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[Updated 2023] Top 10 Templates to Propose a Winning Business Case

Nawsheen Muzamil

What is more important for you as a business owner; staying afloat and amassing regular profits or becoming competitive and aiming for higher company turnovers?

If you are searching for a context to state the right answer, then congratulations, you have the correct business etiquette.

In the business world, sometimes growth implies thriving while the mediocre lose stamina and become a memory. Yet, at other times, hustle is the rule of time, and a hint of passiveness can become the downfall of the century. In such scenarios, it is the intuition that guides ventures to be known for their campaigns, product launches or ambitions as quirky as inhabiting Mars.

Pertinently, your goals are the visions that make you prioritize some projects over others. A current state assessment will thus help you align projects in the order of their domination. But how do you propose such an idea to your team, your seniors, and most importantly, the stakeholders? That’s where a business case assumes importance. A business case is a document encompassing the details of your well-researched project proposal comprising:

• The risk and the perks 
• The budget and the ROIs.
• The main proposition.

Once all this information is set straight, it must then be passed on to the relevant audience to acquire their nods and awareness. Upon their agreement, your project plan will be put into action or prioritized (if other functional projects or campaigns are in order.) 

Apropos, we present the top choice of business case templates that will help you deliver professionally and guide you in pursuing your well-planned growth strategy. The following section comprises complete decks, single slides, and one pager with which you can create an impressive presentation. Read on to discover them!

Template 1: Business Case Study PPT Template

Are you tired of struggling to create an effective business case study presentation? Look no further! Our Business Case Study PPT Template is here to help you make a strong case for your business and showcase the value you bring to the table. Our template addresses a major problem that your business can solve and helps you highlight the benefits your business provides. With our template, you can showcase your increased efficiency, improved customer engagement, better decision-making, and financial savings, all in a visually stunning and engaging presentation. Our PPT Presentation saves you time and effort and impresses your audience with its professional design and compelling content. Whether you're presenting to investors, stakeholders, or your team, our template will help you communicate your message with clarity and confidence. Get it now.

Download this template

Template 2: Business Case Study Summary Highlighting Problem and Solution PPT Design

Take your business to the next level and showcase your success as a leader in your industry with the help of our Business Case Study Summary PPT Template! It helps you present a powerful case study summary highlighting the significant problem your business addressed, your approach, the action plan you followed with step-by-step solutions, and real customer testimonials. With our template, you can demonstrate your expertise and leadership in your industry and set your business apart from the competition. Download now.

Template 3: Business Case Evaluation PPT Deck

Presenting the first choice of business case deck to help you convey your proposal effectively and thoroughly. A compilation of 12 slides with models, scorecards, risk evaluation sheets, and graphs, this is a great template to impart factual and visual comprehension to your project proposal. Download this template to help your audience explore all the dimensions of your project.

Template 4: Business Case Outline PowerPoint Example

This is an introductory slide to encase your full-fledged business case. It comprises the executive summary, the market overview, industry position and competition, sales, financial forecast, etc. Use this slide as a base to then elaborate on these headings to create an independent, customized business case.

Template 5: One-Page Business Case Template 

This is a one-page business case template to showcase your project's crucial details. Use a combination of facts, graphs, and infographics to create an impressive awareness of your proposal. Elucidate your business goals, expenses forecasted, business strategies, acquisition, and retention in this one-slider PPT template.

Template 6: Project Management Business Case Template

This is another business case example from the category of one-pagers to gain a nod from your stakeholders. Comprising facts, graphs, and infographics it helps create an impressive awareness of your proposal. Share details about your key objectives, factor analysis, action plan, potential risks, cost projections, etc, in this one-slider PPT template. Download this PPT template now.

Template 7: Business Case Summary PPT Slide 

This is an example of a colorful single-slide presentation to record your business case. Justify the viability of your project plan that takes into account the resources, risks, and ROIs involved by utilizing this slide. State your business goals and specify the timeline for achieving them with your project.

Template 8: Business Case For Hiring New Staff PPT

If your business is revamping and needs to address all its previous projects and policies, here is a business case template that you can use. Propose your fresh-out-of-the-oven idea to increase hiring efficiency and make it smoother. Use this single slide template to deliberate on the eight-core facts, including the timescale, costs, and risks.

Template 9: Product Business Case PPT Template 

This is another example of a complete deck presentation rich in infographics and tables to convey a picturesque product business case. Use the thematic findings of this complete deck to get appraised. Demonstrate the estimation of finances, resources, and workforce required in your proposal using vivid graphics. Deploy this PPT presentation and start delivering engaging presentations.

Template 10: Executive Business Case Summary PPT  

This executive business case summary template will help you effectively propose a project to your team and stakeholders. Highlight the key takeaways from your proposal using this concise PPT template. Share your proposed project's business objective, business model, market, and financial standing using this single slide template.

We have served the best business case examples in the form of templates to help you dominate the meeting room like a boss and acquire admiration for your project idea! Let us know your comments on this guide and also your favorite template design! 

P.S: We also feel the need to share a guide on current state assessment with you to help you make better decisions when it comes to your company's growth and success. Read on to know more.

Related read: Why Current State Assessment Matters for Your Organization (Best PPT Templates Included) !

FAQs on Business Case Studies

What is a business case.

A business case is a formal document that outlines the justification for an investment in a specific business initiative or project. It provides a comprehensive analysis of the costs, benefits, risks, and expected returns associated with the proposed initiative or project. The purpose of a business case is to enable decision-makers to evaluate the proposed initiative or project objectively and determine whether it is worth pursuing or not.

How to write a business case?

Here are some general steps to follow when writing a business case:

• Identify the problem or opportunity:  The first step in writing a business case is to identify the problem or opportunity the proposed initiative or project aims to address.
• Define the objectives:  Once the problem or opportunity has been identified, define the objectives the proposed initiative or project aims to achieve.
• Conduct a feasibility study:  Conduct a feasibility study to determine whether the proposed initiative or project is viable and identify potential risks or challenges.
• Analyze the costs and benefits:  Analyze the costs and benefits associated with the proposed initiative or project, including financial and non-financial aspects. This analysis should be based on thorough research and data gathering.
• Develop an implementation plan:  Develop a detailed implementation plan, including timelines, resource requirements, risk mitigation strategies, and evaluation metrics.
• Write the business case document:  Write the business case document, including an executive summary, background, objectives, analysis, recommendations, and implementation plan.
• Review and finalize:  Review the business case document with key stakeholders to ensure it is accurate, complete, and persuasive. Make necessary revisions and finalize the document.
• Present and defend the business case:  Present and defend the business case to decision-makers, stakeholders, and any other relevant parties.
• Implement the initiative or project: If the business case is approved, implement the proposed initiative or project according to the plan outlined in the document.  

