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Knowledge Train | Writing Business Cases

Writing Business Cases

Writing business cases training.

Gain the skills required to write a compelling business case. Led by an expert trainer you will learn to write a compelling business case every time. An essential course for anyone tasked with writing or approving business cases on projects.

Instalments payment available!


Call +44 (0)207 148 5985 to discuss

Writing Business Cases training courses- benefits

The benefits of attending this Business Case Writing course are:

  • You will gain the skills needed to write a clear and concise business case
  • You will gain the confidence to write a business case with a better chance of being approved
  • You will learn what decision makers need to know, the techniques you’ll need for strengthening the business case and how best to present the business case.

Writing Business Cases includes

This Writing Business Cases course includes:

  • A delegate pack of course notes, worked case study and exercises
  • Business case template and checklist template in MS Word and Excel formats, which you can use immediately following the course
  • Tuition from an experienced project manager and trainer
  • Practical exercises to help you to apply what you learn
  • Small class size to ensure everyone has 1:1 attention and can participate in group exercises
  • Certificate of training course attendance available upon request.

Writing Business Cases training courses- details

Who should attend?

Anyone involved in Writing Business Cases including programme managers, project managers, project support staff or business analysts, or managers involved in approving business cases.

Course times

  • 09:30am – 12:30pm
  • Course access duration: 12 months.

Writing Business Cases training courses- learning outcomes

Learning outcomes

This Business Case Writing course equips you with the tools and techniques needed to write a clear and concise business case.

Business Case Writing Course

This Business Case Writing course covers the following topics:

  • Writing a clear and concise business case
  • What decision makers need to know about your business case
  • How to get your business case approved
  • How best to present your business case.

Other courses

If this course does not meet your specific needs, browse our other business analyst courses which enable you to gain professional business analyst certification.

How to find us

20 Old Bailey, London, EC4M 7AN, England, United Kingdom.

Call +44 (0)207 148 5985

Opening hours Monday to Friday – 09:00 to 17:15

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Chase Consulting

  • home Business Case Insights
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Chase Consulting

  • Master the art of writing a persuasive business case.
  • Dive deep into business case analysis training.
  • Grasp techniques on how to pitch it effectively to stakeholders and more.

writing business cases training

- Narelle, Business Leader, Australia

writing business cases training

Everything You Need to Write Professional Business Cases.

  • Business Case Workbook
  • Business Case Document Template
  • Business Case Presentation Template
  • Business Case Financial Templates
  • Risk Management Templates
  • Project Planning Templates

✓ Executive Summary How-To-Guide ✓ Business Case Document Sample  

✓ The 6 Essential Business Case Templates ✓ 7 Modules and 29 Lessons ✓ Microcredential Certificate ✓ 12 Months of Access to the Course ✓ AI Tools and Library of GPT Prompts

  ✓ 10 Business Case Samples ✓ 4 How-to-Guides ✓ 30 min Strategy Call  

✓ AI Tools and Library of GPT Prompts ✓ The 6 Essential Business Case Templates ✓ The Business Case Course ✓ 10 Business Case Samples ✓ 4 Business Case Pitch Decks ✓ 4 How-to-Guides ✓ The Business Case Masterclass Workshops ✓ Individual Professional Coaching Sessions ✓ Microcredential Certificate ✓ 12 Months Membership

We get you started. We give you tips, insights, best practices, worksheets and templates. We ask the right questions to keep you on track. As a Business Case Course participant, you can achieve more faster.

Business Case Microcrendential

- My Business Case Hub is the business case platform for professionals and business leaders to which you will have a login and password.

- My Business Case Hub contains all the program and course materials — workshop recordings, syllabus, lessons, video content, readings, and activities.

- 6 Modules with 24 Lessons of videos, insights, tips and additional resources.

- The 6 Essential Business Case Templates.

- How-to Guides.

- Sample Business Case Documents and Pitch Decks.

- You will have access to My Business Case Hub for 365 days to use all the lessons, resources and new features.

