Every great project kicks off with a solid plan. But before diving into that plan, you need a clear and concise business case to back it up.
Here’s some good news—we’ve got you covered with top-tier business case templates you can use in ClickUp and Word.
- What is a Business Case Template?
- What Makes a Good Business Case Template?
- 10 Business Case Templates to Use in 2023:
- 1. ClickUp Business Case Analysis Template
- 2. ClickUp Business Plan Template
- 3. ClickUp Business Plan Document Template
- 4. ClickUp Lean Business Plan Template
- 5. ClickUp Case Study Template
- 6. ClickUp Case Study Design Template
- 7. ClickUp Business Analysis Project Plan Template
- 8. ClickUp Business Development Plan Template
- 9. Powerpoint Business Case Template by SlideModel
- 10. Business Case Presentation Template by 24slides
What is a Business Case Template?
Think of a business case template as your project’s passport. A business case template details the “why’s” and “how’s” of a project or proposed business change—its benefits, cost, risks, objectives, and more.
Whether pitching an idea or seeking approval, a business case template provides the structure you need.
What Makes a Good Business Case Template?
A compelling business case template isn’t just about numbers; it paints a clear picture. It showcases benefits, draws attention to potential risks, and defines clear objectives.
Moreover, a solid business case template is versatile, user-friendly, and adaptable to various business needs. In fact, several business case templates use a similar structure to answer or address these areas:
- Executive Summary: It gives a brief overview of the project, the overall objectives, and expected outcomes
- Problem Statement: Clearly defines the problem you’re facing and what needs to be solved
- Proposed Solution: This outlines your proposed solution in detail and includes how it will solve the problem
- Cost Benefit Analysis: This provides a detailed breakdown of the associated costs with the solution and the potential financial benefits
- Project Timeline: Outline the timeline for implementing the solution, including key milestones—basically anything that will help the project manager keep things on track
- Risk Analysis: Identify potential risks and how they will be mitigated
- Conclusion: Summarize why the proposed solution is the best choice for the business
10 Business Case Templates to Use in 2023:
Below are our favorite business case templates on the market today.
1. ClickUp Business Case Analysis Template
Diving into a new project demands a solid foundation. And what better way to lay it than with a well-structured business case? But crafting such a document can be challenging. Enter ClickUp’s Business Case Analysis Template: your ultimate solution!
This business case template is your assistant to visualizing and comparing different approaches to a business problem swiftly, determining the viability of your project with a cost-benefit analysis, and pinpointing key factors to the success of your business case.
Use our business case template’s custom statuses to monitor the progress of your business case analysis, and create custom fields so you can approach that business case analysis systematically. You can view different facets of the business case analysis as a Doc View, a Gantt chart, a Calendar View, or simply a list of tasks.
Bring ClickUp’s full suite of project management tools to bear as you map task dependencies to feasible due dates, then track business case progress automatically using AI-powered automations. These features are part of what makes ClickUp some of the best operations management software available.
This business case template allows you to identify your business problem and outline your business objective in ClickUp Tasks. Then, brainstorm together in ClickUp Docs to identify potential solutions for your business case.
Finally, design your roadmap and assign tasks to the team. You can automatically monitor the progress on your business case with your custom statuses and set up regular check-ins on the project calendar.
Are you embarking on a new business case? Navigate seamlessly with ClickUp’s Business Case Analysis Template.
2. ClickUp Business Plan Template
Every flourishing venture begins with a robust business plan. It’s not just about having an idea but charting a clear course to bring it to fruition. ClickUp’s Business Plan Template simplifies this journey, providing you an efficient route to outline:
- Crystal clear goals and mission
- Comprehensive strategy, along with an execution timeline
- Performance checkpoints, risk alerts, and success metrics
Envision it, and ClickUp’s template will guide you to actualize it!
Why is a Business Plan Template essential? With ClickUp’s Business Plan Template, you can:
- Zero in on your precise objectives and aspirations
- Profile your target audience and their sectors
- Highlight your edge over competitors
- Craft a strategy aimed at exponential growth
- Write an executive summary to give investors a high-level overview of all your research
This meticulously designed business case document uses custom statuses so you can navigate from in progress through the revisions stage and finally mark each task as “complete!”
Organize your tasks with custom fields, and switch between views to emphasize different information based on your priorities.
ClickUp’s robust project management package lets you tag multiple teammates, nest subtasks in larger tasks, and set priority indicators.
