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How To Prepare and Deliver a Business Case Presentation

No matter how junior or senior an individual is in an organization, there will always be times when they need to convince others why they should fund them, choose them, or do anything else they want them to do. Sometimes an informal, but convincing, argument is enough. Often, it isn’t. Those are the times you’ll need to prepare a business case in order to change their mind.

What is a Business Case?

A business case is a document that presents the costs, risks, and benefits of a particular initiative, justifies the investment, and pitches why decision-makers should approve of the recommendation. Students pursuing an MBA with a specialization in marketing are often asked to prepare different business case studies to improve their business forecasting and analytics skills.

Depending on your organization and endeavor, this will be anything from an informal document to a formal presentation before stakeholders. Regardless of the format, a business case aims to convince people if a project or initiative is worth investing in and why one particular approach is better than others.

A Business Case Is Not a Project Proposal or a Project Plan

Don’t get a business case mixed up with a project proposal . While they have similar goals and will cover some of the same topics, they’re not quite the same thing. A project proposal focuses on what a project is, delving into many of the details like deliverables and timelines. They are also different from project plans , which explain how a project will be executed and have much more detail. A business case, on the other hand, is about why people should invest in your initiative.

When You Should Create a Business Case Presentation?

You should create a business case presentation any time you need to convince a manager or stakeholder to make a decision, where an informal conversation is not appropriate or enough.

Common reasons to create a business case presentation:

• Asking for new funding, more funding, or a continuation of funding
• Changing the scope of a project
• Starting a new project
• Requesting a policy change
• Asking for an exception to a rule
• Adding resources to a project or team

How to Create a Business Case Presentation?

So, how to present a business case? While you might be eager to jump in and share the initiative you believe in, it’s a good idea to step back and make sure you prepare a solid case. The more concrete details, facts, and figures you have, the stronger your business case will be. The main sections of a business case will be the context of the situation, problem statement, opportunities, financial analysis, and solution description.

If you’ve never made a business case presentation before, consider using a business case template or try out our AI presentation maker to help guide you through each step. Here’s a short summary of each of the parts of a convincing business case presentation.

Step 1. Establish Context about the Current Situation

Not all audience members will immediately know what the current situation is leading up to your initiative. Briefly lay out the background of the idea. Note that this isn’t the problem statement, which will follow.

Step 2. State the Problems

This slide is where you can impress upon your audience the importance of the problem, and therefore, why the solution you’ll soon present is necessary.

When describing the problems, think about the direct and indirect effects of the situation, as well as the internal and external implications. Include statistical analysis if you’re already seeing negative effects because of the situation.

Step 3. Evaluate Opportunities

Your solution needs to be directly related to the stated problem. Here you can list, side-by-side, the opportunities you foresee to address problems. This section is a segway from your problem to your solution.

Another way to present this section is to analyze potential causes of the previously stated problem. This would then be the step to introduce the possible approaches, before settling on the one you’ve chosen to pitch.

Step 4. Analyze Finances

The numbers are probably the most important thing on stakeholder’s minds. They can make or break your business case. Present the current financial situation and compare it to the numbers you could be achieving if they choose to fund your initiative. Additionally, emphasize the potential for increased revenue through the implementation of a recurring payment system, which can provide a steady stream of income for your business.

Step 5. Describe Solution

Now that you’ve impressed the need for a change on your audience, it’s time to propose your solution. The format of your solution description will depend on what kind of decision you’re promoting. Generally speaking, you’ll want to briefly outline what needs to be done, how it will be done, who will do it, and when it will be done. Let’s look at sample solution formats for each of the examples from the introduction:

• Convincing the project manager to add you to a team: List the skills you have, how they relate to the needs of the project, and what you’ll be able to achieve once part of that team.
• Convincing your boss to commit time to fixing a product issue: List how you can fix the issue, how much time it will take, how many resources it will take, and how much it will cost, especially when compared to the alternative.
• Convincing HR to give an employee a raise: List how much of a raise your employee will need, any other non-monetary benefits that could work, and the advantages of retaining that talent.
• Convincing the board to open a new office: This initiative is clearly much more complex than the previous examples, which means it will require a much more in-depth business case document. However, in the business case presentation, you can list the costs, forecasted ROI, resources needed, and potential benefits of opening up the satellite office.