What are the four key elements that a business case should contain?

The four key elements that a business case should contain are:

• Background and justification:  This section should clearly explain the background of the proposed initiative or project and why it is necessary. It should also provide a brief overview of the current situation or problem that the proposed initiative or project aims to address.
• Business benefits:  This section should outline the potential benefits of the proposed initiative or project, both tangible and intangible. It should also include an analysis of the expected return on investment (ROI) and the time frame for achieving those benefits.
• Risks and challenges:  This section should identify the potential risks and challenges associated with the proposed initiative or project and describe how they will be mitigated or managed. It should also include a contingency plan if any risks materialize.
• Financial analysis:  This section should provide a detailed financial analysis of the proposed initiative or project, including the costs, benefits, and ROI. It should also include a comparison with alternative options to show why the proposed initiative or project is the best option.

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Business case template.

• Created by ex-McKinsey & BCG consultants
• 300 PowerPoint slides & 3 Excel models
• 3 full-length, real Fortune500 case examples
• Business case for a new project, product, business unit or stand-alone venture

Trusted by thousands of teams

What you get in this template

• A comprehensive, end-to-end business case presentation based on proven frameworks created by ex-McKinsey and BCG consultants
• 300 PowerPoint slides organized in a complete storyline with best-practice slide-layouts, titles, and graphics
• 3 real-life full-length examples from Fortune500 companies so you can see how a business case is presented in other organizations
• Helpful checklist used in top-tier consulting firms
• Excel model and examples to support your business case

Our Business Case template is based on a proven framework

Our Business Case framework is built around the classic 3-step approach used by top tier management consultants in thousands of organizations across the world.

This template includes 300 slides based on proven frameworks, complete storyline with best-practice slide-layouts

“These templates have been a life saver for me and my team! We used to waste so much time trying to build slides based on old decks or PDFs. This is so much easier and looks much more professional.”

What can you use the Business Case template for?

The Business Case template includes a fully structured storyline complete with ready-to-use slides, as well as frameworks, tools, tutorials, real-life examples, and best practices to help you:

• Create and present a full business case for a new product line, business unit, innovation area or completely stand-alone business.
• Analyze and describe all necessary areas with associated hypotheses for what this new product/business/innovation should look like including value proposition, customer segments, business model and price point, IT setup, brand, team structure etc.
• Discuss all necessary areas with associated hypotheses related to how this new product/business/innovation should interface and integrate with the Group or main business(es) including positioning, data system integrations, governance etc.
• Analyze potential risks and possible mitigation tactics related to building and launching this new product/business/innovation including cannibalization, brand value etc.
• Present timelines and roadmaps for the new product/business/innovation.
• Analyze financials and create a detailed Excel business case with strategic KPIs and other important metrics.

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Easy to recolor, tweak, and edit.

Our PowerPoint and Excel templates are 100% customizable, meaning you can change everything from colors to fonts to layouts to footnotes. Match templates to your company format and color schemes with just a few easy clicks and give it your own personal style.

Created by top-tier consultants

We’re a team of ex-consultants from McKinsey and BCG. Between us we have created thousands of presentations for every purpose and organizational level. Here we have distilled this experience into these templates for you so you can create similar best-practice, tried-and-tested presentations with none of the hassle.

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Business Case Presentation Slide

A business case is an important document that outlines an idea or proposal from all perspectives, including financial and technical. It can be used to convince others of the feasibility and value of a project or course of action. This business case slide deck offers templates to build a convincing case that can be easily implemented.

The business case presentation template includes slides for each section of a typical business case, such as an executive summary, problem statement, and analysis of alternatives, benefits, costs, and risks. Each slide is professionally designed and can be customized easily with your data and content. With this handy tool, you can build a strong business case for any proposal quickly and effectively. Download these business google slide templates now!

• All the slides are fully customizable and easily editable.
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The Right Way to Present Your Business Case

• Carolyn O’Hara

Get key stakeholders on board with one effective presentation.

You’ve already put a great deal of work into preparing a solid business case for your project or idea. But when it comes to the critical presentation phase, how do you earn the support of decision makers in the room? How do you present your case so that it’s clear and straightforward while also persuasive?

• Carolyn O’Hara is a writer and editor based in New York City. She’s worked at The Week, PBS NewsHour, and Foreign Policy. carolynohara1

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Business case presentation template

Presenting a business case can be a demanding task, often involving the need to convey complex information succinctly and persuasively to key stakeholders. A well-crafted presentation is essential for articulating the potential benefits, risks, and strategic value of your proposal.

Prezent's Business Case Presentation Templates offer a solution to this challenge, providing you with structured, professionally designed slides. These templates guide you in presenting your business case effectively, allowing you to focus on consolidating your arguments and confidently communicating the value of your proposal to the audience.

Download our editable Business case ppt templates

Template 1: Business Case ppt

Join Prezent and access easy editable templates. Simply download and edit them for your presentation. You can also replace a slide with a more appropriate slide of your choice from Prezent’s Slide Library.

Template 2: Business Case ppt

Transform your vision into compelling presentations effortlessly! Access our easy-to-edit templates, ready for download and use. You can ensure brand compliance in just few clicks with Prezent’s Compliance Checker.

Template 3: Business Case ppt

Our compelling storylines are the secret of instant presentation building. Try yourself for free. Simply download and use the template or build one yourself with Prezent's free trial.

Tips to structure Business case presentation template and storyline

Template Utilization

Opt for a Prezent PowerPoint template to effectively structure your business case presentation. Prezent offers a range of customizable templates tailored for 2024, ensuring your presentation covers all essential elements, including the executive summary and financial analysis, in a visually appealing manner.

