Business Analysis

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Building an Effective Business Case



Course Number



3 Days

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Learn the importance of carefully analyzing, creating, and communicating a successful business case in order to maximize its chance for approval. In this business analysis training course, you gain the skills to define desired outcomes, design evaluation criteria, weigh costs against benefits, and communicate a comprehensive business case to improve decision making.

You Will Learn How To

  • Analyze, create, and communicate a compelling business case
  • Identify and prioritize alternative solutions to align with business criteria
  • Perform cost-benefit analysis
  • Identify the risks associated with an initiative

Course Outline

  • Introduction
  • Fundamentals of a business case
  • Where the business case fits into the project life cycle
  • Business case as an Organization Process Asset (OPA)
  • Defining the Business Case

The six-step process model

  • Defining the ADAPTS business case analysis process
  • Focusing on the required elements
  • Examining the role and value of the steps

Identifying the benefits and risks of the process

  • Business case structure and process
  • Proving that benefits are realized
  • Agreeing on the Scope

The two-step scoping process

  • Harvesting stakeholder goals
  • Clarifying the business drivers

Applying the stakeholder perception matrix

  • Creating the problem statement
  • Turning goals into business requirements
  • Developing the Initiative

Conducting stakeholder analysis

  • Identifying business-level stakeholders
  • Capturing user scenarios

Deducing key decision criteria

  • Constructing a compliance matrix from the scenarios
  • Prioritizing criteria with affinity diagramming

Determining possible alternatives

  • Practical tools for researching alternatives
  • Applying key criteria to judge alternate solutions
  • Comparing Costs and Benefits

Estimating costs

  • Benefiting from a Cost Estimation Worksheet
  • Evaluating and selecting financial appraisal methods

Forecasting benefits

  • Categorizing tangible and intangible benefits
  • Proving intangible benefits with a benefits rationale

Creating and applying a basic cost model

  • Employing four common financial analysis tools
  • Producing a cash flow model
  • Managing Business Case Risk

Risk assessment methods and tools

  • Recognizing the impact of time and risk
  • Creating and using a risk register
  • Applying a risk assessment matrix

Prioritizing risks

  • Framing risk with your stakeholder analysis
  • Aligning risk evaluation with stakeholder point of view
  • Targeting Your Recommendation

Delivering and positioning the solution

  • Three common decision-making heuristics
  • Aligning the business case with stakeholders

Aligning and prioritizing initiatives

  • Prioritizing and selecting alternatives
  • Selecting the business case delivery methodology
  • Crafting a Persuasive Business Case

Preparing the document

  • Overcoming the business document paradox
  • Minimizing content to get maximum results

Polishing the Executive Summary

  • Exploiting the Executive Summary template
  • Avoiding common mistakes
  • Presenting the Business Case

Organizing your presentation

  • Revisiting key decision-maker hot buttons
  • Preparing the message
  • Sequencing the content
  • Tailoring your presentation to the audience

Selecting the delivery medium

  • Communicating your case with confidence
  • Templates to build powerful presentations and wall-walks

Improving the presentation

  • Validating your presentation
  • Generating feedback for improvement
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Course Schedule

Attend this live, instructor-led course In-Class or Online via AnyWare.

Hassle-Free Enrollment: No advance payment required.
Tuition due 30 days after your course.

Jun 21 - 23 Herndon, VA/AnyWare Enroll Now

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Live, Online via AnyWare

Jul 19 - 21 Ottawa/AnyWare Enroll Now

How would you like to attend?

Live, Online via AnyWare

Sep 20 - 22 AnyWare Enroll Now

How would you like to attend?

Live, Online via AnyWare

Oct 25 - 27 Herndon, VA/AnyWare Enroll Now

How would you like to attend?

Live, Online via AnyWare

Nov 15 - 17 New York/AnyWare Enroll Now

How would you like to attend?

Live, Online via AnyWare

Jan 3 - 5 Ottawa/AnyWare Enroll Now

How would you like to attend?

Live, Online via AnyWare

Guaranteed to Run

Bring this Course to Your Organization and Train Your Entire Team
For more information, call 1-888-843-8733 or click here






Course Tuition Includes:

After-Course Instructor Coaching
When you return to work, you are entitled to schedule a free coaching session with your instructor for help and guidance as you apply your new skills.

After-Course Computing Sandbox
You'll be given remote access to a preconfigured virtual machine for you to redo your hands-on exercises, develop/test new code, and experiment with the same software used in your course.

Free Course Exam
You can take your course exam on the last day of your course and receive a Certificate of Achievement with the designation "Awarded with Distinction."



Call 1-888-843-8733 or click here »

An experienced training advisor will happily answer any questions you may have and alert you to any tuition savings to
which you or your organization may be entitled.

Training Hours

Training Hours

Standard Course Hours: 9:00 am – 4:30 pm
*Informal discussion with instructor about your projects or areas of special interest: 4:30 pm – 5:30 pm 

FREE Online Course Exam (if applicable) – Last Day: 3:30 pm – 4:30 pm
By successfully completing your FREE online course exam, you will: 

  • Have a record of your growth and learning results.
  • Bring proof of your progress back to your organization
  • Earn credits toward industry certifications (if applicable)
  • Make progress toward one or more Learning Tree Specialist & Expert Certifications (if applicable)

Learning Tree is an Endorsed Education Provider™ (EEP™) by the International Institute of Business Analysis™ (IIBA®). This course has been approved by IIBA as supporting core concepts and knowledge outlined in A Guide to the Business Analysis Body of Knowledge® (BABOK® Guide). 

For more i

Enhance Your Credentials with Professional Certification

Learning Tree's comprehensive training and exam preparation guarantees that you will gain the knowledge and confidence to achieve professional certification and advance your career.

Earn 17 Credits from NASBA

This course qualifies for 17 CPE credits from the National Association of State Boards of Accountancy CPE program. Read more ...

This course is endorsed by IIBA for Professional Development Hours (PD Hours) and Continuing Development Units (CDUs). For additional information and to confirm which courses are eligible towards your IIBA certification, click here.

Earn 17 PDUs

PMI, the Registered Education Provider logo, PMP, CAPM, PMI-ACP,
and PMBOK are marks of the Project Management Institute, Inc.

This course is approved by PMI® for 17 professional development units (PDUs). For more on the Project Management Institute and a full list of courses approved for PDUs.

Technical : 9 PDUs
Business & Strategic : 8 PDUs

Read more ...

"The course taught the proper way to develop a Business Case. With that, I was able to help my team show upper management that a TRUE Business Case can be developed not in one hour, but over a number of months."

- P. Fales, IT Support Specialist
Pentagon Force Protection Agency


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