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GuidePublished 13 Aug 20269 min readBy Kevin Joginbusinesscasenewcompany
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KEVOS AIBusiness Case Example: New Company Website

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Templates & Examples · Initiate Project or Phase

Business Case Example: New Company Website

A handbook-style business case example: new company website with field guidance, workflow, review checks and source-derived example evidence.

10 min readTemplate & handbookSource-groundedUpdated 13 Aug 2026
Decision supportedjustify and authorise the project, define its intended value and establish a workable decision boundary for the project manager.
Best used whenThe project needs a visible, reviewable record rather than an informal conversation or undocumented spreadsheet.
Control principleFacts, assumptions, forecasts, approvals and actions should remain distinguishable throughout the artefact lifecycle.
Handbook overview

What this artefact controls

Business Case Example: New Company Website should be treated as a decision instrument, not as paperwork completed for its own sake. Its practical value comes from making the underlying decision, evidence, ownership and review cycle visible. In this handbook, the supplied source structure is retained as the factual basis while the surrounding guidance explains how to complete, review and maintain it in day-to-day project delivery.

The source set repeatedly links project documents to broader control relationships: scope creates the work to be scheduled and costed; resources execute that work; stakeholders influence acceptance and change; risk captures uncertainty; quality establishes evidence of conformance; and performance information explains whether the project is still moving toward its intended outcome. Business Case Example: New Company Website belongs in that integrated system. It should therefore use identifiers and terminology consistent with adjacent project records so that a reviewer can trace a decision across documents without relying on memory.

Before filling any field, write one sentence describing the decision or control action the completed artefact must support. Then identify the accountable owner, contributors, reviewers, approval authority and next review trigger. This prevents a common failure in project documentation: every box is filled, but nobody can explain what decision the document enables or who must act when conditions change.

Inputbusiness need or opportunity
Inputstrategic objectives
Inputhigh-level options and constraints
Outputbusiness case or authorisation
Outputhigh-level objectives and success criteria
Outputinitial assumptions, benefits and stakeholders
Integrated visual

How the information fits together

Define
→
Complete
→
Review
→
Approve / act
→
Maintain

This visual is an HTML/CSS interpretation for the KEVOS article reader. It conveys the decision structure without embedding the supplied source artwork as a screenshot.

Field-by-field guidance

Complete the template with traceable information

The following field map is extracted from the supplied blank or completed source document where text was available. Wording has been normalised for web readability, but the source structure remains the basis. Where a field is not applicable, record why rather than silently leaving a potentially important control blank.

Source field / sectionWhat to recordReview test
BUSINESS CASERecord the minimum evidence needed for business case to support the justify and authorise the project, define its intended value and establish a workable decision boundary for the project manager.The entry is specific, traceable and reviewable.
Business Need / Problem StatementWrite an observable, specific statement that a reviewer outside the drafting team can understand without verbal explanation.The entry is specific, traceable and reviewable.
Strategic AlignmentRecord currency, price date, inclusion boundary and source of the value; separate estimate, baseline, actual and forecast.The entry is specific, traceable and reviewable.
Situational AssessmentRecord the minimum evidence needed for situational assessment to support the justify and authorise the project, define its intended value and establish a workable decision boundary for the project manager.The entry is specific, traceable and reviewable.
Alternatives ConsideredAssign a unique, stable identifier that can be referenced from reports, changes, risks, requirements or evidence.The entry is specific, traceable and reviewable.
OptionRecord the minimum evidence needed for option to support the justify and authorise the project, define its intended value and establish a workable decision boundary for the project manager.The entry is specific, traceable and reviewable.
DescriptionWrite an observable, specific statement that a reviewer outside the drafting team can understand without verbal explanation.The entry is specific, traceable and reviewable.
CostRecord currency, price date, inclusion boundary and source of the value; separate estimate, baseline, actual and forecast.Units, currency and basis reconcile.
RecommendationRecord the minimum evidence needed for recommendation to support the justify and authorise the project, define its intended value and establish a workable decision boundary for the project manager.The entry is specific, traceable and reviewable.
Recommended SolutionRecord the minimum evidence needed for recommended solution to support the justify and authorise the project, define its intended value and establish a workable decision boundary for the project manager.The entry is specific, traceable and reviewable.
Financial Summary (3-year)Record currency, price date, inclusion boundary and source of the value; separate estimate, baseline, actual and forecast.The entry is specific, traceable and reviewable.
ItemRecord the minimum evidence needed for item to support the justify and authorise the project, define its intended value and establish a workable decision boundary for the project manager.The entry is specific, traceable and reviewable.
Year 1Record the minimum evidence needed for year 1 to support the justify and authorise the project, define its intended value and establish a workable decision boundary for the project manager.The entry is specific, traceable and reviewable.
Year 2Record the minimum evidence needed for year 2 to support the justify and authorise the project, define its intended value and establish a workable decision boundary for the project manager.The entry is specific, traceable and reviewable.
Year 3Record the minimum evidence needed for year 3 to support the justify and authorise the project, define its intended value and establish a workable decision boundary for the project manager.The entry is specific, traceable and reviewable.
TotalRecord the minimum evidence needed for total to support the justify and authorise the project, define its intended value and establish a workable decision boundary for the project manager.The entry is specific, traceable and reviewable.
Key RisksLink uncertainty to an objective, record the response and make the trigger observable enough to prompt timely action.The entry is specific, traceable and reviewable.
Working template

