Developing a Business Case Project

Details of Assessment
Term and Year 4, 2021 Time allowed 7 weeks
Assessment No 1 Assessment Weighting 100%
Assessment Type Developing a Business Case Project
Due Date Week 7 Room Zoom
Details of Subject
Qualification BSB60720 Advanced Diploma of Program Management
Subject Name Business Case
Details of Unit(s) of competency
Unit Code (s) and Names PSPMGT006 Develop a business case
Details of Student
Student Name  
College   Student ID  
Student Declaration: I declare that the work submitted is my own and has not been copied or plagiarised from any person or source. I acknowledge that I understand the requirements to complete the assessment tasks. I am also aware of my right to appeal. The feedback session schedule and reassessment procedure were explained to me. Student’s

Signature: ____________________

Date:         _____/_____/_________

Details of Assessor
Assessor’s Name ROBERT CUTULI
Assessment Outcome
Assessment Result  Competent        Not Yet Competent   Marks                   /   100
Feedback to Student

Progressive feedback to students, identifying gaps in competency and comments on positive improvements:

Assessor Declaration:  I declare that I have conducted a fair, valid, reliable and flexible assessment with this student.

Student attended the feedback session.

Student did not attend the feedback session.


Signature: ___________________

Date:         _____/_____/________




Purpose of the Assessment
The purpose of this assessment is to assess the student in the following learning outcomes: Competent


Not Yet Competent


PSPMGT006 Develop a business case
1.1  Identify and confirm business problem.    
1.2 Analyse key stakeholder requirements to clarify objectives.    
1.3 Consider a range of factors to identify opportunities and constraints.    
1.4 Conduct market analysis.    
2.1 Analyse and document business and technical impacts and risks.    
2.2 Analyse community, environmental and human resource impacts.    
2.3 Canvas for alternative solutions and their financial implications and discuss with senior management and business case originator.    
3.1Develop options and determine and document impacts, risks, costs and stakeholders.    
3.2 Make and justify recommendations.    
4.1 Present business case and explain recommendations.    
4.2 Obtain approvals and management endorsement.    
Assessment/evidence gathering conditions
Each assessment component is recorded as either Competent (C) or Not Yet Competent (NYC). A student can only achieve competence when all assessment components listed under “Purpose of the assessment” section are recorded as competent. Your trainer will give you feedback after the completion of each assessment. A student who is assessed as NYC (Not Yet Competent) is eligible for re-assessment.
Resources required for this Assessment
  • Computer with relevant software applications and access to internet
  • Weekly eLearning notes relevant to the tasks/questions
Instructions for Students  
Please read the following instructions carefully

·         This assessment has to be completed      In class    At home

·         The assessment is to be completed according to the instructions given by your assessor.

·         Feedback on each task will be provided to enable you to determine how your work could be improved. You will be provided with feedback on your work within two weeks of the assessment due date. All other feedback will be provided by the end of the term.

·         Should you not answer the questions correctly, you will be given feedback on the results and your gaps in knowledge. You will be given another opportunity to demonstrate your knowledge and skills to be deemed competent for this unit of competency.

·         If you are not sure about any aspects of this assessment, please ask for clarification from your assessor.

·         Please refer to the College re-assessment for more information (Student Handbook).









Marks Allocated

Marks Received

TASK 1 10  
TASK 2 5  
TASK 3 6  
TASK 4 4  
TASK 5 5  
TASK 6 4  
TASK 7 15  
TASK 8 10  
TASK 9 6  
TASK 10 5  
TASK 11 5  
TASK 12 5  
TASK 13 15  
TASK 14 5  
Total 100  







Instructions to Student

A business case is a proposal for a project. It is a potential improvement opportunity to implement a new product or service that will last and provide opportunity to improve a project or the business.

This task will allow you to demonstrate your understanding about the development of business cases. The questions below will assess your knowledge of the overall topic. To provide a context for this assessment task case studies have been prepared for you to review. Please speak to your assessor if you need to have clarification or require more information about the context of the case studies.

By completing this assessment task, you will be able to demonstrate why program managers need to develop business cases and present them to stakeholders. Questions below are designed to provide a generic overview of the process of developing business cases and demonstrate your theory knowledge in:

  • what are business cases
  • why would project or program managers develop a business case
  • theory behind developing business cases
  • examining business solutions
  • structures and process that will assist with contracting a business case
  • finalising a business case

At this level of study, the Advanced Diploma level, the assessment outcome should demonstrate that you are able to research independently and produce good quality work. You are required to demonstrate the following skills and knowledge so that you are at the level expected by the industry:

  • Answers to questions should be very detailed and report form type of answers and should be extensive.
  • Project activities are detailed and well-developed, suitable for senior management positions.
  • Design research conduct analysis and report on the outcomes are provide with good suggestions and implementation process and ideas.
  • Develop strategies for the business and the organisation.







