Business Case Template (Excel)
A business case that stays useful after approval — cost and benefit register, an explicit assumptions log, payback, and a benefits realisation tab for the year that follows.
Sold and delivered through Etsy; download available immediately after payment. Why Etsy shows a higher number: €16,95 is the price excluding VAT. Etsy is the merchant of record and adds your country’s VAT at checkout, so an EU buyer in the Netherlands pays €20,51 (€16,95 + 21%). Buyers outside the EU are charged their own local rate, or none.
An Excel business case built to stay useful after approval: a cost and benefit register, an explicit assumptions log, payback, and a benefits realisation tab for the year that follows. The assumptions sit where they can be checked later rather than buried in the narrative of a document nobody reopens.
Most business cases are written to get approval and never opened again, which is why benefits are so rarely shown to have been delivered.
The assumptions log is the tab that makes the difference. Every business case rests on assumptions that were reasonable at the time; writing them down with a validation date means that when the numbers move, you can say which assumption broke rather than arguing about the forecast.
Who it is for
Project managers, programme managers and sponsors preparing an investment case for approval.
What is included
- Start Here — how to build the case and what to agree first
- Business Case — the summary case for investment
- Cost & Benefit Register — costs and benefits by category and period
- Assumptions Log — each assumption with owner and validation date
- Benefits Realisation — actual benefits tracked after approval
- Summary — payback and the headline numbers
When to use it
- An investment board wants a case with numbers rather than a narrative
- You are asked to show whether last year's benefits actually landed
- A project is being re-baselined and the original case needs revisiting
Format and compatibility
- File format
- Microsoft Excel workbook (.xlsx)
- Editable
- Yes — nothing locked, protected or watermarked
- Delivery
- Instant download after purchase on Etsy
- Licence
- Single-user commercial use on your own projects. See licence and downloads.
- Price
- €16,95 excluding VAT · €20,51 including 21% Dutch VAT, which is what Etsy shows an EU buyer at checkout
Delivered as a standard .xlsx workbook. No macros — the .xlsx format cannot contain them, so it opens without security warnings and passes corporate download policies. Every cell is editable; nothing is locked or password protected.
Questions
Does it calculate NPV and IRR?
It focuses on cost, benefit and payback. If your finance function requires NPV or IRR, they will normally have a prescribed model to feed.
Who owns benefits realisation?
The business sponsor, not the project. The tab exists so the project can hand over something measurable.
Get the Business Case Template (Excel)
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