Sample Business Case Template
OSSIE toolkit for implementation of the Australian Infection Control Guidelines (AICG) 2010
Business Case Template
1. Executive summary
This section should be completed after the rest of the document is nished and should be a succinct
summary of all your major points; it should not contain any information that is not elsewhere in the
document. Keep it concise.
There is no need to include an extensive introduction or background in this section, just a précis
of the introduction, background, problem statement and objectives that are in the main body of
Be sure to include information about the priority and importance of the project in the context of
the Strategic Objectives of the facility/organisation, and the benets to the facility/organisation of
1.2 Options appraisal
Provide a brief summary of the options considered and the reasons for choosing the preferred option.
1.3 Costs and benets
Summarise the main points and include sufcient detail so that your executive or approval
committee can use this page as a ready reference.
Project Sponsor/ Executive:
Provide a brief history of how the project came into being, and from where the authority and drive
for it comes. Include background on the nature of the work conducted that explains why you want to
take on the project.
2.2 Problem statement
Summarise clearly here the problem that the project is aiming to address. This should highlight
any previous analyses of the problem that have been done and where the impetus for change
exists; that is, where is the ‘pain’ and who is feeling it; and, if necessary, why your area or the
department should be doing something about this and what are the likely consequences of not
addressing the problem.
2.3 Strategic objectives
“A common cause of project failure is the lack of a clear link between the project and the
organisation’s key strategic priorities, including agreed measures of success.”
Provide the high-level, strategic objectives of the facility/organisation within which this project sits, or
the overall objective of your division or department.
After a brief pre-amble, you may put this in tabular form, e.g.:
Strategic objectives Measure
E.g. To ensure the provision of safe, effective
and efcient patient care
E.g. Adverse events
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