Business Case Template

Build a structured business case for investment approval

🧪 Tested by a human Advanced 👤 Manager 👤 Executive 👤 Analyst
Write a business case for [INITIATIVE/INVESTMENT]. Include: (1) Executive summary, (2) Problem statement with data, (3) Proposed solution, (4) Options considered (including do nothing), (5) Cost breakdown (one-time and recurring), (6) Expected benefits (quantified where possible), (7) Timeline, (8) Risks, (9) Recommendation. Format for [AUDIENCE — board / leadership / finance].

Works on

⚡ M365 Copilot 🟢 ChatGPT ⭐ Claude (Best)

Copy & Open in

🟢 ChatGPT 🟠 Claude

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Tips for Best Results

  • Lead with the financial impact — that is what approvers care about
  • Include the cost of inaction alongside the cost of action
  • Keep it under 3 pages — attach detailed analysis as appendices

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Generate OKRs for [TEAM/DEPARTMENT] for [PERIOD — Q1/Q2/H1/annual]. Create [NUMBER — 3 / 4] objectives, each with 3-4 key results. Objectives should be ambitious and qualitative. Key results should be specific, measurable, and have a clear target number. Align with company goal: [COMPANY GOAL]. Include a confidence rating (30/50/70 percent) for each KR.
⚡ M365 ⭐ GPT 🟠 Claude
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