Concise Content

Ensure your content is concise and clearly articulated. Use graphs, charts, and infographics within your PowerPoint deck to elucidate key data points and the financial viability of your project. An attention-grabbing PowerPoint template with well-chosen fonts and a concise layout can significantly enhance the clarity and impact of your business case. Remember, each slide should serve a purpose and contribute to the overarching narrative of your proposed business change or new project.

Case Studies

Strengthen your presentation with relevant case studies and real data. This approach adds credibility and demonstrates the feasibility and potential ROI (return on investment) of your proposed project. Incorporate these elements into your business case study ppt, using the template’s features to present them in an engaging manner. Real-life examples and data are vital in convincing decision-makers of the project’s merits.

Action Planning

Outline a clear action plan and project management strategy within your business case document. This should include the project plan, timeline, milestones, deliverables, potential risks, dependencies, and an appraisal of alternative options. A well-thought-out plan, presented in a business case ppt, shows decision-makers that you have considered the project in much more detail, including financial aspects and different project scenarios.

Effective Summary

Conclude with an executive summary that captures the essence of your business case. This should be a single slide in your PowerPoint deck that provides a brief overview of the problem or opportunity, the proposed solution, its feasibility, and the forecasted return on investment. This summary is crucial as it provides key takeaways for the decision-maker, often determining the success of your business case presentation.

Unlock the secrets of creating impactful business cases with our Business Case Presentation Guide . This extensive resource covers the essentials of crafting a persuasive business case, from choosing the right PowerPoint template to presenting financial analyses and action plans effectively. Our guide delves into the art of structuring your presentation, using data and case studies to your advantage, and ensuring that every aspect of your proposal is clear and compelling. Additionally, it addresses common questions and outlines the dos and don'ts of business case presentations. With this guide, gain the skills and confidence needed to present a well-rounded and convincing business case, essential for decision-making in any professional setting.

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Related Presentations

Related slides, frequently asked questions.

Absolutely! Our business case presentation templates on Prezent are designed for easy customization. Adjust the text, language, and tone to reflect your specific business objectives and align with your company's culture. Use our user-friendly interface to add or remove slides, making your business case ppt template perfectly match your project proposal or study presentation. Our templates help you effectively present your business strategy, problem statement, and identify potential opportunities with a few simple clicks.

Yes, you have the flexibility to edit our business case templates using both Google Slides and PowerPoint. These platforms ensure that our templates are versatile, catering to your preference whether it's the collaborative ease of Google Slides or the advanced functionalities of PowerPoint. This makes it easier than ever to tailor the template to help convey the purpose of your business case, be it for a new business project or a robust business plan.

To download our business case templates, begin by signing up for a free trial on Prezent. Once your registration is reviewed, we'll send your login details to your email. With these credentials, you gain access to an extensive template collection, including over 35,000 business templates designed for various business needs. Our free business case PowerPoint templates and others are readily available for you to customize and use.

Indeed, Prezent boasts a wide array of pre-designed storylines specifically for creating successful and effective business cases. Our templates are not just visually appealing but are also structured to help you create a compelling narrative for your business plan or project proposal. From establishing the current situation to outlining a robust strategy, our templates guide you through every step of writing a business case.

Our business case ppt template collection is a valuable resource for project managers and business professionals. These templates are designed to make the process of creating a business case document both effective and efficient. They provide a structured way to present key information, from the business strategy to the specific business needs. With Prezent, creating a business case or project proposal is now more accessible and impactful, ensuring that your key objectives are clearly communicated and understood.

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How to Write a Business Case: Examples, Templates, and Checklists

By Joe Weller | April 24, 2019 (updated February 26, 2023)

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This article presents expert tips on how to write a business case. We also provide a checklist to prepare for, write, and present a business case, along with free, easy-to-use Word and PowerPoint business case templates.

Included on this page, you'll find details on how to write a business case , sections to include in your business case , a business case checklist , and business case presentation examples .

What Is a Business Case?

A business case is a formal, structured document; an informal, short document; or a verbal exchange that defines the benefits of an initiative or project.

In addition, a business case forecasts the costs, benefits, and risks of an initiative, so decision makers — and even the project initiators — can decide whether a project is worthwhile and why to choose one approach over similar strategies.

Jim Maholic has over 20 years of experience with IT strategy and business case development, including two stints as a CIO, two management positions with the Big Four consulting firms, and leadership positions at several technology companies.

He describes a business case in this way: “A business case is the full story that explains the ROI for a capital project. It begins with a statement of a business problem, then explores how we can solve it or what the value of solving it is. For example, ‘Our revenues aren’t rising as fast as they should,’ or ‘Inventory isn't turning over as fast as it should,’ or ‘Costs are too high.’ That's where the business case starts.

“Then, we find out how big this problem is. We talk to people in the company and find out what they think the value of solving the problem is. All this information is packaged into a story that says, ‘Here's the problem. Here's the value of solving the problem. Here's what it costs in hardware, software, or whatever. Here are the benefits. And here’s the whole story.’”

Business Cases Explain Why You Should Invest

A business case explains why stakeholders should invest in a project. The purpose of a business case contrasts with that of a project proposal , which provides a high-level outline of what you want to initiate and its benefits to the company, or that of a project plan , which explains how you execute a project. You should create your business case during the earliest stages of project planning .

A business case can also become a key document for a project manager when planning, creating milestones, and evaluating progress.

Other names and uses for business cases are financial justification, cost-benefit analysis (CBA) , total cost of ownership (TCO) analysis , and return on investment (ROI) analysis . Nonprofits and government entities sometimes refer to business cases as case statements .

What Is Business Case Analysis (BCA)?

A business case analysis (BCA) looks not only at lowest costs, but also at technical value and other nonquantitative factors in what is known as a best-value analysis . The BCA addresses the triple constraints of time, money, and scope, and it can include measures such as performance, reliability, viability, and supportability.

Although business case analysis is used interchangeably with business case , some experts consider the analysis to be part of the business case as a whole.

What Is a Business Case Used For?

A business case helps a company or an organization prepare for new ventures or changes. This document is a crucial building block of project success and underpins the foundations of  senior-level involvement and strong planning. Business cases summarize the benefits of an endeavor, clarifying a project’s business value to help stakeholders make decisions.