- Plus, you get access to all the updates and the new resources created.

- We have available 30-minute complimentary Business Case Calls to help.

- Use your session as an opportunity for a deep dive into an aspect of the course so you can progress rapidly and get the most out of it.

- Booking your Strategy Call is easy on our online booking page, just select a convenient time which suits you.

- The lessons are easy to complete. It is designed to work on all devices.

- This includes phones, tablets, laptops and desktop computers. You can stop and resume at any time 24/7. Your progress is automatically saved, and you can switch devices.

- Each course participant owns their intellectual property.

- Chase Consulting makes no claim to ownership of intellectual property (IP) resulting from the business opportunity and activities that it supports in the course.

- Chase Consulting adheres to the Australian Institute of Management Consultants Code of Ethics.

- For over 20 years, we helped our clients develop their business cases and innovations as per of our professional consulting relationships and our Code of Ethics.

- The Business Case Microcredential professional development is a certificate of completion for participants for improving their innovation and business skills.

Craig Peacock (PhD)

Copyright © Chase Consulting Group 2023 - All Rights Reserved

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Coursera Instructor Network

Create Compelling Business Cases

Taught in English

Financial aid available

Gain insight into a topic and learn the fundamentals

Joe Cooke

Instructor: Joe Cooke

Coursera Plus

Included with Coursera Plus

Recommended experience

Intermediate level

High-school equivalent writing and reading, math skills in addition, subtraction, multiplication, and division. Some spreadsheet familiarity helpful.

Skills you'll gain

  • Financial Analysis
  • Business Writing
  • Business Case

Details to know

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There is 1 module in this course

In this one-week course, we’ll focus on the 5 most crucial elements of a business case, including what is a business case and how it is used to make investment decisions. Whether you are a student or a professional, this course will give you the fundamentals you need, from defining the problem to gathering data and performing a financial analysis. To be successful in this course, you'll need high-school equivalent writing, reading, and math skills. Some spreadsheet familiarity will also be helpful.

By the end of this course, you’ll be able to: • develop a clear and compelling narrative for a business case • identify the key elements of a business case • perform basics of financial analysis, including the concepts of ROI and payback period • demonstrate an understanding of risk assessment and management • explain the importance of ethical considerations in developing a business case

Developing a Business Case Study

In this one-week course, we’ll focus on the 5 most crucial elements of a business case, including what is a business case and how it is used to make investment decisions. Whether you are a student or a professional, this course will give you the fundamentals you need, from defining the problem to gathering data and performing a financial analysis.

What's included

10 videos 7 readings 5 quizzes

10 videos • Total 45 minutes

  • Welcome to Create Compelling Business Cases • 2 minutes • Preview module
  • What is a Business Case and How is it Used? • 4 minutes
  • Defining the Problem • 5 minutes
  • Identifying Stakeholders • 4 minutes
  • Analyzing the Situation • 5 minutes
  • Assessing Risk • 3 minutes
  • Basic Financial Analysis • 3 minutes
  • Advanced Financial Analysis • 9 minutes
  • The Executive Summary • 5 minutes
  • The Wrap-Up • 1 minute

7 readings • Total 60 minutes

  • Welcome • 5 minutes
  • Five Crucial Elements of a Compelling Business Case • 10 minutes
  • Business Ethics • 5 minutes
  • Payback Period and Accounting Rate of Return • 10 minutes
  • Payback Period Using Discounted Cash Flows • 10 minutes
  • Net Present Value and Internal Rate of Return • 10 minutes
  • Executive Summary - Sample • 10 minutes

5 quizzes • Total 80 minutes

  • Final Assessment • 30 minutes
  • What is a Business Case and How is it Used? • 10 minutes
  • Crucial Elements of a Business Case • 15 minutes
  • Financial Analysis • 15 minutes
  • Executive Summary • 10 minutes

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Frequently asked questions

When will i have access to the lectures and assignments.

Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:

The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.

