Business Case Template
Create Effective and Winning Business Plans
Put together practical and winning business cases and plans to take your business to the next level.
- Powerful documentation capabilities to capture and visualize information
- Multiple templates to get you started immediately
- Collaborate, brainstorm and strategize in real-time with colleagues
- Powerful documentation capabilities to capture and visualize information
- Multiple templates to get you started immediately
- Collaborate, brainstorm and strategize in real-time with colleagues
Brainstorm and Plan Effective Business Solutions
Whiteboard to brainstorm, ideate and plan with colleagues the requirements, issues, solutions and the general scope of the business case.
Dot voting capabilities to rank possible solutions and determine success criteria for effective streamlining of business case ideas.
Gantt charts, timelines and roadmaps to plan project timeframes, activities, budget and resource allocations that highlight result-driven solutions.
Sticky notes and customizable cards to add important concepts, notes, and information to help the planning and strategizing process.
Connect and Visually Present Your Business Plans
More than 1,000 customisable shapes and templates including organizational charts, SWOT and gap analysis that could be easily incorporated into your business plan structure.
Import data from CSV, Microsoft Excel or Google Spreadsheets to capture all information in one place for analysis and inclusion.
Smart formatting and preset color themes to tailor-make and configure each section of the business plan for better visual presentation and understanding.
Powerful documentation capabilities with the ability to add doc blocks, data fields, tables and images to put together presentations and reports.
Seamlessly Interact with Peers in Real-Time
Multiple access and role levels to manage, share, edit and review your business case.
Multiplayer capabilities to collaborate in real-time regardless of where you are.
In-app video and audio conferencing for easy collaboration and interactive teamwork.
In-line commenting to provide inputs and feedback to improve problem solving.
Export as PNG, JPEG, PDF or SVG to present, print, and share.
Templates
What Is a Business Case Template?
A business case is a written report that is created to justify the need to invest and to get the approval of investors, stakeholders or decision-makers. It can be used to substantiate a new project, make changes to an existing one or even to cancel a project.
A business case template provides a standard structure for you to start developing, evaluating and writing the business case. The general structure of a business case includes the following components,
- Executive summary
- Project definition and scope
- Projet history
- Success criteria
- Timeline
- Management structure
- Progress plan
- Budget and financial appraisal (finance section)
- Market and competitor evaluation
- Market strategy
- SWOT analysis
- Risk assessment
How to Create a Business Case Template?
- Brainstorm, discuss, and identify business case related needs, issues and solutions. Use Creately’s whiteboard and free hand drawing tool to brainstorm and gather information.
- Use Creately’s powerful documentation capabilities, templates, dynamic text formatting and color themes to create organizational structures, SWOT analysis, gap analysis, tables, roadmaps, timelines and gantt charts to analyze and prepare the required information for the report.
- Drag and drop documents, images and data sources including budget information to integrate to the business case report.
- Share the workspace with colleagues and peers to collaborate, review and to get your business case approved.