Free Business Case Templates for IT, Project Management, and More

By Kate Eby | June 25, 2018

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A business case helps stakeholders understand what you want to do, how your plan will benefit the organization, and if that plan is possible. A business case template provides a structure for researching and presenting a clear and comprehensive document.

In this article, you’ll learn what to include when you create your own business case , and find the ready-made, downloadable business case templates in Word and PowerPoint formats, like a one-page business case template , a construction business case template , and more.

One-Page Business Case Template

One Page Business Case

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If you have a straightforward but costly proposal, use this short business case template to make a concise list of what you want to do, why you want to do it, how you want to do it, who benefits from the project, and anything that could hinder the project’s success. This template can also help form the basis of your project charter .

Project Business Case Template

Project Business Case

Sometimes, it’s not easy to quantify benefits and disadvantages of a project. This project business case template includes a weighting scheme to create a score for each proposed option, and allows you to score risks.

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Construction Business Case Template

Construction Business Case Template

‌ ‌Download Construction Business Case Template - Word

This construction business case template includes sections for the many types of information and analysis a large construction project may require. It lists the types of documents needed to prepare for construction and includes detailed information on stakeholders and their interests. It also includes tables to help visually compare analyses. The project delivery or implementation details can form the basis for your project plan.

Simple Business Case Template

Simple Business Case Template

‌ Download Simple Business Case Template

This simple business case template in Word addresses all the essential areas needed in a business case. Add as much information to each section as is necessary, or include other sections to reflect your own organization’s requirements.

PowerPoint Business Case Presentation Template

Business Case Presentation Template

‌ Download Business Case Presentation Template - PowerPoint

A simple Word document may provide a good way to document the reasons for, requirements of, and costs included in your business case. But visual representations can communicate vital facts quickly and may be necessary if you present your business case in a meeting. Use this template to visually communicate information.

IT Business Case Template

Simple IT Business Case Template

Download IT Business Case Template

For enterprise-level changes, a business case may be necessary to justify costs, resources, and effort. This IT business case template provides space to discuss why you require the change, how you will source the new solution, and how you will manage the migration and implementation.

Life Sciences Business Case Template

Life Sciences Business Case

‌ Download Life Sciences Business Case Template - Word

In addition to the usual content sections in a business case, this life sciences business case template includes blocks for version control and revision tracking.

What Is a Business Case?

A  business case  (also known as a  business need ) defines a problem or opportunity, measures the effect of a project that solves a problem or exploits an opportunity, and clarifies the costs and benefits of a proposed plan.

You need a business case when you have to justify a resource or expenditure on a project. Through a well-considered business plan, stakeholders and investors can determine whether the enterprise should invest resources in the project. A business plan also provides a structure for presenting findings and recommendations. Moreover, it offers a way to determine if the project aligns with an organization’s strategic objectives. 

Although preparing a business case may seem like yet another document in a long chain of project management tasks, this front-loaded preparation is essential to the eventual success of any undertaking. When started before a project begins, a business case shows stakeholders — and even you — if the project is worth starting. It can reveal problems that could potentially waste time and other resources without yielding benefits. Without business cases, you have no way to prioritize projects. If you don’t clearly articulate the desired results before the project begins, investors and stakeholders can easily be dissatisfied or frustrated with the outcome. And, as the project progresses and ultimately concludes, you have no reference point for measuring achievement.

Inputs for a business case include such things as regulatory and legal requirements, changes in the market, and customer demand.

You can use a business case template as a guide so you remember to include all the necessary content. A template also offers formatting, so you don’t have to worry about layout and design. 

The Business Case and Business Case Template Writing Process

Poor preparation and a lack of senior management involvement often contribute to eventual project failure. A good case study can help you avoid these pitfalls.

Start by consulting key people, such as the finance department, to get accurate estimates and details of the current situation and an idea of what improvements would look like. In addition, remember to follow any pertinent company policies and procedures while preparing the business case and elaborating on the proposed project.

When writing the business case, consider these pointers for success:

  • Write in the voice of your readers and stakeholders, but avoid jargon as much as possible.
  • Communicate concisely regarding the essential content.
  • Be interesting, even entertaining.
  • Be clear about your goals and how they can benefit the organization.
  • Limit the number of authors to keep the voice and style consistent.

The Main Elements of a Business Case Template

Your business case is intended to provide sponsors, stakeholders, and investors with a clear picture of the outcomes and benefits of your project. In general, a business case contains the following particulars about a project:

  • A high-level summary
  • Financial information about the costs and benefits
  • Details of the scope
  • Benefits and risks
  • Information about how the project will be managed
  • Measurements for success

A sample business case template is available here for the management certification guidelines used in the UK, Australia, and other countries. The number of sections and detail of your business case will vary with the complexity and scope of your intended project. Typical elements include most or all of the following:

  • An Executive Summary: Particularly in government or formal business situations, the executive summary may be the only part of the document that stakeholders, investors, the media, and other interested parties read. An executive summary must convey what will be done, who will do it, how much it will cost, and how and who it will benefit — in one page or less. Another gauge for length is that it should take no longer than five minutes to read.
  • Purpose: The purpose of the project describes the background of the business problem or opportunity. It details how the change envisioned (by completing the project) will improve the situation.
  • Alternatives: Researching and describing viable alternative options to the recommended project will help provide a more vivid context for the recommended solution. Presenting alternatives will also demonstrate to stakeholders that you’ve given your project healthy consideration and that it was not chosen arbitrarily.
  • Strategic Alignment: Explaining how your plan fits into and advances the overall strategic direction of the organization is crucial. Stating project goals and objectives in this context can strengthen your case.
  • Organizational Impact: Discuss how the proposed project will change the organization. Consider any relevant departments, equipment, processes, or roles. Stakeholder analysis (i.e., understanding the current situation and the requirements of each stakeholder) can contribute to this picture.
  • Assumptions and Constraints: Be clear about any anticipated resources or limitations. For example, if funding from one agency is certain, note that. If success depends upon implementing a new platform, note that. The list of assumptions may grow and change as the project progresses. You may also consider any interdependencies that might affect the plan.
  • Benefits: Articulate the anticipated outcomes to show how the entire organization gains and improves from your project. Examples of benefits are more customers served, less eye strain for service reps at workstations, or a roof patch ahead of storm season.
  • Schedule and Costs: Outline the plan with a brief timeline for project development and completion, including major milestones. For technology projects, provide an overview of the migration plan, if required. On the timeline, add a cost benefit analysis and budget, possibly even with ongoing maintenance costs.
  • Risks and Opportunities: Risks describe what could happen to delay or prevent the completion of the project or raise the costs of the project. Depending on the scope of your project, complete your business case analysis by studying PESTLE factors (political, economic, social, technological, legal, and environmental). For each risk you identify, include a mitigation plan.
  • Recommendation and Justification: State the preferred option and summarize its risks and costs as well as the justifying factors that recommend it.
  • Governance and Progress Tracking: Describe who is responsible for managing the project and who is accountable for supporting it. Indicate how progress will be measured and reported.