Activities for Section A

Case Study 1 – “Tasty Products”

Read case study 1 below and ensure you understand the case study well prior to attempting to complete questions and activities below. Speak to your assessor if you require clarification about the case study.

Case Study 1

Roman Solomon is a Programs Manager at “Tasty Products PTY LTD” (Tasty Products). His responsibilities include the management of a small project team who look after various projects for Tasty Products. His team members include, Timothy, the junior engineer, Rob, responsible for plant site repairs and grounds, administrator Rebecca and then Roman, an engineer and the Programs Manager. Roman was invited to a meeting held by his Director, Bill Compton, and Tasty Product’s Financial Controller, Tomas Trumper.

The meeting held discussions about the new Central Coast Council’s Environmentally Sustainable Solutions Project, which the Director, Bill Compton, attended and learned that the Council has recently approved a new environmental initiative project for Central Coast businesses in the aim to:

·         minimise the ecological footprint for the Central Coast area.

·         provide more work for local businesses.

·         improve the local economy.

Central Coast businesses who wish to participate must develop a good business case about their environmentally sustainable project and present it to the Central Coast Council’s Environmental Manager, Bethany Hopkins, who will evaluate each project and approve funding of the project. If the project is successful and approved, Tasty Products can receive up to $10,000 financial contribution from the Council to enable Tasty Products to implement the project.

Tasty Products are located on a large acreage property, surrounded by large gardens, grassy areas and bushland; and as managers regularly host clients the gardens must be well maintained. For ages now, Tamas has been sending emails to employees asking them to be more conscious when using the taps in the bathrooms. In the past, he implemented competition for all employees to encourage minimising water usage, which resulted that Tasty Products now has a new policy when purchasing new toilets and taps to ensure that they all have water reduction capabilities. The new purchasing policy also specifies that employees, prior to purchasing new items, are to check if they can be sourced locally. Another policy implemented also included staff to reuse, repair and resell. The overall business plans and strategic direction for Tasty Products is to minimise their ecological footprint and this coincides with the local Government Policy, which is being strongly endorsed by the Central Coast Council.

Knowing the company’s preferences and business direction and Council’s initiative, Bill, Tomas and Roman want increase Tasty Product’s water saving capabilities and hence reduce the company’s ecological footprint. Roman, as he is the Program Manager, has a great overview of the company policies and procedures and will be developing the business case for the Council. Ronan has three (3) weeks to develop the business case draft and present it to Bill and the management team for comment prior to being submitted and presented to Bethany at the Council.


TASK 1: It is important that a program manager understands the business well to develop a business case. Answer the following based on Case Study 1. (5X2 Marks each = 10 Marks)


1A: Explain how Roman is able to identify business issues, problem or a goal and list strategies and information or tools that would be available to him so he can confirm that the business issue, problem or the business goal is legitimate. (2 Marks)











1B: How can Roman obtain information so he is able to clarify stakeholder requirements and business (project) objectives prior to developing the business case? (2 Marks)















1C: Consider a range of factors and list of opportunities and constraints available to Roman so he can use them to examine available business solutions? (2 Marks)









1D: Reviewing the Tasty Products case study, list the steps that are involved in building the business case. (2 Marks)









1E: Review the case study and in your own words list and propose what would be the appropriate approval process for the business to go ahead and be presented to the Council. (Guide: list minimum of 5 steps of proposed approval steps) (2 Marks)










Case Study 2 – “Tasty Products”

Read the case study below and ensure you understand the case study well prior to attempting to complete questions and activities below. Speak to your assessor if you require clarification about the case study.

Case Study 2

Roman has been busy getting information from all stakeholders to determine the best solution for his business case. He has met with his team, interviewed other managers, and met with team leaders and other teams to gain good overview and information to gain lots of input.

He phoned the Councils and discussed their information about what would be a good proposal to put together to gain the required funding. Then he spoke to couple of friendly industry contacts and spoke to some local competitors to discuss the Council initiative with them.

After meetings, discussions, emails, and surveys he has finally identified that Tasty Products would benefit by purchasing some large water tanks for watering their gardens. The water tanks will also be used for cleaning of pathways and other small company areas such as the newly developed staff herb garden, which was an initiative the administration team organised a few months ago. Some staff who live in units use the garden and take fresh herb home for cooking.

