Skip to main content
Business Case Document Concepts

You also get the following Excel spreadsheet with the static Word template:
Cost Benefit Analysis Calculator

Excel spreadsheets are only used with the static Word template. If you get a Proposal Pack or the Professional Bundle, these pages are calculated and built using an automated line-item database in the included software.

What's Included
$19 Sample
$79 Pack
$199 Pro
This single static template
Create variations of this template
All 2200 chapter templates
All 700 proposal layouts
All 200 completed samples
Novice quoting software
All 340 contract templates
All 110 project templates
Expert quoting software
Document branding features

How to write your Business Case Document

We include this 23 page layout with every Proposal Pack. If you want this template to have a different visual design theme than the one illustrated here, purchase any Proposal Pack design and create this template using the purchased design theme. If you get a Proposal Pack or the Professional Bundle, you can also make any variation of this template with different chapters to suit your needs.

Proposal Pack for Any Business Screenshot of Pages
This set of templates was used to create a business case outlining starting a new project for the company. The business case is used internally to help determine if a new project is worth pursuing.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters if ordering a Proposal Pack or Pro Bundle.
Quote Logo What Our Clients Say

Great professional software to use for an affordable price. It gives you a variety of templates that fits your need. User friendly. If you need guidance on the product you get an quick response back. Great customer service."

Katherine Callahan

Creating a Strong Business Case with Proposal Kit: A Comprehensive Guide

In today's competitive business environment, starting a new project requires not just an idea, but a compelling business case. This article is a straightforward guide for anyone unfamiliar with the process of writing a business case, particularly using the Proposal Kit template library and Wizard software program to assemble a custom business case template.

What is the Best Way to Write a Business Case Document?

For those new to proposal writing, the Proposal Kit offers a comprehensive solution. The key steps are:

  • Understand Your Needs: Clearly identify the project's purpose and requirements.
  • Utilize Proposal Kit Templates: Access the extensive library of templates which are designed to cater to various business needs.
  • Leverage the Wizard Software: This tool guides you step-by-step, ensuring all critical aspects of your business case are covered.
  • Incorporate Financial Data: Use the integrated line item quoting database for accurate and detailed financial planning, including costs summaries, quotes, estimates, budgets, and more.


Types of Projects Requiring a Business Case

Several projects necessitate a well-structured business case, such as:

  • Launching a new product or service
  • Expanding into new markets or regions
  • Significant IT system upgrades or overhauls
  • Large-scale marketing campaigns
  • Strategic business partnerships or alliances
  • Organizational restructuring
  • Major procurement or outsourcing decisions
  • Sustainability and environmental initiatives
  • Research and development projects
  • Mergers and acquisitions


Imagine you're about to embark on a significant project. Do you see the importance of a solid business case in your scenario?

Utilizing Proposal Kit Templates Effectively

Key templates that can enhance your business case include. A business case is essentially a proposal in that you are making a persuasive argument to make your case to an audience:

Problem Statement

The Problem Statement is the foundation of your proposal. It succinctly identifies the specific issue or opportunity your project addresses. This statement should be clear and concise, highlighting the gap or need in the current situation that your project aims to fill. It sets the stage for the rest of the document by outlining the context and urgency of the problem.

Executive Summary

The Executive Summary is a snapshot of your entire proposal. It provides a high-level overview that includes the project's objectives, the approach to be taken, a brief mention of the expected outcomes, and the overall significance of the project. This section is critical as it's often the first (and sometimes only) part read by decision-makers. It should be compelling enough to engage the reader and encourage them to delve into the details of the proposal.


Justification explains the rationale behind the project. It answers the "why" of the proposal - why this project is necessary and why it should be undertaken now. This section should articulate the benefits of the project, addressing both the direct advantages and the indirect benefits, such as increased efficiency, cost savings, market expansion, or enhanced reputation.