The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

What will I get if I purchase the Certificate?

When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

What is the refund policy?

You will be eligible for a full refund until two weeks after your payment date, or (for courses that have just launched) until two weeks after the first session of the course begins, whichever is later. You cannot receive a refund once you’ve earned a Course Certificate, even if you complete the course within the two-week refund period. See our full refund policy Opens in a new tab .

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

More questions

  • Business Management

Business Case Writing Training

Learn the elements of an exceptional business case and the steps to craft one.

  • Learn how to write compelling business cases that promote business objectives
  • Identify and compare costs and advantages of alternative solutions
  • Apply risk assessment techniques to forecast and mitigate potential problems
  • 450,000   + Professionals trained
  • 250   + Workshops every month 
  • 100   + Countries and Counting 

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Want to skill up your team?

For Corporate and in-house training

Write Compelling Business Cases

Corporate strategy execution depends upon developing and implementing the best solutions in the workplace. These solutions often come from having a sound business case. A well-crafted business case outlines the rationale for undertaking a project. It is a formal, written proposal that ideally convinces a decision-maker to approve an intended action.

Our Business Case Writing course gives you practical skills to write robust business cases best suited to organizational objectives to achieve targets. Sharpen your presentation skills and get the stakeholders on your side through our Business Case Writing training. Leverage the benefits of this course to grow in your career and get trained by the best coaches from KnowledgeHut. This 8-hour course packs in all the information you will need to create compelling business cases that are comprehensive and persuasive.

On successful completion of this course, you will receive a Course Completion Certificate from KnowledgeHut with Credits (1 credit per hour of training).

8 Hours of Live, Instructor-Led Training

Industry-Validated Courseware

Earn 8 PDUs and 8 CDUs

Hands-On Learning with Activities

Access Digital Library of Learning Resources

The KnowledgeHut Edge

Brilliant track record.

KnowledgeHut has empowered over 400,000 professionals with skills and certifications in various domains

Learn from Industry Experts

Interact and engage with certified instructors with a wealth of industry experience and a mastery of the subject

Advanced Curriculum

Learn from the latest, most up-to-date curriculum, designed with industry needs in focus

Hands-On Training

Learn with the help of practical individual and group exercises, quizzes, and activities

Strengthen Foundations

Learn concepts from scratch by learning through step-by-step guidance and detailed feedback

Continual Learning Support

Choose from monthly webinars, e-books, tutorials and more to strengthen your learning

Prerequisites for this Course

  • There are no prerequisites to attend this course.
  • Basic management knowledge is preferred.

Who Should Attend This Course

Corporate officers , business analysts, product managers, product planners, marketing managers, what you will learn, introduction.

Get introduced to business case writing and its importance in corporate strategy

Business Models

Understand where a business case fits in an organization’s business model

Business Case Principles

Learn about the different principles of writing a strong and robust business case

Planning your Business Case

Get a summarized view of how to plan your business case to meet business objectives

Stakeholder Requirements

Learn to identify stakeholders’ needs and align your business case with strategic requirements

Competitors and Market Share

Identify market potential and compare market ratings of competitors

Build Business Cases for Profitability

Enable teams across your organization to discover and implement business solutions through robust business cases. This training will give your team the skills to craft business cases suited to organizational objectives.

  • Custom Training Solutions
  • Experiential Learning
  • Learn by Doing Approach
  • Immediately Applicable Skills

500+ Clients

Business Case Writing FAQs

1. what practical skills can i expect to have after completing the business case writing training, 2. who should attend this course, 3. what are the eligibility criteria for this course, workshop experience, 1. what are the modes of training offered for the course, 2. who are the instructors, 3. how are the workshops structured, 4. can i record the session, finance-related queries, 1. can i cancel my enrolment do i get a refund, 2. can i switch my start date, 3. are there any scholarships available, 4. are there any group discounts, recommended courses.