When Roman met with Bill and Tamas to confirm and advise them about the water tanks, they were impressed with the idea. Bill told Roman to continue with this business case development and approved 2 water tanks, which he believed would be suitable solution and a good case to present to the Council.


TASK 2. Review the case study above and conduct market analysis. Provide a list of local services and suppliers from the Central Coast, which Roman could contact to research the market, gain appropriate information, and build the draft of the Tasty Product’s business case. (5 Marks)











TASK 3: Discuss and list: (3×2 Marks each = 6 Marks)

  1. the types of government bodies and organisations and their goals, that would be relevant to this business case and.
  2. the types of policies and procedures that Tasty Products would have to have that relate Ronan’s business case?
  3. List and explain how legal requirements and jurisdictional legislations Tasty Products must comply with in regard to the work activities for the business case.

(Guide: list 3 for each and total 1 full page of information for the 3 points)























TASK 4: Explain what financial and accounting issues or financial needs Roman will need to be aware of in relating to developing his business case. (Guide: list minimum of 4) (4 Marks)








TASK 5: What is meant by the term “whole life considerations” when developing a business case? Review the case study 1 and 2 and provide a list of considerations in relation to the case study. (Guide: 5 points with an explanations) (5 Marks)


















TASK 6: Conduct a research of Australian contract and commercial laws and briefly provide an overview how they relate to Roman’s business case. Please ensure to select the areas of trade practices, commercial and contract law that most relate to Roman’s business case development? (Guide: 150 to 200 words) (4 Marks)










TASK 7: In this activity you will be required to review the case study and all your notes again, develop a draft of the business cases and meet with your manager to for review. (15 Marks)

7A Develop the Draft of Tasty Products Project Business Case using the tables below. (6 Marks)

Business Case  


Presented to  



Executive Summary (300-400 Words)





Anticipated Outcomes












Business case consultation and analysis team








Project financial controller

Project approvals

Process Improvement

Project Manager

Project team

Communication forum

Problem impact Statement

Impact on Tasty Products


Project Overview and Goals and Objectives

Project Performance and monitoring

Project Constraints

Management of physical resources

Resource requirements Current method of acquisition Recommended method of acquisition Comment as to why no change is recommended or why you recommend a change in the acquisition method Stakeholder comments

Major Project Milestones

Business Alignment

Cost Benefit Analysis

Action Action Type Description First year costs (- indicates anticipated savings)




7B: Present the above business case draft to your assessor (acting as Bill Compton): (5 Marks)

  • Collect feedback and suggestions for improvement from Bill
  • Record the feedback in the table below, and
  • Correct the business case draft based on Bill’s feedback.




















7C: Once you have finalised the business case document, meet with the stakeholders from Tasty Products (your colleagues or your assessor) and explain and present the business case to them. During the meeting you are to confirm and finalise the stakeholder’s requirements and finalise the business case.

At this stage you are to gain their agreement for the project to go ahead. It may be beneficial for you to develop a checklist inside the meeting minute template so you are well preparing, and list all points that must be address for you to gain full approval for the project to go ahead.

Complete the meeting minutes below as a record of your communication and presentation to the client. (4 Marks)

Meeting Minutes
Meeting name TASTY PRODUCTS BUSINESS CASE – draft Date:     /     /
Chair   Minute taker  


Student names and student IDs  
Feedback provided Topics discussed  





Your assessor, when meeting with you about the case study, will provide you with feedback. The assessor will ask you verbal questions about the business cases and complete the following checklist:

Did the student demonstrate: Satisfactory
Understanding of the Government goals q Yes  q No
Understanding of Tasty Products goals, policies and practices q Yes  q No
Understanding how to complete and prepare a business case draft using appropriate language and a style suitable to written submission of Roman’s draft business case to his director and senior management team q Yes  q No
Understanding of Tasty Product’s legal requirements related to the business activities that will be performed during the implementation and running of the proposed project related to the business case proposal q Yes  q No
Understood financial and accounting information relating to the development of the Tasty Products business case q Yes  q No
Understanding of the whole-of-life considerations of a business case q Yes  q No
understanding how an approval processes of a business case works q Yes  q No
Understanding aspects of trade practices law, commercial law and law of contract relating to the development of business cases q Yes  q No
General understanding and jurisdictional legislation that applies to business case development, including work health and safety and environmental requirements q Yes  q No
Appropriate communication skills to engage in discussion and communicate complex ideas of the business case with the team, accepting feedback positively from meetings q Yes  q No
Presentation skills and presented the Drafted Business Case for Tasty Products to the assessor and explained its details to the assessor (acting as the company Director) q Yes  q No
Overall task was completed satisfactory q Yes  q No
Assessor Feedback:     









Instructions to students

In this assessment task you will be demonstrating practical skills in developing a business case. The task will refer you to a virtual company called “Bounce Fitness” which will provide workplace contexts and company documentation such as policies and procedures, staff and other relevant information.

