Step by step guide to building a business case: Difference between revisions

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This is a suggested order to approach the construction of your DP business case. This suggests an order of planning and preparation of your business case ''(This needs revision to be clear, and respective notes on the template)''
This is a suggested order to approach the construction of your DP business case. This suggests an order of planning and preparation of your business case ''(This needs revision to be clear, and respective notes on the template)''


  1 Preparation
  1 preparation
*is the timing right? [[When|More on "when"...]]
*is the timing right? [[When|More on "when"...]]
*assess/review previous DP work at your organisation and note any lessons learned
*assess/review previous DP work at your organisation and note any lessons learned
*check if your organisation has a standard business case template or use this [[Template for building a business case|generic template]]
*check if your organisation has a standard business case template or use this [[Template for building a business case|generic template]]
*look at what others are doing
*get a copy of your organisation's strategy
*get a copy of your organisation's strategy
*read...
*read...
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**further detail about what you want to do (implementation plan / project plan)
**further detail about what you want to do (implementation plan / project plan)


  8 putting it all together
  8 validation
*think about what else you need to do to ensure that your business case is complete
*think about what else you need to do to ensure that your business case is complete
*review your business case carefully, and seek advice and comment from others
*review your business case carefully, and seek advice and comment from others

Revision as of 13:39, 1 August 2013

This is a suggested order to approach the construction of your DP business case. This suggests an order of planning and preparation of your business case (This needs revision to be clear, and respective notes on the template)

1 preparation
  • is the timing right? More on "when"...
  • assess/review previous DP work at your organisation and note any lessons learned
  • check if your organisation has a standard business case template or use this generic template
  • look at what others are doing
  • get a copy of your organisation's strategy
  • read...
2 assess the focus of your digital preservation activity
  • depending on the scope and granularity of your activity/focus you may want to:
    • audit your digital collections
    • assess your organisation for digital preservation risks
    • assess and understand the characteristics of a collection of digital assets
3 audit your organisation's readiness (policy/strategy, skills/infrastructure)
  • see list of 'aspects of readiness'
  • get generic list of risks
  • make list of issues/risks for your organisation
4 work out what you want to do
  • describe what you want to do (where you want to get to)
  • describe resource needed - staff/infrastructure
  • identify costs (see list of types of costs)
5 think hard about your audience
  • who are your key stakeholders?
  • your business case must be carefully targetted at your intended audience
  • think about what language to use
6 benefits
  • get a generic list of digital preservation benefits
  • make a list of benefits for your digital content/collection
  • map those benefits to your organisation's strategy (prioritise benefits/work out what will appeal to your sponsor)
7 what else
  • benefits, risks and costs are core - what else do you need to do for your organisation's business case?
    • cost benefit analysis or options appraisal
    • further detail about what you want to do (implementation plan / project plan)
8 validation
  • think about what else you need to do to ensure that your business case is complete
  • review your business case carefully, and seek advice and comment from others
  • compare and contrast your case with others in order to identify missing detail or areas for improvement (see Case Studies)
9 deliver your business case
  • find out how your business case will be evaluated and consider ways to increase it's chances of success
    • who is you main sponsor/advocate?