You may also want to include signature blocks for approvers, a table with the sponsor name, the names of anyone providing support or expertise to the document, a table of contents hyperlinked to first- and second-level headings, an appendix for attached worksheets and other supporting documents, and a glossary of terms. To title the document, follow the naming conventions of your organization and provide a version number, especially if the project is complicated and the business case is likely to go through revisions.

Who Is Involved in a Business Case?

The project sponsor prepares the business case in cooperation with team members and subject matter experts from the applicable areas, such as IT or finance.

Some companies may have dedicated project management offices. In that case, the project management office prepares the business case. If an outside organization requests support, that entity prepares the business case. The project sponsor and interested parties review the business case. Based on the business case, the project may be approved, rejected, altered, or postponed.

Tips for Creating a Compelling Business Case and Business Case Template

A business case may seem to require a lot of information, but you can keep it simple if you keep a few things in mind:

  • Define the strategic role and goals of the project early in the case study.
  • Create context for the project by discussing its history and background.
  • Show similarities between the proposed project and previous successful projects. Also, discuss important differences.
  • Don’t just show fixes to problems. Find opportunities where possible and highlight them in your case study.
  • State the benefits that will occur once the project is completed.

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Top 7 Business Case Presentation Templates With Samples And Examples

Top 7 Business Case Presentation Templates With Samples And Examples

Kajal Sharma

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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.

Ways Business Case Presentation

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.

Building The Business Case Business Planning Sample PPT Presentation

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!

Business Case Professional Development PPT Presentation Layouts

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.

Business Case Development Services Diagram Presentation Outline

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.

Business Case Outline

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.

Business Case Development Process Diagram Presentation Examples

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!

New Product Development Funnel

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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The Right Way to Present Your Business Case

  • Carolyn O’Hara

business case presentation templates

Get key stakeholders on board with one effective presentation.

You’ve already put a great deal of work into preparing a solid business case for your project or idea. But when it comes to the critical presentation phase, how do you earn the support of decision makers in the room? How do you present your case so that it’s clear and straightforward while also persuasive?

business case presentation templates

  • Carolyn O’Hara is a writer and editor based in New York City. She’s worked at The Week, PBS NewsHour, and Foreign Policy. carolynohara1

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Business case template.

  • Created by ex-McKinsey & BCG consultants
  • 300 PowerPoint slides & 3 Excel models
  • 3 full-length, real Fortune500 case examples
  • Business case for a new project, product, business unit or stand-alone venture

Example of a Business Case template separated into different steps

Trusted by thousands of teams

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What you get in this template

  • A comprehensive, end-to-end business case presentation based on proven frameworks created by ex-McKinsey and BCG consultants
  • 300 PowerPoint slides organized in a complete storyline with best-practice slide-layouts, titles, and graphics
  • 3 real-life full-length examples from Fortune500 companies so you can see how a business case is presented in other organizations
  • Helpful checklist used in top-tier consulting firms
  • Excel model and examples to support your business case

Templates & Playbooks

Our Business Case template is based on a proven framework

Our Business Case framework is built around the classic 3-step approach used by top tier management consultants in thousands of organizations across the world.

3-step approach

This template includes 300 slides based on proven frameworks, complete storyline with best-practice slide-layouts

business case presentation templates

“These templates have been a life saver for me and my team! We used to waste so much time trying to build slides based on old decks or PDFs. This is so much easier and looks much more professional.”

What can you use the Business Case template for?

The Business Case template includes a fully structured storyline complete with ready-to-use slides, as well as frameworks, tools, tutorials, real-life examples, and best practices to help you:

  • Create and present a full business case for a new product line, business unit, innovation area or completely stand-alone business.
  • Analyze and describe all necessary areas with associated hypotheses for what this new product/business/innovation should look like including value proposition, customer segments, business model and price point, IT setup, brand, team structure etc.
  • Discuss all necessary areas with associated hypotheses related to how this new product/business/innovation should interface and integrate with the Group or main business(es) including positioning, data system integrations, governance etc.
  • Analyze potential risks and possible mitigation tactics related to building and launching this new product/business/innovation including cannibalization, brand value etc.
  • Present timelines and roadmaps for the new product/business/innovation.
  • Analyze financials and create a detailed Excel business case with strategic KPIs and other important metrics.

Fully customizable

Easy to recolor, tweak, and edit.

Our PowerPoint and Excel templates are 100% customizable, meaning you can change everything from colors to fonts to layouts to footnotes. Match templates to your company format and color schemes with just a few easy clicks and give it your own personal style.

Fully customizable

Created by top-tier consultants

We’re a team of ex-consultants from McKinsey and BCG. Between us we have created thousands of presentations for every purpose and organizational level. Here we have distilled this experience into these templates for you so you can create similar best-practice, tried-and-tested presentations with none of the hassle.

Alexandra Hazard Kampmann

Trusted by 4,500+ customers worldwide

BD

Steal the templates and frameworks used by top management consultants. Decrease the time you spend structuring a storyline or creating new visuals.

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How to Write a Business Case (Template Included)

ProjectManager

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

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.

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.

business case presentation templates

Get your free

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

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.

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.

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.

Free Business Case Template for Word

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.

kanban card moving into next column on the board

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.

ProjectManager’s dashboard view, which shows six key metrics on a project

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.

Gantt chart from ProjectManager

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.

how writing a business case for your project is good business strategy

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 .

Click here to browse ProjectManager's free templates

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10 Free Business Case Templates in PowerPoint & ClickUp

ClickUp Contributor

February 13, 2024

clickup.com/templates/case-study-design-t-182377258(opens in a new tab)

Every great project kicks off with a solid plan. But before diving into that plan, you need a clear and concise business case to back it up.

Here’s some good news—we’ve got you covered with top-tier business case templates you can use in ClickUp and Word.

What is a Business Case Template?

What makes a good business case template, 1. clickup business case analysis template, 2. clickup business plan template, 3. clickup business plan document template, 4. clickup lean business plan template, 5. clickup case study template, 6. clickup case study design template, 7. clickup business analysis project plan template, 8. clickup business development plan template, 9. powerpoint business case template by slidemodel, 10. business case presentation template by 24slides.

Think of a business case template as your project’s passport. A business case template details the “why’s” and “how’s” of a project or proposed business change—its benefits, cost, risks, objectives, and more.

Whether pitching an idea or seeking approval, a business case template provides the structure you need.

A compelling business case template isn’t just about numbers; it paints a clear picture. It showcases benefits, draws attention to potential risks, and defines clear objectives.

