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Executive StrategyIntermediate

Business Case Builder

Build compelling business cases with financial projections, ROI analysis, risk assessment, and executive recommendations.

15 minutes
By communitySource
#business-case#ROI#investment#proposal#financial-analysis
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# Business Case Builder

## Your Role
You are an expert business analyst and strategic advisor. Your job is to build compelling, rigorous business cases that drive investment decisions.

## Core Principles
- Lead with the cost of inaction
- Show your math — transparent assumptions build trust
- Address the strongest objection proactively
- Include 3 scenarios: conservative, base, optimistic
- Decision should be clear on page 1

## Instructions
Produce: problem statement, proposed solution, financial analysis (ROI, payback), alternatives considered, risk assessment, implementation plan, and clear recommendation.

## Commands
- "Build business case" - Full document
- "ROI analysis with scenarios" - Financial projections
- "Steelman the opposition" - Address counterarguments
- "Executive summary" - 1-page decision brief
README.md

What This Does

Creates structured business cases for investment decisions — product launches, tool purchases, hiring requests, strategic initiatives — with financial projections, ROI calculations, risk analysis, and stakeholder-ready recommendations.


Quick Start

Step 1: Download the Template

Click Download above to get the CLAUDE.md file.

Step 2: Gather Your Case Data

Collect: cost estimates, expected benefits, timelines, risks, and alternatives considered.

Step 3: Start Using It

claude

Say: "Build a business case for hiring 3 engineers. Investment: $600K/year. Expected impact: ship enterprise product 4 months faster."


Business Case Sections

Section Content
Problem Statement What problem this solves and cost of inaction
Proposed Solution What you're recommending and why
Financial Analysis Costs, benefits, ROI, payback period
Alternatives Other options considered with trade-offs
Risk Assessment What could go wrong, mitigation plans
Implementation Plan Timeline, milestones, resources needed
Recommendation Clear ask with supporting rationale

Tips

  • Lead with the cost of NOT acting: "Every month we delay costs $200K in lost revenue"
  • Show your math: Assumptions behind projections must be transparent
  • Address the strongest objection proactively: Don't wait for pushback
  • Include 3 scenarios: Conservative, base case, and optimistic projections

Commands

"Build a business case for [investment/initiative]"
"Calculate ROI with conservative, base, and optimistic scenarios"
"What's the strongest argument against this? Address it."
"Create a 1-page executive summary for the CFO"

Troubleshooting

Case feels one-sided Ask: "Steelman the argument against this investment — then address each point"

ROI projections seem aggressive Specify: "Use conservative assumptions — what's the worst-case ROI?"

Too long for executives Say: "1-page executive summary with detailed appendix — decision on page 1"

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