Who is this training for?
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- Business Analysts
- Project Managers
- Managers
Training objectives
- Understand the purpose and key concepts of a business decision case within the context of business analysis;
- Develop and structure effective business decision cases;
- Present and communicate business decision cases to stakeholders and decision-makers;
- Leverage conversational AI agents to improve the efficiency and effectiveness of business case preparation;
- Build strong, evidence-based recommendations and justify proposed solutions.
Summary
A business decision case is a key element in securing approval for a product, idea, project, or solution. Successfully promoting an idea is both an art and a science, supported by proven techniques. It is essential to know how to present a coherent set of strategic and financial arguments in support of a solution to ensure effective communication and maximize the likelihood of success.
From defining business needs to creating a high-level implementation plan, this workshop is designed for professionals who are required to present recommendations for initiatives and investments. Whether in a simplified format such as a Lean Business Case or a more comprehensive format such as an Opportunity Assessment or Business Case, decision packages must address the needs of both decision-makers and the solution teams responsible for delivery.
By combining business analysis techniques with conversational AI agents, this hands-on workshop introduces practical concepts, tools, and templates that help participants validate the quality and relevance of a business decision case while ensuring that defined objectives translate into measurable business value.
Course outline
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}Day 1 – Morning
Chapter 1 – Defining a Business Decision Case
Chapter 1 – Defining a Business Decision Case
What is a business decision case?
Different types and formats of business cases
Common business case structures
Roles and responsibilities
Professional tips and best practices
Tools, techniques, discussions, and group activities
Chapter 2 – Key Concepts
Business mandate and context
Stakeholders and stakeholder engagement
Scope definition
Information sources and supporting artifacts
Professional tips and best practices
Tools, techniques, discussions, and group activities
Day 1 – Afternoon
Chapter 3 – The Lean Business Case Approach
Description of the context and business problem
Description of the proposed solution
Expected benefits
Required costs and resources
Success metrics and performance indicators
Issues, risks, and mitigation strategies
Implementation timeline and key decisions required
Accelerators and productivity tools (conversational AI agents)
Tools, techniques, discussions, and group activities
Practical case study exercise
Chapter 4 – Techniques, Templates, and Supporting Artifacts
Opportunity assessment and business case structures
Selecting appropriate artifacts based on decision case type
Reusable templates across multiple business cases
Reducing errors and increasing quality in business decision cases
AI-assisted versus manual approaches: advantages, limitations, and common pitfalls
Discussions and group activities
Practical case study exercise
Day 2 – Morning
Chapter 5 – Developing a Business Opportunity Assessment
Context and business scenario
Current-state analysis
Definition of business needs
Identification and description of solution options
Comparative analysis of solution options
High-level cost-benefit analysis
Risk and organizational impact assessment
High-level roadmap and implementation plan
Recommendation
Executive summary
Professional tips and best practices
Tools, techniques, discussions, and group activities
Practical case study exercise
Day 2 – Afternoon
Chapter 6 – Developing a Business Case
Context and business scenario
Project or program scope
Current-state analysis
Definition of the target-state vision
Business requirements description
Identification and description of solution scenarios
Comparative analysis of solution scenarios
Recommended solution scenario
Architecture of the selected solution
Detailed financial analysis
Risk assessment, organizational impact analysis, and change strategy
Detailed implementation plan for the initial project phase
Project and program governance
Executive summary
Professional tips and best practices
Tools, techniques, discussions, and group activities
Practical case study exercise
Chapter 7 – Review of Key Learnings
Tools and techniques reference guide
Group discussions and knowledge sharing
Course conclusionDay 1 – Morning
Chapter 1 – Defining a Business Decision Case
What is a business decision case?
