Governance / v1.0 clean-room
Business Case Lite
Show whether the project remains worth doing in a concise, decision-ready format.
When to use
Use at initiation, stage boundaries, and material change points.
Sample suggested content
Project example: Customer casework improvement
- Preferred option: Improve the existing workflow before replacing the platform.
- Benefit owner: Head of Operations, measured by reduction in rework and response time.
- Recommendation: Continue to initiation with a capped discovery stage.
Minimum version
- Reason
- Expected benefits
- Cost and time range
- Risks to value
- Recommendation
Fuller version
- Options appraisal
- Benefit measures
- Disbenefits
- Sensitivity
- Funding profile
Field guide
- Problem
- Options
- Preferred option
- Benefits
- Costs
- Risks
- Decision
Tailoring notes
- Use ranges early
- Increase evidence standard where benefits drive funding
Common mistakes
- Overstating benefits without ownership
- Not revisiting the case at boundaries