Business Case for <Project Name>

<Project Name>

Template Information
Document title:

Mohawk Business Case

Document file name:

Mohawk Business Case.dot

Revision number:

Issued by:

Project Management Office

Issue Date:

Document Approvals
Name:
Position:

signature

date

signature

date

signature

date

Name:
Position:

Name:
Position:

Business Case Revision History

Revision

Date

Author

Description of change

1
2
3

Sponsor Approval(s)
Name: <Primary Project Sponsor>
Position: <Primary Sponsor's Position>

signature

date

signature

date

Name: <Name of Person Preparing this

Document>
Position: <Position of Person Preparing
this Document>

A project sponsor is one who accepts the financial accountability for a project and one who will
ultimately be the primary benefactor for the project.

Project Approval
This proposal has been reviewed and approved by the appropriate governing body and is
approved.
Governing Body (circle one):

Site Leadership Team

Projects Committee

Position: <Position of Person Approving

this Project>
date

Name: <Name of Person Approving

Project>
signature

date

Table of Contents
1.

2.

3.

Introduction and Overview ______________________________________________________________ 5

1.1

Title, Date, Author ________________________________________________________________________ 5

1.2

References _______________________________________________________________________________ 5

1.3

Executive Summary _______________________________________________________________________ 5

1.4

Problem(s) or Opportunity(s) _______________________________________________________________ 5

1.5

History and Background ___________________________________________________________________ 5

1.6

Key Business Area Benefits / Budget Categories _______________________________________________ 5

1.7

Strategic / Operational Fit __________________________________________________________________ 5

1.8

Scope ___________________________________________________________________________________ 6

Options, Selection, Methods _____________________________________________________________ 6

2.1

Identified Options ________________________________________________________________________ 6

2.2

Selection Criteria _________________________________________________________________________ 6

2.3

Eliminated Options _______________________________________________________________________ 6

2.4

Recommended Option _____________________________________________________________________ 6

Financials ___________________________________________________________________________ 6
3.1

Personnel Requirements ___________________________________________________________________ 6

3.2

Financial Method _________________________________________________________________________ 6

4.

Timing ______________________________________________________________________________ 6

5.

Risks and Contingencies________________________________________________________________ 7

6.

5.1

Risk Analysis (Financial / Business) __________________________________________________________ 7

5.2

Contingencies / Dependencies / Constraints ___________________________________________________ 7

Issues, Conclusions, and Recommendations ________________________________________________ 7

6.1

Issues and Interdependencies _______________________________________________________________ 7

6.2

Final conclusions _________________________________________________________________________ 7

6.3

Final Recommendations ___________________________________________________________________ 7

1. Introduction and Overview

1.1 Title, Date, Author
<Title>
<Date>
<Author>

1.2 References
<References>

1.3 Executive Summary

<Executive Summary>

1.4 Problem(s) or Opportunity(s)

<Problem(s) or Opportunity(s)>

1.5 History and Background

<History and Background>

1.6 Key Business Area Benefits / Budget Categories

Choose only one:
Transforming the business:
Venture: Projects designed to bring massive innovation to broaden reach into
new markets
Growing the business:
Growth: Projects designed to support competitive differentiation to deepen
market penetration
Discretionary: Projects required to support basic business change
Running the business:
Non-Discretionary: Projects designed to support organic growth
Core: Projects required to support basic business operations (keeping the lights
on)

1.7 Strategic / Operational Fit

<Strategic / Operational Alignment>
<Strategic / Operational Impact>

1.8 Scope
<Scope>

2. Options, Selection, Methods

2.1 Identified Options
<Identified Option1>
<Benefit Rationale for Option1>
<Identified Option2>

<Benefit Rationale for Option2>

2.2 Selection Criteria

<Selection Criteria>

2.3 Eliminated Options

<Eliminated Option1>

<Eliminated Option2>

2.4 Recommended Option

<Recommended Option>

3. Financials
3.1 Personnel Requirements
<Complete template>
3.2 Financial Method
Cost Groups /
Project Categories

New
Products

Line
Extension

Productivity
Improvement

Infrastructure

Compliance

Quality
Improvement

Capital

<$K or $M>

<$K or $M>

<$K or $M>

<$K or $M>

<$K or $M>

<$K or $M>

Expense

<$K or $M>

<$K or $M>

<$K or $M>

<$K or $M>

<$K or $M>

<$K or $M>

Operations

<$K or $M>

<$K or $M>

<$K or $M>

<$K or $M>

<$K or $M>

<$K or $M>

4. Timing
Decision Point
Milestone #1

Decision Point
Milestone #2

Decision Point
Milestone #3

Decision Point
Milestone #4

Decision Point
Milestone #5

<Qtr / Year>

<Qtr / Year>

<Qtr / Year>

<Qtr / Year>

<Qtr / Year>

5. Risks and Contingencies

5.1 Risk Analysis (Financial / Business)
<Complete template>

5.2 Contingencies / Dependencies / Constraints

<Contingencies / Dependencies / Constraints>

6. Issues, Conclusions, and Recommendations

6.1 Issues and Interdependencies
<Issues and Interdependencies>

6.2 Final conclusions

<Final Conclusions>

6.3 Final Recommendations

<Final Recommendations>