Different types and formats of business cases
Common business case structures
Roles and responsibilities
Professional tips and best practices
Tools, techniques, discussions, and group activities
Chapter 2 – Key Concepts
Business mandate and context
Stakeholders and stakeholder engagement
Scope definition
Information sources and supporting artifacts
Professional tips and best practices
Tools, techniques, discussions, and group activities
Day 1 – Afternoon
Chapter 3 – The Lean Business Case Approach
Description of the context and business problem
Description of the proposed solution
Expected benefits
Required costs and resources
Success metrics and performance indicators
Issues, risks, and mitigation strategies
Implementation timeline and key decisions required
Accelerators and productivity tools (conversational AI agents)
Tools, techniques, discussions, and group activities
Practical case study exercise
Chapter 4 – Techniques, Templates, and Supporting Artifacts
Opportunity assessment and business case structures
Selecting appropriate artifacts based on decision case type
Reusable templates across multiple business cases
Reducing errors and increasing quality in business decision cases
AI-assisted versus manual approaches: advantages, limitations, and common pitfalls
Discussions and group activities
Practical case study exercise
Day 2 – Morning
Chapter 5 – Developing a Business Opportunity Assessment
Context and business scenario
Current-state analysis
Definition of business needs
Identification and description of solution options
Comparative analysis of solution options
High-level cost-benefit analysis
Risk and organizational impact assessment
High-level roadmap and implementation plan
Recommendation
Executive summary
Professional tips and best practices
Tools, techniques, discussions, and group activities
Practical case study exercise
Day 2 – Afternoon
Chapter 6 – Developing a Business Case
Context and business scenario
Project or program scope
Current-state analysis
Definition of the target-state vision
Business requirements description
Identification and description of solution scenarios
Comparative analysis of solution scenarios
Recommended solution scenario
Architecture of the selected solution
Detailed financial analysis
Risk assessment, organizational impact analysis, and change strategy
Detailed implementation plan for the initial project phase
Project and program governance
Executive summary
Professional tips and best practices
Tools, techniques, discussions, and group activities
Practical case study exercise
Chapter 7 – Review of Key Learnings
Tools and techniques reference guide
Group discussions and knowledge sharing
Course conclusionDay 1 – Morning
Chapter 1 – Defining a Business Decision Case
What is a business decision case?
Different types and formats of business cases
Common business case structures
Roles and responsibilities
Professional tips and best practices
Tools, techniques, discussions, and group activities
Chapter 2 – Key Concepts
Business mandate and context
Stakeholders and stakeholder engagement
Scope definition
Information sources and supporting artifacts
Professional tips and best practices
Tools, techniques, discussions, and group activities
Day 1 – Afternoon
Chapter 3 – The Lean Business Case Approach
Description of the context and business problem
Description of the proposed solution
Expected benefits
Required costs and resources
Success metrics and performance indicators
Issues, risks, and mitigation strategies
Implementation timeline and key decisions required
Accelerators and productivity tools (conversational AI agents)
Tools, techniques, discussions, and group activities
Practical case study exercise
Chapter 4 – Techniques, Templates, and Supporting Artifacts
Opportunity assessment and business case structures
Selecting appropriate artifacts based on decision case type
Reusable templates across multiple business cases
Reducing errors and increasing quality in business decision cases
AI-assisted versus manual approaches: advantages, limitations, and common pitfalls
Discussions and group activities
Practical case study exercise
Day 2 – Morning
Chapter 5 – Developing a Business Opportunity Assessment
Context and business scenario
Current-state analysis
Definition of business needs
Identification and description of solution options
Comparative analysis of solution options
High-level cost-benefit analysis
Risk and organizational impact assessment
High-level roadmap and implementation plan
Recommendation
Executive summary
Professional tips and best practices
Tools, techniques, discussions, and group activities
Practical case study exercise
Day 2 – Afternoon
Chapter 6 – Developing a Business Case
Context and business scenario
Project or program scope
Current-state analysis
Definition of the target-state vision
Business requirements description
Identification and description of solution scenarios
Comparative analysis of solution scenarios
Recommended solution scenario
Architecture of the selected solution
Detailed financial analysis
Risk assessment, organizational impact analysis, and change strategy
Detailed implementation plan for the initial project phase
Project and program governance
Executive summary
Professional tips and best practices
Tools, techniques, discussions, and group activities
Practical case study exercise
Chapter 7 – Review of Key Learnings
Tools and techniques reference guide
Group discussions and knowledge sharing
Course conclusion a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Day 1 – Morning Chapter 1 – Defining a Business Decision Case
- What is a business decision case?
