Business Case Writing in San Francisco, United States

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Business Case Writing

Course Summary

Course duration: 2 days

Business strategy execution depends upon developing and implementing the best solution. Success, however, relies upon basing the solution on the right requirements, drawn from a sound and robust Business Case.

The purpose of this workshop is to develop a detailed understanding of this critical document followed by comprehensive review of how to create and resent a realistic business case. The workshop will enable participants to recommend and select the right projects, getting them approved and tracking them to success.

Program Objectives :

  • Understand how a Business Case is developed and what will be a successful business case life cycle.
  • Create a stunning Business Case containing the right information.
  • Understand the connection with the Benefits Realization Plan.
  • Know what metrics to use to learn from business case strengths and weaknesses
  • Present a business case effectively and efficiently

You Will Get :

  • High quality training from an industry expert professional
  • Earn 16 PDUs towards CCR for existing PMP Certified professionals
  • Hard copy of the courseware
  • Become certified as ‘Business Case Specialist’ upon passing the exam

User Review

Paramjit

Paramjit Lammay

Project Management Professional

Hi optimalskill Team: I have cleared the PMP exam last Saturday Thanks for your help.

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What will I learn?

  • Understand purpose, advantages and challenges of a business case
  • Recognize essential components of a business case lifecycle
  • Structure and types of business cases
  • Derive business case objective from organization’s strategy and goals
  • Follow step-by-step business case development model
  • Create the evaluation criteria to select most viable options
  • Learn techniques of how to identify, analyze and manage stakeholders
  • Understand cost estimation approaches
  • Establish costs of viable options at appropriate level of detail
  • Perform detailed financial analysis of the opportunity
  • Analyze risks of viable options and run risk scenarios
  • Equip with best practices of writing a convincing executive summary
  • Delve into personality types and tweak your business case presentation
  • Identify how to get your business case approved
  • Develop benefits realization and outcome strategy and metrics
  • Case Study : Work out the tangible and intangible benefits, evaluate risks, decide outcome metrics, write executive summary, etc

What will it cover?

Introduction to business case

  • Definition of business case
  • Business case and organizational strategy
  • Elements of effective business writing
  • Various type of business cases and their uses
  • Language and style of business writing

The Business Case and the project lifecycle

  • Creating the Outline Business Case in the ‘Concept’ phase
  • Refining the Full Business Case & link to the Benefits Realization Plan
  • How to use the Business Case at phase/stage gates
  • Benefits realization and the Business Case

The Business Case - roles and responsibilities

  • Understanding role of stakeholders in writing business case
  • How a Project Sponsor should contribute
  • User & Supplier Representatives – their value
  • The involvement of the Project Manager & Project Team
  • The other key stakeholders involved

Structuring a Business Case

  • Elements of a business
  • Generating multiple solution approaches
  • Evaluating solution approaches
  • Elements role in approval and execution of business case

Benefits Realization Planning

  • Importance of benefit realization in a Business Case
  • Uncovering detail lifecycle costs and benefits
  • Creating cash flow plan considering net present value

Changes to the Business Case : how to handle them

  • Change Management and the Business Case
  • Recording changes – why, what, when, who and where

Case Study : Writing a business case

  • Delegates will work on writing various parts of the business case for the case study
  • Review of findings and learnings and wrap up

Can I attend?

This workshop is designed for:

  • Business Analysts.
  • Project Managers.
  • Project Office Managers.
  • Managers and Team Leaders.
  • Consultants.
  • Anyone involved with writing, reviewing and approving business cases

FAQ

There are no pre-requisites for this course, although a basic knowledge of Service Management concepts will be helpful

Training will take 16 hours (2 days) to complete.

Any clarification needed please feel free to contact me.

We provide the most practical, fun, effective Training. We take a different approach than other training providers – we aim to help you effectively apply business case writing concepts and tools.