10 Tips for Presenting Effective Business Cases

• Use unique and attention-grabbing visuals. Chances are a board of directors or management team has seen a lot of business cases. Make sure yours doesn’t look just like everyone else’s.
• Clearly state your recommendation and required investment.
• Don’t shy away from costs and risks.
• Evaluate various scenarios when presenting your solution.
• Don’t forget to practice presenting your business case when preparing the documentation.
• Use an appropriate story alongside facts and figures to hook your audience, as recommended by the Harvard Business Review . 
• Don’t add too much data to your PPT slides. Remember that the rest of your details will be in the business case document.
• Involve your audience by making eye contact, mentioning specific examples they may have heard about or been involved in, and even making appropriate jokes.
• Brainstorm potential questions your audience may ask and incorporate them into your presentation. 
• Prepare both a long version and a short version of your business case presentation. You might be expecting an hour to pitch your idea to stakeholders, but you might just get a few minutes while walking down the hall to an emergency meeting.

Conclusion: Do Your Initiative Justice

You have a good idea. Maybe it’s a project you really believe in, a decision that just has to be made, or a strategy that will change the game for your organization. Whatever the case, your initiative won’t get approval if you communicate it ineffectively. Create a convincing business case and present it effectively and you’ll see decisions going your way in no time.

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10 Free Business Case Templates in PowerPoint, Slides, & ClickUp

Praburam Srinivasan

Growth Marketing Manager

August 8, 2024

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Every great project kicks off with a solid plan. But before diving into that plan, you need a clear and concise business case to back it up.

Here’s some good news—we’ve got you covered with top-tier business case templates you can use in PowerPoint, Slides, and ClickUp.

What is a Business Case Template?

What makes a good business case template, 1. clickup business case analysis template, 2. clickup business plan template, 3. clickup business plan document template, 4. clickup lean business plan template, 5. clickup case study template, 6. clickup case study design template, 7. clickup business annual report template, 8. clickup business development plan template, 9. powerpoint business case template by slidemodel, 10. google slides business case presentation template by slideworks.

Think of a business case template as your project’s passport. A business case template details the “why’s” and “how’s” of a project or proposed business change—its benefits, cost, risks, objectives, and more.

Whether pitching an idea or seeking approval, a business case template provides the structure you need.

A compelling business case template isn’t just about numbers; it paints a clear picture. It showcases benefits, draws attention to potential risks, and defines clear objectives.

Moreover, a solid business case template is versatile, user-friendly, and adaptable to various business needs. In fact, several business case templates use a similar structure to answer or address these areas:

• Executive Summary : It gives a brief overview of the project, the overall objectives, and expected outcomes
• Problem Statement : Clearly defines the problem you’re facing and what needs to be solved
• Proposed Solution : This outlines your proposed solution in detail and includes how it will solve the problem
• Cost Benefit Analysis : This provides a detailed breakdown of the associated costs with the solution and the potential financial benefits
• Project Timeline : Outline the timeline for implementing the solution, including key milestones —basically anything that will help the project manager keep things on track
• Risk Analysis : Identify potential risks and how they will be mitigated
• Conclusion : Summarize why the proposed solution is the best choice for the business

10 Free Business Case Templates in PPT, Slides, & ClickUp

Below are our favorite business case planning templates on the market today.

Diving into a new project demands a solid foundation. And what better way to lay it than with a well-structured business case? But crafting such a document can be challenging. Enter ClickUp’s Business Case Analysis Template : your ultimate solution!

This business case template is your assistant to visualizing and comparing different approaches to a business problem swiftly, determining the viability of your project with a cost-benefit analysis, and pinpointing key factors to the success of your business case.

Use our business case template’s custom statuses to monitor the progress of your business case analysis, and create custom fields so you can approach that business case analysis systematically. You can view different facets of the business case analysis as a Doc View, a Gantt chart, a Calendar View, or simply a list of tasks.

Bring ClickUp’s full suite of project management tools to bear as you map task dependencies to feasible due dates, then track business case progress automatically using AI-powered automations. These features are part of what makes ClickUp some of the best operations management software available.

This simple business case template allows you to identify your business problem and outline your business objective in ClickUp Tasks. Then, brainstorm together in ClickUp Docs to identify potential solutions for your business case.

Finally, design your roadmap and assign tasks to the team. You can automatically monitor the progress on your business case with your custom statuses and set up regular check-ins on the project calendar .

Are you embarking on a new business case? Navigate seamlessly with ClickUp’s Business Case Analysis Template.

