Created by Stefanos Karakasis.

Format by Fluint.

<aside> 💡 Key Docs: start drafting during your first Discovery call and enable your buyers to sell internally on your behalf. Build your narrative early on while bringing meaning to the ROI you can bring.

One-Page Business Case - Example

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A bold, compelling title goes here

Developed by: [ Champion Name ], [ Key Deal Players ]

Headline: [ Buying team or business unit ] should [ recommended action ] by [ timeline ].

This will result in [ outcome ], while avoiding [ cost of the problem ] created by [ problem ].

The Problem Statement.

Include who’s impacted, the cost, how it impacts a company-wide goal, and why the problem’s getting worse. Example formats include:

Every [ frequency ], at least [ reach ] are affected by [ problem ], costing us [ cost ]. If that’s not addressed by [ timing ] then [ it gets worse ]. OR:
Despite trying [ failed solution ], our team still can’t [ desired outcome ] because [problem ], which has cost us [ cost of problem ].

Recommended approach

Outline your solution design, how it’s been tested and proven, plus the factors that must be true for the solution to work. Include a short note on how to successfully resource the shift.

The point is to first gain agreement on the approach, agnostic of vendors, while transitioning by sharing “ [ your company ] was found to meet and exceed all requirements.”

A Payoff That Matters.

Here, outline a vivid picture of the before vs. after state for daily users, while showing the time to impact on executive-level metrics: