how to make a good business case presentation

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How to write a solid business case (with examples and template).

Table of contents

What is a business case, business case vs. business plan, how to structure your business case, how to write a business case.

• Business Case PowerPoint template

ROI calculator template

• Key elements of a strong Business Case 

Frequently asked questions

Nearly every new project requires approval—whether it's getting the green light from your team or securing support from executive stakeholders. While an informal email might suffice for smaller initiatives, significant business investments often require a well-crafted business case.  This guide, written by former consultants from McKinsey and Bain, will help you write a compelling business case. It provides the steps and best practices to secure the necessary support and resources for a successful project. 

A business case is a written document (often a PowerPoint presentation) that articulates the value of a specific business project or investment. It presents the rationale for the project, including the benefits, costs, risks, and impact. The main objective is to persuade internal stakeholders to endorse the project.

A business case answers the questions:

• Why should we do this?
• What is the best solution?
• What will happen if we proceed with this investment decision?  

Business cases can serve many purposes, but here are a few common reasons for developing one:

• Implementation of a new IT system
• Launching a new product line
• Construction of a new manufacturing plant or data center
• Opening new retail locations or expanding into international markets
• Implementation of new compliance and risk management systems
• Acquiring a competitor or a complementary business
• Investing in building a new capability 
• Obtaining additional resources for an ongoing initiative
• Deciding whether to outsource a function

Simply put, a business case justifies a specific project or initiative, while a business plan outlines an entire business's overall strategy, goals, and detailed planning.

Investors use a business plan to make informed decisions about investing. It details the financial, strategic, and operational aspects of a business, helping investors assess the potential return on investment. In contrast, a business case is narrowly focused on a particular project or initiative. It helps stakeholders evaluate the potential impact of that specific project on the business. Both documents require thorough research, careful writing, and effective presentation.  Here's an overview of their differences:

Before writing your business case

The fate of your project or initiative will usually lie with a small group of decision makers. The best way to increase your chances of getting a green light is to engage with stakeholders, gather their insights, and build support before writing the business case. Use their input to construct a rough draft and present this draft back to key stakeholders for feedback and approval. Only once you have understood their priorities and concerns should you proceed with writing the final business case.

To get buy-in from your stakeholders, you must tell your "story" so that it is easy to understand the need, the solution you're proposing, and the benefits to the company. Generally, decision-makers will care most about ROI and how your project aligns with the organization's strategic goals – so keep those issues front and center.

In our experience, the business case structure below is the most logical and effective, but you should generally use whatever format or template your company uses. If no templates exist, use the structure below and find a solid template (you'll find a link to a template later in this post).

Whatever structure or template you apply, remember that your story needs to be clear above all else.

Let's go through each of the 10 sections one-by-one:  

1. Executive Summary

A one-page summary providing a concise overview of the business case.

Highlight the key points, including the problem or opportunity, proposed solution, and expected benefits.

We recommend structuring your summary using the Situation-Complication-Solution framework (See   How to Write an Effective Executive Summary ) . The executive summary should be the final thing you write.  

2. Background and context

Start with the why. Outline the situation and the business problem or opportunity your business case addresses. Clearly describe the problem's impact on the organization.

This section may include an overview of the macro environment and dynamics, key trends driving change, and potential threats or opportunities. Share data that conveys urgency . For example: Is customer satisfaction dropping because of a lack of product features? Is an outdated IT system causing delays in the sales process? Are you seeing growing competition from digital-first players in the market? Are you seeing an opportunity as a result of changing customer needs?

3. What is the problem?

This is a key part of your business case. Your business case is built from your analysis of the problem. If your stakeholders don't understand and agree with your articulation of the problem, they'll take issue with everything else in your business case.

Describe the underlying issues and their solutions using data. You might include customer data, input from end users, or other information from those most affected by the problem.

4. High-level solution and vision

Start with a high-level description of the solution. Clarify the specific, measurable objectives that the project aims to achieve. Ensure these objectives align with the organization's strategic goals.

5. Option analysis

You have now answered the question: Why should we do this project? - and you have outlined a compelling solution.

In this section, you identify and evaluate different options for addressing the problem. Include a "do nothing" option as a baseline for comparison. Assess the pros and cons of each option, considering factors like cost, feasibility, risk, and potential benefits.

See a more in-depth article on how to think about and present risks in our blog post " Mastering Risk Mitigation Slides: A Best Practice Guide with Examples ".

Slide summarizing various options for a new IT system. Example from Slideworks Business Case Template Slide

6. Recommended Solution

Solution Details Propose the preferred solution based on the options analysis. Describe the solution in detail, including scope, deliverables, and key components. Justify why this solution is the best choice.  

Benefits Describe the benefits (e.g., cost savings, increased revenue, improved efficiency, competitive advantage). Include both tangible and intangible benefits, but focus on benefits you can quantify. Your stakeholders will want to know the financial impact.

Be very clear about where your numbers come from. Did you get them from colleagues in Marketing, Finance, HR, or Engineering? Stakeholders care about the sources for these assumptions and are more likely to trust your numbers if they come from (or are validated by) people they trust.

Cost Analysis In this section, you provide a detailed breakdown of the costs associated with the proposed solution. Include initial investment, ongoing operational costs, and any potential financial risks.

Compare the costs against the expected benefits to demonstrate return on investment (ROI).

7. Implementation plan

Outline a high-level plan for implementing the proposed solution . Include key milestones, timelines, and dependencies. Describe the resources required, including personnel, technology, and funding.

Roadmap example - New digital venture. Slideworks Business Case Template

8. Risks and mitigations

In this section, you highlight potential risks and uncertainties associated with the project. Try to focus on the most important risks (you don't need to account for every potential scenario). These typically include those affecting cost, benefits, and schedule, but they can also include risks to the team, technology, scope, and performance.

Be realistic when you write this section. Transparency will gain the confidence of stakeholders and will demonstrate your foresight and capability.

Consider ranking your identified risk areas according to "likelihood of risk" and "impact of risk" (as shown in the example below). Then, propose mitigation strategies to manage and minimize risks.

Example of Risks Slide - Slideworks Business Case Template

Risks and mitigation slide - Slideworks Business Case Template

9. Governance and monitoring

Establishing a clear governance structure ensures that there is a defined hierarchy of authority, responsibilities, and accountability. A definition of the following  groups and roles are often included:

• Steering Committee : A group of senior executives or stakeholders who provide overall strategic direction, make high-level decisions, and ensure that the project aligns with organizational goals.
• Project Sponsor : An individual or group with the authority to provide resources, make critical decisions, and support the project at the highest level. The sponsor is often a senior executive.
• Project Manager : The person responsible for day-to-day management of the project, ensuring that the project stays on track, within budget, and meets its objectives. The project manager reports to the steering committee and project sponsor.
• Project Team : A group of individuals with various skills and expertise necessary to carry out project tasks. The team may include internal staff and external consultants.

You might also define what monitoring and reporting mechanisms that will be used to track the project's progress, identify issues early, and ensure accountability. These mechanisms often include specific Project Management Tools, ongoing status reports, and meetings.

10. Recommendations and next steps

In this last section, you summarize the key points of the business case and make a final recommendation to the decision-makers . Remember to Include your ROI number(s) again and repeat how your project aligns with the organization's strategic goals.

Consider ending your business case with a final slide outlining the immediate actions required to move forward with the recommended solution.

Learn about how to fit in a business case in your commercial due diligence report in our article here .

Business Case PowerPoint template

An effective business case requires both the right content and structure. A strong template and a few best practice examples can ensure the right structure and speed up the process of designing individual slides.

The Slideworks  Business Case Template for PowerPoint follows the methodology presented in this post and includes 300 PowerPoint slides, 3 Excel models, and three full-length, real-life case examples created by ex-McKinsey & BCG consultants.  

Often, companies have a preferred method of calculating a project's ROI. If this is not the case, you should use the one most appropriate to your project—break-even analysis, payback period, NPV, or IRR.

This free " Business Case ROI Template for Excel " can help you calculate project ROI and decide which method to use.

Key elements of a strong Business Case  

Involve subject-matter experts To develop a comprehensive business case, draw on insights from experts who understand the problem's intricacies and potential solutions. Involve colleagues from relevant departments such as R&D, sales, marketing, and finance to ensure all perspectives are considered.

Involve key stakeholders Get input from all relevant team members, including HR, finance, sales, and IT. This collaborative approach ensures the business case is built on verified expert knowledge. Encouraging teamwork and buy-in from internal stakeholders helps build a strong foundation of support.

Understand audience objectives Align your business case with the company’s strategic objectives and future plans. Clearly demonstrate how the project supports long-term company success. Consider the competition for resources and justify the investment by showing its relevance and importance.

Set a clear vision Communicate the purpose, goals, methods, and people involved in the initiative clearly. Detail what the project aims to solve or achieve and its impact on the organization. This clarity helps stakeholders understand the overall vision and direction of the project.

Be on point Be concise and provide only the necessary information needed for informed decision-making. Base your details on facts collected from team members and experts, avoiding assumptions. This precision ensures your business case is credible and actionable.

Check out our Go-To-Market Strategy post to take the next step on bringing your business idea to life.

What is the difference between a project business case and a project charter?

A project charter and a business case are distinct but complementary documents. The business case is created first and serves to justify the project's initiation by detailing its benefits, costs, risks, and alignment with organizational goals. It is used by decision-makers to approve or reject the project.

Once the project is approved, a project charter is often developed to formally authorize the project, outlining its objectives, scope, key stakeholders, and the project manager's authority. A summary of the business case is often included in the project charter.  

How long should a business case be?

A comprehensive business case doesn't have a specific page count but should be detailed enough to clearly communicate the project's benefits, costs, risks, and alignment with organizational goals. For small projects, it may be a few pages; for larger or complex projects, it typically ranges from 10-20 word pages (30-50 slides), excluding appendices. Sources: Harvard Business Press - Developing a Business Case 

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High-end PowerPoint templates and toolkits created by ex-McKinsey, BCG, and Bain consultants

Create a full business case incl. strategy, roadmap, financials and more.

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Top 7 Business Case Presentation Templates With Samples And Examples

Kajal Sharma

Are you struggling to create persuasive and captivating business case presentations that leave a lasting impact on your audience? We understand the challenge you are facing – trying to strike the perfect balance between engaging content and visually appealing design.

A well-crafted presentation can be a game-changer for any business. That's why we've curated the Top 7 Business Case Presentation Templates, with Samples and Examples, exclusively designed to address the issue you're grappling with.

The best part? These templates are 100% editable and content-ready, empowering you to tailor each slide to suit your business needs and target audience. Each template includes high-quality graphics and images, enhancing the overall visual appeal.

In the fast-paced business world, time is of the essence, yet creating a compelling case presentation is critical in garnering support for your projects and ideas. Whether pitching a game-changing proposal to potential investors or seeking buy-in from stakeholders, a well-crafted presentation can make all the difference between both success as well as failure.

So, let's explore these transformative templates that will take your business case presentations to a new level. Get ready to inspire & conquer with your captivating stories – because we've got the tools to help you shine!

We're here to help! Read this blog to master crafting compelling case studies for your success.

Let's have a look!

Template 1: Ways Business Case PPT Portfolio 

This PPT Template is crafted with precision and elegance, and serves as the perfect backdrop for any subject.  With this visually appealing and professionally designed template, you'll effortlessly command attention and leave a lasting impression on your audience.  This template contains consistent formatting and design across all slides for a polished and unified presentation.

It has a responsive design optimized for different devices and screen sizes, ensuring consistent quality across platforms.  So, why wait?  Elevate your presentation game and showcase your expertise like a pro.  Let your ideas shine and mesmerize your audience with our top-tier Smartart CPB templates.

Download This Template Now!

Template 2: Business Case Template For Business Planning

This template is a powerful tool for building your business case and planning your next steps.  With a five-stage process, you will be guided through every aspect of building your business case, such as identifying savings opportunities, and ensuring compliance management.  With this dynamic and visually stunning presentation, you'll be well-equipped to beat any challenge that comes your way.  Elevate your business strategy with this must-have tool.

This ready-to-use template saves you valuable time creating slides from scratch, allowing you to focus on refining your message.  So, without further thinking, try our template now and see the difference it can make in captivating your audience and presenting your ideas with style.

Template 3: Business Case Professional Development PPT

This dynamic template showcases a five-stage process that will revolutionize your business strategy.  From design and modeling to execution, monitoring, and optimization, this template has it all.  It is perfect for business professionals looking to elevate their presentations to the next level.  Don't miss out on this transformative tool for success.  Download this template and start seeing results from today!

The time for success is now, and it all begins with this transformative tool.  So, grab it today and embark on a journey of innovation and success in the world of business strategy.  The possibilities are endless, and your path to greatness starts here!

Template 4: Presentation Outline: Business Case Development Services

This visually stunning template is your ultimate guide to creating a compelling business case. With six incredibly informative stages, including quality assurance, initiation phase, current state analysis, future state analysis, business case development, and project management, this presentation outline guarantees success in your next business venture. The template is designed & developed by professionals so that the template exudes a level of polish and professionalism that elevates any project.

This template lets you easily present your Standardized Data and statistics quickly. It allows you to Transform raw data into visually engaging charts, graphs, and infographics that enhance understanding and retention.

So, get ready to impress your stakeholders and pave the way for unprecedented growth and profitability.

Template 5: Business case Template For Outline Presentation

This template is a one-stage process. The stages in this process include an executive summary, concept overview, market overview, industry position, competition, opportunity potential, and sales and financial forecast. This comprehensive outline will help you to communicate your business case and showcase the potential of your idea or project. Use it to impress your investors and stakeholders and enhance your Business Value with a well-structured and persuasive presentation.

This template boasts visually stunning and captivating designs that captivate your audience from the first slide. With eye-catching graphics, modern layouts, analytical capabilities, and a visually appealing presentation, stand out from the crowd with a download of this PPT Template.

Template 6: Business Case Template For Development Process

This template showcases a seamless four-stage process, expertly guiding you through every critical aspect of creating a compelling business case.

This template contains several fundamental questions: 

• What is your business concept? 
• What will your business deliver? 
• Who will pay for it? 
• And why would they pay for it?

With an intuitive and easy-to-navigate interface, the templates simplify the editing process, enabling users of all skill levels to create stunning results.

The time for growth is now, and we are here to make it happen! Grab the template now.

Template 7: Business Case Template For New Product Development 

This professionally designed template represents a seamless seven-stage process, guiding you through every critical phase of new product creation.  Centered around three key elements - New Product, Development Funnel, and Business Case - this presentation offers an impressive array of options for customization.

Our fantastic design and visually captivating layout will leave your audience in awe from the moment you start presenting.  The seamless blend of eye-catching visuals and data-driven insights ensures your message is conveyed with impact and clarity.

The best part?  This PowerPoint presentation is available for immediate download so that you can dive into your project without delay.

So, don't miss out on this incredible tool to propel your new product development journey.  Download now and watch your ideas come to life!

Grab it now and let your innovation shine!

Get The Best Business Case From The Best

SlideTeam collections are meticulously curated to ensure that each template is not just visually stunning but also actionable and adaptable to meet the unique needs of diverse organizations and their specific business challenges.  Whether a dynamic startup aiming to make a mark or a well-established corporation seeking to inspire innovation, our templates empower you to present your ideas confidently and with finesse.

No matter whether you need templates for websites, presentations, or documents, our collection covers a diverse range of applications.  We are dedicated to ensuring your presentation experience is smooth and successful.

So why go with the ordinary when you can have extraordinary?  Elevate your presentations, leave a lasting impression, and unlock the path to success with SlideTeam's unbeatable templates.  We provide dedicated customer support to help you with any query or issues you may encounter while using the templates.

The best is here, and it's waiting for you!

Also, investing in these templates is more cost-effective than hiring a designer from scratch.