This business plan template is set up so you can brainstorm your objectives with your team in ClickUp Docs and then itemize your product’s unique selling point in ClickUp Tasks. Execute your objectives on time and budget with the help of ClickUp’s Gantt charts. At the end of your proposed project, revisit your accomplishments with ClickUp Goals to see where you hit the target and where you may need to revise your approach.
If business success is your destination, ClickUp’s Business Plan Template is your map.
3. ClickUp Business Plan Document Template
Crafting an impeccable business plan can be an intricate journey, given its importance in rallying investors and stakeholders. But what if there was a tool to simplify and enrich this journey?
Meet ClickUp’s Business Plan Document Template, your ally in:
- Unifying your team towards a shared vision
- Amassing all critical data for an in-depth blueprint
- Centralizing materials for seamless accessibility
Embark on fresh undertakings or rejuvenate current ones; this free business case template molds your aspirations into executable steps. Begin your ascent towards achievement today!
This ClickUp template equips you with:
- Your project scope and a charted path laden with quantifiable goals
- Resource management tools to accomplish tasks for task accomplishment
- Proactive risk anticipation and mitigation strategies
- Instant, precise data retrieval and modification
Naturally, this template includes a Doc View, but as a project manager, you have options like Gantt charts, Workload Views, and Calendar Views to help you see at a glance the information that matters most to you.
Keep a tight grip on your project with advanced comment tracking and AI automations that make your workflow run smoothly in the background while you get more work done.
To get the most out of this template, start by gathering your business objectives, audience research, product offerings, and financial picture. You can use research management software to help with this stage. Then, you can use ClickUp’s Table View to lay out a clean, easy-to-read executive summary and your market assessment and financial appraisal for investors.
4. ClickUp Lean Business Plan Template
Aspiring to propel your business idea into reality but are hindered by the extensive demands of traditional planning? ClickUp’s Lean Business Plan Template is your savior.
Forge an efficient, succinct business strategy, offering:
- A bird’s-eye view of your enterprise
- Intuitive blueprints for devising a cogent business plan
- Incremental assistance for fleshing out each plan segment
Elevate your business cases quickly and affordably with ClickUp’s streamlined approach.
The template allows you to define your business, describe your target market, set budgets, and create goals.
Once that’s done, use custom statuses to monitor your progress toward achieving your goals. You can set reminders to check in on different areas of your business and use different views to check on your priorities, brainstorm additions to your business plan, or see a timeline of the tasks to be completed.
With ClickUp, turning your vision into a viable venture has never been more accessible. Simplify, strategize, and succeed.
5. ClickUp Case Study Template
Crafting an influential case study is an art of strategic organization and detailed execution. Enter ClickUp’s Case Study Template, your ultimate companion to orchestrate, frame, and present your research seamlessly.
Use this simple business case template to gather and consolidate data to support your case study and extract meaningful conclusions and takeaways from that information.
This approach to case studies gives you space to weave a real-world, impactful narrative that resonates with your audience. These stories are an important way to validate your sales propositions with concrete results. Telling others about your clients’ successes also builds trust with prospects.
You can brainstorm potential stories with ClickUp Whiteboards, then put your plan to paper with ClickUp Docs. After that, organize your writing process with an actionable task list.
The ClickUp AI writing assistant can help you turn your ideas into a cohesive story. Then, use ClickUp’s integrated email and collaborative editing tools to get final approval from the client.
A great case study stands tall in the realm of effective enterprise marketing tools. Let ClickUp be the wind beneath its wings.
6. ClickUp Case Study Design Template
Harness the power of compelling narratives with ClickUp’s Case Study Design Template, tailored for businesses keen on weaving success tales—a well-crafted case study not only shares successes but bolsters your brand credibility.
With this template, you can:
- Demonstrate problems your customer encountered and how your offerings emerged as the proposed solution
- Showcase tangible results, affirming the prowess of your product/service to potential clients
- Ensure an organized, standardized business process, ensuring brand-consistent design and presentation across all case studies
- Save precious time with streamlined research, design, and publication processes
Use this template to track the progress of your case study, seamlessly manage and visualize the data that will inform the case study, and incorporate ClickUp’s project management features like nested subtasks, multiple assignees, and priority labeling to make case study creation a breeze.
This template has space for you to define the goal for the case study, choose and describe your subject, collect all your data in a Table View, draft the narrative in ClickUp Docs, and then create a task list for marketing and promoting your case study. A communication plan template can also be a helpful tool for this stage.