- Different types and formats of business cases
- Common business case structures
- Roles and responsibilities
- Professional tips and best practices
- Tools, techniques, discussions, and group activities
- Business mandate and context
- Stakeholders and stakeholder engagement
- Scope definition
- Information sources and supporting artifacts
- Professional tips and best practices
- Tools, techniques, discussions, and group activities
- Description of the context and business problem
- Description of the proposed solution
- Expected benefits
- Required costs and resources
- Success metrics and performance indicators
- Issues, risks, and mitigation strategies
- Implementation timeline and key decisions required
- Accelerators and productivity tools (conversational AI agents)
- Tools, techniques, discussions, and group activities
- Practical case study exercise
- Opportunity assessment and business case structures
- Selecting appropriate artifacts based on decision case type
- Reusable templates across multiple business cases
- Reducing errors and increasing quality in business decision cases
- AI-assisted versus manual approaches: advantages, limitations, and common pitfalls
- Discussions and group activities
- Practical case study exercise
- Context and business scenario
- Current-state analysis
- Definition of business needs
- Identification and description of solution options
- Comparative analysis of solution options
- High-level cost-benefit analysis
- Risk and organizational impact assessment
- High-level roadmap and implementation plan
- Recommendation
- Executive summary
- Professional tips and best practices
- Tools, techniques, discussions, and group activities
- Practical case study exercise
- Context and business scenario
- Project or program scope
- Current-state analysis
- Definition of the target-state vision
- Business requirements description
- Identification and description of solution scenarios
- Comparative analysis of solution scenarios
- Recommended solution scenario
- Architecture of the selected solution
- Detailed financial analysis
- Risk assessment, organizational impact analysis, and change strategy
- Detailed implementation plan for the initial project phase
- Project and program governance
- Executive summary
- Professional tips and best practices
- Tools, techniques, discussions, and group activities
- Practical case study exercise
- Tools and techniques reference guide
- Group discussions and knowledge sharing
- Course conclusion
Chapter 1 – Defining a Business Decision Case
What is a business decision case?
Different types and formats of business cases
Common business case structures
Roles and responsibilities
Professional tips and best practices
Tools, techniques, discussions, and group activities
Chapter 2 – Key Concepts
Business mandate and context
Stakeholders and stakeholder engagement
Scope definition
Information sources and supporting artifacts
Professional tips and best practices
Tools, techniques, discussions, and group activities
Day 1 – Afternoon
Chapter 3 – The Lean Business Case Approach
Description of the context and business problem
Description of the proposed solution
Expected benefits
Required costs and resources
Success metrics and performance indicators
Issues, risks, and mitigation strategies
Implementation timeline and key decisions required
Accelerators and productivity tools (conversational AI agents)
Tools, techniques, discussions, and group activities
Practical case study exercise
Chapter 4 – Techniques, Templates, and Supporting Artifacts
Opportunity assessment and business case structures
Selecting appropriate artifacts based on decision case type
Reusable templates across multiple business cases
Reducing errors and increasing quality in business decision cases
AI-assisted versus manual approaches: advantages, limitations, and common pitfalls
Discussions and group activities
Practical case study exercise
Day 2 – Morning
Chapter 5 – Developing a Business Opportunity Assessment
Context and business scenario
Current-state analysis
Definition of business needs
Identification and description of solution options
Comparative analysis of solution options
High-level cost-benefit analysis
Risk and organizational impact assessment
High-level roadmap and implementation plan
Recommendation
Executive summary
Professional tips and best practices
Tools, techniques, discussions, and group activities
Practical case study exercise
Day 2 – Afternoon
Chapter 6 – Developing a Business Case
Context and business scenario
Project or program scope
Current-state analysis
Definition of the target-state vision
Business requirements description
Identification and description of solution scenarios
Comparative analysis of solution scenarios
Recommended solution scenario
Architecture of the selected solution
Detailed financial analysis
Risk assessment, organizational impact analysis, and change strategy
Detailed implementation plan for the initial project phase
Project and program governance
Executive summary
Professional tips and best practices
Tools, techniques, discussions, and group activities
Practical case study exercise
Chapter 7 – Review of Key Learnings
Tools and techniques reference guide
Group discussions and knowledge sharing
Course conclusionDay 1 – Morning
Chapter 1 – Defining a Business Decision Case
What is a business decision case?
