Module 5 • 22 min
Structuring Your Business Case
Tailor the same evidence to the questions each reviewer will ask.Core Concept
A CFO, executive sponsor, board member, and workflow owner all need the same underlying evidence, but they evaluate it through different decisions: capital, strategic value, risk, or operating change.
This decision affects the value, delivery effort, operating ownership, and risk profile of the initiative long after the first release.
How to Apply This in Your Organization
Lead with the decision the audience must make, then show the baseline, net value, risks, and measurement plan in the order that supports that decision.
Use one real workflow, its current systems and data, and the people accountable for the outcome. The purpose is a decision-ready recommendation, not a theoretical evaluation.
Decision Checklist
- Identify the primary decision maker.
- Answer their first financial question.
- Make assumptions visible.
Worked Decision Scenario
A team is evaluating structuring the business case for your audience for a current automation initiative. It uses the framework to identify the narrowest viable next step, the dependency that could change the decision, and the owner responsible for resolving it.
The team prepares a concise investment view for finance and a separate operating view for the service leader, both using the same baseline and cost model.
Apply it
Working Exercise
Adapt your business case for one audience.
Saved locally for this review prototype. Your response will become private account data when the approved course backend is connected.