Or, if you are currently working (and understand the organisation well) and/or if you are working as a project or program manager (e.g. in an engineering company), please discuss your workplace and your work responsibilities with your assessor so that you and the assessor can determine whether you are able to use your workplace and check that the organisation is suitable.

To assist you with additional research, refer to your resources and materials supplied to help you with the completion of this assessment task. You can further your research using the internet, but you must use your own words and ensure you reference any information taken directly from your research sources.

In this assessment task you will be completing the following:

  • Identifying and confirming a business need or a problem
  • Researching a business case
  • Examining business solutions
  • Constructing a business case
  • Finalising the business case

You have two options to complete this assessment task. Either read the scenario below and complete all activities; reflect on your own workplace (if you have one) and use your workplace to identify a business need or a problem that you can develop and propose a business case for.  Your assessor will observe your meetings and role-plays, review your business case and provide you with feedback.

At this level of study, the Advanced Diploma level, the assessment outcome should demonstrate that you are able to research independently and produce good quality work. You are required to demonstrate the following skills and knowledge so that you are at the level expected by the industry:

  • Answers to questions should be very detailed and report form type of answers and should be extensive.
  • Project activities are detailed and well-developed, suitable for senior management positions.
  • Design research, conduct analysis and report on the outcomes are provide with good suggestions and implementation process and ideas.
  • Develop strategies for the business and the organisation.






Activities for Section B


TASK 8: Read scenario 1 – the Bounce Fitness Project below and complete all activities as indicated. (10 Marks)

Scenario 1 – Bounce Fitness Project – Business Case

Your work for Amazing Projects and Sons (Amazing Project). Your manager asked you to visit the General Manager of Bounce Fitness in the Sydney Centre. The General Manager has contacted Amazing Project because Amazing Projects completed a shop fit out next door to the Fitness Centre. The shop owner was very impressed and told the Bounce Fitness staff how happy she is with the fit out and with the professionalism of Amazing Project contractors. So that General Manager of Bounce Fitness Sydney Centre called Amazing Projects and ask to have someone come in and have a discussion. She has some ideas but needs professional opinion.

Your job is to learn about the Centre, discuss the centre’s needs with the General Manager in the Sydney site, review services and clients; and any improvement needs. During your meeting you can also ask and identify and confirm a business improvement or a business problem.

On Monday this week, you met with the Centre Manager, Linda, who gave you a good overview of the company’s history, services and their needs to increase profit. You took lots of notes, especially when Linda spoke about the small coffee shop leased to a private operator which will be closing next month. The coffee shop has been in the building for ages and is very small and a little tired. Not an image that the Centre wishes to portray. Linda is worried that some of her clients will go to the Hyde Park gym which is 5 minutes away when the lease leaves next month. They have a nice modern light kitchen where their clients can sit after their sessions.

When you were leaving Linda asked if you could come up with some solution about sitting out a coffees shop.

Your next meeting will be in a week so you can come up with some ideas for business improvement and possibly confirm her needs.

Your notes:

“Bounce Fitness is made up of four fitness centres. Head office is currently established in Cairns, Queensland. The other centres are in Brisbane, (Queensland), Sydney, (New South Wales) and Melbourne, (Victoria).

It was established in 2001 by Margaret House as a single aerobic studio. After two years’ membership increases demanded the small leased centre be expanded and a new facility was built on land purchased by the organisation. In 2004 a second centre was established in leased premises in Brisbane and then Sydney and Melbourne in the subsequent two years.

The Head Office remains in Cairns and a Board of Directors has been established to oversee the function of the business in all of the centres. Each centre has a General Manager (Centre Manager) who reports to the CEO in Cairns, and a team of permanently employed fitness instructors and other casual instructors, all of whom report to the Centre Manager.

The business is operated on best business practice and complies with all legislative requirements, local by-laws and is registered with the national body.

Bounce Fitness intends to market its brand through excellence in service and expertise to establish itself as a premier provider of fitness and wellness in Australia.

All centres are carpeted in areas used for stationary activities, spacious, well-ventilated and air-conditioned to make the environment as safe and comfortable as possible. They are light and feature wrap-around mirrored walls.