Different types and formats of business cases
Common business case structures
Roles and responsibilities
Professional tips and best practices
Tools, techniques, discussions, and group activities
Chapter 2 – Key Concepts
Business mandate and context
Stakeholders and stakeholder engagement
Scope definition
Information sources and supporting artifacts
Professional tips and best practices
Tools, techniques, discussions, and group activities
Day 1 – Afternoon
Chapter 3 – The Lean Business Case Approach
Description of the context and business problem
Description of the proposed solution
Expected benefits
Required costs and resources
Success metrics and performance indicators
Issues, risks, and mitigation strategies
Implementation timeline and key decisions required
Accelerators and productivity tools (conversational AI agents)
Tools, techniques, discussions, and group activities
Practical case study exercise
Chapter 4 – Techniques, Templates, and Supporting Artifacts
Opportunity assessment and business case structures
Selecting appropriate artifacts based on decision case type
Reusable templates across multiple business cases
Reducing errors and increasing quality in business decision cases
AI-assisted versus manual approaches: advantages, limitations, and common pitfalls
Discussions and group activities
Practical case study exercise
Day 2 – Morning
Chapter 5 – Developing a Business Opportunity Assessment
Context and business scenario
Current-state analysis
Definition of business needs
Identification and description of solution options
Comparative analysis of solution options
High-level cost-benefit analysis
Risk and organizational impact assessment
High-level roadmap and implementation plan
Recommendation
Executive summary
Professional tips and best practices
Tools, techniques, discussions, and group activities
Practical case study exercise
Day 2 – Afternoon
Chapter 6 – Developing a Business Case
Context and business scenario
Project or program scope
Current-state analysis
Definition of the target-state vision
Business requirements description
Identification and description of solution scenarios
Comparative analysis of solution scenarios
Recommended solution scenario
Architecture of the selected solution
Detailed financial analysis
Risk assessment, organizational impact analysis, and change strategy
Detailed implementation plan for the initial project phase
Project and program governance
Executive summary
Professional tips and best practices
Tools, techniques, discussions, and group activities
Practical case study exercise
Chapter 7 – Review of Key Learnings
Tools and techniques reference guide
Group discussions and knowledge sharing
Course conclusionDay 1 – Morning
Chapter 1 – Defining a Business Decision Case
What is a business decision case?
