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Business Case Template (Excel)

Business Case Template

Justify the investment in your project with a comprehensive business case.

File Format

Excel (.xlsx)

What is a Business Case?

A Business Case is a documented economic feasibility study used to establish the validity of the benefits of a selected component lacking sufficient definition and that is used as a basis for the authorization of further project management activities.

Key Components of this Template


  • Business Need and Problem Statement

  • Analysis of the Situation

  • Recommendation and Evaluation

  • Cost-Benefit Analysis

How to Use the Template

Start by identifying the business problem or opportunity. Analyze the current state and define the desired future state. Evaluate different options and recommend the best course of action based on financial and non-financial benefits.

Professional Design

Clean, grid-based layout optimized for both digital use and printing. Designed by industry experts.

Ready to Use

Pre-formatted with essential columns and formulas. Just fill in your project data.

Fully Customizable

Unlock and edit any part of the template to fit your specific project needs.

Branded & Unique

Exclusively created for PM Study Guide with professional branding and structure.

This template was uniquely crafted and optimized for PM Study Guide.
Prepare by: Parag Pal

Frequently Asked Questions

What is a business case template used for?

A business case template gives project managers a ready-made, pre-formatted structure to capture and track the business case without building a spreadsheet from scratch. It standardises the format across projects and saves setup time.

Is this business case template free to download?

Yes. You can download this business case template for free from PM Study Guide. It is provided in Excel format and is fully editable so you can adapt the columns and formulas to your own project.

Can I edit the business case template in Excel or Google Sheets?

Yes. The template is supplied as an Excel (.xlsx) file, which opens directly in Microsoft Excel and can also be imported into Google Sheets. Every field, column, and formula can be customised.