How can you build a business case for a consulting engagement?

1 Understand the problem

The first step in building a business case is to understand the problem that your client is facing and the goals that they want to achieve. You need to conduct a thorough analysis of the current situation, the root causes, the gaps, and the opportunities. You also need to identify the key stakeholders, their needs, expectations, and pain points. By understanding the problem, you can define the scope and objectives of your engagement and align them with your client's vision and strategy.

4 Write the document

The final step is to write the document that summarizes your business case. You need to organize your document in a logical and persuasive way, using headings, subheadings, bullet points, charts, tables, and graphs. You should follow the standard format of a business case, which usually includes an executive summary, an introduction, a problem statement, a solution description, a cost-benefit analysis, a risk assessment, and a conclusion. You should also proofread and edit your document for clarity, accuracy, and consistency.

5 Present and follow up

The last step is to present and follow up on your business case. You need to prepare a presentation that highlights the main points of your document and showcases your solution. You should tailor your presentation to your audience, using simple language, engaging visuals, and relevant stories. You should also anticipate and address any questions or objections that your client may have, and demonstrate your confidence and credibility. After the presentation, you should follow up with your client and provide any additional information or clarification that they may need. You should also monitor and update your business case as the project progresses and the situation changes.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?