Template for Business Case Executive Summary PDF

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Download Template for Business Case Executive Summary PDF

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BUSI 2121 A – Business Case Executive Summary Template Student Name: Business Case Name: Date Discussed in Class: Context Your group was tasked to diagnose a problem(s) facing an organization and recommend a solution. Your Executive Summary of the business case sets out a comprehensive picture of the thinking behind your analysis and recommendation that you initiated in Part 1 of your Case Outline. Although you are not bound to follow your initial reading of the case in question, the main thrusts should be recognizably similar. If there is a substantial departure, you should provide an explanation. Instructions for Completing a “Business Case Executive Summary” Your “Business Case Executive Summary” builds on Part 1 of your Case Outline as noted in the context above. The document entitled “Scoring Rubric for a Business Case Executive Summary” provides more detail on expected content. Please organize your Executive Summary under the following headings:   

Problem Identification Analysis Recommendation

Your summary must not exceed two pages (Times New Roman 12) single spaced.

Additional Guidance A traditional analysis might follow along these lines: Problem Identification 1. Inventory of Facts: A brief listing of known facts in the case (people, places, events, dates, results, etc.) 2. Statement of Problem(s): A concise statement of the significant problem(s) in the case stated as things to be corrected or resolved. Please group related problems together. Analysis 3. Analysis of Causes: Identification of all possible causes of the problem(s) in the case. 4. Theory Identification: Identification of theories or models that might apply to these problems.

5. Possible Solutions: Identification of possible solutions to each problem as stated, including the objectives achieved with each solution. Recommendation 6. Preferred Solution: A rationale for choosing the best solution over all others as your recommendation. 7. Evaluation: Consideration of the positive and negative implications of your recommendation. 8. Application of Theory: An explanation of how OB theory supports your recommendation. 9. Implementation: A description of how your recommendation could be implemented. Your Executive Summary need not provide evidence that you have worked through each of these steps. However, each stage of analysis will help you write your Executive Summary. Here are some additional considerations you may wish to think about as part of your analysis: Strategic 1. How well does the proposed way of meeting the requirement support the organization’s objectives and current priorities? 2. If it is a poor fit, can the scope be changed? 3. Is an intervention needed at all? Economic 1. Has a wide range of options been explored? 2. Have innovative approaches been considered and collaboration with others? 3. If not, why not? 4. Has the optimum balance of cost, benefit, and risk been identified? If not, what tradeoffs need to be made e.g. foregoing some of the benefits to keep costs within budget; taking considered risks to achieve more substantial benefits? Affordability 1. Can the required budget be obtained to implement the intervention? 2. If not, can the scope be reduced or delivered over a longer period? 3. Could funding be sought from other sources? Achievability 1. Can this intervention be achieved with the organization’s current capability and capacity? 2. If not, how can the required capability be acquired? 3. Can the risks be managed – e.g. scale, complexity, uncertainty? 4. Does the scope or timescale need to change?

References “Case Analysis Model” [Supplemental Material] (2016). In Langton, N., Robbins, S. P., & Judge, T. A. Organizational Behaviour: Concepts, Controversies, Applications, Seventh Canadian Edition (pp xxix). Pearson. Flynn, A. E., & Klein, J. D. (2001). The influence of discussion groups in a case-based learning environment. Educational Technology Research and Development, 49(3), 71–86. Office of Government of Commerce. (cited 2017, April 18). Business Case Template – Minimal Content. In Verbeek, J., Pulliainen, M., & Kankaanpää, E. (2009). A systematic review of occupational safety and health business cases. Scandinavian Journal of Work, Environment & Health, 403–412. Retrieved from http://webarchive.nationalarchives.gov.uk/20110601212617/http://www.ogc.gov.uk/docu ments/BusinessCaseTemplate-MinimalContent.pdf...