Initiation template

Business Case Template

Build a sponsor-ready business case with options, benefits, costs, risks, assumptions, financials and approval evidence.

Use this template to

Create a practical, review-ready project artefact.

Build a clear project business case with options, benefits, costs, risks, assumptions, financials, and approval sections.

DOCXXLSX support

Buy individually

Get this template without buying the full bundle.

Purchase this single editable template now. If you later choose a matching bundle, eligible template purchases can be credited toward the bundle price in the same currency.

What you can assess before buying

Enough detail to judge fit, without giving away the paid template.

PMOEasy does not publish full template screenshots or readable layout previews. The notes below explain the structure, inputs and use case so you can assess fit before checkout.

What this template includes

  • Decision context
  • Options comparison
  • Cost and benefit evidence
  • Risk and assumption prompts
  • Recommendation and approval record

Use it when

  • A sponsor needs evidence before approving investment.
  • Several options need to be compared.
  • Costs, benefits and risks must be visible in one review pack.

Not the right fit if

  • The project mandate has already been approved and only a short change note is needed.
  • You need detailed financial modelling rather than a governance-ready business case structure.

What you will need to edit

  • option descriptions
  • benefit categories
  • cost headings
  • risk prompts
  • approval wording

What you need before you start

  • Sponsor objective
  • candidate options
  • cost assumptions
  • benefit owners
  • known risks

Typical adaptation time: 45-90 minutes for a light case; longer when evidence needs finance input.

Value and fit

Invest in the process when the project is worth protecting.

Use PMOEasy materials when the cost of unclear approval, duplicated reporting or missed escalation is higher than adapting a practical template.

Business reason

A thin business case can leave sponsors comparing options, costs, benefits and risks from incomplete evidence.

Proportional use

Use the full structure for investment decisions, or adapt the options, costs and recommendation sections for a lighter approval.

What supports the value

Provides editable sections for options, benefits, costs, risks, assumptions, financials and approval evidence.

Pitch The Boss

Create an internal approval request.

Generate a manager-ready email and value points for Business Case Template. Adapt the copy to your internal process before sending.

Currency
Business Case Template approval snapshot

A$59 incl. GST. Use this request to explain the editable files, clearer review evidence and proportionate governance value expected from the purchase.

Email draft

Email draft

Hi [Manager name],
I'd like approval to purchase Business Case Template from PMOEasy for our project delivery work.
Why this is useful:
- It builds a sponsor-ready business case with options, benefits, costs, risks, assumptions, financials and approval evidence.
- The templates are in our usual formats like: DOCX and XLSX.
- It should reduce blank-page effort and support more consistent governance, approval evidence and delivery communication.
- It is aimed at roles such as Sponsor.
How I would use it:
- I would adapt the editable files to our internal standards.
- I would use the structure to prepare the relevant project artefact or bundle pack.
- I would keep the completed material in our normal project records and approval process.
Cost: $59 AUD incl. GST.
Please let me know if you're comfortable for me to proceed.
Thanks,
[Your name]
Value snippets

Value snippets

Business justification
  • Gives the team a structured starting point for project template work instead of beginning from a blank page.
  • Supports more consistent governance, approval evidence and delivery communication.
  • Can be adapted for our internal standards while keeping the core artefact structure clear.
  • Also fits with related PMOEasy bundles: PMOEasy Project Starter Bundle and Full PMO Toolkit.
Why now

Using this before the next planning or governance cycle should help us prepare the artefact faster and make the approval path clearer.

Cost-benefit

A$59 incl. GST. The benefit is practical time saving, cleaner review evidence and a more consistent delivery artefact, without relying on a custom build or unsupported ROI assumptions.

Open email draft

This is a starting point for internal approval. Review and adapt it before sharing.