A good business case should focus less on the technology, domain knowledge, or specific deliverables and more on the users of a product and the goals of a project. In the same vein, a project manager should focus not only on creating output, but also on delivering value. An initiative can offer many types of value, including contributing to strategic aims, increasing efficiency, and supporting compliance. Insufficient attention to the details of a business case and the accompanying research can lead to poor project results.

Business cases usually describe these items:

• A business problem or opportunity
• Possible solutions and their benefits and disadvantages (sometimes known as disbenefits )
• Risks associated with the main solution
• Implementation timeline
• Consequences for implementing a solution and for retaining the status quo
• Resources required for the initiative or project

Advantages of a Business Case

A business case may seem like just another document destined for the shelf or the shredder, but it can offer real advantages:

• All stakeholders have similar expectations concerning the value and benefits of an initiative to an organization.
• You can convert a business case into a project plan with milestones. You increase the chances of a project’s success with planning.
• A business case becomes a gauge for determining whether an endeavor continues to offer value during execution and after a team produces a deliverable.
• Project planners can more easily establish objectives and goals.
• You can more easily discern success.
• Teams apply the right resources more efficiently.

Who Prepares a Business Case?

You might think that business cases are the purview of financial officers and accountants. In fact, people who have direct knowledge of processes and teams should be responsible for creating these documents.

Some pundits say that the individual who advocates change must enact the change, so anyone in any role could assume the responsibilities for producing a business case. This includes consultants, line managers, or IT managers. In some organizations, the project sponsor or project manager may guide the preparation of the business case and include input from relevant departments and SMEs.

When Do You Need a Business Case?

It’s no longer enough to complete a project and present a deliverable. In an economy that often seems as unstable as it was in 2008, stakeholders want to see that a deliverable creates value and benefits for an organization. This is particularly true for complex projects or those that  require justification for enlisting external resources. Public sector projects frequently need business cases.

What's in a Business Case?

A business case outlines for a decision maker the benefits and business value of a proposed initiative. The term business case frequently refers to a written document that is submitted for review or presented at a meeting, but can also apply to an informal, spoken proposal.

What Should Be in a Business Case?

A well-written business case flows logically from presenting a problem or opportunity through the advantages and disadvantages of solutions to describing the recommended solution. When you require great detail, you can chunk text into sub-sections so that the content is easier to scan, as well as faster and less overwhelming to read. Following are the common sections of a business case in sequential order:

• Executive summary
• Problem statement
• Analysis and financial details
• Recommendation

Many organizations have pre-established templates for writing business cases. If your organization doesn’t, search online for free, easy-to-use business case templates for construction business cases, one-page business cases, and more. Depending on the narrative needs of the business case, it can contain many possible sections:

• Preface: A preface may indicate the intended audience and any related documents.
• Table of Contents: If your document is delivered as a PDF file, consider hyperlinking your table of contents to the appropriate sections.
• What is the problem?
• What do you believe is the value of solving the problem?
• How much are you asking for?
• When will we start seeing benefits?

     “I’ve had some presentations that don't get beyond that first page,” Maholic muses.

• Description of the Product or Service: When proposing a new object or concept, detail what the deliverable is and how it works.
• A Problem Statement or Mission Statement: By describing the problem or the mission of the organization, you can contextualize the proposed initiative.
• Business Drivers for the Initiative: Indicate what benefits will contribute to the strategic aims of the organization.
• Finance Section: Explain how much the project will cost and whether it is affordable. Detail the cash flow. Describe the expenses to execute (or not execute) the project in a cost comparison against forecasted benefits. Conduct a sensitivity analysis , a technique for determining how the different values of an independent variable affect a dependent variable.
• Financial and nonfinancial benefits
• Quality improvements
• Cost savings through efficiencies
• Added revenue
• Competitiveness
• Improved customer services
• Options: What are the possible solutions to the problem? Usually, you narrow this list to 3 to 5 viable choices. Frequently, you include a “do nothing” option and a benchmark option. Some organizations require the do-nothing option; others require it only if the do-nothing option is a legitimate possibility. Quantify the benefits of each potential solution. Also, outline the risks, issues, and interdependencies for each solution.
• What is required?
• How is it done?
• Who does what?
• When will things happen?
• Assessments or Analysis: Your analysis should list assumptions and consider cash flow and costs. Describe the risks of the project and the plans to deal with them. Also, discuss how you will leverage opportunities. Describe the context of your undertaking using PESTLE (political, economic, sociological, technological, legal, and environmental) analysis.
• Project Approach: Detail the organization of the project, including governance and accountability, roles and responsibilities, and the schedule of progress reporting. Describe the purchasing strategy for completing the endeavor. Will you lease equipment? Rent office space? Hire contractors or employees?
• Recommendation and Next Steps: Note the recommended solution and immediate required action.
• Appendix: Add supporting documentation here, such as spreadsheets, charts, or drawings.

Considerations for Executive Presentations

The sections that comprise a business case may vary depending on your house style and the type of initiative. Jim Maholic says, “I package my business cases this way: I set up a one-hour meeting, so I have maybe 20 slides, but 10 to 15 slides are plenty. In reality, I might have 100 slides, but I add those in an appendix.” You may have credible supporting information, but you don’t want to bore your audience of decision makers by slogging through each slide.

“They might allocate an hour, but honestly, you're going to get their attention for 10 to 15 minutes, and then they'll start checking email and stuff,” Maholic adds. “You really have to be crisp in how you do this and know where you're going.

“Start with, ‘We have this problem,’ followed by, ‘Here are the people that we talked to who validated that this is a problem. They offered ideas about solving this problem, so we could see this substantial benefit,’” he notes.

“What matters in an executive meeting is that I answer the main questions: What is the problem? What is the cost of not solving it? What are the benefits of solving it? And when do we see the benefits? You may address additional questions later in the meeting or after the meeting, on an individual, offline basis,” Maholic says.

Business Case Templates

Using templates, you can more easily create business cases because you can focus on your research and fill in the blanks. The following free, downloadable templates are customizable for your organization’s needs.

Business Case Presentation Template

You can lengthen this short PowerPoint presentation template to accommodate more detail. The business case presentation template includes spaces for describing the following elements: the project name, the executive summary, the project description, the financials, the recommended solution, the assumptions and dependencies, the options, and the benefits.