FAQs on Business Case Presentation

1. what is a typical business case.

A typical business case is a structured document that outlines the justification for a proposed business initiative or project.  It is a comprehensive tool to assess the proposed undertaking's viability, benefits, costs, risks, and potential returns.  A well-prepared business case provides decision-makers with the necessary information to evaluate the project's feasibility and make informed choices regarding resource allocation and Investment.

2. What are the components of a business case?

A business case typically consists of five components:

• Strategic context: The rationale for change and the reasons behind the proposed project.
• Economic analysis: Expected Return on Investment and assessment of different options.
• Commercial approach: Based on sourcing and procurement strategies.
• Financial case: Ensuring affordability within the organization's timeframe.
• Management approach: Involves roles, governance structure, and life cycle choices.

3. Why is a business case important?

The business case plays a crucial role as it accomplishes the following:

• Justifies the necessity of a project.
• Outlines the potential benefits and feasibility.
• Facilitates informed decision-making and efficient resource allocation.
• Ensures alignment of projects with organizational objectives.
• Enhances the likelihood of achieving successful outcomes.

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Blog Business How to Present a Case Study like a Pro (With Examples)

How to Present a Case Study like a Pro (With Examples)

Written by: Danesh Ramuthi Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

Related: 15+ Professional Case Study Examples [Design Tips + Templates]

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

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9 Creative Case Study Presentation Examples & Templates

Learn from proven case study presentation examples and best practices how to get creative, stand out, engage your audience, excite action, and drive results.

9 minute read

helped business professionals at:

Short answer

What makes a good case study presentation?

A good case study presentation has an engaging story, a clear structure, real data, visual aids, client testimonials, and a strong call to action. It informs and inspires, making the audience believe they can achieve similar results.

Dull case studies can cost you clients.

A boring case study presentation doesn't just risk putting your audience to sleep—it can actuallyl ead to lost sales and missed opportunities.

When your case study fails to inspire, it's your bottom line that suffers.

Interactive elements are the secret sauce for successful case study presentations.

They not only increase reader engagement by 22% but also lead to a whopping 41% more decks being read fully , proving that the winning deck is not a monologue but a conversation that involves the reader.

Let me show you shape your case studies into compelling narratives that hook your audience and drive revenue.

Let’s go!

How to create a case study presentation that drives results?

Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.

Here's how you can do it:

Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.

Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.

Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.

Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41% .

Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.

Visual representation of what a case study presentation should do:

How to write an engaging case study presentation?

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action.

In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.

What is the best format for a business case study presentation?

4 best format types for a business case study presentation:

• Problem-solution case study
• Before-and-after case study
• Success story case study
• Interview style case study

Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case study format types .

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

• Introduction
• Company overview
• The problem/challenge
• Your solution
• Customer quotes/testimonials

To learn more about what should go in each of these sections, check out our post on what is a case study .

How to motivate readers to take action?

Based on BJ Fogg's behavior model , successful motivation involves 3 components:

This is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution.

Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.

This refers to making the desired action easy to perform. Show how straightforward it is to implement your solution.

Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.

This is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built.

It should leave your audience with no doubt about what to do next and why they should do it.

Here’s how you can do it with Storydoc:

How to adapt your presentation for your specific audience?

Every audience is different, and a successful case study presentation speaks directly to its audience's needs, concerns, and desires.

Understanding your audience is crucial. This involves researching their pain points, their industry jargon, their ambitions, and their fears.

Then, tailor your presentation accordingly. Highlight how your solution addresses their specific problems. Use language and examples they're familiar with. Show them how your product or service can help them reach their goals.

A case study presentation that's tailor-made for its audience is not just a presentation—it's a conversation that resonates, engages, and convinces.

How to design a great case study presentation?

A powerful case study presentation is not only about the story you weave—it's about the visual journey you create.

Let's navigate through the design strategies that can transform your case study presentation into a gripping narrative.

Add interactive elements

Static design has long been the traditional route for case study presentations—linear, unchanging, a one-size-fits-all solution.

However, this has been a losing approach for a while now. Static content is killing engagement, but interactive design will bring it back to life.

It invites your audience into an evolving, immersive experience, transforming them from passive onlookers into active participants.

Which of these presentations would you prefer to read?

Use narrated content design (scrollytelling)

Scrollytelling combines the best of scrolling and storytelling. This innovative approach offers an interactive narrated journey controlled with a simple scroll.

It lets you break down complex content into manageable chunks and empowers your audience to control their reading pace.

To make this content experience available to everyone, our founder, Itai Amoza, collaborated with visualization scientist Prof. Steven Franconeri to incorporate scrollytelling into Storydoc.

This collaboration led to specialized storytelling slides that simplify content and enhance engagement (which you can find and use in Storydoc).

Here’s an example of Storydoc scrollytelling:

Bring your case study to life with multimedia

Multimedia brings a dynamic dimension to your presentation. Video testimonials lend authenticity and human connection. Podcast interviews add depth and diversity, while live graphs offer a visually captivating way to represent data.

Each media type contributes to a richer, more immersive narrative that keeps your audience engaged from beginning to end. You can upload your own interactive elements or check stock image sites like Shutterstock, Adobe Stock, iStock, and many more. For example, Icons8, one of the largest hubs for icons, illustrations, and photos, offers both static and animated options for almost all its graphics, whether you need profile icons to represent different user personas or data report illustrations to show your findings.

Prioritize mobile-friendly design

In an increasingly mobile world, design must adapt. Avoid traditional, non-responsive formats like PPT, PDF, and Word.

Opt for a mobile-optimized design that guarantees your presentation is always at its best, regardless of the device.

As a significant chunk of case studies are opened on mobile, this ensures wider accessibility and improved user experience , demonstrating respect for your audience's viewing preferences.

Here’s what a traditional static presentation looks like as opposed to a responsive deck:

Streamline the design process

Creating a case study presentation usually involves wrestling with an AI website builder .

It's a dance that often needs several partners - designers to make it look good, developers to make it work smoothly, and plenty of time to bring it all together.

Building, changing, and personalizing your case study can feel like you're climbing a mountain when all you need is to cross a hill.

By switching to Storydoc’s interactive case study creator , you won’t need a tech guru or a design whizz, just your own creativity.

You’ll be able to create a customized, interactive presentation for tailored use in sales prospecting or wherever you need it without the headache of mobilizing your entire team.

Storydoc will automatically adjust any change to your presentation layout, so you can’t break the design even if you tried.

Case study presentation examples that engage readers

Let’s take a deep dive into some standout case studies.

These examples go beyond just sharing information – they're all about captivating and inspiring readers. So, let’s jump in and uncover the secret behind what makes them so effective.

What makes this deck great:

• A video on the cover slide will cause 32% more people to interact with your case study .
• The running numbers slide allows you to present the key results your solution delivered in an easily digestible way.
• The ability to include 2 smart CTAs gives readers the choice between learning more about your solution and booking a meeting with you directly.

Light mode case study

• The ‘read more’ button is perfect if you want to present a longer case without overloading readers with walls of text.
• The timeline slide lets you present your solution in the form of a compelling narrative.
• A combination of text-based and visual slides allows you to add context to the main insights.

Marketing case study

• Tiered slides are perfect for presenting multiple features of your solution, particularly if they’re relevant to several use cases.
• Easily customizable slides allow you to personalize your case study to specific prospects’ needs and pain points.
• The ability to embed videos makes it possible to show your solution in action instead of trying to describe it purely with words.

UX case study

• Various data visualization components let you present hard data in a way that’s easier to understand and follow.
• The option to hide text under a 'Read more' button is great if you want to include research findings or present a longer case study.
• Content segmented using tabs , which is perfect if you want to describe different user research methodologies without overwhelming your audience.

Business case study

• Library of data visualization elements to choose from comes in handy for more data-heavy case studies.
• Ready-to-use graphics and images which can easily be replaced using our AI assistant or your own files.
• Information on the average reading time in the cover reduces bounce rate by 24% .

Modern case study

• Dynamic variables let you personalize your deck at scale in just a few clicks.
• Logo placeholder that can easily be replaced with your prospect's logo for an added personal touch.
• Several text placeholders that can be tweaked to perfection with the help of our AI assistant to truly drive your message home.

Real estate case study

• Plenty of image placeholders that can be easily edited in a couple of clicks to let you show photos of your most important listings.
• Data visualization components can be used to present real estate comps or the value of your listings for a specific time period, making it ideal for any real estate platform .
• Interactive slides guide your readers through a captivating storyline, which is key in a highly-visual industry like real estate .

Medical case study

• Image and video placeholders are perfect for presenting your solution without relying on complex medical terminology.
• The ability to hide text under an accordion allows you to include research or clinical trial findings without overwhelming prospects with too much information.
• Clean interactive design stands out in a sea of old-school medical case studies, making your deck more memorable for prospective clients.

Dark mode case study

• The timeline slide is ideal for guiding readers through an attention-grabbing storyline or explaining complex processes.
• Dynamic layout with multiple image and video placeholders that can be replaced in a few clicks to best reflect the nature of your business.
• Testimonial slides that can easily be customized with quotes by your past customers to legitimize your solution in the eyes of prospects.

Grab a case study presentation template

Creating an effective case study presentation is not just about gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.

So, why start from zero when interactive case study templates can take you halfway up?

Instead of wrestling with words and designs, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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• The beginner’s guide to writing an effe ...

The beginner’s guide to writing an effective business case

Nearly every project needs to be approved—whether that means getting the simple go-ahead from your team or gaining the support of an executive stakeholder. You may be familiar with using a project plan or project charter to propose a new initiative and get the green light for a project. But if your proposed project represents a significant business investment, you may need to build a business case.

If you’ve never written a business case, we’re here to help. With a few resources and a little planning, you can write a business case that will help you get the resources and support you need to manage a successful project.

What is a business case?

A business case is a document that explains the value or benefits your company will gain if you pursue a significant business investment or initiative. This initiative can be anything from the messaging for a new product or feature launch, a proposal to increase spend on a current initiative, or a significant investment with a new agency or contractor—to name a few. A compelling business case will outline the expected benefits of this significant investment decision. Key stakeholders will use the business case you provide to determine whether or not to move forward with an initiative.

If you’ve never created a business case, it may sound similar to other early project planning documentation. Here’s how it stacks up:

The difference between a business case and business plan

A  business case  is a proposal for a new strategy or large initiative. It should outline the business needs and benefits your company will receive from pursuing this opportunity.

A  business plan , on the other hand, is an outline for a totally new business. Typically, you’d draft a business plan to map out your business strategy, your mission and vision statements, and how you’re planning on getting there. There may be a case where you create a business plan for an already-existing business, but you’d only do so if you’re trying to take your business in a significantly new direction.

Business case vs. executive summary

Business case vs. project charter.

If you need to create an elevator pitch for your project but you don’t quite need the full business case treatment, you might need a project charter. Much like a business case, a project charter outlines key details of an initiative. Specifically, a project charter will cover three main elements of your project: project objectives, project scope, and key project stakeholders. Your management team will then use the project charter to approve further project development.

Do you need a business case?

Not every project needs a business case—or even a project charter. Plan to build a business case only for initiatives or investments that will require significant business resources. If you’re working on a smaller initiative, consider creating a project charter to pitch your project idea to relevant stakeholders.

Even if you don’t need to pitch your project to any stakeholders, you should be ready to answer basic questions about your proposed project, like:

What is this project’s purpose?

Why are we working on this project?

How does this project connect to organizational goals and objectives?

Which metrics will we use to measure the success of the project ?

Who is working on this project?

When is this project going to be completed?

5 steps for creating and pitching a business case

Your business case shouldn’t just include key facts and figures—it should also tell a story of why pursuing a particular investment or initiative is a good idea for your business. When in doubt, avoid jargon and be brief—but always focus on communicating the value of the project. If this is your first time creating a business case, don’t worry. Follow these five steps to create a solid one.

1. Gather input

You don’t have to write a business case on your own. Instead, make sure appropriate team members and stakeholders are contributing to the relevant sections. For example, the IT team should be involved in any tooling and timeline decisions, while the finance team should review any budget and risk management sections. If you’re creating a business case to propose a new initiative, product line, or customer persona, make sure you also consult subject matter experts.

2. Plan to write your business case out of order

Some of the first things that appear in your business case—like your executive summary—should actually be drafted last, when you have all of the resources and information to make an informed suggestion. Your executive summary will present all of your findings and make a recommendation for the business based on a variety of factors. By gathering all of those details first—like project purpose, financial information, and project risk—you can ensure your executive summary has all of the relevant information.

3. Build your business case incrementally

A business case describes a significant investment for your company. Similarly, simply writing a business case is a significant investment of your time. Not every initiative is right for your business—so make sure you’re checking your work with stakeholders as you go. You don’t want to sink hours and weeks into this document only for it to be rejected by executive stakeholders right off the bat.

Consider doing a “soft launch” with an outline of your business case to your project sponsor or an executive stakeholder you have a good relationship with to confirm this initiative is something you should pursue. Then, as you build the different sections of your business case, check back in with your key stakeholders to confirm there are no deal-breakers.

4. Refine the document

As you create sections of your business case, you may need to go back and refine other sections. For example, once you’ve finished doing a cost-benefit analysis with your financial team, make sure you update any budget-related project risks.

Before presenting your business case, do a final read through with key stakeholders to look for any sections that can be further refined. At this stage, you’ll also want to write the executive summary that goes at the top of the document. Depending on the length of your business case, your executive summary should be one to two pages long.

5. Present the business case

The final step is to actually present your business case. Start with a quick elevator pitch that answers the what, why, and how of your proposal. Think of this presentation as your chance to explain the current business need, how your proposal addresses the need, and what the business benefits are. Make sure to address any risks or concerns you think your audience would have.

Don’t go through your business case page by page. Instead, share the document with stakeholders before the presentation so they have a chance to read through it ahead of time. Then, after your presentation, share the document again so stakeholders can dig into details.

A business case checklist

Start with the why.

The first section of the business case is your chance to make a compelling argument about the new project. Make sure you draft an argument that appeals to your audience’s interests and needs. Despite being the first section in your business case, this should be the last section you write. In addition to including the  traditional elements of an executive summary , make sure you answer:

What business problem is your project solving?  This is your chance to explain why your project is important and why executive stakeholders should consider pursuing this opportunity.

What is your business objective ?  What happens at the end of a successful project? How will you measure success—and what does a successful project mean for your business?

How does this business case fit into your overall company business strategy plan?  Make sure your proposed business case is connected to important  company goals . The initiative proposed in your business case should move the needle towards your company's  vision statement .

Outline financials and the return on investment

At this point in your business case, you should outline the project finance fundamentals. Don’t expect to create this section on your own—you should draft this in partnership with your company’s finance team. In particular, this section should answer:

How much will this project cost?  Even if the initiative is completely new to your company, do some research to estimate the project costs.

What does each individual component of the project cost?  In addition to estimating the total overall cost, break down the different project costs. For example, you might have project costs for new tools and resources, competitive intelligence resourcing, agency costs, etc.

What is the expected return on investment (ROI)?  You’ve talked about the costs—now talk about how your company will benefit from this initiative. Make sure to explain how you calculated the ROI, too.

How will this project impact cash flow?  Cash flow is the amount of money being transferred into and out of your business. Significant investments are going to cost a lot of money, so they’ll negatively impact cash flow—but you should also expect a high ROI, which will positively impact cash flow.

What is the sensitivity analysis?  Sensitivity analysis is a summary of how uncertain your numbers are. There will be a variety of variables that impact your business case. Make sure to explain what those variables are, and how that could impact your projections.

Preview project details

Your business case is proposing a new initiative. In addition to the financial risks, take some time to preview project details. For example, your business case should include:

Your  project objectives  and  key project deliverables .  What will happen at the end of the project? What are you expecting to create or deliver once the project is over?

Your  project plan .  A project plan is a blueprint of the key elements your team needs to accomplish in order to successfully achieve your project goals.

