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The first pages of the Hiring Business Case template

Hiring Business Case

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
November 6, 2026

Every page (8)

Overview

A hiring request is often refused because it argues from need alone. Finance wants the cost of doing nothing, the options considered and a payback that survives a sensitivity test. This template sets out a business case in eight pages: the need and the evidence, the role, the costs and benefits, the recommendation and the alternatives. Each figure states its basis, so the decision-maker can check it.

The sample is for the fictional Willowmere Works, asking for one operations analyst at £64k a year fully loaded, against overtime costing about £84k a year. Replace the evidence, costs, benefits and owners with your own figures, and show how the case changes at plus or minus 20% on benefits.

Useful for

  • A depot director requesting one additional planner to reduce overtime
  • A finance partner testing a headcount request against the cost of doing nothing
  • A department head preparing a case for a board that asks for payback

What's included

  • Need page with the status quo cost and a pull quote
  • Workload evidence heat map with risks and owners
  • Role page with team contacts and a responsibility grid
  • Cost table and chart of costs by line and year
  • Benefit scorecard and options comparison with a recommendation
  • Make it yours guide page to delete before the case is submitted

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 Willowmere Works name, the role and the status quo cost with your own figures and sources.

  3. 3

    Enter costs for every year, assign an owner to each benefit, and run the plus or minus 20% sensitivity.

  4. 4

    Delete the guide page, check that each total adds up, then submit the case for decision.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

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

Questions

Is this hiring business case free?

Yes. Click Make a copy in Google Docs and the file is saved to your own Google Drive, with no sign-up and no charge.

What if the benefits are hard to measure?

Count only benefits you can measure in cash or service terms, show them separately from soft benefits, and say how you will measure each one.

Are the company, people and figures real?

No. Willowmere Works, its managers, costs, overtime hours and every figure are fictional sample data. Replace them with your own before you submit.

  • #business-case
  • #hiring-case
  • #headcount-request
  • #cost-benefit
  • #payback-analysis
  • #google-docs

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