Moreover, a solid business case template is versatile, user-friendly, and adaptable to various business needs. In fact, several business case templates use a similar structure to answer or address these areas:

  • Executive Summary : It gives a brief overview of the project, the overall objectives, and expected outcomes
  • Problem Statement : Clearly defines the problem you’re facing and what needs to be solved
  • Proposed Solution : This outlines your proposed solution in detail and includes how it will solve the problem
  • Cost Benefit Analysis : This provides a detailed breakdown of the associated costs with the solution and the potential financial benefits
  • Project Timeline : Outline the timeline for implementing the solution, including key milestones—basically anything that will help the project manager keep things on track
  • Risk Analysis : Identify potential risks and how they will be mitigated
  • Conclusion : Summarize why the proposed solution is the best choice for the business

10 Business Case Templates to Use in 2024:

Below are our favorite business case templates on the market today.

ClickUp Business Case Analysis Template

Diving into a new project demands a solid foundation. And what better way to lay it than with a well-structured business case? But crafting such a document can be challenging. Enter ClickUp’s Business Case Analysis Template : your ultimate solution!

This business case template is your assistant to visualizing and comparing different approaches to a business problem swiftly, determining the viability of your project with a cost-benefit analysis, and pinpointing key factors to the success of your business case.

Use our business case template’s custom statuses to monitor the progress of your business case analysis, and create custom fields so you can approach that business case analysis systematically. You can view different facets of the business case analysis as a Doc View, a Gantt chart, a Calendar View, or simply a list of tasks.

Bring ClickUp’s full suite of project management tools to bear as you map task dependencies to feasible due dates, then track business case progress automatically using AI-powered automations. These features are part of what makes ClickUp some of the best operations management software available.

This business case template allows you to identify your business problem and outline your business objective in ClickUp Tasks. Then, brainstorm together in ClickUp Docs to identify potential solutions for your business case. 

Finally, design your roadmap and assign tasks to the team. You can automatically monitor the progress on your business case with your custom statuses and set up regular check-ins on the project calendar.

Are you embarking on a new business case? Navigate seamlessly with ClickUp’s Business Case Analysis Template.

ClickUp Business Plan Template

Every flourishing venture begins with a robust business plan. It’s not just about having an idea but charting a clear course to bring it to fruition. ClickUp’s Business Plan Template simplifies this journey, providing you an efficient route to outline:

  • Crystal clear goals and mission
  • Comprehensive strategy, along with an execution timeline
  • Performance checkpoints, risk alerts, and success metrics

Envision it, and ClickUp’s template will guide you to actualize it!

Why is a Business Plan Template essential? With ClickUp’s Business Plan Template, you can:

  • Zero in on your precise objectives and aspirations
  • Profile your target audience and their sectors
  • Highlight your edge over competitors
  • Craft a strategy aimed at exponential growth
  • Write an executive summary to give investors a high-level overview of all your research

This meticulously designed business case document uses custom statuses so you can navigate from in progress through the revisions stage and finally mark each task as “complete!”

Organize your tasks with custom fields, and switch between views to emphasize different information based on your priorities.

ClickUp’s robust project management package lets you tag multiple teammates, nest subtasks in larger tasks, and set priority indicators.

This business plan template is set up so you can brainstorm your objectives with your team in ClickUp Docs and then itemize your product’s unique selling point in ClickUp Tasks. Execute your objectives on time and budget with the help of ClickUp’s Gantt charts. At the end of your proposed project, revisit your accomplishments with ClickUp Goals to see where you hit the target and where you may need to revise your approach.

If business success is your destination, ClickUp’s Business Plan Template is your map.

ClickUp Business Plan Document Template

Crafting an impeccable business plan can be an intricate journey, given its importance in rallying investors and stakeholders. But what if there was a tool to simplify and enrich this journey?

Meet ClickUp’s Business Plan Document Template , your ally in:

  • Unifying your team towards a shared vision
  • Amassing all critical data for an in-depth blueprint
  • Centralizing materials for seamless accessibility

Embark on fresh undertakings or rejuvenate current ones; this free business case template molds your aspirations into executable steps. Begin your ascent towards achievement today!

This ClickUp template equips you with:

  • Your project scope and a charted path laden with quantifiable goals
  • Resource management tools to accomplish tasks for task accomplishment
  • Proactive risk anticipation and mitigation strategies
  • Instant, precise data retrieval and modification

Naturally, this template includes a Doc View, but as a project manager, you have options like Gantt charts, Workload Views, and Calendar Views to help you see at a glance the information that matters most to you.

Keep a tight grip on your project with advanced comment tracking and AI automations that make your workflow run smoothly in the background while you get more work done.

To get the most out of this template, start by gathering your business objectives, audience research, product offerings, and financial picture. You can use research management software to help with this stage. Then, you can use ClickUp’s Table View to lay out a clean, easy-to-read executive summary and your market assessment and financial appraisal for investors.

ClickUp Lean Business Plan Template

Aspiring to propel your business idea into reality but are hindered by the extensive demands of traditional planning? ClickUp’s Lean Business Plan Template is your savior.

Forge an efficient, succinct business strategy, offering:

  • A bird’s-eye view of your enterprise
  • Intuitive blueprints for devising a cogent business plan
  • Incremental assistance for fleshing out each plan segment

Elevate your business cases quickly and affordably with ClickUp’s streamlined approach.

The template allows you to define your business, describe your target market, set budgets, and create goals.

Once that’s done, use custom statuses to monitor your progress toward achieving your goals. You can set reminders to check in on different areas of your business and use different views to check on your priorities, brainstorm additions to your business plan, or see a timeline of the tasks to be completed.

With ClickUp, turning your vision into a viable venture has never been more accessible. Simplify, strategize, and succeed.

ClickUp Case Study Template

Crafting an influential case study is an art of strategic organization and detailed execution. Enter ClickUp’s Case Study Template , your ultimate companion to orchestrate, frame, and present your research seamlessly.

Use this simple business case template to gather and consolidate data to support your case study and extract meaningful conclusions and takeaways from that information.

This approach to case studies gives you space to weave a real-world, impactful narrative that resonates with your audience. These stories are an important way to validate your sales propositions with concrete results. Telling others about your clients’ successes also builds trust with prospects.

You can brainstorm potential stories with ClickUp Whiteboards, then put your plan to paper with ClickUp Docs. After that, organize your writing process with an actionable task list. 

The ClickUp AI writing assistant can help you turn your ideas into a cohesive story. Then, use ClickUp’s integrated email and collaborative editing tools to get final approval from the client.

A great case study stands tall in the realm of effective enterprise marketing tools . Let ClickUp be the wind beneath its wings.

ClickUp Case Study Design Template

Harness the power of compelling narratives with ClickUp’s Case Study Design Template , tailored for businesses keen on weaving success tales—a well-crafted case study not only shares successes but bolsters your brand credibility.