‌ Download Business Case Presentation Template - PowerPoint

Simple Business Case Template

A simple business case template serves a small project or a small organization. It can cover extensive details if necessary. It includes spaces for describing the following elements of the case: the title, the executive summary, the business objective, the target users, the financials and costs, the assumptions and dependencies, the implementation strategy, the required resources, and the project governance and reporting.

Download Simple Business Case Template

Word | PDF  | Smartsheet

Healthcare Business Case Template

A healthcare business case template helps you explain the current setup and how the proposed solution can create improvements. It provides space for a one-page executive summary, context for the problem or opportunity, a description of the current situation, an explanation of the proposed changes, and details of how the changes can affect your organization and any other entities.

Download Healthcare Business Case Template

Word | Google Docs

New Product Business Case Template

A new product business case template explores the business landscape for a new product or service. In addition to the meta information, such as the title, the author, and the executive summary, the template includes space to describe the current mission statement, the proposed product or service, the marketing strategy, an analysis of competitors, SWOT analysis , an overview of the implementation plan, and financial details.

Download New Product Business Case Template

Preparing to Write the Business Case

You can expedite your business process by understanding business case structure and using a template. In addition, having the correct perspective and following best practices can contribute to your success.

Why Are You Doing the Project?

Before you start researching and writing, understand why you want to initiate a project. The goal of a project is to solve problems. What is a problem? A problem prevents your organization from achieving its full potential. To begin, determine what problem the project is trying to solve.

Projects have deliverables, whether tangible or intangible. Think of an outcome as the result created by the deliverables. Benefits represent quantifiable improvements derived from an outcome. When a customer or team member can leverage these benefits, they become advantages.

Do Your Business Case Research

To start, review the mission statement(s) for the organization or the project. Identify the sources of data for your business case. One way to encourage the acceptance of your proposal is to discuss your rough estimates of the costs and resources with a project sponsor or customer before you embark on the business case. This helps you and the sponsor understand each other’s expectations and lessens the chance of sticker shock during the executive presentation. Then interview the people who conduct the day-to-day work and get their perspective on problems and possible solutions.

Do the Business Case Math

You must consider whether the returns justify the request. “If we're asking for $3 million, we've got to show that the project benefits far exceed that amount,” asserts Maholic. “With returns of $10, $15, or $20 million, you're going to get their attention. If you say the benefits are $300 million, they're going to think you've fallen off the truck somewhere, because that's not realistic. On the other hand, if you show benefits of $3.5 million for a cost of $3 million, that's probably not going to beat the projected return of any other project that comes across their desk.”

Consider Who the Business Case Is For

Whether the business case comes in document form or as a presentation, the project sponsor and key stakeholders will study it. Consider the key audience for each section of your document and write with that audience in mind.

The most convincing arguments for projects are those that your team can initiate and wrap up within six months, as well as produce considerable quantifiable results. Especially when big money is on the table, your proposal will compete with others from different departments. “No company has all the money it wants to invest in everything — it has to prioritize. The business case helps evaluate what the return will be for each of the projects that comes across the board's desk for approval,” explains Maholic.

Furthermore, a business case presents estimates. A business case should be built on sound research, but no one has a lock on certitude. “I think first-time business case writers in particular get caught up in building some great story. But seasoned executives get requests all the time, and they're not buffaloed by clever-sounding words or fancy spreadsheets,” Maholic cautions.

“Your ideas have to be rooted in something sensible, not just, ‘I bet we can raise revenues by 15 percent,’” he explains. Grand plans may be possible, but the key, according to Maholic, is to help decision makers understand how it is possible.

How Do You Write a Business Case?

When you have the main questions in mind and a sense of the required sections and format, you can begin to write. Consider limiting the number of authors to ensure an effective writing effort that’s consistent in style and voice. Then follow these tips:

• Concisely cover the core content with enough detail, so stakeholders can make an informed decision.
• Compare options, so decision makers understand the landscape.
• Be clear, concise, and captivating.
• Avoid jargon as much as possible.
• Demonstrate the value of the project to the business by creating a credible and accurate argument.
• Clearly describe the landscape for the initiative, including its dependencies. Enumerating these dependencies is crucial because contextual changes can alter the project parameters or eliminate the need for the project altogether.
• Focus on the business and the business value rather than the knowledge domain covered by the intended project deliverable.

How Do You Know You Have Enough Detail?

You determine the length of your business cases according to the scope and complexity of your proposed endeavour. A complex project means a long business case; a small, short project means a short business case.

However, Maholic cautions against adding too much detail — conciseness can be a challenge. “You may take 4 to 6 weeks to create a business. You might talk to 50 or 100 people. There's this gnawing urge in some people to show everything they've collected in the executive presentation. Look how hard we worked. Look how smart I am . That's just awful.

“You have enough data and slides when you can answer those 4 or 5 basic questions. There may be 100 other slides, but those are supporting detail,” he says.

Common Mistakes in Writing Business Cases

You can strengthen your business case by avoiding common mistakes:

• Forget What Your White Papers Say: Maholic finds that when salespeople create cases for customers, they frequently rely on the benefits outlined in a product’s white papers. He notes, “Saying your product cuts costs by Y percent is a great place to start, but it has to be balanced by what's in front of you regarding a particular customer.” He continues, “As a salesperson, you may say that your product can increase revenue by 5 percent. That may be true for past customers, but this particular customer may have three straight years of declining revenues. It's silly to say that a product is going to both arrest a decline and bump up revenue by 5 percent. You have to think things through. That’s the analysis part. You can't just mouth off.”
• Spreadsheets Are not the Main Show: "Too often, I think, people hear business case , and they jump right to building a spreadsheet,” Maholic says. “They're eager to build the mother of all spreadsheets and show how smart they are by demonstrating the mother of all spreadsheets. While certainly spreadsheets are necessary to show the math, the spreadsheet is only a small part of the solution. Spreadsheets don't really articulate the problem or indicate who you talked to or what you analyzed to get to that solution,” he adds.
• Arguments Do not Equal More Money: Sometimes, people believe that a strong case justifies a more generous price tag. Not so, says Maholic: “As a decision maker, having a better business case doesn't mean I'm going to roll over and say, ‘Sure, you can charge me an extra million dollars.’ A good business case means the project has the value to go forward. Now, we're going to start negotiating and I'm still going to work to get the best price I can. People who've done business cases before know that. But people who are new to them don't completely understand that.”
• Remember That It’s About Value, Not About Toys: For startups, the coolness factor of the technology or product may carry some weight, but for most organizations, a business case must focus on the business value without getting lost in the domain knowledge and technical details. Maholic explains: “Nobody at the executive level cares what the throughput ratio is of this process or that stack. What they want to know is, ‘Do I get revenue more quickly? Do I cut costs more deeply? Tell me what the value of doing X is, and then you can go off and buy whatever toys you want to in order to do X.’”

