Purpose:

The business case records the justification for starting a project.  It describes the benefits, costs, and impact, plus a calculation of the financial case.

Objective:

Outline the rationale for undertaking the project, and to define the parameters and management factors involved in the project itself. It provides the project manager with a tool to guide the design, management, and evaluation of the project.

Description:

Policies, strategies, programs, and projects will only achieve their spending objectives and deliver benefits if they have been scoped robustly and planned realistically from the outset and the associated risks taken into account.

B

The business case, both as a product and a process, provides decision-makers, stakeholders, and the public with a management tool for evidence-based and transparent decision making and a framework for the delivery, management, and performance monitoring of the resultant scheme.

B

The business case in support of a new policy, new strategy, a new program, or new project must evidence:

• • That the intervention is supported by a compelling case for change that provides holistic fit with other parts of the organization and public sector– the “strategic case.”
  • That the intervention represents the best public value – the “economic case.”
  • That the proposed Deal is attractive to the market place, can be procured and is commercially viable – the “commercial case.”
  • That the proposed spend is affordable – the “financial case.”  That what is required from all parties is achievable – “the management case.”

Inputs:

• Approved Brief

Outputs:

• Goal Model Template
• Business Context Model Template
• As-Is High-Level Assessment Template
• Baseline Assessment Summary Template
• As-Is Process Flow Template
• To-Be Process Vision Template
• To-Be Process Flow Template
• Change Impact/Risk Analysis Template
• Business Value Analysis Template
• Implementation Strategy Template
• Process Metrics and Targets Plan Template
• Process Measures Hierarchy Template
• Process Management RASIC Template
• Process Design Summary

Controls:

• Goal Model Template
  • Example: Goal Model
• Business Context Model Template
  • Example: Business Context Model
• As-Is High-Level Assessment Template
  • Example: As-Is High-Level Assessment
• Baseline Assessment Template
  • Example: Baseline Assessment Summary
• As-Is Process Flow Template
  • Example: As-Is Process Flow
• Business Case Financial Planning Tool
  • Example: Business Case Financial Planning Tool
• To-Be Process Vision Template
  • Example: To-Be Process Vision
• To-Be Process Flow Template
  • Example: To-Be Process Flow
• To-Be IT Architecture Vision Template
  • Example: To-Be IT Architecture Vision
• Change Impact/Risk Analysis Template
  • Example: Change Impact/Risk Analysis
• Business Value Analysis Template
  • Example: Business Value Analysis
• Implementation Strategy Template
  • Example: Implementation Strategy
• Process Metrics and Targets Plan Template
  • Example: Process Metrics and Targets Plan
• Process Measures Hierarchy Template
  • Example: Process Measures Hierarchy
• Process Management RASIC Template
  • Example: Process Management RASIC
• Process Design Summary Template
  • Example: Process Design Summary
• Business Case Template
  • Example: Business Case

Task Instructions:

Clarify Goals

• 1. Using the Goal Model Template, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts is responsible for facilitating the sessions to clarify and document the high-level goal(s).

Define Business Context Model

• 1. Using the Business Context Model Template, [the Business Relationship Manager] with support from [the Process Owner(s)] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to define the business context model.

Create As-Is High-Level Assessment

• 1. Using the As-Is High-Level Assessment Template, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to identify and document the As-Is High-Level Assessment.

Create a Baseline Assessment

• 1. Using the Baseline Assessment Template, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to identify and document the Baseline Assessment.

Create As-Is Process Flow

• 1. Using the As-Is Process Flow Template, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to identify and document the As-Is Process Flow.
  2. Using the Business Case Financial Planning Tool and the As-Is Process Flow, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for completing the “As-Is Process Flow” tab within the Business Case Financial Planning Tool.

Create a To-Be Process Vision

• 1. Using the To-Be Process Vision Template, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to identify and document the To-Be Process Vision.

Create To-Be Process Flow

• 1. Using the To-Be Process Flow Template, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to identify and document the To-Be Process Vision.
  2. Using the Business Case Financial Planning Tool and the To-Be Process Flow, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for completing the “To-Be Process Flow” tab within the Business Case Financial Planning Tool.

Create To-Be IT Architecture

1. 1. Using the To-Be IT Architecture Template, [the Business Relationship Manager] with support from [the Enterprise Architect] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to create the To-Be IT Architecture.
   2. Using the Business Case Financial Planning Tool and the To-Be IT Architecture, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for completing the “To-Be IT Architecture Vision” tab within the Business Case Financial Planning Tool.

Perform Change Impact/Risk Analysis

1. 1. Using the Change Impact Risk Analysis Template, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to identify and document the Change Impact/Risk Analysis.

Perform Business Value Analysis

• 1. Using the Business Value Analysis Template, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to identify and document the Business Value Analysis.

Develop Implementation Strategy

• 1. Using the Implementation Strategy Template, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to identify and document the Implementation Strategy.

Create Process Measures Documents

• 1. Using the Process Measures Document Template, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to identify and document the Process Measures.

Develop Process Management Structure

• 1. Using the Process Management Hierarchy Template, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to identify and document the Process Management Hierarchy.
  2. Using the Process Management RASIC Template, [the Business Relationship Manager] with support from [the Project Champion] and consulting with Subject Matter Experts, is responsible for facilitating the sessions to identify and document the Process Management RASIC.

Develop Process Design

1. 1. Using the Process Design Summary Template, Goal Model, Business Context Model, As-Is High-Level Assessment, Baseline Assessment Summary, As-Is Process Flow, To-Be Process Vision, To-Be Process Flow, To-Be IT Architecture Vision, Change Impact/Risk Analysis, Business Value Analysis, Implementation Strategy, Process Measures, Process Management Hierarchy, Process Management RASIC [the Business Relationship Manager] is responsible for merging and create the Process Design Summary.

Create a Business Case

• 1. Using the Business Case Template, Process Design Summary, and the Business Case Financial Planning Tool [the Business Relationship Manager] with support from [the Project Champion] is responsible for creating the Business Case.