  • 16 hours of Live, instructor-led training
  • Earn 16 PDUs and 16 SEUs on course completion
  • 35 hrs of live and interactive instructor-led sessions
  • Comprehensive exam support with mock tests, case studies, more
  • Comprehensive coaching by industry experts for CCBA® exam
  • Get 21 PD Hours, 21 CDUs, 24 PDUs

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Learning Tree

Building an Effective Business Case Training

  • Duration: 2 days
  • Sandbox: Yes
  • Language: English
  • 11 IIBA CDU Credits
  • 11 NASBA CPE Credits (live, in-class training only)
  • 11 PMI PDUs
  • Level: Foundation

In this Building a Business Case training course, you will learn the importance of carefully analyzing, creating, and communicating a successful business case to maximize its chance for approval. You will gain the skills to define desired outcomes, design evaluation criteria, weigh costs against benefits, and communicate a comprehensive business case to improve decision-making.

Building an Effective Business Case Training Delivery Methods

Building an effective business case training course information.

In this Business Case Training, you will learn how to:

  • Analyze, create, and communicate a compelling business case.
  • Identify and prioritize alternative solutions to align with business criteria.
  • Perform cost-benefit analysis.
  • Identify the risks associated with an initiative.


Building a Business Case Course Outline

Module 1: business case fundamentals.

Business case introduction

  • The reasons for constructing a business case
  • Introduction to the simulation

Business case content and context

  • The business case in the business project life-cycle
  • Business options in the business case
  • Business case content and structure
  • The Business Case as organizational process asset

The Business Case Process

  • Introducing the ADAPTS business case analysis process
  • Focusing on the required elements
  • Examining the role and value of the steps

Module 2: Managing Stakeholders and Requirements

Stakeholder Identification and Management

  • Identifying business-level stakeholders
  • Conducting stakeholder analysis
  • Harvesting stakeholder goals

Determining the Problem

  • Clarifying the business goals
  • Creating a Problem Statement

Documenting the scope

  • Turning goals into business requirements
  • Documenting the business requirements

Module 3: Selecting Options

Deducing key decision criteria

  • Weighting decision criteria
  • Determining possible alternatives

Researching alternatives

  • Examining the business options
  • Developing the options for presentation

Module 4: Identifying & Measuring Costs & Benefits

Estimating costs

  • Establishing costs
  • Evaluating and selecting financial appraisal methods
  • Creating and applying a basic cost model

Forecasting benefits

  • Categorizing tangible and intangible benefits
  • Proving intangible benefits with a benefits rationale

Investment appraisal

  • Employing four common financial analysis tools
  • Producing a cash flow model

Module 5: Managing Business Case Risk

Risk assessment methods and tools

  • Recognizing the impact of time and risk
  • Creating and using a risk register

Prioritizing risks

  • Applying a risk assessment matrix
  • Framing risk with your stakeholder analysis
  • Aligning risk evaluation with stakeholder point of view

Module 6: Presenting the Business Case

Targeting Your Recommendation

  • Delivering and positioning the solution
  • Aligning the business case with stakeholders
  • Aligning and prioritizing initiatives
  • Prioritizing and selecting alternatives
  • Selecting the business case delivery methodology

Crafting a Persuasive Business Case

  • Overcoming the business document paradox
  • Minimizing content to get maximum results

Presenting the Business Case

  • Organizing your presentation
  • Preparing the message
  • Sequencing the content

Tailoring your presentation to the audience

  • Selecting the delivery medium
  • Communicating your case with confidence
  • Validating your presentation
  • Generating feedback for improvement
  • 2-day instructor-led training course

After-course computing sandbox included

  • Learning Tree end-of-course exam included

After-course instructor coaching benefit

  • Guaranteed to Run - you can rest assured that the class will not be cancelled. Dec 11 - 12 9:00 AM - 4:30 PM EST Virtual
  • Mar 11 - 12 9:00 AM - 4:30 PM EDT Herndon, VA or Virtual
  • Jun 20 - 21 9:00 AM - 4:30 PM EDT Herndon, VA or Virtual
  • Sep 9 - 10 9:00 AM - 4:30 PM EDT Herndon, VA or Virtual
  • Bring this or any training to your organization

Full-scale program development

  • Delivered when, where, and how you want it
  • Blended learning models
  • Tailored content
  • Expert team coaching

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Business Case Course FAQs

What business case tools and templates will i bring back to the office.