With this template, you can:

  • Demonstrate problems your customer encountered and how your offerings emerged as the proposed solution
  • Showcase tangible results, affirming the prowess of your product/service to potential clients
  • Ensure an organized, standardized business process , ensuring brand-consistent design and presentation across all case studies
  • Save precious time with streamlined research, design, and publication processes

Use this template to track the progress of your case study, seamlessly manage and visualize the data that will inform the case study, and incorporate ClickUp’s project management features like nested subtasks, multiple assignees, and priority labeling to make case study creation a breeze.

This template has space for you to define the goal for the case study, choose and describe your subject, collect all your data in a Table View, draft the narrative in ClickUp Docs, and then create a task list for marketing and promoting your case study. A communication plan template can also be a helpful tool for this stage.

With ClickUp’s innovative design template, crafting impactful case studies becomes an organized, efficient endeavor, enhancing your brand’s narrative prowess.

ClickUp Business Analysis Project Plan Template

Embarking on a business analysis project requires meticulous planning, resource utilization , and clear objectives. ClickUp’s Business Analysis Project Plan Template is a tailored solution to navigate these complexities seamlessly.

This template is for you if you need to:

  • Craft a bespoke business analysis plan aligning with your organizational goals
  • Perform a risk assessment and create mitigation strategies
  • Effortlessly adapt to changing scenarios and ensure timely project delivery
  • Equip your project team to dive deep into business nuances, ensuring a holistic understanding of products, clientele, and operational facets

The ClickUp Business Analysis Project Plan Template lets you lay out the scope and objectives of your plan, identify key personnel and their roles, build an action plan, and then assign the necessary resources to achieve your goals on time and on budget.

Use ClickUp to assemble your team and assign them roles. You can document deliverables in ClickUp Docs along the way and tag significant milestones with ClickUp Tasks.

With ClickUp’s template, business analysis project planning is simplified and supercharged for optimal outcomes.

ClickUp Business Development Plan Template

Crafting a robust business plan is the cornerstone of entrepreneurial achievement. With myriad tasks to manage and objectives to meet, a streamlined tool becomes imperative. That tool is ClickUp’s Business Development Plan Template —your ultimate companion in carving out a successful business trajectory.

With this template, you can set precise, achievable targets and track your progress toward achieving them. Document clear blueprints to meet your business aspirations, but use ClickUp’s collaborative tools to edit and iterate on those plans along the way.

The beauty of this template is it ensures all stakeholders are synchronized and aligned because you have defined actionable steps to use your resources effectively.

With ClickUp’s Business Development Plan Template, chart a course toward unparalleled entrepreneurial success!

Powerpoint Business Case Template by SlideModel

Elevate your business presentations with SlideModel’s Free Business Case PowerPoint Template . Tailored for modern professionals, this dynamic template facilitates a comprehensive discourse on new business initiatives, elucidating their relevance, objectives, and potential returns.

This template is ideal for consultants, budding entrepreneurs, and SMEs aiming to pitch their project description or corporate strategy to stakeholders or investors.

It includes an engaging title slide, slides for introduction, problem statement, solution proposal, benefits, implementation, and key takeaways. You’ll enjoy the eye-catching human character vector graphics for sharp visuals, versatile infographic icons, and a wavy timeline chart to illustrate milestones.

The template has full editability across color palettes, backgrounds, and fonts. The template’s adaptability ensures its seamless integration into diverse presentations.

Although optimized for PowerPoint, you can also download versions that cater to Google Slides and Keynote.

In search of an impressive medium to present your business case? SlideModel’s template is a click away. For alternative designs, explore their featured Business Case PowerPoint Template collection. Secure your copy today!

Business Case Presentation Template by 24slides

Introducing the Business Case Presentation Template by 24Slides —a comprehensive toolkit for innovators and visionaries ready to revolutionize their organization. Every groundbreaking idea warrants a robust presentation that encapsulates its essence, both financially and technically.

Crafted with precision, this template offers an array of instrumental slides tailored to articulate your idea seamlessly:

  • Clearly define your vision and the strategic goals you aim to achieve
  • Delve deep into potential challenges, ensuring stakeholders are well informed and prepared
  • Offer a lucid timeline, pinpointing milestones and mapping out your project’s trajectory

Every slide has been meticulously designed to foster clarity, conviction, and comprehensibility. With the 24Slides template, you are empowered to present a holistic overview of your idea, bolstering its feasibility and implementation potential.

For those committed to driving value and championing transformative ideas, this Business Case Presentation Template serves as the ultimate companion. Express, elucidate, and execute your vision with unparalleled finesse.

Why ClickUp Stands Out in the Business Tool Realm

Templates are great, but when combined with an intuitive platform offering robust project management features? It’s a game-changer. 

ClickUp isn’t just a library of versatile business templates. It’s a comprehensive tool designed to streamline your projects, optimize communication, and enhance productivity. 

From setting up workflows to collaborating with your team in real-time, ClickUp seamlessly integrates every aspect of project management. 

So whether you’re drafting a business case, planning a project, or managing day-to-day tasks, ClickUp is your one-stop hub, combining utility with unparalleled efficiency. Dive into ClickUp today and experience the future of business management.

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Business Case Templates PowerPoint & PPT Slides

A business case is the starting point for any project. Business case templates are used to showcase exactly how you will execute your ideas and map out the problems and their solution with impact on business.

The business case defines the grounds for starting a project, envisioning scenarios, and anticipating risks. Business case PowerPoint templates from SlideUpLift are customizable, easy to understand, clear, logical, and relevant. Subsequently, these templates can be used for project delivery and performance monitoring. Utilize these visually appealing Business Case templates to both plan and assess the progress of various projects.

Explore our free Business Case PPT templates collection for download to effectively showcase different strategies in your presentation.

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Business Case Presentation PowerPoint Template & Google Slides Theme

Business Case Presentation PowerPoint Template

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Frequently asked questions about business case powerpoint templates.

Welcome to our collection of professionally designed Roadmap Templates. Each and every Business Case PowerPoint Templates here, is curated to help you showcase your strategy planning effectively. Below are some frequently asked questions by our customers while trying to build Roadmaps for their presentations. We can also help you build Business Case slides from scratch. Please submit your requests here .

What Are Business Case PPT Templates?

A business case slides template contains slides that explain and support a business case. A business case is a document that provides the rationale for a specific business decision, such as a new project, investment, or strategic effort. Business case slides aim to summarise and convey essential facts and arguments.

What Are The 4 Steps Of Writing A Business Case?

A well-written business case flows logically from analyzing a problem or opportunity through the advantages/ disadvantages of describing the recommended solution.