Goals and Objectives

This section outlines the specific aims of the project. Goals are broad, overarching outcomes you hope to achieve, while objectives are measurable steps to reach these goals. Clear, well-defined goals and objectives provide a framework for the project and serve as benchmarks for success.

Expected Results

Expected Results describe what the project is anticipated to achieve upon successful completion. This goes beyond goals and objectives to paint a picture of the tangible and intangible outcomes. This could include increased revenue, market penetration, improved customer satisfaction, technological advancements, or social impact.


Milestones are key checkpoints or significant stages in the project's timeline. They help in tracking progress and ensure the project stays on schedule. This section should detail what these milestones are, when they are expected to be achieved, and what constitutes successful completion of each milestone.

Project Plan

The Project Plan is a comprehensive blueprint of how the project will be executed. It includes methodologies, strategies, resource allocation, risk management plans, and contingency strategies. This plan should demonstrate a thorough understanding of the project scope and a realistic approach to achieving the project's objectives.

Project Analysis Overview

This provides an in-depth analysis of various aspects of the project, such as market analysis, competitive landscape, risk assessment, and technological considerations. It should present data and insights that support the feasibility and potential success of the project.

Impact Statement

The Impact Statement discusses the broader effects of the project. This could include social, economic, environmental, or industry impacts. It helps stakeholders understand the wider implications and benefits of the project, beyond immediate financial gains.


Alignment shows how the project fits with the broader business goals or strategic objectives of the organization. This section should link the project to the company's vision, mission, and long-term strategy, demonstrating how it contributes to the overall direction of the organization.

Cost/Benefit Analysis

This offers a financial overview of the project, comparing the costs involved with the expected benefits. It should provide a detailed breakdown of project expenses, alongside a quantification of benefits in monetary terms. This analysis is crucial for decision-makers to assess the financial viability of the project.

Team Members

Here, you list the individuals involved in the project and their specific roles and responsibilities. This section should outline the structure of the project team, highlighting the skills and expertise each member brings. It assures stakeholders that the project has the right mix of talent and leadership to be successful.

Each of these sections plays a crucial role in building a comprehensive and convincing business case. Together, they provide a detailed and structured approach to proposing, planning, and executing a project.

These are just a glimpse of the thousands of customizable templates available in Proposal Kit you have available to build into your custom business case template when using the Wizard software and this starting template.

Success Stories

Oliver's IT Expansion with Proposal Kit

Oliver, the owner of an IT firm, faced a pivotal moment in his business journey: expanding the company to offer cutting-edge services. He realized that to secure funding and stakeholder support, a compelling business case was essential. Using Proposal Kit, Oliver meticulously crafted his proposal.

He began with a detailed Market Analysis. Using templates from the Kit, he presented data on emerging IT trends, competitor analysis, and identified a gap in the market that his company could fill. This analysis was backed by hard data, making a strong case for the viability of the new services.

Next, Oliver projected Potential Revenue Growth. He used the financial templates to forecast revenue, incorporating various scenarios to cover a range of market responses. This section was crucial, showcasing the financial benefits in a clear, concise manner, which was particularly persuasive to his business partners.

Finally, Oliver addressed the Technical Feasibility of the new services. He detailed the technology requirements, the expertise of his team, and the implementation timeline. This section highlighted his team's capability to deliver the new services, assuring stakeholders of the project's success.

Oliver's business case, strengthened by Proposal Kit's comprehensive resources, succeeded in securing the necessary funding and support, paving the way for his company's expansion.

Maya's Rapid Response for a New Product Line

Maya, a strategic planner in a large corporation, faced a daunting task. She had to develop a business case for a new product line - and she had to do it fast. Proposal Kit was her tool of choice to meet this challenge.

She began by crafting an Executive Summary, concisely outlining her vision for the new product line. Using the Kit's templates, she succinctly presented the opportunity and the strategic fit within the company's existing product portfolio.

