PMI UK Chapter

February 2021 | Best practice guidelines and templates for business cases by Helen Winter

February 2021 | Best practice guidelines and templates for business cases by Helen Winter

Webinar Description

The purpose of a business case is to:

  • Set out and gain consensus of the direction of the project and scope from the senior stakeholders.
  • Justify the benefits and estimated costs.
  • Provide enough evidence that the money is worth being spent, allow funding to be agreed or will show that it is not worth doing which then prevents further money being wasted.
    Makes sure the overall solution is agreed and that it will meet the business needs.

Challenges are how to get the right level of detail so that senior management will be able to understand the main elements of the business case with their limited time but give them the confidence that enough analysis has gone into it that clarifies enough assumptions for it to be valid.

In this session we will:

  • Define the structure of a business case
  • Levels of detail and formats of business cases
  • Techniques and templates that can be used in a business case for:
    • Defining the problem
    • Setting out the scope
    • Benefits analysis
    • Solution Options
    • Project approach and deliverables
    • Risks and Issues
    • Cost analysis and assumptions
    • Dependencies
    • Impacts on target operating model

Video Link to Webinar Recording

About Helen Winter


Helen Winter owns her own consultancy business helping organizations to understand their root causes of problems, their requirements and how to turn them into solutions. She has over 20 years' Business change experience, having worked as a consultant on all stages of the project lifecycle on large-scale transformation programs within the financial services, regulation, insurance and utility sectors. Helen is also a global business author with publisher Kogan Page where the “The Business Analysis Handbook” was shortlisted for 2 major industry awards. One was for contribution to project management literature with PMI and the other was the Specialist book category for the business books awards.

Live Mentimeter results

Claim your PDUs!


1.0  Leadership PDU