The  project scope .  What are the boundaries of your project? What exact goals, deliverables, and deadlines will you be working towards?

A list of relevant  project stakeholders .  Who are the important project stakeholders and key decision makers for this work? This can include the members of the project team that would be working on this initiative, executive stakeholders who would sponsor the project, and any external stakeholders who might be involved.

A general  project roadmap  in a Gantt-chart like view.  At this stage in the process, you don’t need to provide a detailed project timeline, but you should outline a general sense of when each project stage will happen in relation to the others. To do this, create a project roadmap in  Gantt-chart like software . Make sure to include any important  project milestones  in your roadmap as well.

Any important project dependencies.  Is there anything that would get in the way of this project getting started? Does this work rely on any other work that’s currently in flight?

Discuss project risks

Once you’ve outlined the financial impact and important project details, make sure you include any potential project risks. If you haven’t already, create a  project risk management plan  for your business case. Project risk management isn’t the process of eliminating risk—instead, it’s about identifying, analyzing, and proactively responding to any potential project risks. Clearly defining each project risk and how that risk might impact your project can best equip you and the project team to manage and avoid those risks.

In the risk section of your business case, include:

A risk analysis of any potential project risks.  What is the risk? How likely is it to happen? What is the priority level of this risk?

What, if any, assumptions you are making.  In project risk management, assumptions are anything you think will be true about the project, without those details being guaranteed facts. Basing project decisions around an assumption can open your project up to risk. Make sure you ratify every project assumption to avoid jeopardizing project success.

Any comparable alternatives in the market.  If you’re writing a business case to pitch a new product or angle in the market, evaluate anything that already exists. Could the alternative impact your financial assessment or project success?

Develop an action plan

In the final section of your business case, outline how you will turn this business case into an actionable project. This section should answer questions like:

How will decisions be made?  Who is responsible for the project? Who is the project sponsor? If you haven’t already, consider creating a  RACI chart  to outline project responsibilities.

How will progress be measured and reported?  Not every project stakeholder needs to be notified of every project change. Outline key parts of your project communication plan , as well as how you’ll communicate  project status updates .

What is the next course of action?  If the management team ratifies this business case, what next steps will you take to put this into action?

Bring your business case to life

You’ve built a solid business case and it’s been ratified—congratulations! The next step is to bring your business case to life. It can be intimidating to  initiate large-scale change , and implementing your business case is no exception.

If you haven’t already, make sure you have a  project management tool  in place to manage and organize your new initiative. With a central source of truth to track who’s doing what by when, share status updates, and keep project stakeholders in the loop, you can turn a great business case into a successful project.

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How to Write a Business Case: Examples, Templates, and Checklists

By Joe Weller | April 24, 2019 (updated February 26, 2023)

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This article presents expert tips on how to write a business case. We also provide a checklist to prepare for, write, and present a business case, along with free, easy-to-use Word and PowerPoint business case templates.

Included on this page, you'll find details on how to write a business case , sections to include in your business case , a business case checklist , and business case presentation examples .

What Is a Business Case?

A business case is a formal, structured document; an informal, short document; or a verbal exchange that defines the benefits of an initiative or project.

In addition, a business case forecasts the costs, benefits, and risks of an initiative, so decision makers — and even the project initiators — can decide whether a project is worthwhile and why to choose one approach over similar strategies.

Jim Maholic has over 20 years of experience with IT strategy and business case development, including two stints as a CIO, two management positions with the Big Four consulting firms, and leadership positions at several technology companies.

He describes a business case in this way: “A business case is the full story that explains the ROI for a capital project. It begins with a statement of a business problem, then explores how we can solve it or what the value of solving it is. For example, ‘Our revenues aren’t rising as fast as they should,’ or ‘Inventory isn't turning over as fast as it should,’ or ‘Costs are too high.’ That's where the business case starts.

“Then, we find out how big this problem is. We talk to people in the company and find out what they think the value of solving the problem is. All this information is packaged into a story that says, ‘Here's the problem. Here's the value of solving the problem. Here's what it costs in hardware, software, or whatever. Here are the benefits. And here’s the whole story.’”

Business Cases Explain Why You Should Invest

A business case explains why stakeholders should invest in a project. The purpose of a business case contrasts with that of a project proposal , which provides a high-level outline of what you want to initiate and its benefits to the company, or that of a project plan , which explains how you execute a project. You should create your business case during the earliest stages of project planning .

A business case can also become a key document for a project manager when planning, creating milestones, and evaluating progress.

Other names and uses for business cases are financial justification, cost-benefit analysis (CBA) , total cost of ownership (TCO) analysis , and return on investment (ROI) analysis . Nonprofits and government entities sometimes refer to business cases as case statements .

What Is Business Case Analysis (BCA)?

A business case analysis (BCA) looks not only at lowest costs, but also at technical value and other nonquantitative factors in what is known as a best-value analysis . The BCA addresses the triple constraints of time, money, and scope, and it can include measures such as performance, reliability, viability, and supportability.

Although business case analysis is used interchangeably with business case , some experts consider the analysis to be part of the business case as a whole.

What Is a Business Case Used For?

A business case helps a company or an organization prepare for new ventures or changes. This document is a crucial building block of project success and underpins the foundations of  senior-level involvement and strong planning. Business cases summarize the benefits of an endeavor, clarifying a project’s business value to help stakeholders make decisions.

A good business case should focus less on the technology, domain knowledge, or specific deliverables and more on the users of a product and the goals of a project. In the same vein, a project manager should focus not only on creating output, but also on delivering value. An initiative can offer many types of value, including contributing to strategic aims, increasing efficiency, and supporting compliance. Insufficient attention to the details of a business case and the accompanying research can lead to poor project results.

Business cases usually describe these items:

• A business problem or opportunity
• Possible solutions and their benefits and disadvantages (sometimes known as disbenefits )
• Risks associated with the main solution
• Implementation timeline
• Consequences for implementing a solution and for retaining the status quo
• Resources required for the initiative or project

Advantages of a Business Case

A business case may seem like just another document destined for the shelf or the shredder, but it can offer real advantages:

• All stakeholders have similar expectations concerning the value and benefits of an initiative to an organization.
• You can convert a business case into a project plan with milestones. You increase the chances of a project’s success with planning.
• A business case becomes a gauge for determining whether an endeavor continues to offer value during execution and after a team produces a deliverable.
• Project planners can more easily establish objectives and goals.
• You can more easily discern success.
• Teams apply the right resources more efficiently.

Who Prepares a Business Case?

You might think that business cases are the purview of financial officers and accountants. In fact, people who have direct knowledge of processes and teams should be responsible for creating these documents.

Some pundits say that the individual who advocates change must enact the change, so anyone in any role could assume the responsibilities for producing a business case. This includes consultants, line managers, or IT managers. In some organizations, the project sponsor or project manager may guide the preparation of the business case and include input from relevant departments and SMEs.

When Do You Need a Business Case?

It’s no longer enough to complete a project and present a deliverable. In an economy that often seems as unstable as it was in 2008, stakeholders want to see that a deliverable creates value and benefits for an organization. This is particularly true for complex projects or those that  require justification for enlisting external resources. Public sector projects frequently need business cases.

What's in a Business Case?

A business case outlines for a decision maker the benefits and business value of a proposed initiative. The term business case frequently refers to a written document that is submitted for review or presented at a meeting, but can also apply to an informal, spoken proposal.

What Should Be in a Business Case?

A well-written business case flows logically from presenting a problem or opportunity through the advantages and disadvantages of solutions to describing the recommended solution. When you require great detail, you can chunk text into sub-sections so that the content is easier to scan, as well as faster and less overwhelming to read. Following are the common sections of a business case in sequential order:

• Executive summary
• Problem statement
• Analysis and financial details
• Recommendation

Many organizations have pre-established templates for writing business cases. If your organization doesn’t, search online for free, easy-to-use business case templates for construction business cases, one-page business cases, and more. Depending on the narrative needs of the business case, it can contain many possible sections:

• Preface: A preface may indicate the intended audience and any related documents.
• Table of Contents: If your document is delivered as a PDF file, consider hyperlinking your table of contents to the appropriate sections.
• What is the problem?
• What do you believe is the value of solving the problem?
• How much are you asking for?
• When will we start seeing benefits?

     “I’ve had some presentations that don't get beyond that first page,” Maholic muses.

• Description of the Product or Service: When proposing a new object or concept, detail what the deliverable is and how it works.
• A Problem Statement or Mission Statement: By describing the problem or the mission of the organization, you can contextualize the proposed initiative.
• Business Drivers for the Initiative: Indicate what benefits will contribute to the strategic aims of the organization.
• Finance Section: Explain how much the project will cost and whether it is affordable. Detail the cash flow. Describe the expenses to execute (or not execute) the project in a cost comparison against forecasted benefits. Conduct a sensitivity analysis , a technique for determining how the different values of an independent variable affect a dependent variable.
• Financial and nonfinancial benefits
• Quality improvements
• Cost savings through efficiencies
• Added revenue
• Competitiveness
• Improved customer services
• Options: What are the possible solutions to the problem? Usually, you narrow this list to 3 to 5 viable choices. Frequently, you include a “do nothing” option and a benchmark option. Some organizations require the do-nothing option; others require it only if the do-nothing option is a legitimate possibility. Quantify the benefits of each potential solution. Also, outline the risks, issues, and interdependencies for each solution.
• What is required?
• How is it done?
• Who does what?
• When will things happen?
• Assessments or Analysis: Your analysis should list assumptions and consider cash flow and costs. Describe the risks of the project and the plans to deal with them. Also, discuss how you will leverage opportunities. Describe the context of your undertaking using PESTLE (political, economic, sociological, technological, legal, and environmental) analysis.
• Project Approach: Detail the organization of the project, including governance and accountability, roles and responsibilities, and the schedule of progress reporting. Describe the purchasing strategy for completing the endeavor. Will you lease equipment? Rent office space? Hire contractors or employees?
• Recommendation and Next Steps: Note the recommended solution and immediate required action.
• Appendix: Add supporting documentation here, such as spreadsheets, charts, or drawings.

Considerations for Executive Presentations

The sections that comprise a business case may vary depending on your house style and the type of initiative. Jim Maholic says, “I package my business cases this way: I set up a one-hour meeting, so I have maybe 20 slides, but 10 to 15 slides are plenty. In reality, I might have 100 slides, but I add those in an appendix.” You may have credible supporting information, but you don’t want to bore your audience of decision makers by slogging through each slide.

“They might allocate an hour, but honestly, you're going to get their attention for 10 to 15 minutes, and then they'll start checking email and stuff,” Maholic adds. “You really have to be crisp in how you do this and know where you're going.

“Start with, ‘We have this problem,’ followed by, ‘Here are the people that we talked to who validated that this is a problem. They offered ideas about solving this problem, so we could see this substantial benefit,’” he notes.

“What matters in an executive meeting is that I answer the main questions: What is the problem? What is the cost of not solving it? What are the benefits of solving it? And when do we see the benefits? You may address additional questions later in the meeting or after the meeting, on an individual, offline basis,” Maholic says.

Business Case Templates

Using templates, you can more easily create business cases because you can focus on your research and fill in the blanks. The following free, downloadable templates are customizable for your organization’s needs.

Business Case Presentation Template

You can lengthen this short PowerPoint presentation template to accommodate more detail. The business case presentation template includes spaces for describing the following elements: the project name, the executive summary, the project description, the financials, the recommended solution, the assumptions and dependencies, the options, and the benefits.

‌ Download Business Case Presentation Template - PowerPoint

Simple Business Case Template

A simple business case template serves a small project or a small organization. It can cover extensive details if necessary. It includes spaces for describing the following elements of the case: the title, the executive summary, the business objective, the target users, the financials and costs, the assumptions and dependencies, the implementation strategy, the required resources, and the project governance and reporting.

Download Simple Business Case Template

Word | PDF  | Smartsheet

Healthcare Business Case Template

A healthcare business case template helps you explain the current setup and how the proposed solution can create improvements. It provides space for a one-page executive summary, context for the problem or opportunity, a description of the current situation, an explanation of the proposed changes, and details of how the changes can affect your organization and any other entities.

Download Healthcare Business Case Template

Word | Google Docs

New Product Business Case Template

A new product business case template explores the business landscape for a new product or service. In addition to the meta information, such as the title, the author, and the executive summary, the template includes space to describe the current mission statement, the proposed product or service, the marketing strategy, an analysis of competitors, SWOT analysis , an overview of the implementation plan, and financial details.

Download New Product Business Case Template

Preparing to Write the Business Case

You can expedite your business process by understanding business case structure and using a template. In addition, having the correct perspective and following best practices can contribute to your success.

Why Are You Doing the Project?

Before you start researching and writing, understand why you want to initiate a project. The goal of a project is to solve problems. What is a problem? A problem prevents your organization from achieving its full potential. To begin, determine what problem the project is trying to solve.

Projects have deliverables, whether tangible or intangible. Think of an outcome as the result created by the deliverables. Benefits represent quantifiable improvements derived from an outcome. When a customer or team member can leverage these benefits, they become advantages.

Do Your Business Case Research

To start, review the mission statement(s) for the organization or the project. Identify the sources of data for your business case. One way to encourage the acceptance of your proposal is to discuss your rough estimates of the costs and resources with a project sponsor or customer before you embark on the business case. This helps you and the sponsor understand each other’s expectations and lessens the chance of sticker shock during the executive presentation. Then interview the people who conduct the day-to-day work and get their perspective on problems and possible solutions.

Do the Business Case Math

You must consider whether the returns justify the request. “If we're asking for $3 million, we've got to show that the project benefits far exceed that amount,” asserts Maholic. “With returns of $10, $15, or $20 million, you're going to get their attention. If you say the benefits are $300 million, they're going to think you've fallen off the truck somewhere, because that's not realistic. On the other hand, if you show benefits of $3.5 million for a cost of $3 million, that's probably not going to beat the projected return of any other project that comes across their desk.”

Consider Who the Business Case Is For

Whether the business case comes in document form or as a presentation, the project sponsor and key stakeholders will study it. Consider the key audience for each section of your document and write with that audience in mind.

The most convincing arguments for projects are those that your team can initiate and wrap up within six months, as well as produce considerable quantifiable results. Especially when big money is on the table, your proposal will compete with others from different departments. “No company has all the money it wants to invest in everything — it has to prioritize. The business case helps evaluate what the return will be for each of the projects that comes across the board's desk for approval,” explains Maholic.

Furthermore, a business case presents estimates. A business case should be built on sound research, but no one has a lock on certitude. “I think first-time business case writers in particular get caught up in building some great story. But seasoned executives get requests all the time, and they're not buffaloed by clever-sounding words or fancy spreadsheets,” Maholic cautions.

“Your ideas have to be rooted in something sensible, not just, ‘I bet we can raise revenues by 15 percent,’” he explains. Grand plans may be possible, but the key, according to Maholic, is to help decision makers understand how it is possible.

How Do You Write a Business Case?

When you have the main questions in mind and a sense of the required sections and format, you can begin to write. Consider limiting the number of authors to ensure an effective writing effort that’s consistent in style and voice. Then follow these tips:

• Concisely cover the core content with enough detail, so stakeholders can make an informed decision.
• Compare options, so decision makers understand the landscape.
• Be clear, concise, and captivating.
• Avoid jargon as much as possible.
• Demonstrate the value of the project to the business by creating a credible and accurate argument.
• Clearly describe the landscape for the initiative, including its dependencies. Enumerating these dependencies is crucial because contextual changes can alter the project parameters or eliminate the need for the project altogether.
• Focus on the business and the business value rather than the knowledge domain covered by the intended project deliverable.

How Do You Know You Have Enough Detail?

You determine the length of your business cases according to the scope and complexity of your proposed endeavour. A complex project means a long business case; a small, short project means a short business case.