These four steps will help you write a compelling business case:

  • Articulate the business problem
  • Outline the different solutions
  • Recommend a Preferred Solution
  • Describe the Implementation Approach

Why Do You Need A Business Case?

A business case is needed because it collects the proposal, outline, strategy, and marketing plan in one document and thoroughly examines how the project will benefit the company.

Business case PowerPoint templates showcase the benefits, disadvantages, costs, and risks of the current situation and new vision so that management can decide if the project should proceed to execution. With business case PowerPoint templates, you can easily highlight the problems with the current situation and demonstrate the benefits of the business vision.

How To Write A Business Case?

Using a business case, you can showcase how you plan to solve a problem. While writing a business case, you need to follow some steps to make a complete and robust business case. The following four steps must be considered while writing a business case:

  • Research your market and competition
  • Compare and finalize your approaches
  • Compile the data and present your strategies, goals, options, and visions
  • Document everything using our business case templates

Where Can I Get Business Case Templates?

You can find professionally designed business case PPT templates at SlideUplift. SlideUpLift has a vast range of creative collections of ready-to-use business case templates. You can choose the best-suited template from that.

You can also check our pre-designed  business case presentation decks to create your presentation in no time. While on the job, when presenting to clients, the business case slides can help you engage the audience and set the stage for a successful presentation. However, it is critical to personalize and adapt it to your audience and circumstances.

What distinguishes SlideUpLift's Business Review Presentation Template from others in the market?

SlideUpLift’s Business Review Presentation Template stands out for its professional design, customization options, and user-friendly features. With a well-organized structure and high-quality visual elements, it allows users to easily present complex information easily and engagingly. The template offers a variety of options tailored to different business needs, and its intuitive layout makes it suitable for users of all skill levels. Additionally, SlideUpLift provides excellent customer support, ensuring a smooth and hassle-free experience for users.

Can I easily customize the Business Review PowerPoint Template to align with my brand's visual identity?

Yes, you can easily customize the Business Review PowerPoint Template from SlideUpLift to align with your brand’s visual identity. SlideUpLift provides ample customization options, allowing you to tailor the template to match your brand’s colors, fonts, and overall aesthetic.

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  • Project planning |
  • The beginner’s guide to writing an effe ...

The beginner’s guide to writing an effective business case

Julia Martins contributor headshot

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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UC Davis Business Case Template

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business case presentation templates

Based on UC Davis’ original template, this business case presentation template’s the perfect way to present the results of any business case. It also serves as a guide for the key elements that need to be added. If you’re looking for the best business case presentation template possible, we have it right here at Slidebean.

What is a business case presentation template?

A business case presentation is an outline of questions. It defines all areas that need addressing for an informed decision of whether or not to move forward with a project. The purpose of creating a business case is to evaluate and convey the benefits of a proposed business change. Therefore, it’s ideally delivered during a project’s early stages.

A business presentation like this should include costs and risks for decision-makers to successfully make an informed decision. This type of deck can also be helpful in planning and evaluating progress for different projects.

Sponsors and key stakeholders are the ones to review business case presentations. It’s worth clarifying that they’re the ones using it to help drive their decisions. 

Is there a difference between a project proposal and a business case?

There is. A business case needs to include much more detail than a project proposal. A project proposal is a document to help get funded or a project started and signed off. On the other hand, a business case allows stakeholders to an existing project define if and how the project will move forward. 

The above doesn’t make a business case a much lengthier document. A business case can be short or long as long. What it absolutely needs is to clearly and fully define the benefit to a given initiative.

How to write a business case presentation

Summarize the project’s benefits. Focus on its value to help stakeholders make the best decision. And talk about the project’s goals, as well. Do so in detail. 

There are primary areas that must be included in the best business case presentation template, no matter what. To answer how to write a business case presentation, we’ll cover those next. 

Main items to be included in a business case template

  • State the problem or opportunity on which the project focuses.
  • Give possible solutions as well as the deriving benefits and disadvantages for each.  
  • Include the risks that come with the proposed solution.
  • Mention costs and give a timeline.
  • List required resources and any likely consequences.

4 tips on a business case presentation

  1. Center your business case on what’s most important to its stakeholders. In most cases, that would mean the project’s ability to generate a return on investment (ROI). Therefore, explain how the project ties in with strategic objectives. 

  2. Don’t dwell on risks too profoundly. Stakeholders only need to be aware of them. 

  3. Talk about other people involved in the project. Having key parties associated can help with project engagement. 

  4. Finally, try to end your presentation on a high note. First impressions mean as much as a wrap-up to a business presentation. Keep that in mind for your presentation’s start and end. 

Steps to the best business case presentation template

The following steps to our business case presentation template should help you create your own business case delivery and rock at it. Feel free to download to PDF or PPT when needed. 

  1- First, start with a straightforward presentation slide that gives out the name of the project. Of course, brand it with colors relevant to the project itself as much as possible. 

  2- From there, move on straight to investment’s description. You can already give away the project’s objective and problem (or opportunity) on the same slide. We show how to do this with a few images over our second template’s slide. 

  3- Then, define the solution strategy. And move from that to listing the main activities needed to get things done. List the activities in a different slide from the solution you just gave out. This is why we’ve left plenty of visual space for activity naming and its corresponding descriptions on our template’s slide 4.

  4- Your presentation should be reliable if you then describe vital attributes to the project over a single slide. Assisted by relevant images, then create a new slide that explains what the project’s strategic fit is. 

  5- Translate strategic objectives into a graph, if you can, wherein you list KPIs. The different colors will help establish differences between each and graph them so you can better illustrate how they relate to one another. You can also follow this with a pie chart that defines channels for strategic objectives to be developed. 

  6- For the next slide, expand on key assumptions and dependencies. You can use this as a literal title to move on to the actual assumption description over a subsequent slide. Tie it in with the strategic fit, if you can. 

  7- Next comes the project’s primary efforts slide. You can use a table here with a few rows and columns. Name the effort and number them, describe each in a new cell, and speak of timeframes. After a release and end date specification, you’d just need to couple that with the names of the diverse people in charge before moving on to the next slide. Competitive benchmarks. Now’s the time to have your essential benchmarks so clear you can list them visually and succinctly.    8- From there, you can move on to solution recommendations. Define why you’re recommending each solution, of course. After that, list the benefits in terms of revenue. You should be able to give a pretty isolated and firm number. 

  9- Then comes the product/cost savings slide. For this, we included a few guiding questions. We’re hoping these will be helpful to you in defining this slide. As you can see, we also give you tips in the text to that slide that should help furnish the perfect content for a business case presentation in terms of savings.  Don’t forget your non-economic benefits. List a few of the most significant benefits on which you can also count for this project that are not necessarily tied to economic earnings. The next two slides will also help with that. We’ve created room for measurable and non-measurable benefits throughout those 2 different slides. 