Each centre features a retail section selling fitness shoes, clothes and other related fitness items. There is a small cafeteria which was in the building before the gym has opened and it is leased to a provider who supplies healthy, low calorie drinks.

Each Centre has scheduled various fitness classes ranging from high intensity to low intensity. The scheduling is left to each Centre but must sustain a minimum average of twelve in each class for them to continue to be held. The style of classes changes as new methods are developed to sustain interest and provide variety.

Funding is primarily from memberships. Memberships are sold on one, three, six- and twelve-monthly bases on a decreasing fee scale. Casual members are welcome, but the daily rate is a premium one.

Each Centre sells memberships to 120%. This means that at peak times it could be quite crowded, but experience demonstrates that there is a maximum of 80% usage.

The retail arm of the business accounts for about 30% of the takings from each centre. The strategic plan for retail is set to increase investment in sales this year to 35%. Each Centre will be given a budget to develop and implement a sales and marketing plan to trial. The most successful may be implemented nationally and will attract an incentive for the most successful Centre. When discussing this, Linda mentioned that the current cafeteria rent the gym receives from the lease is included in the retail business income. The cafeteria lease, is reconsidered during each annual planning session by the Board, which produces 5% of the income, less than the rent off-set

You have reviewed your notes the aim to identify business needs or issues prior to having a meeting with Linda and her team.

Please note: Students must base their activities using the Bounce Fitness virtual organisation or refer to their own organisation. If students are to use their own workplace and stakeholders, they must discuss the organisation and its services with the assessor who will check if the scenario can be based on the workplace. The assessor will also be able to determine if any of the stakeholder meetings, required by this assessment task, can be role-played in front of the assessor using colleagues or if the student will be required to use his/her own workplace managers and record, collect and supply evidence of all communication and meetings.

8A: In this activity you will be holding a meeting with Linda and her team and role-play your discussion. (5 Marks)

You are now required to role-play a meeting with the management team to identify and confirm the business issues and business goals; and to analyse key stakeholder requirements, consider opportunities for improvement and discuss any constraints of the business so that you are able to develop an appropriate business case for the organisation and meet the organisation’s needs.

Guide: Students who are using the virtual company “Bounce Fitness” scenario will be required to role-play their meeting in the classroom and use their colleagues to act as Linda’s team. Students who are using their own workplace, which has been approved by the assessor, must supply evidence of meetings with management and communication of their discussions such as discussion points.

Write the following discussion points as meeting outcomes after your roleplay:


Business goals:


Business issues:


Key stakeholder requirements:


Scenario 2 – Bounce Fitness Project – Business Case

You have reviewed the organisation’s history, vision and mission statements, future inspirations for the organisation and checked your notes from the initial meeting with Linda; and you have organised a follow up meeting with Linda and her team, the decision makers.

It is important that you communicate and brainstorm with the decision makers who may have information and create other multiple options to insert into your business case. During the meeting you will need to analyse their requirements and clarify their objectives confirm any business problems, issues or goals that they wish to address, and discuss and consider various factors that may identify opportunities for improvement and constraints for the business case. Remember that:

·         It is crucial to clearly define the problem and parameter of the solution.

·         There should be an agreement about the scope between the person authorising the business case and those who will execute analysis.

Justification for the project could be based on the benefits to business operations, strategic direction goals, and/or cost benefit analysis.


8B: During your meeting you will be required to take meeting minutes and attach the meeting minutes to this assessment task. The meeting minutes need to address points such as: (5 Marks)

  • Stakeholder requirements and objectives
  • Business requirements and objectives and goals,
  • Discuss opportunities and any constraints that need to be addressed in the business case
  • Discuss any market trends, and check with Linda and her team, about Bounce Fitness opposition gyms as part of your initial market research and analysis

Guide: students may choose to use the template enclosed or use one from their workplace.

Meeting Minutes
Topic   Date:     /     /
Attendees Student names and student IDs  
Discussion points  Persons responsible  


TASK 9: Now that you have identified and confirmed what the business case will be based on, you are required to conduct a market analysis. To confirm that the business case for the project you are preparing is appropriate and suitable to Bounce Fitness’s needs: (6 Marks)


9A: Research other industry providers in the area (minimum of 3) that provide the same or similar services, review their services, analyse data available and compile a table of the analysed data and forward it to Linda and her team with recommendations that you believe would be suitable. A table has been provided below or you can develop your own.

Guide: type and complete the table below. (3 Marks)

Organisation 1 Organisation 2 Organisation 3


9B: Email the market analysis to Linda and her team for their perusal and their confirmation so that you can start developing the business case for the project. Copy and paste your email to Linda and her response in the space below as evidence of confirmation that you are able to start working on the business case.

