Transcript [Title] Business Case

Note: Refer to Skillsoft’s “Developing an L&D Business Case” session slide deck for
more information. This template is intentionally developed in a blank template so that
it can easily be incorporated into an organization’s specific template.
[Title] Business Case
[Organization’s Name]
[Author’s Name]
[Date]
Executive Summary
• Briefly summarize the proposal
• Executive summaries typically contain the salient points from each
of the subsequent sections:
o Current situation
o Analysis & Recommendation
o Conclusion
• Be sure to engage the audience's interest in reviewing the
remainder of the proposal
Current Situation
• Purpose is to clearly state the problem or opportunity facing your
organization in a quantifiable way
• Express success in terms that contribute to the strategic plan
(especially your CFO) such as increasing revenue, decreasing
costs, or minimizing risk
• Discuss what is likely to materialize if the situation doesn't change
Analysis & Recommendation
• In the opener, provide clear, specific details about the alternative you
suggest the organization adopt
• Explain how your proposal solves the problem or capitalizes on the
opportunity identified in the current situation section
Analysis & Recommendation
• Summarize the alternatives you considered in a simple chart that
describes the financial analysis, intangible benefits, and risks
Option 1
Option 2
Option 3
Financial Benefit
Intangible Benefits
Risks
• Use graphs to display the most powerful financial aspects of the
suggested option
Conclusion
• Recap the benefits of acting on the selected option in terms that
support the organization's strategic goals
• Consider including benchmarks to show how this compares to other
“best in class” approaches
• Outline the high level implementation milestones, target dates, and
the responsible parties
• Clearly flag the date when a decision should be made and what the
implications are of not acting on or before that date