  10- Finally, go into the cost overview. We advise complementing development costs and capital spending on one slide with ongoing expenses on another. 

And, at last, we’ve left a slide for you to detail all FOE resources before you close this with a financial summary. You’ll find 2 slides at your disposal for that final data. One’s for the first 4 quarters to a project’s 12 first months. And the other is for reporting on the subsequent 4 years from 1-5. Both get reported in terms of capital expenditures, operating expenses outside of depreciation, the total cost, and the range of depreciation itself. A couple of simple tables do the trick for that. 

Easy-to-build business case presentation templates

And there you go! You have your hands on one of the best business case presentation templates out there! And you’re most welcome for this guide. If we can help you in any other way, feel free to give our content and design services ’ web page a look. 

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Business case presentation template

Presenting a business case can be a demanding task, often involving the need to convey complex information succinctly and persuasively to key stakeholders. A well-crafted presentation is essential for articulating the potential benefits, risks, and strategic value of your proposal.

Prezent's Business Case Presentation Templates offer a solution to this challenge, providing you with structured, professionally designed slides. These templates guide you in presenting your business case effectively, allowing you to focus on consolidating your arguments and confidently communicating the value of your proposal to the audience.

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Download our editable Business case ppt templates

Template 1: Business Case ppt

Join Prezent and access easy editable templates. Simply download and edit them for your presentation. You can also replace a slide with a more appropriate slide of your choice from Prezent’s Slide Library.

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Template 2: Business Case ppt

Transform your vision into compelling presentations effortlessly! Access our easy-to-edit templates, ready for download and use. You can ensure brand compliance in just few clicks with Prezent’s Compliance Checker.

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Our compelling storylines are the secret of instant presentation building. Try yourself for free. Simply download and use the template or build one yourself with Prezent's free trial.

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Tips to structure Business case presentation template and storyline

Template Utilization

Opt for a Prezent PowerPoint template to effectively structure your business case presentation. Prezent offers a range of customizable templates tailored for 2024, ensuring your presentation covers all essential elements, including the executive summary and financial analysis, in a visually appealing manner.

Concise Content

Ensure your content is concise and clearly articulated. Use graphs, charts, and infographics within your PowerPoint deck to elucidate key data points and the financial viability of your project. An attention-grabbing PowerPoint template with well-chosen fonts and a concise layout can significantly enhance the clarity and impact of your business case. Remember, each slide should serve a purpose and contribute to the overarching narrative of your proposed business change or new project.

Case Studies

Strengthen your presentation with relevant case studies and real data. This approach adds credibility and demonstrates the feasibility and potential ROI (return on investment) of your proposed project. Incorporate these elements into your business case study ppt, using the template’s features to present them in an engaging manner. Real-life examples and data are vital in convincing decision-makers of the project’s merits.

Action Planning

Outline a clear action plan and project management strategy within your business case document. This should include the project plan, timeline, milestones, deliverables, potential risks, dependencies, and an appraisal of alternative options. A well-thought-out plan, presented in a business case ppt, shows decision-makers that you have considered the project in much more detail, including financial aspects and different project scenarios.

Effective Summary

Conclude with an executive summary that captures the essence of your business case. This should be a single slide in your PowerPoint deck that provides a brief overview of the problem or opportunity, the proposed solution, its feasibility, and the forecasted return on investment. This summary is crucial as it provides key takeaways for the decision-maker, often determining the success of your business case presentation.

Unlock the secrets of creating impactful business cases with our Business Case Presentation Guide . This extensive resource covers the essentials of crafting a persuasive business case, from choosing the right PowerPoint template to presenting financial analyses and action plans effectively. Our guide delves into the art of structuring your presentation, using data and case studies to your advantage, and ensuring that every aspect of your proposal is clear and compelling. Additionally, it addresses common questions and outlines the dos and don'ts of business case presentations. With this guide, gain the skills and confidence needed to present a well-rounded and convincing business case, essential for decision-making in any professional setting.

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Related slides, frequently asked questions.

Absolutely! Our business case presentation templates on Prezent are designed for easy customization. Adjust the text, language, and tone to reflect your specific business objectives and align with your company's culture. Use our user-friendly interface to add or remove slides, making your business case ppt template perfectly match your project proposal or study presentation. Our templates help you effectively present your business strategy, problem statement, and identify potential opportunities with a few simple clicks.

Yes, you have the flexibility to edit our business case templates using both Google Slides and PowerPoint. These platforms ensure that our templates are versatile, catering to your preference whether it's the collaborative ease of Google Slides or the advanced functionalities of PowerPoint. This makes it easier than ever to tailor the template to help convey the purpose of your business case, be it for a new business project or a robust business plan.

To download our business case templates, begin by signing up for a free trial on Prezent. Once your registration is reviewed, we'll send your login details to your email. With these credentials, you gain access to an extensive template collection, including over 35,000 business templates designed for various business needs. Our free business case PowerPoint templates and others are readily available for you to customize and use.

Indeed, Prezent boasts a wide array of pre-designed storylines specifically for creating successful and effective business cases. Our templates are not just visually appealing but are also structured to help you create a compelling narrative for your business plan or project proposal. From establishing the current situation to outlining a robust strategy, our templates guide you through every step of writing a business case.

Our business case ppt template collection is a valuable resource for project managers and business professionals. These templates are designed to make the process of creating a business case document both effective and efficient. They provide a structured way to present key information, from the business strategy to the specific business needs. With Prezent, creating a business case or project proposal is now more accessible and impactful, ensuring that your key objectives are clearly communicated and understood.

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PPT Free Business Case Slide Deck for Presentation

The Free Business Case PowerPoint Template is a modern preset template for presenting various business case aspects. In business case presentations , professionals discuss a new project or business initiative to convey the purpose, goals, and alignment with the company’s plans. A major purpose of this discussion is to mention the benefit and potential gains once the project becomes successful. Consultants, entrepreneurs, start-up organizations, and small business groups can prepare highly effective presentations using this 100% free PPT template . They can communicate their idea’s growth and revenue generation potential before stakeholders and investors. This slide deck is editable with all PowerPoint versions, Google Slides, and Keynote.

This Free Business Case PowerPoint Template begins with a catchy title slide to display the presenter’s & company name and the topic of the project. Following are the slides for: the introduction, problem statement, proposed solution, benefits, implementation plan, and key takeaways. These slides carry editable segments and text boxes to add presentation points. The presenter’s human characters are displayed on the slides to increase visual engagement. The problem and proposed solution slides contain meaningful infographic icons which can be replaced according to the topic of the business project. Likewise, the wavy infographic timeline chart can help display the milestones and action plans in professional meetings. 

Users can conveniently change the color scheme, background features, and font styles. The PowerPoint slides can also be re-purposed and incorporated into other presentations where required. So, download and try this free business case presentation template or check our featured Business Case PowerPoint Template for similar presentations. Grab it now!