However, Maholic cautions against adding too much detail — conciseness can be a challenge. “You may take 4 to 6 weeks to create a business. You might talk to 50 or 100 people. There's this gnawing urge in some people to show everything they've collected in the executive presentation. Look how hard we worked. Look how smart I am . That's just awful.

“You have enough data and slides when you can answer those 4 or 5 basic questions. There may be 100 other slides, but those are supporting detail,” he says.

Common Mistakes in Writing Business Cases

You can strengthen your business case by avoiding common mistakes:

• Forget What Your White Papers Say: Maholic finds that when salespeople create cases for customers, they frequently rely on the benefits outlined in a product’s white papers. He notes, “Saying your product cuts costs by Y percent is a great place to start, but it has to be balanced by what's in front of you regarding a particular customer.” He continues, “As a salesperson, you may say that your product can increase revenue by 5 percent. That may be true for past customers, but this particular customer may have three straight years of declining revenues. It's silly to say that a product is going to both arrest a decline and bump up revenue by 5 percent. You have to think things through. That’s the analysis part. You can't just mouth off.”
• Spreadsheets Are not the Main Show: "Too often, I think, people hear business case , and they jump right to building a spreadsheet,” Maholic says. “They're eager to build the mother of all spreadsheets and show how smart they are by demonstrating the mother of all spreadsheets. While certainly spreadsheets are necessary to show the math, the spreadsheet is only a small part of the solution. Spreadsheets don't really articulate the problem or indicate who you talked to or what you analyzed to get to that solution,” he adds.
• Arguments Do not Equal More Money: Sometimes, people believe that a strong case justifies a more generous price tag. Not so, says Maholic: “As a decision maker, having a better business case doesn't mean I'm going to roll over and say, ‘Sure, you can charge me an extra million dollars.’ A good business case means the project has the value to go forward. Now, we're going to start negotiating and I'm still going to work to get the best price I can. People who've done business cases before know that. But people who are new to them don't completely understand that.”
• Remember That It’s About Value, Not About Toys: For startups, the coolness factor of the technology or product may carry some weight, but for most organizations, a business case must focus on the business value without getting lost in the domain knowledge and technical details. Maholic explains: “Nobody at the executive level cares what the throughput ratio is of this process or that stack. What they want to know is, ‘Do I get revenue more quickly? Do I cut costs more deeply? Tell me what the value of doing X is, and then you can go off and buy whatever toys you want to in order to do X.’”

Steps to Produce a Business Case

Your organization may have a tribal understanding of the best process for creating a business case. Some employees may advocate for following the Ds , which refer to the steps to produce a business case. The Ds can include as many as six steps, but generally focus on these four:

• Discover your problem or opportunity.
• Design your solutions and alternatives.
• Develop the details that describe the pros and cons of each potential solution.
• Deploy the business case.

Some advocates add the Define step to the beginning of the process and the Deliver step to the end. For best results, create your business case in the following order:

• Determine your problem or opportunity.
• Research the context for your proposal as appropriate: When developing a new product, your research may focus on the market; when acquiring new training or software, you may review current internal processes; and when making a new purchase, you may interview dozens of team members who use current tools and procedures.
• Compare alternative approaches and recommend the most appropriate strategy.
• Gather supporting data and evidence for the recommended approach.
• Write the business case.
• Write the executive summary.
• Edit your business case draft.
• Present your business case to either the final authority or the personnel who will be instrumental in implementing the case plan.

‌ Download Business Case Process Checklist  

The Business Case in Project Development

Contrary to what you might imagine, the business case can be a living document. Starting with the review process, stakeholders may reject, cancel, postpone, accept, or adjust the business case. To some extent, the business case becomes the guidebook for your initiative. Stakeholders and the project manager should refer to the business case throughout the lifecycle of the project to ensure that efforts (and intentions) remain on track.

What Are the Features of a Project Business Case?

A well-considered business case offers the following characteristics: an easy-to-understand description of the business value of the initiative and the immediate benefits of the project, including details of the positive impact on organizational strategy.

How Do You Analyze a Business Case?

In university-level business schools, business case studies (or case studies) function as teaching tools to help students use their analytic skills. Case studies describe a company and how it employs a solution. Following is the suggested approach for students analyzing a case:

• Review the case in detail. Identify the key issues.
• Determine 2 to 5 essential problems.
• Look for solutions to those problems.
• Describe your recommended solution.

What Is a Full Business Case?

A business case is a structured, detailed document that presents the justification for the commitment of financial and other resources to an endeavor. Business cases help you gain the support of management and other stakeholders, as well as approval for projects and programs.

What Is a Business Case in Project Management?

An approved business case can have a long life. Although the project sponsor ultimately owns the business case, it is the project manager who uses the business case as the guidebook for expectations and dependencies. In addition, the business case becomes an important document in an organization’s project portfolio management process. During this process, a company balances its resources with its strategic objectives to determine the livelihood of all the projects it undertakes.

History and Origins of Business Cases

The formal business case has its roots in 19th-century Europe, particularly with the work of French-Italian engineer-economist Jules Dupuit. His contribution included statistical tools to identify, measure, and value the benefits beyond merely determining the lowest bidder. Specifically, Dupuit is credited with inventing what he called the benefit-cost analysis . Today, professionals recognize the value of business cases outside of public works and government. Both nonprofit and for-profit organizations regularly use business cases.

Resources and Examples for Creating Your Business Case

If you’re new to business cases, you don’t have to start empty-handed. We offer resources to help you begin writing. Please see the following examples and templates:

• Here’s an example of a business case in a classic document format . This particular business case argues against a capital investment.
• This example presents three business cases for one higher education department . The  presentation comes in a slide format.
• In this article, Jim Maholic offers a template for creating your business case .

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What is a business case and how to write one (with template)

In this guide, we’ll define what a business case is, help you determine when you need one (and when you don’t), and walk you through a four-step process for creating a business case.

We’ll also outline what you should include in a business case and provide a free template you can use when writing a business case to secure stakeholder support for your next big project.

What is a business case?

Every project needs the support and approval of key stakeholders before it can launch. Many project and product leaders use a project plan or charter to communicate pertinent details to those involved.

Similarly, for large initiatives that require significant resources, potential investors are presented a business case outlining the costs, benefits, business need, and risks involved.

A business case is a document that defines the value it will deliver if executed and benefits the company over the costs involved. With a thorough understanding of the components to be included and necessary resources, it is possible to create a compelling business plan.

Why do you need a business case?

If a project is green-lit without a business case, it can lead to serious issues down the road. A project without clearly articulated expectations and goals can go on endlessly and aimlessly. This leads to wasted resources, money, and time with no outcome in the end.

A business case enables you to:

Align with strategy

Gain stakeholder support, prioritize projects, track outcomes.

A business case helps to showcase how a project is aligned with the overall strategy and goals of the organization. It clearly defines the problem or opportunity that the project is intended to address.

A business case also enables you to determine expected benefits and outcomes before you start a project or initiatives, thus projecting how the project contribute to achieving the organization’s goals.

A business case is a useful tool to provide a clear rationale for pursuing the project. A thorough business case can help key stakeholders decide whether to invest in the project by evaluating the feasibility, costs, risks and potential returns. A business case presentation gives stakeholders an opportunity to ask questions and address concerns.

A business case defines the value that the project is expected to deliver. Based on the value delivered by each project, business and product leaders can prioritize projects for budget cuts or further investments. Proper prioritization helps the organization achieve the goals aligned with the business strategy.

A business case provides a roadmap for the project, including the goals, milestones, and key deliverables. Once the project starts, a roadmap helps you keep track of your progress toward project goals, including what has already been achieved and what will be delivered at the end. Providing a timely update on the project to the key stakeholders is critical for setting expectations.

When you don’t need a business case

A business case is certainly helpful for large initiatives requiring support from key stakeholders, but there are some situations where creating a business case might be a waste of time.

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For instance, small or low-risk projects that would not impact the organization in any negative way do not require a business case because it would not make sense to spend that much effort on a low-scale project.

A business case might also be considered superfluous for a project that is already ongoing. It can be tempting to create a business case post-launch for the sole purpose of documenting decisions made and milestones achieved. However, it’s typically not worth the time investment because such a business case rarely adds any value or insights.

Before you take on the task of creating a business case, it’s important to carefully consider the need and to ensure that doing so would produce valuable insights to the decision-making process. It is in the best interest of everyone to forgo the business case creation process in situations where it does not provide any additional value and to focus instead on other activities that directly impact the project.

Business case vs. business plan

A business plan is not the same thing as a business case.

A business case outlines a proposed project and its potential benefits to convince key stakeholders to invest. It typically includes analysis of costs, value to be delivered, and associated risks, along with ROI.

A business plan, on the other hand, outlines the overall strategy and goals for an entire organization. It defines the what, why, and who for the business, covering the products and services offered, target segment, marketing and sales strategy, and operational and financial projections over a period of time. A business plan is designed to help potential outside investors make informed decisions about whether the business is worth investing in.

The table below breaks down the differences between a business plan and a business case:

How to write a business case

Before we dive into steps to create a business case, let’s review what we’ve learned so far:

• A business case is a document created during the initiation of the project but is referred throughout the project lifecycle
• A strong business case helps in building confidence and gaining support of key stakeholders
• A business case also helps you track a project’s progress over time
• A weak business case that is not aligned with strategy can lead to project failure

To write a business case, follow this four-step process:

• Identify the business need
• Explore all possible solutions
• Propose the best approach
• Outline the implementation process

1. Identify the business need

Projects are initiated to solve a business need and achieve a value or a benefit aligned to the goals of the organization.

The first step to create a business case is to identify the business problem and define it clearly. Market research and any available data to justify the business need is helpful to include in the business case.

2. Explore all possible solutions

Once the business problem has been identified, the next step is to explore all the possible solutions for that problem. You can do this systematically by listing out all the possible solutions along with other parameters, such as:

• The benefits of each approach
• Feasibility
• Time period
• Assumptions

A detailed analysis of each option predicting the cash flows, ROI, and value delivered would help key stakeholders understand each solution and cross-question the assumptions, feasibility, and other parameters.

3. Propose the best approach

Set a criteria to showcase how you evaluate each solution and then come up with the best out of the list.

To set the criteria, identify attributes that closely align to the organization’s strategy. For example, if the organization’s goal is to increase revenue in the next year, then an important criterion might be the solution with maximum revenue projection.

List the top three-to-five attributes to evaluate alternative solutions against and rank each solution 1–5. Once you rank all of them, total the ranks for all the attributes to indicate a clear winner.

Document this process and present it to stakeholders to ensure they are on the same page with the selection process of the best solution.

4. Outline the implementation process

Once the best solution has been proposed, the next step is to think about how it will be implemented.

When it comes to planning the implementation process, you need to define:

• Resources needed
• Timeline from initiation till the end
• Risks and how to mitigate
• Milestones and when they will be achieved
• Total cost involved and how much will be used by when

These four steps, when captured in detail, can help you win the support of key stakeholders and kick off your project with a solid foundation and a clear objective.

What is included in a business case?

Now that we’ve walked through the steps of how to create a business case, let us also take a look at what to include in the business case document to support the four steps outlined above.

Here’s what to include in a business case:

• Executive summary — A quick overview of the project and the topics being covered in the business case
• Business problem — A description of the business problem and why it is important to solve it
• Possible solutions — A list of possible solutions and how the best possible solution is identified
• Project definition — Define the business objectives to be achieved along with general information about the project
• Project plan — Create the project plan with key elements your team needs to accomplish to successfully achieve your project goals
• Project scope — Clearly define what would be covered as a part of the project and what is out of scope to avoid any confusion
• Project budget — Estimated cost involved to complete the project needs to be captured with a detailed breakdown
• Project roadmap — Projection of the estimated timeline for each stage of the project to be done. Be sure to include any important project milestones
• Project financials — Financial metrics depicting the cash flow, such as NPV, IRR, ROI, and payback period to help stakeholders understand the financial value the project can bring in over a period of time
• Risk assessment — Capture the risks involved and the steps planned to mitigate the risks
• Project stakeholders — A list of key stakeholders involved can help anyone looking at the document to reach out to them when needed. The list can include the project team, sponsoring executives, and any external stakeholders who might be involved

Business case template

To help you get started writing a business case for your next big project or initiative, we created a business case template that you can download and customize for free.

You can access this simple business case template by clicking here (be sure to select File > Make a copy from the main menu bar before editing the template).

Preparing the business case is only half the journey of initiating a project. The next step is to present the business plan to key stakeholders , answer their queries, and compel them to support the project.

Lastly, be sure to follow up with the attendees to make sure all the stakeholders are on the same page and aligned to support the project.

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How to Present a Case Study: Examples and Best Practices

Marketers, consultants, salespeople, and all other types of business managers often use case study analysis to highlight a success story, showing how an exciting problem can be or was addressed. But how do you create a compelling case study and then turn it into a memorable presentation? Get a lowdown from this post! 

Table of Content s

Why Case Studies are a Popular Marketing Technique 

Popular case study format types, how to write a case study: a 4-step framework, how to do a case study presentation: 3 proven tips, how long should a case study be, final tip: use compelling presentation visuals, business case study examples, what is a case study .

Let’s start with this great case study definition by the University of South Caroline:

In the social sciences, the term case study refers to both a method of analysis and a specific research design for examining a problem, both of which can generalize findings across populations.

In simpler terms — a case study is investigative research into a problem aimed at presenting or highlighting solution(s) to the analyzed issues.

A standard business case study provides insights into:

• General business/market conditions 
• The main problem faced 
• Methods applied 
• The outcomes gained using a specific tool or approach

Case studies (also called case reports) are also used in clinical settings to analyze patient outcomes outside of the business realm. 

But this is a topic for another time. In this post, we’ll focus on teaching you how to write and present a case study, plus share several case study PowerPoint templates and design tips! 

Besides presenting a solution to an internal issue, case studies are often used as a content marketing technique . According to a 2020 Content Marketing Institute report, 69% of B2B marketers use case studies as part of their marketing mix.

A case study informs the reader about a possible solution and soft-sells the results, which can be achieved with your help (e.g., by using your software or by partnering with your specialist). 

For the above purpose, case studies work like a charm. Per the same report: 

• For 9% of marketers, case studies are also the best method for nurturing leads. 
• 23% admit that case studies are beneficial for improving conversions. 

Moreover, case studies also help improve your brand’s credibility, especially in the current fake news landscape and dubious claims made without proper credit. 

Ultimately, case studies naturally help build up more compelling, relatable stories and showcase your product benefits through the prism of extra social proof, courtesy of the case study subject. 

Most case studies come either as a slide deck or as a downloadable PDF document. 

Typically, you have several options to distribute your case study for maximum reach:

• Case study presentations — in-person, virtual, or pre-recorded, there are many times when a case study presentation comes in handy. For example, during client workshops, sales pitches, networking events, conferences, trade shows, etc. 
• Dedicated website page — highlighting case study examples on your website is a great way to convert middle-on-the-funnel prospects. Google’s Think With Google case study section is a great example of a web case study design done right.

• Blog case studies — data-driven storytelling is a staunch way to stand apart from your competition by providing unique insights, no other brand can tell. 
• Video case studies — video is a great medium for showcasing more complex business cases and celebrating customer success stories.

Once you decide on your case study format, the next step is collecting data and then translating it into a storyline. There are different case study methods and research approaches you can use to procure data. 

But let’s say you already have all your facts straight and need to organize them in a clean copy for your presentation deck. Here’s how you should do it. 

1. Identify the Problem 

Every compelling case study research starts with a problem statement definition. While in business settings, there’s no need to explain your methodology in-depth; you should still open your presentation with a quick problem recap slide.

Be sure to mention: 

• What’s the purpose of the case study? What will the audience learn? 
• Set the scene. Explain the before, aka the problems someone was facing. 
• Advertise the main issues and findings without highlighting specific details.