Every flourishing venture begins with a robust business plan. It’s not just about having an idea but charting a clear course to bring it to fruition. ClickUp’s Business Plan Template simplifies this journey, providing you an efficient route to outline:

• Crystal clear goals and mission
• Comprehensive strategy, along with an execution timeline
• Performance checkpoints, risk alerts, and success metrics

Envision it, and ClickUp’s template will guide you to actualize it!

Why is a Business Plan Template essential? With ClickUp’s Business Plan Template, you can:

• Zero in on your precise objectives and aspirations
• Profile your target audience and their sectors
• Highlight your edge over competitors
• Craft a strategy aimed at exponential growth
• Write an executive summary to give investors a high-level overview of all your research

This meticulously designed business case document uses custom statuses so you can navigate from in progress through the revisions stage and finally mark each task as “complete!”

Organize your tasks with custom fields, and switch between views to emphasize different information based on your priorities.

ClickUp’s robust project management package lets you tag multiple teammates, nest subtasks in larger tasks, and set priority indicators.

This business plan template is set up so you can brainstorm your objectives with your team in ClickUp Docs and then itemize your product’s unique selling point in ClickUp Tasks. Execute your objectives on time and budget with the help of ClickUp’s Gantt charts. At the end of your proposed project, revisit your accomplishments with ClickUp Goals to see where you hit the target and where you may need to revise your approach.

If business success is your destination, ClickUp’s Business Plan Template is your map.

Crafting an impeccable business plan can be an intricate journey, given its importance in rallying investors and stakeholders. But what if there was a tool to simplify and enrich this journey?

Meet ClickUp’s Business Plan Document Template , your ally in:

• Unifying your team towards a shared vision
• Amassing all critical data for an in-depth blueprint
• Centralizing materials for seamless accessibility

Embark on fresh undertakings or rejuvenate current ones; this free business case template molds your aspirations into executable steps. Begin your ascent towards achievement today!

This ClickUp template equips you with:

• Your project scope and a charted path laden with quantifiable goals
• Resource management tools to accomplish tasks for task accomplishment
• Proactive risk anticipation and mitigation strategies
• Instant, precise data retrieval and modification

Naturally, this template includes a Doc View, but as a project manager, you have options like Gantt charts, Workload Views, and Calendar Views to help you see at a glance the information that matters most to you.

Keep a tight grip on your project with advanced comment tracking and AI automations that make your workflow run smoothly in the background while you get more work done.

To get the most out of this template, start by gathering your business objectives, audience research, product offerings, and financial picture. You can use research management software to help with this stage. Then, you can use ClickUp’s Table View to lay out a clean, easy-to-read executive summary and your market assessment and financial appraisal for investors.

Aspiring to propel your business idea into reality but are hindered by the extensive demands of traditional planning? ClickUp’s Lean Business Plan Template is your savior.

Forge an efficient, succinct business strategy, offering:

• A bird’s-eye view of your enterprise
• Intuitive blueprints for devising a cogent business plan
• Incremental assistance for fleshing out each plan segment

Elevate your business cases quickly and affordably with ClickUp’s streamlined approach.

The template allows you to define your business, describe your target market, set budgets, and create goals.

Once that’s done, use custom statuses to monitor your progress toward achieving your goals. You can set reminders to check in on different areas of your business and use different views to check on your priorities, brainstorm additions to your business plan, or see a timeline of the tasks to be completed.

With ClickUp, turning your vision into a viable venture has never been more accessible. Simplify, strategize, and succeed.

Crafting an influential case study is an art of strategic organization and detailed execution. Enter ClickUp’s Case Study Template , your ultimate companion to orchestrate, frame, and present your research seamlessly.

Use this simple business case study template to gather and consolidate data to support your case study and extract meaningful conclusions and takeaways from that information.

This approach to case studies gives you space to weave a real-world, impactful narrative that resonates with your audience. These stories are an important way to validate your sales propositions with concrete results. Telling others about your clients’ successes also builds trust with prospects.

You can brainstorm potential stories with ClickUp Whiteboards, then put your plan to paper with ClickUp Docs. After that, organize your writing process with an actionable task list.

The ClickUp AI writing assistant can help you turn your ideas into a cohesive story. Then, use ClickUp’s integrated email and collaborative editing tools to get final approval from the client.

A great case study stands tall in the realm of effective enterprise marketing tools . Let ClickUp be the wind beneath its wings.

Harness the power of compelling narratives with ClickUp’s Case Study Design Template , tailored for businesses keen on weaving success tales—a well-crafted case study not only shares successes but bolsters your brand credibility.