Steps to Produce a Business Case

Your organization may have a tribal understanding of the best process for creating a business case. Some employees may advocate for following the Ds , which refer to the steps to produce a business case. The Ds can include as many as six steps, but generally focus on these four:

• Discover your problem or opportunity.
• Design your solutions and alternatives.
• Develop the details that describe the pros and cons of each potential solution.
• Deploy the business case.

Some advocates add the Define step to the beginning of the process and the Deliver step to the end. For best results, create your business case in the following order:

• Determine your problem or opportunity.
• Research the context for your proposal as appropriate: When developing a new product, your research may focus on the market; when acquiring new training or software, you may review current internal processes; and when making a new purchase, you may interview dozens of team members who use current tools and procedures.
• Compare alternative approaches and recommend the most appropriate strategy.
• Gather supporting data and evidence for the recommended approach.
• Write the business case.
• Write the executive summary.
• Edit your business case draft.
• Present your business case to either the final authority or the personnel who will be instrumental in implementing the case plan.

‌ Download Business Case Process Checklist  

The Business Case in Project Development

Contrary to what you might imagine, the business case can be a living document. Starting with the review process, stakeholders may reject, cancel, postpone, accept, or adjust the business case. To some extent, the business case becomes the guidebook for your initiative. Stakeholders and the project manager should refer to the business case throughout the lifecycle of the project to ensure that efforts (and intentions) remain on track.

What Are the Features of a Project Business Case?

A well-considered business case offers the following characteristics: an easy-to-understand description of the business value of the initiative and the immediate benefits of the project, including details of the positive impact on organizational strategy.

How Do You Analyze a Business Case?

In university-level business schools, business case studies (or case studies) function as teaching tools to help students use their analytic skills. Case studies describe a company and how it employs a solution. Following is the suggested approach for students analyzing a case:

• Review the case in detail. Identify the key issues.
• Determine 2 to 5 essential problems.
• Look for solutions to those problems.
• Describe your recommended solution.

What Is a Full Business Case?

A business case is a structured, detailed document that presents the justification for the commitment of financial and other resources to an endeavor. Business cases help you gain the support of management and other stakeholders, as well as approval for projects and programs.

What Is a Business Case in Project Management?

An approved business case can have a long life. Although the project sponsor ultimately owns the business case, it is the project manager who uses the business case as the guidebook for expectations and dependencies. In addition, the business case becomes an important document in an organization’s project portfolio management process. During this process, a company balances its resources with its strategic objectives to determine the livelihood of all the projects it undertakes.

History and Origins of Business Cases

The formal business case has its roots in 19th-century Europe, particularly with the work of French-Italian engineer-economist Jules Dupuit. His contribution included statistical tools to identify, measure, and value the benefits beyond merely determining the lowest bidder. Specifically, Dupuit is credited with inventing what he called the benefit-cost analysis . Today, professionals recognize the value of business cases outside of public works and government. Both nonprofit and for-profit organizations regularly use business cases.

Resources and Examples for Creating Your Business Case

If you’re new to business cases, you don’t have to start empty-handed. We offer resources to help you begin writing. Please see the following examples and templates:

• Here’s an example of a business case in a classic document format . This particular business case argues against a capital investment.
• This example presents three business cases for one higher education department . The  presentation comes in a slide format.
• In this article, Jim Maholic offers a template for creating your business case .

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Business presentations explain projects, potential gains, and losses to their stakeholders. Showing details and planning makes decision-making easier for authorities. Investors can see the efforts and roadmap behind the project through presentation. When you need any sponsor funding, business case slides prove the right course of action.

Since presentations are essential in the corporate sector, try to use effective templates. They can simplify and align the content with your company’s branding. Further, for professional and appealing presentations, templates are valuable assets. So, this article will shed light on the top 12 business case PowerPoint templates . Also, learn about the best tips to make your presentations stand out.

In this article

• Criteria for Selecting Business Case Templates
• Top 12 Business Case Presentations Templates for Success
• Tips for a Stand-out Business Case Presentation

Bonus Tips: Rebrand Your Approach to Conveying Ideas With Presentory

Part 1. criteria for selecting business case templates.

Choosing the right template for an official presentation is vital, whether it’s a startup or a multinational company. The presentation helps in making necessary decisions like investment approval and strategy formulation. Thus, you should not take business presentations lightly. In this regard, we have discussed below a few criteria for selecting the best business case PPT .

1. Aesthetic Designs

A good presentation design enhances the clarity and credibility of the content. The polished template design conveys the presentation's problems, solutions, and key sections. Following this, avoid using over-decorative slides and distracting fonts. Also, look for a template that supports your company brandings, colors, and logs. 

Moreover, consider templates that contain customizable charts, graphs, and tables. This way, users can visualize their statistical results and numerical data in slides. Search for an aesthetic design with decent background colors and clear font readability. Consider that the template holds whitespaces and a balance of text and graphics. 

2. Compatibility

After ensuring that the template aligns with the business case, check its compatibility. Templates provide a structure that you have to organize as necessary. Sometimes, templates available on a few websites prove less customizable and cause trouble. To avoid this inconvenience, ensure the template is editable before working on it. 

Suppose your PowerPoint template loses some fonts and graphics while presenting in meetings. To avoid this, edit and slideshow the template across various platforms. Also, prefer choosing a user-friendly template that your teammates can easily work on.

3. Multimedia Support

Visualization of concepts proves to be a universal language for diverse audiences. Use a template with images, videos, and other graphics inserted in the slides. It enhances the clarity and boosts the message you are trying to communicate. For instance, look for creative charts that explain financial data in the slides.