Guide: Minimum of 2 emails demonstrating communication between the Project Manager and the client (e.g. Linda and her team). Students are to compose and send it to the client. Students must use their student emails and communicate for sending and receiving a response. (3 Marks)


Task Completion Procedure:

Attach screenshot of email communication to appendix or print and attach the e-mail communication and submit it with the assessment.


TASK 10: When preparing a business case for the project, it is important to evaluate the business case and communicate that to your client. You are required to: (5 Marks)

10A conduct risk and impact analysis of business changes (improvements) identified and relevant to the business case (project) for the following: (2.5 Marks)

    • Business operations
    • Technical tasks and/or technology
    • Customers and clients
    • Community (as relevant) and
    • Environment

Guide: Complete the table below for risk and impact analysis.


Impact type

Description of the impact

Risk rating

1-Lowest/ 5 highest

Proposed solutions

Financial impact

Business case statement – overview of the proposed changes

Impact on operations and staff

(Guide: 50-80 words)

Technology and IT impact

(Guide: 80 words)

Impact on community (Guide: 50-80 words)


Impact on the environment (Guide: 50-80 words)


WHS safety impact (Guide: 50-80 words)


10B Hold a meeting with Linda and her team (role-played by your assessor or your colleagues) and discuss solutions to any issues identified from you risk and impact analysis. You will be required to discuss, record and obtain an approval for: (2.5 Marks)

  • any alternative and/or better solutions
  • financial implications of new identified solutions
  • obtain agreement from the client for any change
  • record all meeting and discussion points in the meeting minutes to ensure that the client is happy with any of the alternative solutions and financial implications

Guide: At least one alternative solution needs to be discussed and approved.

Meeting Minutes
Meeting name   Date:     /     /
Attendees Student names and student IDs  
Discussion points  Persons responsible  







TASK 11: You have discussed, approved and confirmed all details for the business case and the project with all relevant stakeholders and now it is time to prepare a timeline and timeframe for successful project implementation and completion. (5 Marks)

Use the space below to provide ideal dates and worst-case scenarios for plan implementation, as well as a more general time frame for business case / project implementation and completion.

  • Provide the costs associated with the project implementation timeline, as well as the potential overall costs and losses if the project is not implemented and;
  • Provide an overview of the potential consequences that could result from the project not being implemented.









TASK 12: Draft an executive summary which will be used in the business case document in Task 13. You may copy and paste this executive summary in the business case template. (5 Marks)

The executive summary is the first, and most important part of the business case. The business case executive summary outlines the proposed project, that if implemented, would further the identified business goal, and/or resolve the identified business problem or issue.

The executive summary should contain major considerations that will be later discussed in more detail in the business case document, including the timeline for the business case implementation and completion, as well as the projected benefits and costs of business case implementation.

Some steps for you to consider are:

  • Starting your summary using appropriate language such as: “This report is submitted in support of (e.g. Cafe Bounce Fitness Project or other the student decided to work with).
  • Overview of the evaluation and analysis of all relevant financial, marketing and business costs/considerations associated with implementing the suggested recommendations in this business case.
  • An overall explanation of why the proposed project should be implemented and identify the impacts on the business for not implementing the project.









TASK 13: Use all information you have gathered so far and complete your business case document. (15 Marks)

To assist you with completing your business case document please refer to instructions provided for each section under the title which gives you an idea on how to complete each section of the business case document.  Complete the template below to prepare the business case document. You may write your responses under each section.


1. Executive Summary

This section should provide general information on the issues surrounding the business problem and the proposed project or initiative created to address it. Usually, this section is completed last after all other sections of the business case have been written. This is because the executive summary is exactly that, a summary of the detail that is provided in subsequent sections of the document. (Copy and paste your Task 12 answer in executive summary)

1.1 Issue

This section of the business case should briefly describe the business problem that the proposed project will address. This section should not describe how the problem will be addressed, only what the problem is.

1.2 Anticipated Outcomes

This section should describe the anticipated outcome if the proposed project or initiative is implemented. It should include how the project will benefit the business and describe what the end state of the project should be.

1.3 Recommendation

This section summarizes the approach for how the project will address the business problem. This section should also describe how desirable results will be achieved by moving forward with the project.

1.4 Justification

This section justifies why the recommended project should be implemented and why it was selected over other alternatives. Where applicable, quantitative support should be provided and the impact of not implementing the project should also be stated.

2. Business Case Analysis Team

This section of the business case describes the roles of the team members who developed the business case. It is imperative that participants and roles are clearly defined for the business case as well as throughout the life of the project.