  • Business Analysts.
  • Project Managers.
  • Project Office Managers.
  • Managers and Team Leaders.
  • Consultants.
  • Anyone involved with writing, reviewing and approving business cases

Faculty Details

Dr. Bill Warner

FacultDr. Bill Warner, Project Management Professional, has over 30 years’ experience as an international project management consultant and trainer. During this time, he has led successful projects in e-business/e-commerce, television, health care, financial institutions, and information technology. His specialties include business analysis, quality management, project management, change management, and management information systems. As a professor, he has taught MBA and MSPM courses in the U.S., Canada, Greece, and China over the past 13 years. He earned a Ph.D. and two masters degrees. Bill has served the Project Management Institute as Region 1 Mentor, President of the Canadian West Coast Chapter, Vice-President of the Minnesota Chapter, and Vice-President of the Bellingham Chapter. As an American Society for Quality certified as a Six Sigma Green Belt and Certified Quality Manager/Organizational Excellence, he has conducted a variety of workshops in North America. His passion is preparing certification participants to successfully pass the Project Management Professional examination and the Six Sigma examination. Throughout his teaching/training he receives the highest ranking for his communication skills, wide expertise and mentoring.


Asad Kazim

FacultAsad Kazim's 35 years of real world experience includes Aeronautical Engineering , Telecommunications, Banking and IT sectors. As a seasoned trainer his forte lies in conducting successful workshops in areas of Project Management, Six Sigma, Lean and ITIL methodologies. Apart from being an Aeronautical Engineer he holds 3 Masters Degrees including an MBA and MSc Electronics from University of Southampton UK. He also holds credentials of PMP (Project Management Professional) / PMI-ACP (Project Management Institute- Agile Certified Practitioner) / CSSGB (Certified Six Sigma Green Belt) / CSSBB (Certified Six Sigma Black Belt) / MBB ( Master Black Belt ) / LMC (Lean Management Certified) / ITIL v3 Foundation certified. Asad likes to passionately share his vast experience & knowledge and thus has been on the radio and television talks to dilate on matters of professional interest. Recently he had the honor to be a select speaker at this year's Annual symposium of PMI-CTT Chapter held at Waterloo, where he gave a presentation on the challenging topic of 'Application of Lean and Six Sigma concepts in Project Management Methodology'. Asad's exceptional acumen for teaching / mentoring can be ratified from the amazing success track record of his students. He lives in Toronto and heads his own consulting and training organization CONSAK Inc.


Allan M Lee

Allan M Lee Allan has since carved a niche in Risk Management, Business Continuity and Strategic Business Transformation.In his career spanning over 30 years Allan has worked at both strategic and operational levels, on major transformation programs and projects in the areas of Business Process Transformation, Risk Management & Business Continuity for a variety of Fortune 500 Supply Chain and Shared Service organizations. His international multi industry experience includes manufacturing, banking, mining, oil & gas and transshipment port services. Allan has a Master Black Belt in Lean Six Sigma and is a certified Risk Practitioner, A corporate strategist, Allan has a knack in turning around organizations and returning them to profitability and improving process efficiency. He is business focused, has a keen eye in integrating processes, people, and systems to enable optimum benefits and has the useful ability of being able to turn abstract concept ideas into a reality.


Mark-Calvin-Rittmayer

Mark-Calvin-Rittmayer Mark has Strong in relationship development / channels 7+ years at PWC with revenue and team responsibilities at partner level.Global team lead - finance focused most recent 7+ years, Technology skills 5+ Years with IBM Delivering Finance Implementations, M&A Project Delivery in Asia $1B+, Due diligence and integration delivery on acquisition targets, Strong Finance Transformation skills, WM Financial Systems / Products - Portal to increase market share for largest life insurer in Asia. CIB insurance regulator Hong Kong license approvals, Hyperion Consolidation PMO and Project lead, PM skills as required - Integration expert, Delivery Expert - SAP / Subject matter expert, Internal Audit / SOX - strategy, leadership, execution and board level presentation and reporting, Financial reporting including local country, consolidation and SEC delivery and controls, IFRS - PRC/HKG GAAP (new and old) - Blueprint for convergence, Asia Financial Services Systems consulting - Platform and Portal - Global / Regional go-lives, Data Center and Cloud services consulting, Including Security and Infinity Services, Legacy transformation projects to Open source.


Diana Dillman

Facult Diana Dillman, PMP is an energetic and talented professional who brings together technical savvy and extensive Project and Program Management experience. She leads global IT and telecommunications projects and programs including software development, enterprise software implementation, network build and related construction. She employs Agile and more traditional methods in full life cycle management. She adeptly leads cross-functional, multi-cultural, and international teams. A long time member of the Project Management Institute, she is PMP certified and has studied business administration, computer science, electrical engineering and project management. She works with both commercial and government organizations. She is known as a skilled communicator, mentor and trainer. Diana is based in Vancouver, BC.

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