-  - [Resources](https://www.hubspot.com/resources) - [Templates](https://www.hubspot.com/resources/templates) - Business Case Template # Business Case Template - Word, Google Docs, PDF Make a case for an upcoming project or investment with the help of this free business case template.    Join thousands of professionals using this resource. Download for Free Previous slide Next slide -  ## Template Highlights - Available for download in Microsoft Word or accessible in Google Docs. - Offers a dedicated section for you to provide a detailed implementation plan and timeline, allowing you to customize your business case for clear and effective communication with your teams. - Assists you in gaining support from investors and stakeholders by helping you present a well-structured business case. - Each section of the template includes straightforward instructions, making it easy and simple for you to fill in your business case details.   ## What is a business case? A business case is a document that you can use to pitch a project idea to your stakeholders. The process involves identifying a need or problem, outlining a possible solution, and explaining the advantages and disadvantages of your idea. ## What does a business case include? A business case offers details that help stakeholders evaluate your idea by understanding why you’re suggesting a certain solution and what you hope to achieve with your project.  Specifically, a business case template often includes the following sections: - __Purpose:__ The business problem or need that your proposed project will solve. - __Solution:__ An overview of your solution to the problem or need, which usually includes an overview of the project schedule and timeline. - __Scope:__ The time, money, and human investment required for your project. - __Alternatives:__ Other strategies that could be used to solve the same problem. - __Analysis:__ The benefits and risks associated with your solution and reasons why you chose your solution over the alternatives. - __Key performance indicators (KPIs):__ How you plan to measure the effectiveness or success of the solution. ## Importance of creating a business case document Preparing a business case for a project empowers you to make a compelling argument for your proposed solution.  Additionally, it can increase the chances of your project’s success by enabling the following benefits: ### Gaining stakeholder support A comprehensive business case shows investors and stakeholders that you’ve done the research to prove the value of a solution. This builds trust and credibility, which means you’re more likely to win support for your idea. ### Improving project selection Writing a business case forces you to clearly define the purpose of each project, consider alternatives, and weigh the benefits against the risks. As a result, you’re more likely to invest in projects that have the best possible outcomes and strategic advantages over alternate solutions. ### Enabling proactive risk management Considering risks is a key part of project management. In fact, [two-thirds of project managers](https://wellingtone.co.uk/wp-content/uploads/2021/03/The-State-of-PM-2021.pdf) regularly take part in risk management activities. And thinking about potential risks at the beginning of a project gives you a head start on mitigating them. Instead of responding in real-time, you can take a proactive approach. Download for Free ## Frequently Asked Questions ### What’s the difference between a business plan and a business case? A business plan outlines a strategic plan for the entire business over the next couple of years. In contrast, a business case presents a specific project or solution within the business. ### Is this business case template free? Consider this template on us. Like all of our templates, once you provide your contact information, it’s yours to download and use. ### Can I edit this business case template? Of course! It’s yours to customize as needed. ### Related Tags: - [Templates](https://www.hubspot.com/resources/templates) - [Word](https://www.hubspot.com/resources/templates/word) - [Google Docs](https://www.hubspot.com/resources/templates/google-docs) - [PDF](https://www.hubspot.com/resources/templates/pdf) - [Marketing](https://www.hubspot.com/resources/templates/marketing) - [Startup](https://www.hubspot.com/resources/templates/startups) - [Business Plans](https://www.hubspot.com/resources/templates/business) ## See other Business Templates Previous Next - ### Investment Proposal Nail your investment proposals every time with HubSpot's free template [Download Template](https://www.hubspot.com/resources/templates/investment-proposal-template) - ### Budget Proposal Template Get backing for your project or organization's anticipated spend with this budget proposal template. 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[Download Template](https://www.hubspot.com/resources/templates/project-report) - ### Product Roadmap Template Align your team on the direction of your product with this simple product roadmap template. [Download Template](https://www.hubspot.com/resources/templates/product-roadmap) - ### Bid Proposal Template Lay out what you're looking for with this bid proposal template. [Download Template](https://www.hubspot.com/resources/templates/bid-proposal) - ### Communication Plan Template Be sure your message is delivered to your audience effectively with this comprehensive communication plan. [Download Template](https://www.hubspot.com/resources/templates/communication-plan) [See All Business Templates](https://www.hubspot.com/resources/templates) Get the template for free! 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