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!
What a Business Case Is (and What It Is Not)
A business Case Is✔️
- A short, essential document
- 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.
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.
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.
Document the implementation approach, timeline, and required resources. All in logical stages.
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.
Outline the forecasted costs and benefits, both total and spend profile over time—together with ROI and NPV.
A more in-depth consideration of risks and limitations, where you can summarize all significant risks and opportunities, and how they will be managed.
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)