Attendees will be given access to several templates to use back at work, such as financial and stakeholder analysis tools.

Can I learn how to build a business case online?

Yes! We know your busy work schedule may prevent you from getting to one of our classrooms, so we offer convenient online training to meet your needs wherever you want, including online training.

What important course information should I be aware of?

To learn how to build a business case, you will participate in a two-day simulation, creating a business case from start to finish. Then, supported by video, games, collaborative software, and your instructor (available as your consultant), you will design, present, and deliver a business case.

  • Course training material will be provided to attendees
  • In this highly interactive training, students spend 75% of the time in class ‘doing’
  • Attendees will be given access to several templates to use back at work

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writing business cases training

  • High-impact business writing
  • Effective email writing
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  • Technical writing
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writing business cases training

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  • Effective report writing

writing business cases training

Live online or face-to-face training

Powerful, persuasive and successful business cases for your team.

writing business cases training

Business case writing

Who is it for? Any team who want to persuade stakeholders to buy, sell, sign off or agree to a project.

Non-native English speakers on your team? See if our course is suitable .

What level is it for? Any level. We tailor the content to meet participants’ needs, documents and backgrounds.

When and where Date arranged around you. We can train at your site, or train your team remotely online.

Course length Flexible, typically 3–7 hours. Online training can be split into two shorter sessions.

Delegates We can train from four people up to your entire organisation. Each session has a maximum of ten delegates. ( Why only ten? )

Not exactly what you were looking for? No problem. We can combine elements from any of our courses to fit your needs exactly.

Your course can also be part of a blended programme that will support your team in changing their writing for good.

Cost The cost will depend on a few different factors. See how our pricing works here .

Let’s talk about your course

A persuasive, easy-to-follow business case helps you communicate your ideas to decision-makers clearly – which ultimately means more cases getting the thumbs up. That’s why we made this course. It’s designed to help teams who write business cases to internal decision-makers – such as board members, senior managers and department heads.

But this isn’t just an off-the-shelf course: we’ll create bespoke materials by working with you and tailoring the learning using real-life examples of your organisation’s documents.

A key feature of this course is that all delegates receive our unique pre-course writing analysis . This covers 15 different areas of writing skills and helps us ensure the training meets the delegates’ precise writing needs, while ensuring delegates make rapid, targeted improvements.

We can run this course remotely online or in person at your workplace or choice of venue.

By the end of the training, attendees will be able to:

Learn all about this course

Get the full in-person course guide (PDF)

Get the full remote-learning course guide (PDF)

Cyber Essentials Plus

We are certified to Cyber Essentials Plus standards. So you can be confident when sharing your documents and delegate details that your information is safe.


We're also FSQS registered. FSQS is a third-party compliance and risk assessment trusted by some of the largest banks, building societies and insurance companies in the world.

writing business cases training

What our delegates say about us.

One of the best and most engaging sessions we've had!

Kathleen Heycock, Farrer & Co

Well structured, interactive and enjoyable.

William Drake, Clyde & Co

A very interesting and enjoyable course.

Peter East, Farrer & Co

What our delegates say about us

Five reasons to choose Emphasis

Unique pre-course analysis   

Post-course support   

Full course customisation   

Over 20 years' experience   

Our expert trainers   

Unique pre-course analysis

We analyse the writing of every attendee on the course according to 15 different areas. This means our trainers will have a solid understanding of the writing issues of every one of your people – before anyone even enters the training room. It's a method unique to Emphasis that's successfully helped around 80,000 professionals across the world.

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Post-course support

You have access to our dedicated helpdesk for a year after your course.

