Build an effective Business Case

person icon Robert William

Build an effective Business Case

How to build an effective business case for first time approval!

updated on icon Updated on Sep, 2023

language icon Language - English

person icon Robert William

architecture icon Business,Business Strategy,Business Plan


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Course Description

Delivering a well-thought through business case is crucial if you are going to have any chance of having that case approved. On too many occasions people submit subpar business cases which are either too long, too short, too complex or too vague. Creating a business case that strikes the right balance is a fine art, and this course will show you the steps you need to follow to do just that.

In this course, you will learn:

- How to pull together an effective business case.

- The key process steps you need to complete.

- Key things to look out for when creating your case.

- Hints and tips on how to increase your chances of approval.

This course is about delivering concise, to the point and effective business cases that attract and keep the readers attention, tell a story and include the right amount of detail. The method followed in this course has been tried and tested by myself, your instructor, plus many other people in business, on numerous occasions, all with the outcome of having the business case in question approved.

In the past year I have submitted 30 business cases in my current organisation, and ALL have been approved first time due to the fact that they have followed this model. These business cases have ranged from small improvement projects to large, transformation projects requiring new hiring, new software installations and structural organisational change. The model works for any size of project!

Who this course is for:

  • Business professionals
  • Small business owners
  • Graduates
  • Project Managers
  • Organisational Leaders
  • Team Leaders / Managers
  • Business Improvement Professionals


What will you learn in this course:

  • How to write a business case

  • The key steps to a successful business case

  • How to successfully present your request

  • How to detail the costs and savings associated with the case

  • How to present the key benefits of this case to your audience

  • The importance of detailing potential risks (something often missed)

  • How to hook your audience from section 1

  • The importance of detailing what comes after approval (Again, something often missed)


What are the prerequisites for this course?

  • No
Build an effective Business Case


Check out the detailed breakdown of what’s inside the course

1 Lectures
  • play icon Welcome 02:49 02:49
1 Lectures
Breakdown of a business case
13 Lectures
Close out
2 Lectures

Instructor Details

Robert William

Robert William

Hi there, my name is Robert Chapman.

I have been working as a Business Improvement professional for many years now. In doing so, I have learned a number of key lessons about Business, People and Processes.

The work I have done has been to save organisations money (and I have saved organisations millions of dollars), make them and their teams more productive and efficient and future proof their operations. Specifically, I am an expert in:

- Lean Six Sigma.

- Root cause analysis.

- Process Improvement.

- Automation of processes.

- Business Case creation.

- Wider Business Improvement (such as cultural change, reporting and transition of work around the globe).

I shall be loading course content on Udemy around the topic of Business Improvement so please do check out the courses on offer.

I do love to hear from those of you that take my courses and am here to help wherever possible! 

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