The following individuals comprise the business case analysis team. They are responsible for the analysis and creation of the Project business case.

Role Responsibilities Name

3. Problem Definition

3.1 Problem Statement

This section describes the business problem that this project was created to address. The problem may be process, technology, or product/service oriented. This section should not include any discussion related to the solution.

3.2 Organizational Impact

This section describes how the proposed project will modify or affect the organizational processes, tools, hardware, and/or software. It should also explain any new roles which would be created or how existing roles may change as a result of the project.

4. Project Overview

This section describes high-level information about the project to include a description, goals and objectives, performance criteria, assumptions, constraints, and milestones. This section of the Business Case consolidates all project-specific information into one chapter and allows for an easy understanding of the project since the baseline business problem, impacts, and recommendations have already been established.

4.1 Project Description

This section describes the approach the project will use to address the business problem(s). This includes what the project will consist of, a general description of how it will be executed, and the purpose of it.

4.2 Goals and Objectives

This section lists the business goals and objectives which are supported by the project and how the project will address them. Ensure that the goals/objectives are Specific, Measurable, Actionable, Relevant and Timebound (SMART)

Business Goals/Objectives


4.3 Project Performance

This section describes the measures that will be used to gauge the project’s performance and outcomes as they relate to key resources, processes, or services.

Key Resource/Process/Service Performance Measure

4.4 Project Assumptions

This section lists the preliminary assumptions for the proposed project. As the project is selected and moves into detailed project planning, the list of assumptions will most likely grow as the project plan is developed. However, for the business case there should be at least a preliminary list from which to build.







4.5 Project Constraints

This section of the business case template lists the preliminary constraints for the proposed project. As the project is selected and moves into detailed project planning, the list of constraints will most likely grow as the project plan is developed. However, for the business case there should be at least a preliminary list from which to build.




4.6 Major Project Milestones

This section lists the major project milestones and their target completion dates. Since this is the business case, these milestones and target dates are general and in no way final. It is important to note that as the project planning moves forward, a base-lined schedule including all milestones will be completed.

Milestones/Deliverables Target Date

5. Strategic Alignment

All projects should support the organization’s strategy and strategic plans in order to add value and maintain executive and organizational support. This section provides an overview of the organizational strategic plans that are related to the project. This includes the strategic plan, what the plan calls for, and how the project supports the strategic plan.

Plan Goals/Objectives Relationship to Project

6. Cost Benefit Analysis

Many consider this one of the most important parts of a business case as it is often the costs or savings a project yields which win final approval to go forward. It is important to quantify the financial benefits of the project as much as possible in the business case. This is usually done in the form of a cost benefit analysis. The purpose of this is to illustrate the costs of the project and compare them with the benefits and savings to determine if the project is worth pursuing.

The following table captures the cost and savings actions associated with the Project, descriptions of these actions, and the costs or savings associated with them through the first year. At the bottom of the chart is the net savings for the first year of the project.

An example has been provided for this section for your ease for understanding. You are required to delete the information in the table and complete the table as per your project requirement.

Action Action Type Description First year costs (- indicates anticipated savings)
Purchase Web-based product and licenses Cost Initial investment for WP Project $400,000.00
Software installation and training Cost Cost for IT group to install new software and for the training group to train all employees $100,000.00
Reduce HR and payroll staff by 5 employees Savings An immediate reduction in overhead equal to the annual salary of 3 HR specialists and 2 payroll analysts. -$183,495.00
Managers no longer required to work non-billable payroll and administrative tasks Savings 18 regional managers currently average 16 hours per week non-billable time. It is anticipated that this number will be reduced to no more than 2 hours per week. At an average of $36.00 per hour this results in ($36.00 x 14 hours/wk reduced non-billable time x 18 managers) $9072.00 increased revenue per week. -$471,744.00
System maintenance required every 6 months instead of monthly Savings Less frequent use of IT resources working on non-value-added tasks results in approximately $42,000 savings per year. -$42,000
Reduce employee turnover by 10% Savings Savings in cost to out-process exiting employee and recruit, hire, and train new employees is approximately $50,000 in the first year. -$50,000
Net First Year Savings $247,239.00

Based on the cost benefit analysis above we see that by authorizing the WP Project, Smith Consulting will save $247,239.00 in the first year alone. This represents a significant improvement in our operating costs and is a clear indicator of the benefit this project will have on the company.

7. Alternative Analysis

All business problems may be addressed by any number of alternative projects. While the business case is the result of having selected one such option, a brief summary of considered alternatives should also be included—one of which should be the status quo or doing nothing. The reasons for not selecting the alternatives should also be included.