You will also receive regular free tips and resources by email. We also offer optional post-course coaching clinics.

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Full course customisation

Our specialist learning designers work hard to create a programme that’s customised exactly to the problems your team are facing.

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Over 20 years' experience

Since we began in 1998, we’ve helped improve writing and communications skills for over 80,000 delegates and we’ve worked with over 1,000 companies – including many just like yours. See our case studies here.


Our expert trainers

We make sure to match the right trainer to your organisation, meaning you can rely on getting someone with the best skills, approach and experience to solve the challenges your team are facing.

All our trainers and consultants have years of professional experience in writing, editing and communications. And every one goes through a six-month onboarding process to ensure they can effectively and engagingly deliver that expertise to you.

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We analyse the writing of every attendee on the course according to 15 different areas. This means our trainers will have a solid understanding of the writing issues of every one of your people – before any training even begins. It's a method unique to Emphasis that's successfully helped around 70,000 professionals across the world.

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All our trainers and consultants have years of professional experience in writing, editing and communications. And every one goes through a six-month onboarding process to ensure they can effectively and engagingly deliver that expertise to you in the training room.

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Developing an Effective Business Case

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Business strategy execution depends upon developing and implementing the best solution. Success however, relies upon basing the solution on the right requirements, drawn from a sound and robust Business Case.

This one day program will introduce participants to the principles of writing an effective Business Case, within the context of an interactive course driven by a case study.

Benefits of this Course

Corporate Benefits

  • Implement the most appropriate solution for the issue or opportunity, increasing the return on investment.
  • Provide the solid foundation for projects to generate results.
  • Allow organisations to begin to create a reputation for consistently successful delivery of project initiatives, through the enhanced capabilities of their Business Analysts and Project Managers.

Individual Benefits

  • Participants’ Business Cases will be comprehensive and measurable, assisting executives with good decision making, increasing the rate of successful implementation and returns to the business.
  • Participants will leave the course with a thorough understanding of how to write a Business Cases with measurable benefits.
  • Participants will be provided with tools, templates and guidance for immediate use back in the workplace.

About Course

This course will provide participants with a working knowledge of the principles of writing an effective, comprehensive and compelling Business Case.

The course is driven by participation in a case study, promoting immediate workplace transference.

Introducing the Business Case

  • The nature and purpose of a Business Case
  • Business Case objectives
  • Business Case preparation checklist

Building the Business Case

  • Defining the business problem / opportunity
  • Defining the value (cost versus benefits)
  • Articulating benefits
  • Documenting implementation risks, approach, resource plan and schedule
  • Gaining approval

Effective Business Case Writing

  • Writing an Executive Summary
  • Principles and rules of effective writing

Selling the Business Case

  • Substantiating and evaluating your Business Case
  • Understanding stakeholder perspectives
  • Socialising the Business Case
  • Business Case

Course Delivery

Trainers of this course will use a practical delivery approach to provide participants with a ‘hands-on’, multi-faceted and challenging learning experience.

These can be held on-site or at our premises. All courses can be customised to suit your requirements.

Outcomes and Certification

On completion of this course, you will be awarded with a PM-Partners digital badge. These are widely accepted by leading organisations as recognition of specialist training and often shared on social media.

On the last day of training, you will be provided with a Digital Credential via the Credly Acclaim platform. This badge can be added directly to your LinkedIn profile and/or shared to your newsfeed, or other professional profile, to share your achievement with your network.

Assessment of competence is established by observation of contribution and participation during case study exercises and group discussion.

Follow up assignments are not part of this course offering, but may be designed and conducted upon request.


Participants who have been awarded the Project Management Professional (PMP) ® credential by the Project Management Institute (PMI) ® are eligible to earn 7 PDUs for their participation in this course (6 Ways of Working and 1 Business Acumen).

Participants holding any of the Project Management accreditations (CPPP/CPPM/CPPD) are eligible to earn 14 CPDs for each of this short course.

