The Digital Project Business Case Checklist

The Digital Project Business Case Checklist



How do you approach presenting a new digital experience proposition to your board of directors or other senior stakeholders?

The best bet is a business case. With our checklist, we aim to guide you through all the steps in delivering a rock solid business case, with all the important aspects included.

Go ahead and use the Digital Project Business Case Checklist for all it’s worth!

Good luck!

Digital Project Business Case Tools
Vegard OttervigAbout the author

Vegard Ottervig

Vegard Hovland Ottervig holds a Master's degree in film studies and has worked with journalism and marketing since 2010. He loves cycling, philosophy, gaming, and writing.

What a Business Case Is (and What It Is Not)

A business Case Is✔️

  • A short, essential document
  • Purposeful
  • Supporting business needs
  • Overview of pros and cons
  • Capturing both quantifiable and non-quantifiable characteristics of a proposed project

A Business Case Is Not❌

  • A lengthy treatise
  • Dreamy stream-of-consciousness
  • Supporting “cool” stuff
  • Solely focusing on positives or negatives
  • Only capturing quantifiable or non-quantifiable characteristics

The Essential Structure of a Business Case

The exact structure of a business case depends on the needs of you and your organization. Check each section that fulfills a purpose for your organization, and exclude the ones that don’t qualify.

Executive Summary

Provide an essential overview of the issues you want to address, what goal you want to reach, what benefits your organization can expect, and what specific actions will be performed.


Describe your current context, what challenges and opportunities it creates, and what impact this has on your organization.

Benefits and Limitations

Present both financial and non financial benefits of the proposal for your organization, as well as any potential and actual limitations.

Proposed Solutions

Identify potential solutions (CMSs or digital experience platforms) to your challenges. Provide substantial details for your stakeholders with a range of possible options.


List what stakeholders and processes will be impacted by the solution, as well as detailing side-effects.

Outline Plan

Document the implementation approach, timeline, and required resources. All in logical stages.

Market Assessment

Consider political, economic, sociological, technological, and legal factors in your industry in order to demonstrate a thorough understanding of your key market.


Clarify project ownership, leadership, and management, as well as budget, oversight process, and reporting.

Financial Analysis

Outline the forecasted costs and benefits, both total and spend profile over time—together with ROI and NPV.

Risks Assessment

A more in-depth consideration of risks and limitations, where you can summarize all significant risks and opportunities, and how they will be managed.

Digital Project Business Case Team

Download the Checklist

There's much more to a business case. Read all about it and tick the relevant boxes in our freely available PDF.

Click to download (no registration required)

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