The above information should nicely fit in several paragraphs or 2-3 case study template slides

2. Explain the Solution 

The bulk of your case study copy and presentation slides should focus on the provided solution(s). This is the time to speak at length about how the subject went from before to the glorious after. 

Here are some writing prompts to help you articulate this better:

• State the subject’s main objective and goals. What outcomes were they after?
• Explain the main solution(s) provided. What was done? Why this, but not that? 
• Mention if they tried any alternatives. Why did those work? Why were you better?

This part may take the longest to write. Don’t rush it and reiterate several times. Sprinkle in some powerful words and catchphrases to make your copy more compelling.

3. Collect Testimonials 

Persuasive case studies feature the voice of customer (VoC) data — first-party testimonials and assessments of how well the solution works. These provide extra social proof and credibility to all the claims you are making. 

So plan and schedule interviews with your subjects to collect their input and testimonials. Also, design your case study interview questions in a way that lets you obtain quantifiable results.

4. Package The Information in a Slide Deck

Once you have a rough first draft, try different business case templates and designs to see how these help structure all the available information. 

As a rule of thumb, try to keep one big idea per slide. If you are talking about a solution, first present the general bullet points. Then give each solution a separate slide where you’ll provide more context and perhaps share some quantifiable results.

For example, if you look at case study presentation examples from AWS like this one about Stripe , you’ll notice that the slide deck has few texts and really focuses on the big picture, while the speaker provides extra context.

Need some extra case study presentation design help? Download our Business Case Study PowerPoint template with 100% editable slides. 

Your spoken presentation (and public speaking skills ) are equally if not more important than the case study copy and slide deck. To make a strong case study, follow these quick techniques. Alternatively, you can learn how to present a business case here.

Focus on Telling a Great Story

A case study is a story of overcoming a challenge, and achieving something grand. Your delivery should reflect that. Step away from the standard “features => benefits” sales formula. Instead, make your customer the hero of the study. Describe the road they went through and how you’ve helped them succeed. 

The premises of your story can be as simple as:

• Help with overcoming a hurdle
• Gaining major impact
• Reaching a new milestone
• Solving a persisting issue no one else code 

Based on the above, create a clear story arc. Show where your hero started. Then explain what type of journey they went through. Inject some emotions into the mix to make your narrative more relatable and memorable. 

Experiment with Copywriting Formulas 

Copywriting is the art and science of organizing words into compelling and persuasive combinations that help readers retain the right ideas. 

To ensure that the audience retains the right takeaways from your case study presentation, you can try using some of the classic copywriting formulas to structure your delivery. These include:

• AIDCA — short for A ttention, I nterest, D esire, C onviction, and A ction. First, grab the audience’s attention by addressing the major problem. Next, pique their interest with some teaser facts. Spark their desire by showing that you know the right way out. Then, show a conviction that you know how to solve the issue—finally, prompt follow-up action such as contacting you to learn more. 
• PADS — is short for Problem, Agitation, Discredit, or Solution. This is more of a sales approach to case study narration. Again, you start with a problem, agitate about its importance, discredit why other solutions won’t cut it, and then present your option. 
• 4Ps — short for P roblem, P romise, P roof, P roposal. This is a middle-ground option that prioritizes storytelling over hard pitches. Set the scene first with a problem. Then make a promise of how you can solve it. Show proof in the form of numbers, testimonials, and different scenarios. Round it up with a proposal for getting the same outcomes. 

Take an Emotion-Inducing Perspective

The key to building a strong rapport with an audience is showing that you are one of them and fully understand what they are going through. 

One of the ways to build this connection is by speaking from an emotion-inducing perspective. This is best illustrated with an example: 

• A business owner went to the bank
• A business owner came into a bank branch 

In the second case, the wording prompts listeners to paint a mental picture from the perspective of the bank employees — a role you’d like them to relate to. By placing your audience in the right visual perspective, you can make them more receptive to your pitches. 

One common question that arises when creating a case study is determining its length. The length of a case study can vary depending on the complexity of the problem and the level of detail you want to provide. Here are some general guidelines to help you decide how long your case study should be:

• Concise and Informative: A good case study should be concise and to the point. Avoid unnecessary fluff and filler content. Focus on providing valuable information and insights.
• Tailor to Your Audience: Consider your target audience when deciding the length. If you’re presenting to a technical audience, you might include more in-depth technical details. For a non-technical audience, keep it more high-level and accessible.
• Cover Key Points: Ensure that your case study covers the key points effectively. These include the problem statement, the solution, and the outcomes. Provide enough information for the reader to understand the context and the significance of your case.
• Visuals: Visual elements such as charts, graphs, images, and diagrams can help convey information more effectively. Use visuals to supplement your written content and make complex information easier to understand.
• Engagement: Keep your audience engaged. A case study that is too long may lose the reader’s interest. Make sure the content is engaging and holds the reader’s attention throughout.
• Consider the Format: Depending on the format you choose (e.g., written document, presentation, video), the ideal length may vary. For written case studies, aim for a length that can be easily read in one sitting.

In general, a written case study for business purposes often falls in the range of 1,000 to 2,000 words. However, this is not a strict rule, and the length can be shorter or longer based on the factors mentioned above.

Our brain is wired to process images much faster than text. So when you are presenting a case study, always look for an opportunity to tie in some illustrations such as: 

• A product demo/preview
• Processes chart 
• Call-out quotes or numbers
• Custom illustrations or graphics 
• Customer or team headshots 

Use icons to minimize the volume of text. Also, opt for readable fonts that can look good in a smaller size too.

To better understand how to create an effective business case study, let’s explore some examples of successful case studies:

Apple Inc.: Apple’s case study on the launch of the iPhone is a classic example. It covers the problem of a changing mobile phone market, the innovative solution (the iPhone), and the outstanding outcomes, such as market dominance and increased revenue.

Tesla, Inc.: Tesla’s case study on electric vehicles and sustainable transportation is another compelling example. It addresses the problem of environmental concerns and the need for sustainable transportation solutions. The case study highlights Tesla’s electric cars as the solution and showcases the positive impact on reducing carbon emissions.

Amazon.com: Amazon’s case study on customer-centricity is a great illustration of how the company transformed the e-commerce industry. It discusses the problem of customer dissatisfaction with traditional retail, Amazon’s customer-focused approach as the solution, and the remarkable outcomes in terms of customer loyalty and market growth.

Coca-Cola: Coca-Cola’s case study on brand evolution is a valuable example. It outlines the challenge of adapting to changing consumer preferences and demographics. The case study demonstrates how Coca-Cola continually reinvented its brand to stay relevant and succeed in the global market.

Airbnb: Airbnb’s case study on the sharing economy is an intriguing example. It addresses the problem of travelers seeking unique and affordable accommodations. The case study presents Airbnb’s platform as the solution and highlights its impact on the hospitality industry and the sharing economy.

These examples showcase the diversity of case studies in the business world and how they effectively communicate problems, solutions, and outcomes. When creating your own business case study, use these examples as inspiration and tailor your approach to your specific industry and target audience.

Finally, practice your case study presentation several times — solo and together with your team — to collect feedback and make last-minute refinements! 

1. Business Case Study PowerPoint Template

To efficiently create a Business Case Study it’s important to ask all the right questions and document everything necessary, therefore this PowerPoint Template will provide all the sections you need.

Use This Template

2. Medical Case Study PowerPoint Template

3. Medical Infographics PowerPoint Templates

4. Success Story PowerPoint Template

5. Detective Research PowerPoint Template

6. Animated Clinical Study PowerPoint Templates

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Business Intelligence, Business Planning, Business PowerPoint Templates, Content Marketing, Feasibility Study, Marketing, Marketing Strategy Filed under Business

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Business case presentation: how to prepare, write, and present

A compelling business case and its high-quality presentation are the primary keys to the problem transformation and success. Most organizations fail to address both the critical success factor and business case presentation that can display benefits, reveal costs, and attract investments of key stakeholders, decision-makers, and funders. Addressing PowerPoint presentation services is the best way to make sure you are prepared well, but you can always start doing it on your own with our tips from the article below.

Let’s review what business case PPT should include and how to improve it to gain the expected effect and financial result.

What is a Business Case?

Initially, the business case is a short document or presentation that justifies a specific project and required investments. It describes why your organization should invest in some initiative or tells your audience (senior management, project sponsor) why they need to do so. The purpose of the business case is to convince people that the challenge or opportunity your organization is facing is significant enough to tackle and worth implementing the solution and taking advantage.

Any business case consists of:

• Benefits: revenue potential, operational improvements, cost avoidance, risk reduction.
• Costs: current state, future state, cost buildup, external vendors.

Indeed, no management would approve solutions that give no profitability. That is why business analysts exist. And that is why a PowerPoint business case is required to outline and deliver your message clearly while attractively.

What Is a Business Case Presentation?

Most companies mistake seeing the business case presentation as a nice nuance to have in stock. However, there’s a complete lack of direction, vision, and governance without a solid business case PowerPoint that depicts numbers, main statements, and all necessary context.

It also helps manage and assess the viability of the proposed solution.

To prepare for the presentation, make sure you’ve completed these steps:

• Investigate and analyze the market and competitors.
• Compare and conclude methods.
• Gather data.
• Elaborate on strategies, purposes, and alternatives.
• Prepare text document.

Never start doing the presentation when the text is not ready. Words are easy to rewrite but replacing charts every time one number changes takes too much time.

Business Case Presentation Structure

A business case presentation aims to present and demonstrate some problem analysis and proposed solutions. To make your thinking process clear for your audience, make sure you follow this body structure and include these elements in your business case slides:

1. Problem Statement

Give a brief description of your problem, its importance, and its urgency. You can also include background and what contributed to the problem’s occurrence.

2. Gap Analysis

This slide, or better, a set of 2-3 slides, has to show the difference between your current business situation and your desired achievements in the future. A thorough analysis must include shortcomings and steps to be taken to achieve the necessary results.

3. Action Plan

The slides of this section have to display a detailed list of steps to be taken to incorporate the proposed solution to your specific business case. We advise adding no more than 3 steps per slide, or you can add one step per slide with, e.g., some relevant infographics.

4. Costs and Benefits

If you know how, estimate and calculate the size of investment required, and do not forget about extra checks that will always appear from nowhere. Address intangible benefits, higher morale, etc. Use pies, lines, and charts.

Develop a plan or at least punctual actions to mitigate risks or omit them at all if possible.

6. Organizational Impact

It can be both negative and positive. Do not hide any 🙂

7. Comparison of Alternatives

Here, add an overview of different solutions related to your case. Comparison in charts or tables will help better visualize differences in time and resources needed to gain every solution.

How to Make a Business Case Presentation More Engaging?

You can benefit greatly from attractive slides that keep the audience’s attention and still deliver information effectively. Here are design tips for your business case presentation PPT:

• Use visual metaphors to communicate your message faster and clearer.
• Use icons, background images, and diagrams to visualize data.
• Don’t use stock templates, and order pitch deck slides from an agency if possible.
• Limit the volume of text per slide to no more than 6 lines.
• Use fonts that can be seen in the last rows.
• Use only background images that contrast with the text.

You will more likely have a long business speech with terms and statistics, so make sure your audience doesn’t sleep when you finally present solutions and plan to fulfill them.

Consider the business case PowerPoint presentation as the opportunity to bundle your project idea to demonstrate what it means, what it requires, and what benefits it offers. As we’ve defined, it is an extended piece that should include your strategies, goals, and ways and terms to achieve them. In other words, it is your business proposal that can be depicted attractively with the power of PowerPoint. Infographics, animation, and other special effects and tools can make your slides more engaging and understandable to your specific audience.

If you struggle with the design of your business case, make sure you contact us and get a free consultation on how your material can be improved.

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• 50 tips on how to improve PowerPoint presentations in 2022-2023 [Updated]
• Present financial information visually in PowerPoint to drive results
• How to present a research paper in PPT: best practices
• Keynote VS PowerPoint

• Guide & How to's

How to create a business plan presentation?

• Design Tips

Inspiration for PPT: how to find design ideas

Franchise presentation: what it is and how to create an effective one

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Creating a Professional Case Study Presentation: Templates & Tips

Written by: Unenabasi Ekeruke

Winning over clients is tough work. You're going to need cold, hard proof and real-world results to prove the value of your solution.

One of the best ways to show your product or solution works is by using compelling case studies . According to a Content Marketing Institute report, 69% of B2B marketers believe in the persuasive power of case studies and use them for marketing.

Case studies weave captivating stories about the positive results and experiences previous clients have had with your solution. When done right, a professional presentation around your case study can help you market your brand, win over new customers and increase sales .

Not sure how to create or deliver top-notch case study presentations? You've come to the right place.

In this article, we'll show you how to create winning case study presentations, how to present a case study, plus templates you can use right away.

Let's get to it.

Here’s a short selection of 6 easy-to-edit case study presentation templates you can edit, share and download with Visme. View more templates below:

Table of Contents

What is a case study presentation, why are case study presentations important, what to include in a case study presentation, case study example, 6 case study presentation templates, tips to nail your case study presentation, your turn: put together compelling case study presentations with visme.

A case study is an in-depth examination of a subject, group, event, or entity within a real-world context. The goal is to better understand key functionalities, outcomes and successes.

When it comes to marketing, case studies are stories that highlight the effectiveness of your solution and your success in solving client problems.

• Case studies are invaluable for sales and marketing; they add a layer of social proof, nurture leads and boost conversions.
• A well-written case study presentation includes these key elements: an executive summary, problem statement, solution, execution, results and conclusion.
• Visme provides a rich library of templates, design assets and features for creating stunning and compelling case study presentations.

When used for educational purposes, they are effective teaching tools. They are engaging and enable students to:

• Understand research methodologies and analytical tools
• Develop problem-solving skills
• Learn complex decision-making

Case study presentations help you tell these compelling stories using written content, visuals, charts, graphs and other tools. This type of sales and marketing presentation can come in handy during sales pitches, trade shows, workshops, conferences, networking events and more. You can either pre-record it, present it virtually, or opt for an in-person presentation.

No matter the type of business you're doing, case studies can be invaluable for sales and marketing.

If you're still in doubt about the potency of case studies, check out these compelling statistics.

• According to HubSpot's State of Marketing Report, 13% of marketers say case studies are one of the key assets used within their content strategy.
• Additionally, 23% of marketers agree that case studies help boost conversions. Also, 9% of marketers say case studies are best for nurturing leads.

According to the Content Marketing Institute, 80% of tech content marketers use case studies in their marketing strategy.

There's often a misconception that case studies are just marketing content meant to stroke your company's ego. The truth, however, is that case studies are more about making customers understand how your company can help them.

When pitching your solution, case studies add a layer of social proof. Rather than focusing solely on your product or its features, your case study should spotlight real-world results and the impact of your solution on customers, industry and society.

There are various scenarios for developing case studies, including:

• Showing prospects how your solution has worked for similar users, their positive experiences and how it can meet their needs
• Presenting real-life examples, use cases and results to boost credibility and the client's confidence in your brand
• Convincing customers of the benefits of your products, services and capabilities
• Scheduled discussion on the viability of an idea and its effects on your business
• Analyzing and recommending solutions to problems for your company or clients

Build relationships with customers and drive sales growth

• Reach out to prospects with impressive pitch decks and proposals that convert
• Monitor clients' level of engagement to see what they are most interested in
• Build a winning sales playbook to maximize your sales team's efficiency

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Before we show you how to present your case study, let's discuss what should go in a case study . A well-written case study design should include the following sections:

1. Executive Summary

This section provides a brief overview of the entire case study. Readers should be able to scan it and get the hang of everything you want to discuss.

2. Problem Statement

This section should detail the goals and purpose of your case study.

You should highlight the problem you've identified that your study is looking to solve or questions you intend to answer through your case study. What are the main issues that led to the case study and what will your audience learn?

