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The first pages of the Business Case template

Business Case

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
October 30, 2026

Every page (8)

Overview

Managers who ask for money are usually asked the same questions: why now, what else was considered, what does it cost over five years and who owns the benefits. This template answers them in the five-case order public bodies and boards expect, from a one-page summary to the management case, so the decision-maker can defend the recommendation to their own board.

The sample follows Flintmere Digital as it asks for £360,000 to replace six delivery tools with one platform. It shows a do-nothing baseline, a minimum option and a recommended option, a budget with contingency, net present value at 3.5% and a plus or minus 20% test on benefits. Replace the status quo cost, the options, the yearly costs and the benefit owners with your own.

Useful for

  • A department head asking the board to fund a system replacement with a clear payback
  • A charity or public body preparing a five-case submission for its funder or sponsor
  • A finance director checking costs, assumptions and sensitivities before releasing capital

What's included

  • Cover page and a one-page summary with headline figures, key findings and the decision sought
  • Strategic case with the problem, the route from options to decision and an escalation path
  • Economic case with the options appraised as strengths, weaknesses, opportunities and threats
  • Commercial case with a five-year budget table, quarterly spend chart and a contingency note
  • Financial case with benefits by year, benefit mix, sensitivity results and a key figures table
  • Management case with named owners, steering group and a guide for replacing the sample

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the £230,000 status quo cost on the summary and strategic pages with what your current way of working costs each year.

  3. 3

    Rebuild the options, the budget table and the yearly costs, including running costs and contingency, then update the charts and totals to match.

  4. 4

    Name an owner and a first measurement date for every benefit, then run the plus and minus 20% test and show it beside the recommendation.

  5. 5

    Delete the Make it yours guide page, check that every total agrees across pages, then share the document or present it.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Does this follow the five-case model?

Yes. The pages run through the strategic, economic, commercial, financial and management cases, with a summary first and the decision sought stated up front.

Are the figures in the sample real?

No. Flintmere Digital, its people and every figure are fictional sample data. The numbers add up so you can see the method, but you must replace them with your own.

Can I use it for a smaller or larger request?

Yes. The structure works from tens of thousands to several million pounds. Change the discount rate, the number of years and the options to suit your funder.

  • #business-case
  • #five-case-model
  • #investment-proposal
  • #cost-benefit
  • #google-docs
  • #project-management
  • #board-paper

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