With this template, you can:

• Demonstrate problems your customer encountered and how your offerings emerged as the proposed solution
• Showcase tangible results, affirming the prowess of your product/service to potential clients
• Ensure an organized, standardized business process , ensuring brand-consistent design and presentation across all case studies
• Save precious time with streamlined research, design, and publication processes

Use this template to track the progress of your case study, seamlessly manage and visualize the data that will inform the case study, and incorporate ClickUp’s project management features like nested subtasks, multiple assignees, and priority labeling to make case study creation a breeze.

This template has space for you to define the goal for the case study, choose and describe your subject, collect all your data in a Table View, draft the narrative in ClickUp Docs, and then create a task list for marketing and promoting your case study. A communication plan template can also be a helpful tool for this stage.

With ClickUp’s innovative design template, crafting impactful case studies becomes an organized, efficient endeavor, enhancing your brand’s narrative prowess.

Embarking on a business report requires meticulous planning, resource utilization , and clear objectives. ClickUp’s Business Annual Report Template is a tailored solution to navigate these complexities seamlessly.

This template improves business reporting by:

• Providing a consistent framework for reporting that is easy to follow and understand
• Allowing organizations to clearly articulate their financial position to shareholders and other stakeholders
• Helping to ensure that the report is accurate and complete
• Enables companies to compare year-over-year performance more easily

Crafting a robust business plan is the cornerstone of entrepreneurial achievement. With myriad tasks to manage and objectives to meet, a streamlined tool becomes imperative. That tool is ClickUp’s Business Development Plan Template —your ultimate companion in carving out a successful business trajectory.

With this template, you can set precise, achievable targets and track your progress toward achieving them. Document clear blueprints to meet your business aspirations, but use ClickUp’s collaborative tools to edit and iterate on those plans along the way.

The beauty of this template is it ensures all stakeholders are synchronized and aligned because you have defined actionable steps to use your resources effectively.

With ClickUp’s Business Development Plan Template, chart a course toward unparalleled entrepreneurial success!

Elevate your business presentations with SlideModel’s Free Business Case PowerPoint Template . Tailored for modern professionals, this dynamic template facilitates a comprehensive discourse on new business initiatives, elucidating their relevance, objectives, and potential returns.

This template is ideal for consultants, budding entrepreneurs, and SMEs aiming to pitch their project description or corporate strategy to stakeholders or investors.

It includes an engaging title slide, slides for introduction, problem statement, solution proposal, benefits, implementation, and key takeaways. You’ll enjoy the eye-catching human character vector graphics for sharp visuals, versatile infographic icons, and a wavy timeline chart to illustrate milestones.

The template has full editability across color palettes, backgrounds, and fonts. The template’s adaptability ensures its seamless integration into diverse presentations.

Although optimized for PowerPoint, you can also download versions that cater to Google Slides and Keynote.

In search of an impressive medium to present your business case? SlideModel’s template is a click away. For alternative designs, explore their featured Business Case PowerPoint Template collection. Secure your copy today!

The Slides Business Case Template by Slideworks is a comprehensive toolkit for innovators and visionaries ready to revolutionize their organization. Every groundbreaking idea warrants a robust presentation that encapsulates its essence, both financially and technically.

Crafted with precision, this template offers an array of instrumental slides tailored to articulate your idea seamlessly:

• Clearly define your vision and the strategic goals you aim to achieve
• Delve deep into potential challenges, ensuring stakeholders are well informed and prepared
• Offer a lucid timeline, pinpointing milestones and mapping out your project’s trajectory

Every slide has been meticulously designed to foster clarity, conviction, and comprehensibility. With the 24Slides template, you are empowered to present a holistic overview of your idea, bolstering its feasibility and implementation potential.

For those committed to driving value and championing transformative ideas, this Business Case Presentation Template serves as the ultimate companion. Express, elucidate, and execute your vision with unparalleled finesse.

Plan Projects with Business Plan Templates

Templates are great, but when combined with an intuitive platform offering robust project management features? It’s a game-changer.

ClickUp isn’t just a library of versatile business templates. It’s a comprehensive tool designed to streamline your projects, optimize communication, and enhance productivity.

From setting up workflows to collaborating with your team in real-time, ClickUp seamlessly integrates every aspect of project management.

So whether you’re drafting a business case, planning a project, or managing day-to-day tasks, ClickUp is your one-stop hub, combining utility with unparalleled efficiency. Dive into ClickUp today and experience the future of business management.

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