Different types and formats of business cases
Common business case structures
Roles and responsibilities
Professional tips and best practices
Tools, techniques, discussions, and group activities
Chapter 2 – Key Concepts
Business mandate and context
Stakeholders and stakeholder engagement
Scope definition
Information sources and supporting artifacts
Professional tips and best practices
Tools, techniques, discussions, and group activities
Day 1 – Afternoon
Chapter 3 – The Lean Business Case Approach
Description of the context and business problem
Description of the proposed solution
Expected benefits
Required costs and resources
Success metrics and performance indicators
Issues, risks, and mitigation strategies
Implementation timeline and key decisions required
Accelerators and productivity tools (conversational AI agents)
Tools, techniques, discussions, and group activities
Practical case study exercise
Chapter 4 – Techniques, Templates, and Supporting Artifacts
Opportunity assessment and business case structures
Selecting appropriate artifacts based on decision case type
Reusable templates across multiple business cases
Reducing errors and increasing quality in business decision cases
AI-assisted versus manual approaches: advantages, limitations, and common pitfalls
Discussions and group activities
Practical case study exercise
Day 2 – Morning
Chapter 5 – Developing a Business Opportunity Assessment
Context and business scenario
Current-state analysis
Definition of business needs
Identification and description of solution options
Comparative analysis of solution options
High-level cost-benefit analysis
Risk and organizational impact assessment
High-level roadmap and implementation plan
Recommendation
Executive summary
Professional tips and best practices
Tools, techniques, discussions, and group activities
Practical case study exercise
Day 2 – Afternoon
Chapter 6 – Developing a Business Case
Context and business scenario
Project or program scope
Current-state analysis
Definition of the target-state vision
Business requirements description
Identification and description of solution scenarios
Comparative analysis of solution scenarios
Recommended solution scenario
Architecture of the selected solution
Detailed financial analysis
Risk assessment, organizational impact analysis, and change strategy
Detailed implementation plan for the initial project phase
Project and program governance
Executive summary
Professional tips and best practices
Tools, techniques, discussions, and group activities
Practical case study exercise
Chapter 7 – Review of Key Learnings
Tools and techniques reference guide
Group discussions and knowledge sharing
Course conclusion a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Day 1 – Morning Chapter 1 – Defining a Business Decision Case
- What is a business decision case?
- Different types and formats of business cases
- Common business case structures
- Roles and responsibilities
- Professional tips and best practices
- Tools, techniques, discussions, and group activities
- Business mandate and context
- Stakeholders and stakeholder engagement
- Scope definition
- Information sources and supporting artifacts
- Professional tips and best practices
- Tools, techniques, discussions, and group activities
- Description of the context and business problem
- Description of the proposed solution
- Expected benefits
- Required costs and resources
- Success metrics and performance indicators
- Issues, risks, and mitigation strategies
- Implementation timeline and key decisions required
- Accelerators and productivity tools (conversational AI agents)
- Tools, techniques, discussions, and group activities
- Practical case study exercise
- Opportunity assessment and business case structures
- Selecting appropriate artifacts based on decision case type
- Reusable templates across multiple business cases
- Reducing errors and increasing quality in business decision cases
- AI-assisted versus manual approaches: advantages, limitations, and common pitfalls
- Discussions and group activities
- Practical case study exercise
- Context and business scenario
- Current-state analysis
- Definition of business needs
- Identification and description of solution options
- Comparative analysis of solution options
- High-level cost-benefit analysis
- Risk and organizational impact assessment
- High-level roadmap and implementation plan
- Recommendation
- Executive summary
- Professional tips and best practices
- Tools, techniques, discussions, and group activities
- Practical case study exercise
- Context and business scenario
- Project or program scope
- Current-state analysis
- Definition of the target-state vision
- Business requirements description
- Identification and description of solution scenarios
- Comparative analysis of solution scenarios
- Recommended solution scenario
- Architecture of the selected solution
- Detailed financial analysis
- Risk assessment, organizational impact analysis, and change strategy
- Detailed implementation plan for the initial project phase
- Project and program governance
- Executive summary
- Professional tips and best practices
- Tools, techniques, discussions, and group activities
- Practical case study exercise
- Tools and techniques reference guide
- Group discussions and knowledge sharing
- Course conclusion
Approach and methodology
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The course combines practical explanations, hands-on exercises based on a real-world case study, and group discussions.
Prerequisites
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General knowledge of business analysis principles and practices.
Recommendations
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- Strong analytical and critical-thinking skills.
- Familiarity with organizational processes and digital transformation initiatives.
- Basic understanding of financial analysis, business value assessment, and performance metrics.
- Experience participating in projects, programs, or business transformation initiatives is considered an asset.
