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What is a Business Case?

Business Case Definition

A business case is a document that justifies the argument for making an investment or major spending decision. Business cases ensure that the suggested initiative will deliver more value and benefits by having it implemented than by choosing an alternative. Depending on the size of the investment and level of formality of the organization, a business case can take any form, from a Powerpoint presentation for a small business to an academic-style essay. 

There can be a requirement to have a business case for anything from purchasing a new computer to hiring a new colleague. Regardless of its context, a business case needs to have clear goals and objectives that sustain a business need.

Business cases for the public sector: HM Treasury Green Book

In the UK, the Treasury published its own guidance aimed at the public sector which makes recommendations on how to make a viable business case. This guidance, called The Green Book, is primarily based on the Welsh Government's Five-Case Model. All public sector employees that have any responsibilities around spending decisions need to have at least some knowledge about this. Whilst Green Book training might be provided to some public sector organizations in-house, it is recommended that they attend accredited, independent training. For this reason, APMG has developed the Better Business Cases qualification, which uses the Five-Case Model as one of the key inputs.

Better Business Cases training

CUPE runs a public schedule of Better Business Cases training at Foundation level. We are currently in process of developing a distance learning version of this course as well. Please feel free to contact us if you would like more information about the Better Business Cases course, whether it is general information on how it fits with the Five-Case Model, course contents, or any other question you may have.


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