Business Case Template

A strategy operator building internal buy-in for a capital allocation, operational shift, or headcount investment — needs a structured business case that answers what CFOs and steering committees actually ask: what breaks if we do nothing, what's the payback, and what are we missing.

- Interview framework: five diagnostic questions that expose hidden assumptions and decision criteria

- Executive Summary template (150 words): the ask, return, recommendation in boardroom-ready form

- Problem Statement section quantifying cost of inaction at 6 and 12 months

- Proposed Solution scoped with timeline and ownership — not vision statements

- Financial Analysis with payback period and 20% sensitivity table on key assumptions

- Alternatives Considered with credible reasons for deprioritization

- Key Risks & Mitigations: 3–4 likely objections paired with specific contingencies

- Recommendation & Next Steps with three immediate actions and clear ownership

Paste the prompt into ChatGPT, Claude, or any AI model. Answer five questions about your initiative, decision-maker priorities, cost of inaction, alternatives, and financial data. Get a 1,000–1,400 word business case document ready to present.

Bundles or prompts related to strategic planning and financial decision-making.