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Bulletproof Business Cases

Bulletproof business cases contain feasible and effective ways of justifying and recommending projects that squarely address business needs, both problems and opportunities.

Learning Objectives

    • Learn a practical and repeatable process for developing solid business cases.
    • Guide your organization to solve the right problems and address the right business needs.
    • Help prevent unwarranted and potentially wasteful projects from getting initiated.
    • Function as a trusted advisor to your business.
    • The small-class environment, practical exercises, and a realistic case study keep you engaged and aid in your retention and learning.

Who should attend

Project professionals who are asked to create business cases for their organization. This could be business analysts, project managers, process analysts, or business staff.


Experience working on projects. Individuals who have experienced problems from projects initiated without a business case may advance quicker at first.

Format, Material and Duration

To help assimilate the tools and techniques learned, there is a mixture of various kinds of exercises throughout the course. A lively role play and case study help reinforce concepts learned. Students will need to be prepared for a high level of participation. Each participant will receive a comprehensive student guide complete with examples and workshop solutions.


In-person class room: 2 full days

Instructor-led virtual: 4 half days

Both our Traditional and Virtual classes use the same materials.
• Comprehensive study guide with PowerPoint slides and detailed notes to serve as both an in-class guide and on-the-job reference.
• Example case study running throughout the course.
• A second workshop case study designed to give practice in applying business case skills.
• Workshop solutions that serve as an example business case.
• Comprehensive business case template to use on the job to jump-start your real-life business cases.
• Class discussions and exercises to reinforce the information presented.

Course Outline

    Purpose, Content, and Roles for Business Cases
    Business case overview
    Roles Involved in business cases
    SARIE framework for business cases
    Define the Business Need: Understanding the Situation
    Determining the right problem to solve or opportunity to seize
    Crafting a solid situation statement in business terms
    Case Study Workshop
    Analyzing the Business Need
    How analysis avoids “jumping to solutions”
    Three key techniques for getting to the root cause
    Case Study Workshop
    Making Sound Recommendations
    Developing recommendations based on needs and causes
    Case Study Workshop
    Five critical methods to ensure recommendations are thorough and complete
    Two Decision analysis techniques to adjust recommendations to the criteria of importance to decision-makers and ensure the business case supports business objectives
    Case Study Workshop
    Performing Cost-Benefit Analysis to Cost-Justify a Recommendation
    Benefit types and tips for citing them
    Cost types and tips for identifying them
    Four essential and industry-standard financial valuation techniques: Payback period, ROI, Internal Rate of Return, and Net Present Value
    Case Study Workshop
    Planning Implementation and Evaluation of a Business Case
    High-level implementation considerations, including dependencies, milestones, change management, and overcoming obstacles
    Plan evaluation criteria
    Packaging and presenting a business case, focusing on audience communication preferences
    Case Study Workshop

Certification and Exam


You will receive a certificate of participation.



Learning Options

Find a training that fits your needs and schedule

Self-paced e-learning

Instructor-led Live Online Training

Corporate Training

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