3. Solution

This case study slide forms the core of your case study. Here you want to explain how you solved the problem.

Discuss how other clients found you, what solutions they chose, why they chose them and how you implemented them.

4. Execution

This section should detail the journey to helping the client achieve the results.

You want to touch on the planning, processes, risks, metrics, KPI and factors you need to get an even better result. Describe the issues you faced during execution and how you mitigated them.

Here, you need to explain the positive impact or benefits of your solution on the client's project or business.

It could be financial results, growth results, improvements, or increases in productivity. Be sure to provide clear evidence like images, videos, statistical data and numbers.

6. Conclusion

Share reviews, quotes, testimonials and recommendations from existing customers about your solution.

When including these elements of a case study presentation, remember to back them up with visuals that engage your audience through storytelling and real-life examples.

Here's an example of a case study we created for Lincoln Learning Solutions, an online K12 curriculum provider founded in 2005.

Problem: The company was forced to downsize and ended up without a professional graphics designer on its team. As a result, they struggled to create visually appealing graphics.

Solution: By using Visme, they're now able to create visually appealing marketing content, graphics and visuals without the aid of any professional graphic designer. They use Visme to create various visual content, including educational infographics, presentations, newsletters, social media graphics and more.

Results: Lincoln Learning Solutions now creates 3x more content and other collaborative projects with Visme than if they had opted to continue working with a single graphic designer.

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To help you weave a captivating narrative about the effectiveness of your solution, we've put together stunning case study templates for creating your case study. These case study presentation examples cut across various use cases and industries.

1. Marketing Case Study

This generic case study template is a powerful marketing tool for businesses of any size.

You can use it to elaborate on projects or solutions provided to satisfied clients—from the problem that led them to use your tool to your approach to the outcomes or results they've seen. Each section tells a compelling story, offers social proof and spotlights your biggest achievements.

In addition to its rich and bright color combination, this template is interactive. You can liven up your presentations by embedding images, videos and animations. Make this template work for you by editing content and inserting your logo, fonts, images and other design assets.

2. Business Case Presentation

Whether you're doing an in-person or virtual case study presentation, this template has everything you need to impress your audience. You can present a compelling business case that wins over your prospective clients and partners.

Visme has an extensive repository of customizable assets, including icons, charts, shapes, backgrounds, animated assets, stock photos and videos. Customizing this template takes only a few minutes, thanks to our intuitive and easy-to-use drag and drop template.

3. Clinical Case Study Presentation

This presentation template is ideal for drawing attention to rare clinical cases. It provides details about the patient's medical history, medications, results and follow-up. The template heavily relies on bright colors, icons, shapes and visuals to make important data stand out.

There's no limit to what you can achieve with Visme's presentation software . You can use charts and graphs to show compelling figures, patterns and relationships and leave important clues for your audience. The tool supports collaboration across teams. It lets you work with your team on your presentation and get feedback in real-time.

4. UX Case Study

Showcase your past clients' impressive results after working with your company using this stunning case study template. The cover page features a unique style, layout and color theme that blends with the rest of the document.

Notice how the template chronicles the customer's journey, starting with the problem. It elaborates on the approach to solving the problem and the measurable outcomes.

This template makes good use of shapes, images and icons to present the results in a captivating way. You can customize this template for different niches in which you've found notable success.

Use our intuitive editor to add or remove slides and swap your content, images, fonts and other assets to suit your taste.

5. Software Demo Platform Case Study

This case study examines the importance of using demos to increase sales. With this case study format, you can position your brand as a topical authority in your niche.

The template introduces the subject in the case study, their approach to ramping up sales and the effect. It highlights the results and key takeaways from the case study.

Here's what makes this template stand out. The template has a dark blue background while using bright-colored fonts and charts to maintain a strong visual contrast.

Go ahead and customize this template to reflect your brand image and content. Once done, you can embed it on your site using a snippet of code, download it in PDF or PPTX format or share it online with a public or private link.

6. HR Consulting Case Study

If you're looking to entice prospects with the success stories of your previous clients, this case study template is a perfect fit. In it, you'll find real-world examples of how your product or service addressed a client's challenge and impressive results backed by data.

The cover page has a bold headline and summary of the results that catches the eye. At a glance, the reader gets a sneak peek of your notable accomplishments and the type of results they can expect from your brand.

Create your ideal case study presentation by adding new design elements like elegant fonts and icons, high-resolution images, videos and animations.

Below are some helpful tips for designing and presenting your case study to clients, prospects, investors and key stakeholders.

1. Determine Your Goals

This is the first step to designing your case study. What are you looking to achieve, or what message do you want to convey in your case study?

We get it. Case studies are created to demonstrate the value of your solution to customers. However, we recommend aligning your objectives with the value (solution and results) you want your customers to see.

For example, depending on your client's pain points, your objective may be to show your solution helped other clients to:

• Increase productivity, revenue and profit
• Minimize employee turnover
• Gain a competitive advantage
• Drive sustainability or energy efficiency

2. Pick a Compelling Case Study

Once you have outlined what your case study is set to achieve, you need to pick a suitable case study.

We recommend having an arsenal of case studies at your disposal. This will give you the variety you need to whip out and present the best and most relevant case study for each prospect.

Stand-out case studies boost credibility and drive prospects' interest in your solution. For example, you should prioritize case studies featuring reputable brands.

Another top choice is case studies of clients who had complicated problems or clients who left your competitors to work with you. These case study examples typically provide a more compelling story and outcomes.

3. Use Templates

Case studies riddled with design and visual flaws can put off prospects. Using templates keeps your presentation structure organized and visually appealing. Beautiful case study templates like the ones above make your job much easier. It allows you to spend your time on content rather than aesthetics.

4. Use High-Quality Visual Aids

When preparing your presentation, use quality visual aids to break up the text and keep your audience engaged.

You don't want to bore your audience with large walls of irrelevant text and vague statements. Instead, use more numbers and visual aids like charts , graphs , images and videos to show compelling proof of success. They make your message clear and lend credence to your arguments.

Did you help your clients increase sales? If yes, show the percentage increase in numbers and charts or graphs to show a spike.

Notice how the case study template highlights compelling figures using graphs and charts.

5. Deliver a Flawless Presentation

You've already put in a lot of effort to create a solid professional case study. However, even the best-written case study will fail to deliver without a winning delivery.

So, how do you get your clients to buy into your case study during the critical presentation phase? How do you present your case study in a simple, clear and persuasive way?

Keep reading.

Tell an Emotional Story

When presenting case studies, deploy storytelling—it works.

Think of storytelling as a hook that draws your audience into your presentation. Your story could clearly describe the problem a similar client faced, the solution you implemented and what they're currently enjoying.

It's not enough to use facts and figures alone. Injecting an emotional appeal into your narrative will make your case study memorable and impactful.

One way to create a human connection is by painting a clear picture your audience can relate to. You want to visualize their journey to success based on your results with existing clients.

Focus on the Client

Remember that the case study is not about you or your salesperson. Companies that focus more on themselves often come off as self-centered.

You should research your prospects and focus on their needs and challenges. Not only will your presentation be relatable, but it will have an emotional appeal and motivate your clients to take action.

So dig deep to find out these things:

• Your client's concerns and pain points
• The goals and outcomes your clients are looking to achieve and
• The problems holding them back from achieving their goals

The more you can align your presentation with the client's needs and clearly articulate them, the faster you can secure their buy-in. Otherwise, your case study will sound like a thinly disguised sales pitch.

Connect and Engage Your Audience

Do you want to avoid situations where your audience zones off or nods off to sleep during your presentations?

Make your presentation a two-way dialogue. The more you can engage your audience, the more impactful your presentation will be.

Here are some effective ways to engage your audience.

• Grab your audience's attention with a strong presentation opening . You can introduce yourself, tell a joke and review the agenda.
• Ask thought-provoking questions or seek their opinions to understand what value means to them.
• Smile and make eye contact to build rapport with your audience.
• Weave relatable visual aids, colorful metaphors, or other multimedia into your presentations to make your point stand out.
• Keep the conversation going and avoid sounding like you're giving a lecture or reading off a script.

You can also use Visme's interactive presentation tool to wow your audience by zooming into a key point in your presentation.

Keep It Brief and Interesting

No matter how much time you're allotted, keep your presentation brief.

Why does it matter? Humans have short attention spans. So, to avoid losing audience attention, spend more time on slides that drive home your points.

In the middle of the presentation, you may be asked to dive deeper into a particular aspect or answer other questions.

Whatever happens, be prepared to answer questions in the middle of your presentations. You can create appendix slides to expand on some aspects of your case study.

So there you have it. We've discussed everything you need to know about creating and delivering a stunning case study presentation.

Case studies can be an effective sales and marketing tool for convincing and converting prospects into paying customers. However, to deliver a smashing presentation that wows your audience, we recommend using Visme's case study templates . You'll find templates for every niche and use case.

Visme offers a wide array of design assets, visual aids, images, videos and animations to make your presentation pop. After tweaking your template, you can embed your case study on your blog or website. Also, you can share it online using a link or download it for offline use in multiple formats, like PDF and HTML5.

Easily put together professional case study presentations that impress your clients

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About the Author

Unenabasi is a content expert with many years of experience in digital marketing, business development, and strategy. He loves to help brands tell stories that drive engagement, growth, and competitive advantage. He’s adept at creating compelling content on lifestyle, marketing, business, e-commerce, and technology. When he’s not taking the content world by storm, Unenabasi enjoys playing or watching soccer.

Business case presentation: A comprehensive guide

Master business case presentations with this guide: audience, argument, and delivery.

Raja Bothra

Building presentations

Hey there, fellow business enthusiasts!

If you're reading this, you're probably no stranger to the term "business case." In fact, you might be here because you're keen to unravel the art of crafting an impressive business case presentation. Well, you're in the right place!

In this comprehensive guide, we're diving deep into the world of business cases, exploring why they're crucial, when to create one, and how to structure an effective business case presentation. Plus, we'll sprinkle in some do's and don'ts to ensure your presentation shines.

So, buckle up, because by the end of this journey, you'll be equipped with the skills to create a business case presentation that wows your stakeholders, just like a pro. Ready? Let's dive in!

What is a business case?

First things first, let's clarify what exactly we mean by a business case. It's more than just a buzzword; it's a powerful tool that helps organizations make informed decisions.

At its core, a business case is a document that outlines the rationale for initiating a project or making a significant business-related decision. It's like the blueprint for your business move, offering a structured way to assess the potential risks, benefits, and costs involved.

But here's the kicker: A well-crafted business case isn't just about numbers and graphs; it's a persuasive narrative that tells a compelling story about why your idea is worth pursuing. It's your secret weapon to gain buy-in from key decision-makers.

Why do you need a business case?

Now that you know what a business case is, you might be wondering why you need one. Well, here's the deal:

Clarity and focus : A business case forces you to articulate your idea clearly and concisely. It's like putting your thoughts through a refining process, leaving you with a crystal-clear vision.

Risk mitigation : Projects or decisions without a solid business case are like ships without navigation. It helps you identify potential pitfalls and navigate around them.

Resource allocation : Limited resources demand wise allocation. A business case helps you justify why your project deserves those resources.

Stakeholder buy-in : Ever tried convincing your team or investors without data? A business case equips you with the data-driven argument you need to win them over.

When should you create a business case presentation?

Alright, you're convinced of the importance of a business case. But when should you whip out your presentation skills? Here are some scenarios:

• Launching a new product or service : When introducing something new, a solid business case can prove it's worth the investment.
• Changing business processes : If you're considering a major shift in operations, a business case will help assess the pros and cons.
• Resource allocation : Whenever you're requesting significant resources, whether it's money, time, or manpower, a business case is a must.
• Problem solving : When your business encounters a challenge, a business case can outline the best course of action.

How to structure an effective business case presentation

Creating a business case presentation can be a daunting task, but fear not, we're breaking it down into manageable chunks. Here's a step-by-step guide:

Executive summary : Begin with an attention-grabbing summary. In just a few slides, give an overview of what your business case entails.

Problem statement : Clearly define the problem your business case addresses. Use real-world data to illustrate its significance.

Business objectives : Lay out your objectives and what you aim to achieve with this project.

Project plan : Detail the plan of action, including timelines, milestones, and resources required.

Key stakeholders : Identify the key players involved and their roles in the project.

Facts and figures : Support your case with concrete data. This is where those business case studies come in handy.

Solutions to the problem : Present your proposed solutions and explain why they're the best way forward.

Align with company goals : Show how your business case aligns with the broader goals of your organization.

Cost-benefit analysis : Break down the costs and potential benefits. Be transparent and realistic.

Conclusion : Summarize your business case and reiterate why it's a solid proposition.

Remember, clarity and structure are key. Use a business case presentation template to keep things organized and professional.

Do’s and don'ts on a business case presentation

Before we dive deeper, let's lay down some ground rules to ensure your business case presentation shines:

Do's :

• Do back your arguments with data and evidence.
• Do tailor your presentation to your audience.
• Do rehearse your presentation for a smooth delivery.
• Do use visuals and graphs to make your case more compelling.
• Do stay focused and avoid unnecessary jargon.

Don'ts :

• Don't overwhelm with too much information.
• Don't ignore potential objections; address them head-on.
• Don't rush through your presentation; take your time.
• Don't rely solely on your slides; engage with your audience.
• Don't forget to proofread and edit for clarity and coherence.

Summarizing key takeaways

By now, you've learned the essentials of crafting a persuasive business case presentation that combines data and storytelling to justify significant projects or decisions. They're crucial for clarity, risk mitigation, resource allocation, and gaining support for endeavors like product launches or process changes.

To create an effective business case presentation, follow a structured approach, including problem definition, objectives, plans, stakeholder involvement, data support, proposed solutions, alignment with company goals, and cost-benefit analysis. Remember to tailor your presentation to the audience, use visuals, and address objections while avoiding information overload and rushing through it. Proofreading ensures clarity and coherence. These steps will help you create a compelling business case presentation.

1. What are the benefits of employing a business case framework?

Utilizing a business case framework offers numerous advantages. It provides you with a solid foundation for your presentation, guaranteeing that you seamlessly address all critical elements. Moreover, it frees up valuable time, enabling you to concentrate on content rather than becoming entangled in formatting intricacies. Consider it your reliable companion for effortlessly crafting a compelling PowerPoint business case.

2. How can I write a business case that appeals to stakeholders?

To write a business case that truly resonates with stakeholders, it's vital to understand their needs and concerns. Start by identifying the key decision-makers and their expectations. Then, craft your business case in a way that addresses their concerns. Remember, it's not just about presenting facts; it's about presenting a compelling narrative that speaks to the business problem at hand.

3. Are there any tips for making an effective business case presentation?

Absolutely! When you're preparing to present your business case, consider these tips for success:

• Keep it concise and to the point. Don't overwhelm your audience with too much information.
• Use visuals and graphs from your powerpoint template to make complex data more accessible.
• Practice your delivery to ensure a smooth presentation.
• Address potential objections head-on and provide solutions.
• Make sure your business case is in line with the broader business requirements and goals.

4. How do I create an engaging business case powerpoint presentation?

Creating an engaging business case powerpoint is an art. Start with a captivating opening that hooks your audience. Use the slides to complement your narrative, not replace it. Remember, your ppt slides are there to support your story, not overwhelm it. Keep the design clean and consistent with your business case powerpoint template.

5. Is there a recommended length for a business case presentation?

While there's no hard-and-fast rule, a complete business case presentation should be concise but thorough. Aim for clarity rather than length. However, avoid the temptation to have too many slides – nobody wants to sit through 100 slides . Focus on presenting a strong case with the most important information. Your business case should be as long as it needs to be to make a convincing argument, but no longer.

Remember, the goal of your business case presentation is to convince others of your proposal, and using a well-structured business case template and adhering to the principles of an effective presentation will significantly increase your chances of success.