An example has been provided for this section for your ease for understanding. You are required to delete the information in the table and complete the table as per your project requirement.

The following alternative options have been considered to address the business problem. These alternatives were not selected for a number of reasons which are also explained below.

No Project (Status Quo) Reasons for Not Selecting Alternative
Keep the mainframe legacy system in place ·         Unnecessary expenditure of funds for increased staffing levels

·         Continued occurrence of a high number of data errors

·         Poor and untimely reporting

·         Lack of automation

Alternative Option Reasons For Not Selecting Alternative
Outsource the implementation of a web-based platform ·         Significantly higher cost

·         Expertise already exists in house

·         Vendor’s lack of familiarity with our internal requirements

Alternative Option Reasons for Not Selecting Alternative
Develop software internally ·         Lack of qualified resources

·         Significant cost associated with software design

·         Timeframe required is too long

8. Approvals

The business case is a document with which approval is granted or denied moving forward with the creation of a project. Therefore, the document should receive approval or disapproval from its executive review board

The signatures of the people below indicate an understanding in the purpose and content of this Business Case by those signing it. By signing this document, you indicate that you approve of the proposed project outlined in this business case and that the next steps may be taken to create a formal project in accordance with the details outlined herein.


Approver Name Title Signature Date












TASK 14: In this activity you will be organising and presenting a strong, persuasive Business Case. Give PowerPoint presentation of your business case to your manager (assessor) to obtain their final approval for the project. When presenting consider the following: (5 Marks)

  • Present your draft of the business case to your Amazing Projects manager (assessor acting as your manager) so that your business case is checked and ready to be presented to the client.
  • Edit your business case draft as per feedback from your Amazing Project manager, review the and correct any unnecessary language and grammatical errors.
  • Make sure your business case is formatted in a manner that is easy to read and clearly displays each of the separate business case sections in underlined or bolded text.
  • Use of a PowerPoint presentation to add visuals to your business case presentation.
  • Identify potential concerns that management may have about implementing the business case plan and develop a checklist or another document to assist you with addressing these concerns in your presentation prior to the client raising them;
  • Ensure to address these concerns during your presentation, instead of waiting for management to raise their concerns.
  • Organise to have a signature or a confirmation email from Linda that will confirm that your presentation was successful, and your business case and project will be implemented
  • Attach or copy and paste the email into this document or collect a signature at the back of your document, scan it and submit it with your assessment for marking.



Role play checklist – PSPMGT006 – Develop a Business Case

PART B – Question 8A

                                      Role Play Activity – Assessor’s Checklist
During the role play the learner – YES NO Assessor’s Comments
1.     Used appropriate verbal and non-verbal features and clear language to provide relevant information.  
2.     Used active listening and questioning to understand the view and opinions of others  
3.     Identified issues related to the business  
4.     Identified goals and objectives.  
5.     Identified key stakeholder requirements.  




Your assessor will complete the following observation checklist.

Did the student demonstrate the following skills: Satisfactory
The student was able to identify and confirm a business issue or a problem q Yes  q No
The student met with key stakeholders and discussed their need and clarify their objectives, opportunities for improvement and constraints of the business case q Yes  q No
The student conducted market analysis and discussed them with the client q Yes  q No
The student analysed and documented impact and risks on the business relevant to the business case including community, HR impacts q Yes  q No
The student discussed alternative solutions with the client and discussed implication for finances q Yes  q No
The student determined business risk, business impact and business costs and check them with the stakeholders q Yes  q No
The student developed the business document draft and discussed it with his manager (assessor) q Yes  q No
The student corrected and prepared the final draft of the business case document and corrected all mistakes and proofread the document q Yes  q No
The student presented the final business case document to the client q Yes  q No
The student obtains final approval for the business case and the project q Yes  q No
The student used communication skills to engage in discussion and communicate complex ideas and the business case, hold meetings, exchange ideas and research and answered questions during meetings q Yes  q No
The student specified how resources are managed and utilised teams to manage resources q Yes  q No
The student use appropriate language style to present written document, reports, which presented complex ideas and information when submitted to the client q Yes  q No
The student was able to present and explain ideas to various individuals and team q Yes  q No
Satisfactory q Yes  q No
Assessor Feedback:   If the feedback is electronic then this checklist does not need to be signed as there will be an online trail of the feedback for student and assessor. Student is able to see feedback on the portal.                                                                                                                  
Assessment Task 1  
Assessor signature:   Date:   Work supervisor initials & name only if relevant: