the desired results are achievable by
implementing the project.
1.4 Justification
Justify why the recommended project should be implemented and the rationale for why the
project was selected above the other alternative solutions. Provide a compelling argument by
summarizing key quantitative and qualitative information from the Project Evaluation section,
including a description of the impact of not implementing the project.
Determine and include analysis information that is necessary to provide a clear justification for the
project. The type and extent of information included in the justification will vary based on the best
approach for making a compelling and accurate argument. Charts from the Project Selection,
Results section may be copied to support justification for selecting this project.
1.5 Assumptions
List and describe any assumptions relevant to the project that is being recommended to achieve
the anticipated business outcomes.
Based on
DIR Document 10BC-T1-9 Page 1
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
1.6 Limitations
List and describe any limiting factors, or constraints, relevant to the project that is being
recommended to achieve the anticipated business outcomes.
Based on
DIR Document 10BC-T1-9 Page 2
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
Based on
DIR Document 10BC-T1-9 Page 3
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
Stakeholders/Customers Description
Describe the processes and/or services that would be modified or automated by the project.
Include processes and/or services for agencies and constituents (citizens, employers, other
agencies).
Describe the agency’s existing software that will be modified or replaced by the proposed project.
Based on
DIR Document 10BC-T1-9 Page 4
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
Describe the agency’s existing hardware that will be modified or replaced by the proposed
project.
Based on
DIR Document 10BC-T1-9 Page 5
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
Description of Project
Based on
DIR Document 10BC-T1-9 Page 6
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
4.4 Assumptions
List the assumptions regarding the agency processes and/or services affected by the proposed
project.
4.5 Constraints
List the limitations or constraints regarding the agency processes and/or services affected by the
proposed project.
Describe software for the project, including technical factors that may be critical to project selection if applicable.
Describe the hardware for the project, including technical factors that may be critical to project selection if
applicable.
Based on
DIR Document 10BC-T1-9 Page 7
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
Based on
DIR Document 10BC-T1-9 Page 8
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
Based on
DIR Document 10BC-T1-9 Page 9
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
Risk Rating
Based on
DIR Document 10BC-T1-9 Page 10
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
6.2 Results
State the rationale for why the project was selected above the other alternative solutions. Cite any
market research that was conducted.
Replace the blank graphical summary charts below with the completed charts located in the
Selection Results worksheet of the Business Case Workbook. The charts may also be copied to
the Executive Summary depending on the desired approach for justifying selection of the project.
Copy and paste the Summary: All Project Evaluation Factors chart to this section by completely
replacing the blank chart.
Maximum
Line Factor Rating Possible Rating
SF Statutory Fulfillment 35
SA Strategic Alignment 45
AA Alternatives Analysis 30
Copy and paste the Financial Analysis: Agency/State chart to this section by completely replacing
the blank chart.
Based on
DIR Document 10BC-T1-9 Page 11
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
Copy and paste the Financial Analysis: Constituents chart to this section by completely replacing
the blank chart.
Based on
DIR Document 10BC-T1-9 Page 12
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
Section 7. Glossary
Define all terms and acronyms required to interpret the Business Case properly.
Based on
DIR Document 10BC-T1-9 Page 13
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
Based on
DIR Document 10BC-T1-9 Page 14
[Agency/Organization Name] BUSINESS CASE
[Project Name] [Version Number] | [Revision Date]
Section 9. Appendices
Include any relevant appendices.
Based on
DIR Document 10BC-T1-9 Page 15