Template for building a business case

• Exec Summary

• Strategic vision (where do we want to be in x years)

• Background and context
  • Understand the collection
  • describe what we want to do
  • Timescales and key milestones

• List of benefits - Value, ROI
  • Fit to organizational mission

• Risks
  • What are the risks facing the collection /
  • risks facing institution
  • Prioritisation of risks

• List of benefits - Value, ROI
  • Fit to organizational mission

• Costs of action and inaction
• Resources needed, institutional readiness (Skills / resourcs / stakeholders)
• Practical recommendations over a short period (and risks associated with them)

---

Mission statement for project/proposal Definition and background Detailed scope Constraints and assumptions Stakeholders Dependencies Benefits and measures of success Project governance and operational handover Timescales and key milestones Quality management Project costs/funding/impact on staff resources Option appraisal/value for money analysis Risks