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Business presentations explain projects, potential gains, and losses to their stakeholders. Showing details and planning makes decision-making easier for authorities. Investors can see the efforts and roadmap behind the project through presentation. When you need any sponsor funding, business case slides prove the right course of action.

Since presentations are essential in the corporate sector, try to use effective templates. They can simplify and align the content with your company’s branding. Further, for professional and appealing presentations, templates are valuable assets. So, this article will shed light on the top 12 business case PowerPoint templates . Also, learn about the best tips to make your presentations stand out.

In this article

  • Criteria for Selecting Business Case Templates
  • Top 12 Business Case Presentations Templates for Success
  • Tips for a Stand-out Business Case Presentation

Bonus Tips: Rebrand Your Approach to Conveying Ideas With Presentory

Part 1. criteria for selecting business case templates.

Choosing the right template for an official presentation is vital, whether it’s a startup or a multinational company. The presentation helps in making necessary decisions like investment approval and strategy formulation. Thus, you should not take business presentations lightly. In this regard, we have discussed below a few criteria for selecting the best business case PPT .

1. Aesthetic Designs

A good presentation design enhances the clarity and credibility of the content. The polished template design conveys the presentation's problems, solutions, and key sections. Following this, avoid using over-decorative slides and distracting fonts. Also, look for a template that supports your company brandings, colors, and logs. 

Moreover, consider templates that contain customizable charts, graphs, and tables. This way, users can visualize their statistical results and numerical data in slides. Search for an aesthetic design with decent background colors and clear font readability. Consider that the template holds whitespaces and a balance of text and graphics. 

2. Compatibility

After ensuring that the template aligns with the business case, check its compatibility. Templates provide a structure that you have to organize as necessary. Sometimes, templates available on a few websites prove less customizable and cause trouble. To avoid this inconvenience, ensure the template is editable before working on it. 

Suppose your PowerPoint template loses some fonts and graphics while presenting in meetings. To avoid this, edit and slideshow the template across various platforms. Also, prefer choosing a user-friendly template that your teammates can easily work on.

3. Multimedia Support

Visualization of concepts proves to be a universal language for diverse audiences. Use a template with images, videos, and other graphics inserted in the slides. It enhances the clarity and boosts the message you are trying to communicate. For instance, look for creative charts that explain financial data in the slides.

Afterward, find a template that can give 3D product images to potential customers. Select slides that allow you to insert interactive elements like clickable buttons. Also, look for sound support templates so you can use audio narrations to guide clients. 

4. Animation and Transitions

Animations add motion to objects, whereas transitions can smoothly move slides. They make presentations appealing and engaging to the audience. Following this, use templates to move desirable objects through animations. In business presentations, consider using fade and dissolve transitions for an elegant look.

In your financial analysis report, linear transitions will be right to show an order. Moreover, use fly-in animation in the project timeline infographics to show success. This way, users can align content with the animation tones in their business case slides .

5. Data Visualization

To simplify unfamiliar data, prefer using a template with necessary visual aids. For this purpose, identify your targeted audience, their needs, and preferences. Afterward, select templates with infographics that do not further confuse your audience. Data visualization can be possible through charts, maps, diagrams, and tables.

Ensure that the infographics in slides are easy to input and manipulate data. Plus, check for the charts and table’s font customizability in the template. Besides, look for a template where you can insert branding colors in the infographics.

Part 2. Top 12 Business Case Presentations Templates for Success

In the corporate world, business case presentation is a structured communication method. It is mainly used to analyze risks, train employees, or perform a cost-benefit analysis. A well-designed PowerPoint PPT has the power to make meetings and projects successful. Following that, let us elaborate on 12 business case presentation templates to ensure success.

1. Business Case PowerPoint Template

Consultants and businesspersons can show their company's plans in this template. It's a black-purple-themed template compatible with PowerPoint, Google Slides, and Keynote. Users can change the color scheme of the background, change fonts, and move elements.

After introducing your topic in the first slide, you can write problem statements. In the next slides, explain solutions to the problem and key benefits. Afterward, users can explain yearly implementation plans and key takeaway notes.

black purple business case ppt template

2. Business Case PowerPoint and Google Slides Templates

This template communicates the company’s growth, revenue generation, and potential gains. There are 13 slides holding many types of infographic diagrams. It is a white-themed template that holds colorful business charts and table shapes.

There are robotic, magnifier, and circle-shaped diagrams on different slides. You may use them to show processes, steps, benefits, and marketing strategy plans. After downloading, users can change the colors of 5 infographics and insert text in them.

business case planning ppt template

3. Co-operative Company Business Plan

Give an overview of market trends and competitive products with this template. There are 57 aesthetic slides in PowerPoint and Google Slides formats. In the initial slides, users can insert their presentation agenda and mission statement.

Afterward, show the market trends percentage of products using a colorful pie chart. Later, show problems, solutions, and potential market competitors in a slide. Toward the end, use visual elements to offer your services and sales distribution.

co-operative business case ppt template

4. Health Tourism Company Business Plan

Plan the growth of the health tourism industry by using this grey-themed template. Start the presentation with an introductory summary of executives and roadmap slides. Moving forward, explain your company's history, vision, and biography of teammates.

Afterward, give an overview of market analysis, products, and services. Introduce your sales strategy and budget in a separate slide. You can use pie charts and tables to display investment revenue. Also, there are maps, organizational charts, and business timelines in the end.

health tourism business case ppt template

5. Blue Dark Professional Geometric Business Project Presentation

Enlist your services, goals, and improvement plan in this blue-themed elegant template. It provides an overview of the whole presentation in a geometric shape. Users can later explain their company and core values in a hierarchical pyramid.

Moving forward, explain the company's objectives, growth, and customer satisfaction. Use further slides to illustrate project timelines with icons and pictures. Reveal statistics and do market analysis by using a bar chart. End the presentation by showing your upcoming projects in the last slides.

blue themed business project ppt template

6. Yellow Watercolor Organic Creative Project Presentation

This template is designed for aesthetic fashion brand marketing companies. It gives pastel color or water background elements that can move anywhere in slides. There is a creative Marykate font used in all 18 slides to make presentations stand out.

After introducing your topic initially, reveal your teammates working on the project. Use a few slides to showcase your brand identity and previous projects. In the end, introduce your business partners and other data using the SWOT analysis.

creative project business case ppt template

7. Startup Business Plan Template

For startup businesses, this template assists in planning good presentations. In the starting slides, list down the roadmap of the project to keep the investor focused. Explain your product and describe its potential benefits and roles.