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How to Create a Business Case Presentation [Templates and Examples]

As an executive in an organization, there may come a time when you need to convince others to take certain actions – and you may have to do it formally, even if you have a very convincing verbal argument to present. In such a situation, what you need is a  business case presentation , which can be made easily using a business case PowerPoint template, some of which we’re going to mention here.

What is a Business Case?

A business case is a document containing all details of a specific initiative – the costs, benefits, and associated risks, and the ‘Why’. Why should the initiative be undertaken; why invest in it? MBA students are often assigned to prepare business case studies and present them, as it can help them in their marketing skills, improve their forecasting, and get better analytical skills.

There is no hard and fast rule for creating business case studies; it could be a simple, informal document, to a formal  business case template PPT  presentation in front of all the stakeholders. Whatever the format, the purpose is the same: convincing the audience about the feasibility and worth of a particular project and why a certain approach is preferred over others.

A Business Case Vs. Project Proposal Or Project Plan

A business case is not the same as a project proposal; true, both have almost the same goals and will cover roughly the same topics. However, they are not the same thing. A project proposal discusses several project details, mentioning budgets, milestones, deliverables, timelines, etc. Project plans contain even more details, explaining how someone will implement a particular project. A business case is for getting people to invest in your initiative. If your business case is accepted, you can draft the project proposal and plan.

When Do You Need a Business Case Presentation?

Presenting a business case  can be undertaken whenever you have to persuade management, customers, or other stakeholders to back your initiative and where an informal conversation simply will not do the job.

Here are some of the most common reasons that you may need to present a business case:

• When you need funding for a new project, you need extra funding for an ongoing project, or you need the funding to continue  
• The project scope has to be changed
• When you want to begin a new project
• To change the policy in an organization
• Asking for additional resources for a specific project or team
• Requesting to be granted an exception to a rule.

The Business Case Template

While the template will differ according to the purpose behind your presentation, there are some logical elements that your  business case template PowerPoint  needs, and can be broadly divided into:

• Executive Summary – read what this means here .
• Financials – how much will be required
• Defining the project – the background, benefits, limitations, objective, scope, assessment of risk, project approach, and more
• Organization of the project – the governance and reporting

How Do you Create a Business Case Presentation?

You can use a PowerPoint business case template if you have not prepared such a document before .  Doing this will simplify your job, guiding you through all the steps. To prepare a business case properly, first and foremost, you need to evaluate the following:

• A business opportunity or problem
• The risks and benefits associated with it
• Expenses, including an appraisal of investment
• How will your operations be affected
• Technical solutions required
• Does your organization possess the capabilities to successfully deliver the project’s desired outcomes?

Getting carried away with one’s idea, especially that which one is enthusiastic about and firmly believes in, is easy. It makes sense, therefore, to take a step back, view it dispassionately, and consider it from all angles. This will help you prepare a watertight case. You can make a strong case when you can work out or collect and present as many details as possible – including numbers. The problem statement, situational context, financial study, opportunities, and description of the solution form the bulk of the document. 

Let us now take a quick look at what you need to include in your  business case slide  to make it a convincing presentation:

1. Establishing the Context

Every person attending your presentation is not likely to know what the background is. Therefore, as the first step, explain what made you feel that such an initiative was required in the first place. This is why you should establish the context and explain the background as the very first slide of your business case presentation.

2. Problem Statement

This is the slide where you have to make your audience realize that there is a problem and stress the significance and magnitude of the problem. You must also explain the necessity of the solution you are about to present. Finally, you need to consider the ramifications the situation has – both direct and indirect, while you are talking about the problem, along with what they imply, internally and externally. If it is possible to do so, include statistics and analysis if you foresee negative consequences that the situation could cause.

3. Evaluating Opportunities

Your solution must be related to the problem you spelled out earlier. Along with it, you can mention the potential opportunities available that can help you resolve these issues. This slide or section is a transition area – from the problem, progressing toward the solution. You could also approach it in another way: assess the possible reasons which caused the problem you presented to the audience earlier; then you could introduce them to possible approaches and solutions, and finally, stress your chosen solution.

4. Financial Analysis

This is the most important thing occupying the minds of stakeholders for any business case or project. If you don’t do a thorough job here, your presentation may not have the impact you desire. Therefore, it is a good idea to first talk about the financial situation as it is at present and compare it to the possible outcome you can achieve if you receive funding from them for your solution or initiative.

5. Describing the Solution

This is the moment you’ve been waiting for; you have convinced the audience that there is a pressing need for change. This is where you talk to the audience about your solution. How you lay it out depends on the action you want the audience to take. You have to outline what has to be done, when it should be done, and who has to do it.

• If you’re trying to get the project manager to add you to a particular team, tell them about your skills, how they are relevant and even necessary for the project, and how you can contribute to the team’s success.
• If you want your manager to give you time to resolve issues with a product, you need to talk about the skills you possess that will help you fix the problem, the time and resources it will require, and of course, the expenditure that it will incur. It’s also good to detail the (not so favorable) alternative.
• Suppose you want to impress HR that an employee working for you needs a raise. In that case, you have to be specific about the amount of salary increase you think the employee requires, and any other benefits that could be given, like training, flexi-hours, etc.; you have to stress why that particular employee needs to be retained – their skills, experience, and more.
• If you want the management to start a new outlet or office at a different location, you have a lot of work to do. You need a detailed case document. You can look online for a suitable  business case PowerPoint template  to help you prepare for such a case. List things like the expected financial outlay, the forecasted returns, the resources you require, and the benefits your organization will enjoy from opening up the new outlet or office.

Tips for Presenting Effective Business Cases

Here are some tips that can help you present your business cases successfully.

• Make sure that the visuals you use are not run-of-the-mill ones. They should be unique and instantly catch the viewer’s attention. It is quite likely that your audience has already seen many business case presentations in their careers – don’t make them feel like they are seeing a business case presentation for the second time.
• Be clear about the financial requirement, the risks, and your recommendation. Be confident, and don’t falter or get flustered.
• It is important to be concise – don’t ramble; also, ensure you use a consistent style throughout your presentation.
• Make sure that when you’re presenting your solution, you assess different scenarios.
• You must practice presenting your case in front of an audience when preparing the documentation. Use a couple of trusted colleagues – or the mirror.
• It’s a good idea to narrate the entire thing as a story together with hard facts and numbers. After all, human beings, regardless of age and profession, love a good story.
• The document containing your business case will have all the minutest details. Therefore, avoid overloading your PPT slides with data. It will become monotonous and confusing for your audience. Check out these  business case PPT templates  to get a better idea.
• Connecting with your audience and engaging with them is crucial. Make eye contact, and try to include real-life scenarios they may have been part of or at least heard about. Narrate a few amusing anecdotes, if possible, to keep them interested.
• Consider what questions your audience will likely have for you, and be sure to include them in your presentation.
• Create a brief version and a lengthy version of your presentation. You may have to present the same case to different audiences, and the time available may vary – from a few minutes to about an hour. It’s a good idea to be prepared for both.

There you go – all set to deliver a killer of a business case presentation! We have done our best to include everything possible to help. Do you have any more tips for creating the perfect presentation for your business case? Let us know!

At SlideBazaar, we help you create engaging and memorable presentations. Choose from our collection of professional templates or opt for our custom design services for a personalized touch. Your presentations deserve to be elevated to new heights, and we’re here to help you achieve just that!

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What It Takes to Give a Great Presentation

• Carmine Gallo

Five tips to set yourself apart.

Never underestimate the power of great communication. It can help you land the job of your dreams, attract investors to back your idea, or elevate your stature within your organization. But while there are plenty of good speakers in the world, you can set yourself apart out by being the person who can deliver something great over and over. Here are a few tips for business professionals who want to move from being good speakers to great ones: be concise (the fewer words, the better); never use bullet points (photos and images paired together are more memorable); don’t underestimate the power of your voice (raise and lower it for emphasis); give your audience something extra (unexpected moments will grab their attention); rehearse (the best speakers are the best because they practice — a lot).

I was sitting across the table from a Silicon Valley CEO who had pioneered a technology that touches many of our lives — the flash memory that stores data on smartphones, digital cameras, and computers. He was a frequent guest on CNBC and had been delivering business presentations for at least 20 years before we met. And yet, the CEO wanted to sharpen his public speaking skills.

• Carmine Gallo is a Harvard University instructor, keynote speaker, and author of 10 books translated into 40 languages. Gallo is the author of The Bezos Blueprint: Communication Secrets of the World’s Greatest Salesman  (St. Martin’s Press).

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How to Write a Business Case (Template Included)

Table of Contents

What is a business case, business case template, how to write a business case, key elements of a business case, how projectmanager helps with your business case, watch our business case training video.

A business case is a project management document that explains how the benefits of a project overweigh its costs and why it should be executed. Business cases are prepared during the project initiation phase and their purpose is to include all the project’s objectives, costs and benefits to convince stakeholders of its value.

A business case is an important project document to prove to your client, customer or stakeholder that the project proposal you’re pitching is a sound investment. Below, we illustrate the steps to writing one that will sway them.

The need for a business case is that it collects the financial appraisal, proposal, strategy and marketing plan in one document and offers a full look at how the project will benefit the organization. Once your business case is approved by the project stakeholders, you can begin the project planning phase.

Our business case template for Word is the perfect tool to start writing a business case. It has 9 key business case areas you can customize as needed. Download the template for free and follow the steps below to create a great business case for all your projects.

Projects fail without having a solid business case to rest on, as this project document is the base for the project charter and project plan. But if a project business case is not anchored to reality, and doesn’t address a need that aligns with the larger business objectives of the organization, then it is irrelevant.

The research you’ll need to create a strong business case is the why, what, how and who of your project. This must be clearly communicated. The elements of your business case will address the why but in greater detail. Think of the business case as a document that is created during the project initiation phase but will be used as a reference throughout the project life cycle.

Whether you’re starting a new project or mid-way through one, take time to write up a business case to justify the project expenditure by identifying the business benefits your project will deliver and that your stakeholders are most interested in reaping from the work. The following four steps will show you how to write a business case.

Step 1: Identify the Business Problem

Projects aren’t created for projects’ sake. They should always be aligned with business goals . Usually, they’re initiated to solve a specific business problem or create a business opportunity.

You should “Lead with the need.” Your first job is to figure out what that problem or opportunity is, describe it, find out where it comes from and then address the time frame needed to deal with it.

This can be a simple statement but is best articulated with some research into the economic climate and the competitive landscape to justify the timing of the project.

Step 2: Identify the Alternative Solutions

How do you know whether the project you’re undertaking is the best possible solution to the problem defined above? Naturally, prioritizing projects is hard, and the path to success is not paved with unfounded assumptions.

One way to narrow down the focus to make the right solution clear is to follow these six steps (after the relevant research, of course):

• Note the alternative solutions.
• For each solution, quantify its benefits.
• Also, forecast the costs involved in each solution.
• Then figure out its feasibility .
• Discern the risks and issues associated with each solution.
• Finally, document all this in your business case.

Get your free

Use this free Business Case Template for Word to manage your projects better.

Step 3: Recommend a Preferred Solution

You’ll next need to rank the solutions, but before doing that it’s best to set up criteria, maybe have a scoring mechanism such as a decision matrix to help you prioritize the solutions to best choose the right one.

Some methodologies you can apply include:

• Depending on the solution’s cost and benefit , give it a score of 1-10.
• Base your score on what’s important to you.
• Add more complexity to your ranking to cover all bases.

Regardless of your approach, once you’ve added up your numbers, the best solution to your problem will become evident. Again, you’ll want to have this process also documented in your business case.

Step 4: Describe the Implementation Approach

So, you’ve identified your business problem or opportunity and how to reach it, now you have to convince your stakeholders that you’re right and have the best way to implement a process to achieve your goals. That’s why documentation is so important; it offers a practical path to solve the core problem you identified.

Now, it’s not just an exercise to appease senior leadership. Who knows what you might uncover in the research you put into exploring the underlying problem and determining alternative solutions? You might save the organization millions with an alternate solution than the one initially proposed. When you put in the work on a strong business case, you’re able to get your sponsors or organizational leadership on board with you and have a clear vision as to how to ensure the delivery of the business benefits they expect.

One of the key steps to starting a business case is to have a business case checklist. The following is a detailed outline to follow when developing your business case. You can choose which of these elements are the most relevant to your project stakeholders and add them to our business case template. Then once your business case is approved, start managing your projects with a robust project management software such as ProjectManager.

1. Executive Summary

The executive summary is a short version of each section of your business case. It’s used to give stakeholders a quick overview of your project.

2. Project Definition

This section is meant to provide general information about your projects, such as the business objectives that will be achieved and the project plan outline.

3. Vision, Goals and Objectives

First, you have to figure out what you’re trying to do and what is the problem you want to solve. You’ll need to define your project vision, goals and objectives. This will help you shape your project scope and identify project deliverables.

4. Project Scope

The project scope determines all the tasks and deliverables that will be executed in your project to reach your business objectives.

5. Background Information

Here you can provide a context for your project, explaining the problem that it’s meant to solve, and how it aligns with your organization’s vision and strategic plan.

6. Success Criteria and Stakeholder Requirements

Depending on what kind of project you’re working on, the quality requirements will differ, but they are critical to the project’s success. Collect all of them, figure out what determines if you’ve successfully met them and report on the results .

7. Project Plan

It’s time to create the project plan. Figure out the tasks you’ll have to take to get the project done. You can use a work breakdown structure template  to make sure you are through. Once you have all the tasks collected, estimate how long it will take to complete each one.

Project management software makes creating a project plan significantly easier. ProjectManager can upload your work breakdown structure template and all your tasks are populated in our tool. You can organize them according to your production cycle with our kanban board view, or use our Gantt chart view to create a project schedule.

8. Project Budget

Your budget is an estimate of everything in your project plan and what it will cost to complete the project over the scheduled time allotted.

9. Project Schedule

Make a timeline for the project by estimating how long it will take to get each task completed. For a more impactful project schedule , use a tool to make a Gantt chart, and print it out. This will provide that extra flourish of data visualization and skill that Excel sheets lack.

10. Project Governance

Project governance refers to all the project management rules and procedures that apply to your project. For example, it defines the roles and responsibilities of the project team members and the framework for decision-making.

11. Communication Plan

Have milestones for check-ins and status updates, as well as determine how stakeholders will stay aware of the progress over the project life cycle.

12. Progress Reports

Have a plan in place to monitor and track your progress during the project to compare planned to actual progress. There are project tracking tools that can help you monitor progress and performance.

Again, using a project management tool improves your ability to see what’s happening in your project. ProjectManager has tracking tools like dashboards and status reports that give you a high-level view and more detail, respectively. Unlike light-weight apps that make you set up a dashboard, ours is embedded in the tool. Better still, our cloud-based software gives you real-time data for more insightful decision-making. Also, get reports on more than just status updates, but timesheets, workload, portfolio status and much more, all with just one click. Then filter the reports and share them with stakeholders to keep them updated.

13. Financial Appraisal

This is a very important section of your business case because this is where you explain how the financial benefits outweigh the project costs . Compare the financial costs and benefits of your project. You can do this by doing a sensitivity analysis and a cost-benefit analysis.

14. Market Assessment

Research your market, competitors and industry, to find opportunities and threats

15. Competitor Analysis

Identify direct and indirect competitors and do an assessment of their products, strengths, competitive advantages and their business strategy.

16. SWOT Analysis

A SWOT analysis helps you identify your organization’s strengths, weaknesses, opportunities and threats. The strengths and weaknesses are internal, while the opportunities and threats are external.

17. Marketing Strategy

Describe your product, distribution channels, pricing, target customers among other aspects of your marketing plan or strategy.

18. Risk Assessment

There are many risk categories that can impact your project. The first step to mitigating them is to identify and analyze the risks associated with your project activities.

