Business Case Summary Worksheet

Author(s): Jennifer Perrier

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A business case summary is used to document high-level drivers, goals, and success measures of a project.

This worksheet will help you:

  • Describe the project at a high level.
  • Document the business issues, pain points, or opportunities that the project is intended to address.
  • Document the high-level goals of the project.
  • Itemize the metrics you will use to measure progress towards project goals and overall success.

Use this worksheet to document decision-maker consensus on the vision and gain initial approval to proceed.

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