Handbook
Business case — [Initiative Name]
1. Executive summary
2. Problem statement
| Field | Detail |
|---|---|
| Problem | |
| Affected stakeholders | |
| Current impact | (quantified: cost, time, revenue loss, compliance risk) |
| Evidence | (link to research synthesis, user interviews, analytics) |
3. Proposed solution
| Field | Detail |
|---|---|
| Solution summary | |
| Validation evidence | (link to experiment log, prototype test results) |
| Scope | (in-scope / out-of-scope summary) |
| Alternatives considered | (see §7 for detailed comparison) |
4. Cost analysis
| Cost Category | One-Time | Recurring (annual) | Notes |
|---|---|---|---|
| Development (engineering) | |||
| Infrastructure / hosting | |||
| Licenses / third-party | |||
| Training / change management | |||
| Ongoing maintenance | — | ||
| Total |
5. Benefit analysis
Tangible benefits
| Benefit | Annual Value | Measurement Method | Confidence |
|---|---|---|---|
| High / Medium / Low | |||
| High / Medium / Low |
Intangible benefits
| Benefit | Description |
|---|---|
6. Financial summary
| Metric | Value |
|---|---|
| Total investment | |
| Annual benefit | |
| Payback period | |
| ROI (3-year) | |
| Net present value (NPV) | (if applicable) |
7. Alternatives analysis
| Option | Description | Pros | Cons | Est. Cost |
|---|---|---|---|---|
| A (recommended) | ||||
| B | ||||
| C (do nothing) |
8. Risks
| # | Risk | Probability | Impact | Mitigation |
|---|---|---|---|---|
| 1 | H / M / L | H / M / L | ||
| 2 | H / M / L | H / M / L | ||
| 3 | H / M / L | H / M / L |
9. Success metrics
| Metric | Baseline | Target | Measurement Method | Timeline |
|---|---|---|---|---|
10. Recommendation
| Field | Detail |
|---|---|
| Recommendation | Go / No-go / Conditional go |
| Conditions (if conditional) | |
| Rationale | |
| Requested decision by | YYYY-MM-DD |
Approvals
| Role | Name | Decision | Date |
|---|---|---|---|
| Sponsor | |||
| Product Manager | |||
| Tech Lead |
Last updated: YYYY-MM-DD · Owner: [name/role]