Maya then moved on to Financial Projections. With the software's user-friendly financial templates, she developed detailed projections including cost analysis, pricing strategy, and revenue forecasts. This provided a clear picture of the financial implications and potential profitability of the new product line.

Market Research was her next focus. Maya utilized Proposal Kit's resources to compile data on customer demographics, market needs, and competitive landscape. This research demonstrated a clear market demand for the product, reinforcing the viability of the project.

Under a tight deadline, Maya's well-structured and data-driven business case, facilitated by Proposal Kit, was instrumental in swiftly getting the green light from her superiors.

Liam's Non-Profit Initiative for Regional Expansion

Liam, dedicated to his role in an international non-profit, recognized the need to expand their services into a new region. To make this vision a reality, he turned to Proposal Kit to create a persuasive business case.

He started with an Impact Statement, using the Kit's templates to articulate the societal benefits of the expansion. He highlighted how the non-profit's services would address specific regional needs, improve lives, and contribute to community development.

Resource Requirements were meticulously detailed next. Liam used the Kit to lay out the staffing needs, infrastructure, and funding necessary for the expansion. This thorough planning demonstrated his understanding of the scale and scope of the initiative.

The Potential Impact of the expansion was a critical part of Liam's proposal. He used data and case studies to project the long-term benefits of the expansion, not only for the target region but also for the non-profit's global mission.

Liam's business case, supported by the robust tools of Proposal Kit, effectively communicated the importance and feasibility of the expansion. It played a key role in gaining support from key stakeholders, ensuring the success of the non-profit's ambitious initiative.

Conclusion: Achieving Success with Proposal Kit

Oliver, Maya, and Liam's stories highlight the versatility and effectiveness of Proposal Kit in various scenarios. By providing comprehensive templates and tools, Proposal Kit simplifies the process of creating detailed and persuasive business cases across different industries and project types. Whether you're a small business owner, a corporate employee, or a non-profit volunteer, Proposal Kit can be your ally in making a compelling argument for your project. Remember, a well-crafted business case is not just a document; it's a roadmap to your project's success.

Product name:
Business Case Document
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
$19 USD
Proposal Kit Review Stars4.7 stars, based on 842 reviews

Chapter Templates Used in the Business Case Document

Title Page, Table of Contents, Problem Statement, Executive Summary, Synopsis, Justification, Goals and Objectives, Expected Results, Milestones, Project Plan, Approval, Project Analysis Overview, Alternatives, Performance, Migration, Impact Statement, Project Constraints, Alignment, Assumptions, Cost/Benefit Analysis, Recommendations, Team Members, Back Page

You use this proposal for

  • Business plan, loan, investor funding proposal
  • Internal company proposal
  • Business document, study, plan, report

How to create the Business Case Document with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business is the pack with no extra added logos or colors - designed to be used plain or for you to customize with your logos and graphics.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme. Names and stories in examples are fictional; however, the templates are from real client use cases.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed Proposal Pack so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software with an entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software. You can also edit Word document templates in other office software such as Word for Mac. We will assist Mac users in assembling complex templates for their first project if they do not have the required platform to run the Wizard software.

You only get the single assembled Word document if purchased as a stand-alone template. The individual template products - Business Case Document - include no other templates, samples, or software.

How to Build Templates Featured on Proposal Kit Website

Many people find the Proposal Kit website after searching for a specific proposal. Once you've purchased and installed the software, how do you build that template you found in the first place? This video shows you how to build any proposal you see on the Proposal Kit website.

Key Takeaways

  • The Business Case Document is available as a ready-to-edit template.
  • You can create unlimited custom variations of this template using a Proposal Pack or the Professional Bundle.
  • Using a Proposal Pack or Professional Bundle, you can automate quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • We made Proposal Kit for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.
Proposal Kit LogoPublished by Proposal Kit, Inc.
© 1997 - 2024, Proposal Kit, Inc. All rights reserved. Privacy Policy.