Afterward, find a template that can give 3D product images to potential customers. Select slides that allow you to insert interactive elements like clickable buttons. Also, look for sound support templates so you can use audio narrations to guide clients. 

4. Animation and Transitions

Animations add motion to objects, whereas transitions can smoothly move slides. They make presentations appealing and engaging to the audience. Following this, use templates to move desirable objects through animations. In business presentations, consider using fade and dissolve transitions for an elegant look.

In your financial analysis report, linear transitions will be right to show an order. Moreover, use fly-in animation in the project timeline infographics to show success. This way, users can align content with the animation tones in their business case slides .

5. Data Visualization

To simplify unfamiliar data, prefer using a template with necessary visual aids. For this purpose, identify your targeted audience, their needs, and preferences. Afterward, select templates with infographics that do not further confuse your audience. Data visualization can be possible through charts, maps, diagrams, and tables.

Ensure that the infographics in slides are easy to input and manipulate data. Plus, check for the charts and table’s font customizability in the template. Besides, look for a template where you can insert branding colors in the infographics.

Part 2. Top 12 Business Case Presentations Templates for Success

In the corporate world, business case presentation is a structured communication method. It is mainly used to analyze risks, train employees, or perform a cost-benefit analysis. A well-designed PowerPoint PPT has the power to make meetings and projects successful. Following that, let us elaborate on 12 business case presentation templates to ensure success.

1. Business Case PowerPoint Template

Consultants and businesspersons can show their company's plans in this template. It's a black-purple-themed template compatible with PowerPoint, Google Slides, and Keynote. Users can change the color scheme of the background, change fonts, and move elements.

After introducing your topic in the first slide, you can write problem statements. In the next slides, explain solutions to the problem and key benefits. Afterward, users can explain yearly implementation plans and key takeaway notes.

2. Business Case PowerPoint and Google Slides Templates

This template communicates the company’s growth, revenue generation, and potential gains. There are 13 slides holding many types of infographic diagrams. It is a white-themed template that holds colorful business charts and table shapes.

There are robotic, magnifier, and circle-shaped diagrams on different slides. You may use them to show processes, steps, benefits, and marketing strategy plans. After downloading, users can change the colors of 5 infographics and insert text in them.

3. Co-operative Company Business Plan

Give an overview of market trends and competitive products with this template. There are 57 aesthetic slides in PowerPoint and Google Slides formats. In the initial slides, users can insert their presentation agenda and mission statement.

Afterward, show the market trends percentage of products using a colorful pie chart. Later, show problems, solutions, and potential market competitors in a slide. Toward the end, use visual elements to offer your services and sales distribution.

4. Health Tourism Company Business Plan

Plan the growth of the health tourism industry by using this grey-themed template. Start the presentation with an introductory summary of executives and roadmap slides. Moving forward, explain your company's history, vision, and biography of teammates.

Afterward, give an overview of market analysis, products, and services. Introduce your sales strategy and budget in a separate slide. You can use pie charts and tables to display investment revenue. Also, there are maps, organizational charts, and business timelines in the end.

5. Blue Dark Professional Geometric Business Project Presentation

Enlist your services, goals, and improvement plan in this blue-themed elegant template. It provides an overview of the whole presentation in a geometric shape. Users can later explain their company and core values in a hierarchical pyramid.

Moving forward, explain the company's objectives, growth, and customer satisfaction. Use further slides to illustrate project timelines with icons and pictures. Reveal statistics and do market analysis by using a bar chart. End the presentation by showing your upcoming projects in the last slides.

6. Yellow Watercolor Organic Creative Project Presentation

This template is designed for aesthetic fashion brand marketing companies. It gives pastel color or water background elements that can move anywhere in slides. There is a creative Marykate font used in all 18 slides to make presentations stand out.

After introducing your topic initially, reveal your teammates working on the project. Use a few slides to showcase your brand identity and previous projects. In the end, introduce your business partners and other data using the SWOT analysis.

7. Startup Business Plan Template

For startup businesses, this template assists in planning good presentations. In the starting slides, list down the roadmap of the project to keep the investor focused. Explain your product and describe its potential benefits and roles.

Next, highlight the problems you are facing along with the solutions. This way, your go-to-market strategy will be ready with 4 circle icons in the slide. To display market trends, there are bar charts, and the graph is available in slides.

8. Success Business Handshake PowerPoint Templates

In commercial, educational, business, or other various settings, this template can be useful. There are 48 slides with over 130 icons, and users can get this template in PowerPoint format. You can start editing and insert an agenda slide to give a complete presentation roadmap.

Introduce the yearly timeline with forward 5 arrows in the slide. The template will have handshaking, puzzled, and many other shaped infographics. Users can also insert related pictures in slides to reinforce their business ideas.

9. Investment Banking Business Plan

Inspire potential clients to make investments and proposals by using this design. After your table of contents, explain the mission statement of the presentation topic. Later, explain your market trend by using colored circles and percentages.

Highlight problems, solutions, competitors, and targets through visualized numerical data. Afterward, discuss the market size by using a world map on a slide. Users can also customize pictures and graphs in the ending slides. These 59 slides can be used in PowerPoint and Google Slides format.

10. Free Business Proposal Presentation Template

Professional strategies and decision-making take place by using informative presentations. That's why this template provides graphs and process slides to strengths proposals. In agenda slides, introduce your project to inspire the audience about the presentation track.

Moving forward, elaborate on your company details along with a circled picture. Then, introduce your team members and executive directors in slides. Also, users can display data through process cycles and bar charts using 3 colors.

11. Free Modern Corporate PowerPoint Template

Blend professionalism with a white and orange color palette through this design. Start with an interactive cover slide and further discuss the company's details. By using a few slides, users can explain organizational milestones and strengths.

There are slides for service prices and reviews portfolio along with pictures. Plus, there is a 4-step arrow and a growth infographic in many colors to enhance creativity. It's a white-themed template of 12 slides that can be customized in PowerPoint format.

12. Corporate and Investment Company Profile Presentation

This template reflects the company's expertise, professionalism, and capabilities. There are 26 slides that display complete investment plans and solutions for companies. Users can add larger-sized images to visualize their ideas in a bigger picture.

You can insert a table to show your complex information in an aesthetic way. Add a quote in a separate slide or any branding agenda as required. At last, introduce your team and executives with their proper portfolios and pictures.

