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:
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:
Task Instructions:
Clarify Goals
- 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
- 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
- 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
- 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
- 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.
- 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
- 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
- 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.
- 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
- 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.
- 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
- 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
- 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
- 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
- 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
- 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.
- 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
- 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
- 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.