With ClickUp’s innovative design template, crafting impactful case studies becomes an organized, efficient endeavor, enhancing your brand’s narrative prowess.
7. ClickUp Business Analysis Project Plan Template
Embarking on a business analysis project requires meticulous planning, resource utilization, and clear objectives. ClickUp’s Business Analysis Project Plan Template is a tailored solution to navigate these complexities seamlessly.
This template is for you if you need to:
- Craft a bespoke business analysis plan aligning with your organizational goals
- Perform a risk assessment and create mitigation strategies
- Effortlessly adapt to changing scenarios and ensure timely project delivery
- Equip your project team to dive deep into business nuances, ensuring a holistic understanding of products, clientele, and operational facets
The ClickUp Business Analysis Project Plan Template lets you lay out the scope and objectives of your plan, identify key personnel and their roles, build an action plan, and then assign the necessary resources to achieve your goals on time and on budget.
Use ClickUp to assemble your team and assign them roles. You can document deliverables in ClickUp Docs along the way and tag significant milestones with ClickUp Tasks.
With ClickUp’s template, business analysis project planning is simplified and supercharged for optimal outcomes.
8. ClickUp Business Development Plan Template
Crafting a robust business plan is the cornerstone of entrepreneurial achievement. With myriad tasks to manage and objectives to meet, a streamlined tool becomes imperative. That tool is ClickUp’s Business Development Plan Template—your ultimate companion in carving out a successful business trajectory.
With this template, you can set precise, achievable targets and track your progress toward achieving them. Document clear blueprints to meet your business aspirations, but use ClickUp’s collaborative tools to edit and iterate on those plans along the way.
The beauty of this template is it ensures all stakeholders are synchronized and aligned because you have defined actionable steps to use your resources effectively.
With ClickUp’s Business Development Plan Template, chart a course toward unparalleled entrepreneurial success!
9. Powerpoint Business Case Template by SlideModel
Elevate your business presentations with SlideModel’s Free Business Case PowerPoint Template. Tailored for modern professionals, this dynamic template facilitates a comprehensive discourse on new business initiatives, elucidating their relevance, objectives, and potential returns.
This template is ideal for consultants, budding entrepreneurs, and SMEs aiming to pitch their project description or corporate strategy to stakeholders or investors.
It includes an engaging title slide, slides for introduction, problem statement, solution proposal, benefits, implementation, and key takeaways. You’ll enjoy the eye-catching human character vector graphics for sharp visuals, versatile infographic icons, and a wavy timeline chart to illustrate milestones.
The template has full editability across color palettes, backgrounds, and fonts. The template’s adaptability ensures its seamless integration into diverse presentations.
Although optimized for PowerPoint, you can also download versions that cater to Google Slides and Keynote.
In search of an impressive medium to present your business case? SlideModel’s template is a click away. For alternative designs, explore their featured Business Case PowerPoint Template collection. Secure your copy today!
10. Business Case Presentation Template by 24slides
Introducing the Business Case Presentation Template by 24Slides—a comprehensive toolkit for innovators and visionaries ready to revolutionize their organization. Every groundbreaking idea warrants a robust presentation that encapsulates its essence, both financially and technically.
Crafted with precision, this template offers an array of instrumental slides tailored to articulate your idea seamlessly:
- Clearly define your vision and the strategic goals you aim to achieve
- Delve deep into potential challenges, ensuring stakeholders are well informed and prepared
- Offer a lucid timeline, pinpointing milestones and mapping out your project’s trajectory
Every slide has been meticulously designed to foster clarity, conviction, and comprehensibility. With the 24Slides template, you are empowered to present a holistic overview of your idea, bolstering its feasibility and implementation potential.
For those committed to driving value and championing transformative ideas, this Business Case Presentation Template serves as the ultimate companion. Express, elucidate, and execute your vision with unparalleled finesse.
Why ClickUp Stands Out in the Business Tool Realm
Templates are great, but when combined with an intuitive platform offering robust project management features? It’s a game-changer.
ClickUp isn’t just a library of versatile business templates. It’s a comprehensive tool designed to streamline your projects, optimize communication, and enhance productivity.
From setting up workflows to collaborating with your team in real-time, ClickUp seamlessly integrates every aspect of project management.
So whether you’re drafting a business case, planning a project, or managing day-to-day tasks, ClickUp is your one-stop hub, combining utility with unparalleled efficiency. Dive into ClickUp today and experience the future of business management.