Part 3. Tips for a Stand-out Business Case Presentation

Whether showing ideas or project details, a well-crafted presentation ensures success. Structure your presentation and add all necessary details to give a competitive edge. Stand-out presentations can boost your networking and enhance professional development. For this, we have highlighted a few tips for stand-out business case slide presentations.

1. Start with a Strong Opening

Consider the first impression as the last impression and introduce it in an engaging way. Begin with a short storytelling to justify the theme or relate the content. Communicate a clear purpose or topic from the beginning of the presentation. Also, you can throw a provoking question to make the audience wonder for once

Before presenting, brief about your agenda to build a clear context in audiences' minds. Moreover, users can also share interesting statistics and facts to highlight their importance. Apart from sharing a heartfelt story, discuss the benefits and impact of the presentation. 

2. Create a Clear Structure

Before making a presentation, research your audiences' interests and expectations. This might help you to plan and structure the content accordingly. Start your presentation with a mystery statement and introduce your topic. Afterward, move to the main body text to elaborate on key details of your project.

Use sections and segments that cater to relevant information in them. For instance, navigate the section of the company’s milestones and insert related data in upcoming slides. Maintain a hierarchical order in explaining concepts throughout the presentation. End presenting with a proper conclusion, contact details, and other project details as required.

3. Use Visuals Effectively

Visual elements reinforce the message and make your spoken words impactful. You should avoid decorative graphics and use visuals that serve any purpose. Also, it is suggested not to overcrowd slides and make them understandable at one glance. Use high-quality graphics and images because blurry pictures decrease the credibility of data.

Consider using limited text in slides so the audience can focus more on the spoken words. Plus, arrange your visuals in a logical sense that must convey data in a storytelling way. It is advised to use visual effects wisely so that they don't interrupt the presentation flow.

4. Time Management

In business settlements, there are strict instructions on time management. Rehearse well and try to present in the allocated time. In this regard, you can practice by using timers or recording presentations while speaking. Divide time to every topic and insert that timeline in agenda slides.

Presenters should avoid dragging concepts that might bore the audience. Also, they should avoid rushing through the necessary details. Try to cover important points earlier, so in the end, you cannot rush on those points in a hustle. While presenting, a teleprompter can also help you keep time track.

Impactful presentations are key to addressing client’s queries or making communications better. You either look for tutorial videos or consider using high-quality slides to boost sales. Wondershare Presentory can empower all the business-related niches and enable business growth. It is an AI presentation-maker that reduces manual labor by generating desired scripts.

With this AI software, you can get AI-generated presentation outlines that are properly researched. Also, it offers polished business case slides that can build brand recognition. For international training or meetings, this AI tool offers streaming on popular platforms. Moreover, you can keep your confidential projects secure with its cloud storage services.

Free Download Free Download Try It Online

Key Features That Make Presentory Special

• AI-Generated Content: You should try this AI tool to get professional presentation content. It offers AI-generated outlines by selecting the business section and inserting topics there. Primarily, the generated scripts are accurate, but you can prompt for further customization. Users can add their content and later process for content insertion in slides.
• Business Templates: For HR training or product review, there are many eye-catching templates. They can fulfill all your brand needs by supporting multimedia in slides. Users can completely edit and import any type of media in the slides. It also supports creative transition effects on your aesthetic business case slide
• Live Stream Collaboration: Get connected with your remote team by using this AI tool. For business collaboration in many regions, it offers live streaming across platforms. Users can also record and present the training process through Zoom or Google Meets. While streaming or recording, you can apply beautification effects and enhance the video.
• Built-in Teleprompter: Deliver a perfect business speech by using the teleprompter option. It lets you note key points or scripts and fearlessly display them in a presentation. You can move this pan anywhere on the screen, and no one will get a clue. Also, you can adjust the font size and font color per the readability while speaking.
• Animation and Transition : This AI tool offers over 2000 resource media in its library. There are a variety of unique animations from emphasize, appear, and disappear sections. In your business case PPT , apply these animations to key elements. Moreover, there are transition effects that you can apply to all scenes at the same time.

In conclusion, business presentations are of utmost importance for many organizations. Considering this, select an impactful template that can attract your audience. Ensure that your aesthetic business slides offer highly compatible multimedia. For your further ease, we have explored the 12 best templates for business case PPT .

There is an all-in-all platform that complies with the needs of good business presentations. Present like a pro using Wondershare Presentory to help you customize presentations greatly. Further, this AI tool is enriched with slide backgrounds, texts, and other resources. It is compatible with online conferencing platforms that make international business easy.

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Home Free PowerPoint Templates Free Business Case PowerPoint Template

Download Free Business Case PowerPoint Template

The Free Business Case PowerPoint Template is a modern preset template for presenting various business case aspects. In business case presentations , professionals discuss a new project or business initiative to convey the purpose, goals, and alignment with the company’s plans. A major purpose of this discussion is to mention the benefit and potential gains once the project becomes successful. Consultants, entrepreneurs, start-up organizations, and small business groups can prepare highly effective presentations using this 100% free PPT template . They can communicate their idea’s growth and revenue generation potential before stakeholders and investors. This slide deck is editable with all PowerPoint versions, Google Slides, and Keynote.

This Free Business Case PowerPoint Template begins with a catchy title slide to display the presenter’s & company name and the topic of the project. Following are the slides for: the introduction, problem statement, proposed solution, benefits, implementation plan, and key takeaways. These slides carry editable segments and text boxes to add presentation points. The presenter’s human characters are displayed on the slides to increase visual engagement. The problem and proposed solution slides contain meaningful infographic icons which can be replaced according to the topic of the business project. Likewise, the wavy infographic timeline chart can help display the milestones and action plans in professional meetings. 

Users can conveniently change the color scheme, background features, and font styles. The PowerPoint slides can also be re-purposed and incorporated into other presentations where required. So, download and try this free business case presentation template or check our featured Business Case PowerPoint Template for similar presentations. Grab it now!

• 100% Editable PowerPoint Templates.
• Compatible with all major Microsoft PowerPoint versions, Keynote and Google Slides.
• Modern 16:9 Aspect Ratio.
• Scalable Vectorial PowerPoint Shapes and PowerPoint Icons.
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