ProjectManager , an award-winning project management software, can collect and assemble all the various data you’ll be collecting, and then easily share it both with your team and project sponsors.

Once you have a spreadsheet with all your tasks listed, you can import it into our software. Then it’s instantly populated into a Gantt chart . Simply set the duration for each of the tasks, add any dependencies, and your project is now spread across a timeline. You can set milestones, but there is so much more you can do.

You have a project plan now, and from the online Gantt chart, you can assign team members to tasks. Then they can comment directly on the tasks they’re working on, adding as many documents and images as needed, fostering a collaborative environment. You can track their progress and change task durations as needed by dragging and dropping the start and end dates.

But that’s only a taste of what ProjectManager offers. We have kanban boards that visualize your workflow and a real-time dashboard that tracks six project metrics for the most accurate view of your project possible.

Try ProjectManager and see for yourself with this 30-day free trial .

If you want more business case advice, take a moment to watch Jennifer Bridges, PMP, in this short training video. She explains the steps you have to take in order to write a good business case.

Here’s a screenshot for your reference.

Transcription:

Today we’re talking about how to write a business case. Well, over the past few years, we’ve seen the market, or maybe organizations, companies or even projects, move away from doing business cases. But, these days, companies, organizations, and those same projects are scrutinizing the investments and they’re really seeking a rate of return.

So now, think of the business case as your opportunity to package your project, your idea, your opportunity, and show what it means and what the benefits are and how other people can benefit.

We want to take a look today to see what’s in the business case and how to write one. I want to be clear that when you look for information on a business case, it’s not a briefcase.

Someone called the other day and they were confused because they were looking for something, and they kept pulling up briefcases. That’s not what we’re talking about today. What we’re talking about are business cases, and they include information about your strategies, about your goals. It is your business proposal. It has your business outline, your business strategy, and even your marketing plan.

Why Do You Need a Business Case?

And so, why is that so important today? Again, companies are seeking not only their project managers but their team members to have a better understanding of business and more of an idea business acumen. So this business case provides the justification for the proposed business change or plan. It outlines the allocation of capital that you may be seeking and the resources required to implement it. Then, it can be an action plan . It may just serve as a unified vision. And then it also provides the decision-makers with different options.

So let’s look more at the steps required to put these business cases together. There are four main steps. One, you want to research your market. Really look at what’s out there, where are the needs, where are the gaps that you can serve? Look at your competition. How are they approaching this, and how can you maybe provide some other alternatives?

You want to compare and finalize different approaches that you can use to go to market. Then you compile that data and you present strategies, your goals and other options to be considered.

And then you literally document it.

So what does the document look like? Well, there are templates out there today. The components vary, but these are the common ones. And then these are what I consider essential. So there’s the executive summary. This is just a summary of your company, what your management team may look like, a summary of your product and service and your market.

The business description gives a little bit more history about your company and the mission statement and really what your company is about and how this product or service fits in.

Then, you outline the details of the product or service that you’re looking to either expand or roll out or implement. You may even include in their patents may be that you have pending or other trademarks.

Then, you want to identify and lay out your marketing strategy. Like, how are you gonna take this to your customers? Are you going to have a brick-and-mortar store? Are you gonna do this online? And, what are your plans to take it to market?

You also want to include detailed information about your competitor analysis. How are they doing things? And, how are you planning on, I guess, beating your competition?

You also want to look at and identify your SWOT. And the SWOT is your strength. What are the strengths that you have in going to market? And where are the weaknesses? Maybe some of your gaps. And further, where are your opportunities and maybe threats that you need to plan for? Then the overview of the operation includes operational information like your production, even human resources, information about the day-to-day operations of your company.

And then, your financial plan includes your profit statement, your profit and loss, any of your financials, any collateral that you may have, and any kind of investments that you may be seeking.

So these are the components of your business case. This is why it’s so important. And if you need a tool that can help you manage and track this process, then sign up for our software now at ProjectManager .

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How to Write a Business Case

Last Updated: May 25, 2023 Approved

This article was co-authored by Michael R. Lewis . Michael R. Lewis is a retired corporate executive, entrepreneur, and investment advisor in Texas. He has over 40 years of experience in business and finance, including as a Vice President for Blue Cross Blue Shield of Texas. He has a BBA in Industrial Management from the University of Texas at Austin. wikiHow marks an article as reader-approved once it receives enough positive feedback. This article received 11 testimonials and 98% of readers who voted found it helpful, earning it our reader-approved status. This article has been viewed 436,680 times.

A business case provides justification for a proposed business change or plan, and typically outlines the allocation of capital and resources required to implement the proposed business case. A successfully presented business case can act as an impetus for moving forward with a new, alternative plan of action, or it may simply provide a consistent message, or unified vision for future business decisions and operations. A well-drafted business case will expose major or implementable solutions for conquering a business problem, issue or goal in order to provide decision makers with multiple options to choose from.

Understanding the Business Case Subject

• It is crucial to clearly define the problem and parameter of the solution. There should be an agreement about the scope between the person authorizing the business case and those who will execute analysis.
• Justification for the project could be based on the benefits to business operations, strategic direction goals, and/or cost benefit analysis.

• For example, if the business case plan revolves around entering a new market, there should be a brainstorming session held in order to determine that different marketing strategies required to make the new market entry a success.
• Don’t just go off and write the business case independently, because successful approval and implementation is dependent on support from relevant business stakeholders and managers.

• Reviewing the mission statement can allow you determine whether the business case and proposed resolution options further the ultimate mission and goals of the business.
• In most cases, you will be following the directions of a superior whose responsibility is to confirm compatibility between mission and the alternative solutions you provide.

Creating a Strong, Persuasive Business Case

• Use the first sentence of the problem statement to concisely present the problem, issue or goal that the business case seeks to resolve. For example, if the business problem is the need to generate additional lines of revenue the problem statement should begin with a statement that: “[Insert business name] is interested in expanding its current revenue stream by [business case’s proposed answer to the business problem].”
• Get the approval of those requiring the report before continuing.

• Indicate what is needed to implement the solution or project, including items like a monetary budget and increased labor numbers. Anything that is needed to complete this solution should be explained in the proposed solutions statement.
• Explain the methods used, and the research conducted in order to come up with the business case plan’s proposed options.
• Include information about meetings with surveyed departments and target audiences.

• Provide the costs associated with the project implementation timeline, as well as the potential costs/losses associated with not implementing the proposed business case plan.
• Explain the potential consequences and losses that could result from the plan not being implemented.

• Begin your executive summary with language such as: “This report is submitted in support of [insert business plan, goal or issue]. Provided is an evaluation and analysis of all relevant financial, marketing and business costs/considerations associated with implementing the suggested recommendations in this business case.”
• From there provide an explanation of why the proposed business plan should be implemented, and identify the impacts on the business for not implementing the plan.

Organizing and Presenting a Strong, Persuasive Business Case

• For example, if your business case suggests the implementation of a new marketing strategy as a means to enter new markets, you should definitely take the time to meet with the marketing team in order to ensure that the processes contained in your business case can be feasible implemented by marketing personnel.

• Consider using a PowerPoint presentation to add visuals to your business case presentation.
• Brainstorm in advance about any potential concerns that management may have about implementing the business case plan. Make sure to address these concerns during your presentation, instead of waiting for management to raise their concerns.

Expert Q&A

• The business case must be interesting, concise and presented without industry jargon. Data may be presented using charts and graphs for visual appeal. Thanks Helpful 1 Not Helpful 0
• The business case plan can be presented as a written report, or also in the form of a verbal presentation presented to management with the assistance of a powerpoint presentation. Thanks Helpful 1 Not Helpful 0

You Might Also Like

• ↑ http://whatis.techtarget.com/definition/How-to-write-a-business-case-document#anchor2
• ↑ http://www.entrepreneur.com/encyclopedia/mission-statement
• ↑ https://hbr.org/2014/07/the-right-way-to-present-your-business-case

About This Article

To write a business case, start with a straightforward explanation of the problem, issue, or goal. Next, list the most feasible options for resolution and explain in detail how these options will resolve the problem or issue. Indicate exactly what's needed to implement each solution, such as budget increases and additional labor, and be sure to provide detailed timelines for successful implementation and completion! For tips on organizing and formatting your business case, read on! Did this summary help you? Yes No

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In a business case presentation, you need to create an engaging, concise presentation with all the relevant data needed to win over investors. Here, we will discuss all the relevant factors that make a business… ... read more In a business case presentation, you need to create an engaging, concise presentation with all the relevant data needed to win over investors. Here, we will discuss all the relevant factors that make a business presentation successful, interesting, and worthwhile. close

When planning to meet investors, you will need to develop a business case presentation to persuade stakeholders that your plans are worth supporting. A well-researched and well-thought-out business case presentation should have an argument at its core that it vouches for. You need to present a credible and authoritative argument to create support for an initiative.

What is a business case?

In a project’s early phase, a business case is a document that contains vital information including the risks, benefits, and costs. The purpose of a business case is to bolster decision-makers to take action and provide the funds and resources needed. It is an outline that addresses questions and concerns, evaluates benefits, and outlines challenges to communicating an initiative’s value.

When should you create a business case presentation?

When planning to persuade a stakeholder or sponsor to offer their support, a business case presentation is an appropriate course of action that formalizes the request. Business case presentations are usually used in circumstances when funding is needed, a project’s scope is changed, a new project is being started, or additional team members or resources are requested.

Why is a business case presentation important?

A business case presentation is developed to serve two main functions. They explain projects to their stakeholders and lay out all the details, from the time it will take to the costs and potential losses and gains.

Business case presentations also help investors see the effort behind the initiative. Showcasing the research, facts, and detailed planning assures decision-makers that their contributions are worthwhile and justified.

How is a business case different from a business plan?

Although both business cases and business plans share the same purpose of persuading decision-makers to invest in your project, there are important differences to make note of.

A business case has a narrower focus, concentrating more on a certain problem and its following finances, risks, and benefits. Decision-makers here are the relevant heads of departments or internal stakeholders selecting options based on strategy and priority.

A business plan encompasses a broader reach, offering layouts for new businesses and major changes. It looks into competitors and marketing plans to persuade investors and senior leadership in a business.

What are the different types of business cases?

In any business case presentation preparation, you need to consider that stakeholders will differ according to departments and interests. These differences will need to be accommodated and catered to to ensure that the structure adequately addresses the stakeholder’s interests.

01 The Strategic Business Case

In a strategic business case, the case is for a change in a business and how it ought to align with its overall goals and direction. A strong, strategic business case needs to outline the solution to a problem and the overall scope of what the project is meant to achieve.

02 The Economic Business Case

An economic business case presents the best economic case by evaluating options based on their cost and the value they provide. The options showcased take into account broader factors, like social and environmental effects, especially if the project affects the public, such as a product or building.

03 The Commercial Business Case

The commercial case takes the economic case a step further by looking at suppliers and acquiring resources more cost-effectively. A commercial case anticipates what is needed for a project and the obstacles that might occur throughout obtaining them.

04 The Financial Business Case

This presentation type focuses on what a business can afford to fund by demonstrating an analysis of the capital and revenue for the preferred option. A financial business case needs to be presented in a structured manner that represents the analysis.

05 The Management Business Case

A management business case demonstrates the plans in place for the delivery, monitoring, and evaluation of your project to managerial stakeholders. Present the plans for how a project will be managed and the practices it is set to follow.

What you need to create a business case PowerPoint presentation

When preparing a business case presentation, you need to collect all the facts, figures, details, and research to build a solid case. You need to cover all the points of concern for the stakeholders, including the context, problem, analysis, solution, and execution.

It’s important to note that the different business case presentations we discussed earlier would address different points and have different requirements. Use a business case presentation template as a guide or a checklist to reference throughout.

Establish context 

When preparing your presentation, you need to consider that not all members of the audience will have previously read your proposal or are aware of your circumstance. Begin by presenting an executive summary that gives context to your initiative.

An executive summary would offer a brief but comprehensive overview of your business case. Since business cases can easily become over a hundred pages, it’s important to have a summary that highlights the problem being addressed and the solutions available.

State the problem

A problem statement puts the spotlight on the goals and purpose of your business case. It’s time to showcase your understanding of a problem and the plans you have to address it. When describing a problem, make sure to disclose the internal and external effects it has. Why is your solution important? How does it approach the problem?

Business requirements 

In any project, there will be business requirements needed to aid throughout. Whether it’s a certain budget, preferred suppliers, or a specific timeline, you need to establish your project’s needs. Since these factors could affect the overall success or quality of a project, determine what they are and explain how they would help carry out the project.

Analyze finances

There is no doubt that the main thing on your investor’s mind is the numbers involved in your business case. Present your current financial details in comparison to the projected numbers if your project gets the support it needs.

Describe the solution

The solution you propose is a direct response to the problem you address. Here, you broach the answers your business case offers. How you describe your solution relates to the decision you’re aiming for.

A solution could be a material difference to your resources such as a new office or fixing a product issue. So in the presentation, outline all the questions relating to your solution, the what, who, when, and how of the answers you’re proposing.

Detail the execution strategy

To support an initiative, stakeholders want to be in on the overall vision and know all the goings-on and plans. Detail your execution strategy describing the plans, process, risks, metrics, and KPIs involved to produce the best results possible. Share any issues you initially faced and how you handled them to convey your credibility.

Share your results

This section is necessary to elaborate on the positive impact your solution will have on a project. This is the space to discuss projected or available financial and growth results and other palpable improvements. This section would also benefit from visual aids such as graphs and charts.

9 Tips for presenting your business case

Now that you’ve gathered all the data you need for your business case, there are things you need to keep in mind as you lay out all this information. Developing a business case is about how you present it as much as it is about what you present.

01 Determine your goals

The first step in designing a business case presentation is outlining the goals you want your presentation to achieve. What is the main purpose? What do you want stakeholders to get out of it? Consider aligning the business case’s objectives with its solutions. For example, use the relevant pain points to address the intended outcomes of your presentation.

02 Decide on the right delivery mode

We often advise that when preparing for a presentation, you should aim to tailor it for your audience to make it more engaging, and a business case presentation is no different. Consider the mediums or features that would best capture your audience’s attention. What are the main points you want to highlight? Would a video do? Would your audience prepare beforehand, or do you need to address every detail yourself? These are all questions you need to ask yourself when developing your presentation.

03 Have an elevator pitch ready

Sometimes, the stakeholders you want to present to are busy and distracted, so you have an elevator pitch ready. Prepare a quick pitch that grabs their attention with all the basics covered.

04 Focus on the essential information

In the same vein as having an elevator pitch ready, be selective with the information you present . There is no need to share the entire business plan. Focus on the essential information that serves your overall case and emphasize it.

05 Be memorable

Structure your business case’s data into a compelling story. This is more elaborate than an elevator pitch. Find the narrative that your facts and figures are telling you and highlight it. Using customer feedback, for example, alongside market research, gives the presentation a more personal edge, making it more engaging.

06 Begin with the business need

A business case should address a business problem. To convince a stakeholder or investor, invoke the problem to refocus the audience on your solution.

07 Make it interactive

Make your presentation interesting and brief. Use your time to focus on slides that serve your overall objectives and create a dialogue with the audience. The more involved the audience is, the more invested they will be in your argument and business case.

08 Rehearse your presentation

Practice, practice, practice. Once you’ve created your presentation, begin rehearsing what you want to say. Make note of all the ideas you need to mention and create an outline you want to follow. That way, when the day comes to present, you can cover all the key points you want to address without straying or losing the plot.

09 Follow up

Not everyone will get the chance to ask you questions after you present, so follow up individually to make sure investors can have the opportunity to voice their concerns to you personally and privately.

Putting together a business case presentation requires both data and creativity. You need all the hard facts to support your initiative and a creative mindset that helps you share them. Investors are interested in what you bring to the table, so make it worth their time.

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