Course Prerequisites

There are no prerequisites for this course.



Sydney courses are held at 45 Clarence Street, Sydney. Melbourne courses are held at 123 Queen Street, Melbourne.


Yes. Simply select ‘invoice’ from the payment options during the checkout process and one of our consultants will be in contact to organise payment.


No. There are no certifications or exams undertaken in this course. However, you do receive a Completion Certificate from PM-Partners group.

Payment Options

Our website offers three payment options for training courses. When you select "BOOK NOW" you will be taken to the checkout. Step two: "Billing Details" is where you can select from the three payment options:

writing business cases training

  • Bank Transfer: We cannot guarantee your registration(s) until your payment is cleared (bank transfers take 3 days to process). Instructions for payment by bank transfer will be provided at the end of the order process.
  • Invoice: An invoice will be sent to you after you complete the booking. Payment is required 14 days before the course start date. If you're buying within 14 days, you need to arrange payment ASAP with a minimum of 72 hours before course start date.

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Course Information

Duration: 1 day

Exam: No exam, workshop only

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writing business cases training

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Business case writing.

It is generally acknowledged that the business case is probably the most critical document to be found in the project management plan. Despite this there remains considerable confusion over why it is required, its content and who should create, approve and maintain it. Accordingly, business cases are all too often poorly prepared, if indeed they are prepared at all.

The purpose of this workshop is to develop a detailed understanding of this critical document. The workshop will ensure delegates can create and use the business case, in practical terms, to ensure the right projects are approved and also guide their actions in effectively managing any size or complexity of project.

The workshop is based around a ‘live’ case study project which requires delegates to work in groups to create an outline business case in the ‘concept’ phase, followed by a refined full business case created in the ‘definition’ phase. Delegates will fine tune their skills as the full business case is completed and will then use the document to help them manage the project scenario. The workshop is highly interactive with a skilled and experienced trainer taking the part of the project sponsor, to ensure delegates are directed and supported through the completion and use of the business case.

Course content

What is a Business Case?

  • Definition of a business case
  • Why are business cases required?
  • What is the reality?

The Different Levels and Types of Business Case

  • The three levels of public sector investment
  • The five case model. The strategic outline programme
  • The strategic outline case. The outline business case
  • The full business case. The business case for private sector projects

The Business Case and the Project Lifecycle

  • Creating the outline business case in the ‘concept’ phase
  • Refining the full business case and link to the benefits management plan
  • How to use the business case at phase/stage gates
  • Using different business case versions for post-project reporting
  • Benefits realisation and the business case

The Business Case – Roles and Responsibilities

  • How a project sponsor should contribute
  • User and supplier representatives – their value
  • The involvement of the project manager and project team
  • Project support offices and their part in the business case
  • The other key stakeholders involved

Structuring a Business Case

  • A more appropriate format for private sector projects
  • Success criteria, success factors and KPIs
  • The importance of requirements management
  • The typical content of a private sector business case

The Need for a Benefits Management Plan in Parallel

  • Benefits and dis-benefits – their importance in a business case
  • Why benefits realisation should demand more attention
  • The structure and content of the benefits management plan

Changes to the Business Case – How to Handle Them

  • Change management and the business case
  • Recording changes – why, what, when, who and where

Losing Business Justification – the Required Actions

  • The causes of lost justification – what to watch for
  • Reporting when justification disappears or is in doubt

Skills Gained

This course will enable delegates to:

  • Understand how a business case is developed and used throughout a typical project lifecycle
  • Recognise the difference between an outline and a full business case
  • Appreciate the various roles that will need to be involved in a business case
  • Create an effectively structured business case containing the correct information
  • Understand the connection with the benefits realisation plan
  • Know what to do if the business case needs to change
  • Take appropriate action if the on-going justification for a project no longer exists
  • Use the business case to help run and report on the success of the project

If you would like to book onto a course or find out more information please fill out our  contact form  or call us on  01452 341869 .

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