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.

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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

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.