Next, highlight the problems you are facing along with the solutions. This way, your go-to-market strategy will be ready with 4 circle icons in the slide. To display market trends, there are bar charts, and the graph is available in slides.

startup business plan ppt template

8. Success Business Handshake PowerPoint Templates

In commercial, educational, business, or other various settings, this template can be useful. There are 48 slides with over 130 icons, and users can get this template in PowerPoint format. You can start editing and insert an agenda slide to give a complete presentation roadmap.

Introduce the yearly timeline with forward 5 arrows in the slide. The template will have handshaking, puzzled, and many other shaped infographics. Users can also insert related pictures in slides to reinforce their business ideas.

success business case powerpoint template

9. Investment Banking Business Plan

Inspire potential clients to make investments and proposals by using this design. After your table of contents, explain the mission statement of the presentation topic. Later, explain your market trend by using colored circles and percentages.

Highlight problems, solutions, competitors, and targets through visualized numerical data. Afterward, discuss the market size by using a world map on a slide. Users can also customize pictures and graphs in the ending slides. These 59 slides can be used in PowerPoint and Google Slides format.

investment banking business plan template

10. Free Business Proposal Presentation Template

Professional strategies and decision-making take place by using informative presentations. That's why this template provides graphs and process slides to strengths proposals. In agenda slides, introduce your project to inspire the audience about the presentation track.

Moving forward, elaborate on your company details along with a circled picture. Then, introduce your team members and executive directors in slides. Also, users can display data through process cycles and bar charts using 3 colors.

business proposal powerpoint template

11. Free Modern Corporate PowerPoint Template

Blend professionalism with a white and orange color palette through this design. Start with an interactive cover slide and further discuss the company's details. By using a few slides, users can explain organizational milestones and strengths.

There are slides for service prices and reviews portfolio along with pictures. Plus, there is a 4-step arrow and a growth infographic in many colors to enhance creativity. It's a white-themed template of 12 slides that can be customized in PowerPoint format.

modern corporate business case ppt template

12. Corporate and Investment Company Profile Presentation

This template reflects the company's expertise, professionalism, and capabilities. There are 26 slides that display complete investment plans and solutions for companies. Users can add larger-sized images to visualize their ideas in a bigger picture.

You can insert a table to show your complex information in an aesthetic way. Add a quote in a separate slide or any branding agenda as required. At last, introduce your team and executives with their proper portfolios and pictures.

investment company business case ppt template

Part 3. Tips for a Stand-out Business Case Presentation

Whether showing ideas or project details, a well-crafted presentation ensures success. Structure your presentation and add all necessary details to give a competitive edge. Stand-out presentations can boost your networking and enhance professional development. For this, we have highlighted a few tips for stand-out business case slide presentations.

1. Start with a Strong Opening

Consider the first impression as the last impression and introduce it in an engaging way. Begin with a short storytelling to justify the theme or relate the content. Communicate a clear purpose or topic from the beginning of the presentation. Also, you can throw a provoking question to make the audience wonder for once

Before presenting, brief about your agenda to build a clear context in audiences' minds. Moreover, users can also share interesting statistics and facts to highlight their importance. Apart from sharing a heartfelt story, discuss the benefits and impact of the presentation. 

2. Create a Clear Structure

Before making a presentation, research your audiences' interests and expectations. This might help you to plan and structure the content accordingly. Start your presentation with a mystery statement and introduce your topic. Afterward, move to the main body text to elaborate on key details of your project.

Use sections and segments that cater to relevant information in them. For instance, navigate the section of the company’s milestones and insert related data in upcoming slides. Maintain a hierarchical order in explaining concepts throughout the presentation. End presenting with a proper conclusion, contact details, and other project details as required.

3. Use Visuals Effectively

Visual elements reinforce the message and make your spoken words impactful. You should avoid decorative graphics and use visuals that serve any purpose. Also, it is suggested not to overcrowd slides and make them understandable at one glance. Use high-quality graphics and images because blurry pictures decrease the credibility of data.

Consider using limited text in slides so the audience can focus more on the spoken words. Plus, arrange your visuals in a logical sense that must convey data in a storytelling way. It is advised to use visual effects wisely so that they don't interrupt the presentation flow.

4. Time Management

In business settlements, there are strict instructions on time management. Rehearse well and try to present in the allocated time. In this regard, you can practice by using timers or recording presentations while speaking. Divide time to every topic and insert that timeline in agenda slides.

Presenters should avoid dragging concepts that might bore the audience. Also, they should avoid rushing through the necessary details. Try to cover important points earlier, so in the end, you cannot rush on those points in a hustle. While presenting, a teleprompter can also help you keep time track.

Impactful presentations are key to addressing client’s queries or making communications better. You either look for tutorial videos or consider using high-quality slides to boost sales. Wondershare Presentory can empower all the business-related niches and enable business growth. It is an AI presentation-maker that reduces manual labor by generating desired scripts.

With this AI software, you can get AI-generated presentation outlines that are properly researched. Also, it offers polished business case slides that can build brand recognition. For international training or meetings, this AI tool offers streaming on popular platforms. Moreover, you can keep your confidential projects secure with its cloud storage services.

presentory business plan ppt template

Free Download Free Download Try It Online

Key Features That Make Presentory Special

  • AI-Generated Content: You should try this AI tool to get professional presentation content. It offers AI-generated outlines by selecting the business section and inserting topics there. Primarily, the generated scripts are accurate, but you can prompt for further customization. Users can add their content and later process for content insertion in slides.
  • Business Templates: For HR training or product review, there are many eye-catching templates. They can fulfill all your brand needs by supporting multimedia in slides. Users can completely edit and import any type of media in the slides. It also supports creative transition effects on your aesthetic business case slide
  • Live Stream Collaboration: Get connected with your remote team by using this AI tool. For business collaboration in many regions, it offers live streaming across platforms. Users can also record and present the training process through Zoom or Google Meets. While streaming or recording, you can apply beautification effects and enhance the video.
  • Built-in Teleprompter: Deliver a perfect business speech by using the teleprompter option. It lets you note key points or scripts and fearlessly display them in a presentation. You can move this pan anywhere on the screen, and no one will get a clue. Also, you can adjust the font size and font color per the readability while speaking.
  • Animation and Transition : This AI tool offers over 2000 resource media in its library. There are a variety of unique animations from emphasize, appear, and disappear sections. In your business case PPT , apply these animations to key elements. Moreover, there are transition effects that you can apply to all scenes at the same time.

In conclusion, business presentations are of utmost importance for many organizations. Considering this, select an impactful template that can attract your audience. Ensure that your aesthetic business slides offer highly compatible multimedia. For your further ease, we have explored the 12 best templates for business case PPT .

There is an all-in-all platform that complies with the needs of good business presentations. Present like a pro using Wondershare Presentory to help you customize presentations greatly. Further, this AI tool is enriched with slide backgrounds, texts, and other resources. It is compatible with online conferencing platforms that make international business easy.

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