Blank web-ready structure

This compact version is designed for copying into a project working note or for translating into your organisation’s controlled form. It is not a claim that these are the only fields required by every organisation, contract or jurisdiction.

BUSINESS CASEEnter controlled project information here…
Business Need / Problem StatementEnter controlled project information here…
Strategic AlignmentEnter controlled project information here…
Situational AssessmentEnter controlled project information here…
Alternatives ConsideredEnter controlled project information here…
OptionEnter controlled project information here…
DescriptionEnter controlled project information here…
CostEnter controlled project information here…
RecommendationEnter controlled project information here…
Recommended SolutionEnter controlled project information here…
Financial Summary (3-year)Enter controlled project information here…
ItemEnter controlled project information here…
Supplied worked material

What the uploaded example demonstrates

The source set uses a recurring worked project — Mary’s Consulting and its new company website — to show how project artefacts connect. The examples are useful because the same scope, team, costs, risks, stakeholders and milestones recur across multiple forms, allowing the reader to see how one project decision propagates through the documentation system. Any numerical value below is a source example or a calculation explicitly identified as such; it should not be treated as a universal project standard.

  • Title: Prepared: 2026
  • Supports the FY2026 corporate strategy to grow the Fortune 500 client base by 15% and to modernize the firm's digital
  • • Average page load > 6 seconds; bounce rate ~62%
  • • Mobile traffic is now 48% of visits but UX is desktop-only
  • 1. Do nothing Keep current site as-is. $0 Rejected – continued brand and lead
  • 2. Patch existing site Visual refresh on current platform. ~$40K Rejected – CMS unsupported,
  • 3. Build new site New responsive, accessible, $150K Selected
  • 4. Outsource fully Third-party hosted marketing platform. ~$220K + Rejected – higher TCO, less control.
How to use the example. Copy the reasoning pattern, not the number. Replace example dates, thresholds, scores, names and amounts with evidence from the actual project, and retain the source or calculation basis for every material value.
Operating method

Step-by-step workflow

Step 1
Define the problem, opportunity or obligation in outcome terms.
Step 2
Clarify strategic alignment and expected value.
Step 3
Evaluate options at a level proportionate to the decision.
Step 4
State objectives, success criteria, boundaries, constraints and assumptions.
Step 5
Name the sponsor, project manager and key stakeholders with authority limits.
Step 6
Approve the initial mandate and identify what must be elaborated during planning.

For controlled project records, the final step is not “save the file”. The final step is to make the current approved state discoverable, communicate the decision to affected people and define the next review trigger. That trigger may be a phase gate, threshold breach, approved change, new stakeholder, supplier event, forecast movement, risk trigger or a scheduled review date.

Verification

Review checklist before approval or use

  • The problem statement is distinct from the preferred solution.
  • Benefits have measures and accountable owners.
  • High-level scope includes explicit exclusions.
  • Assumptions that could change the decision are visible.
  • Project manager authority is stated.
  • Approval signatures or equivalent evidence are traceable.

Run the review from the perspective of a competent person who did not attend the drafting meeting. If they cannot reconstruct the basis, current state and required next action from the record and its cited evidence, the artefact is not yet controlled enough for a material decision.

Practical failure modes

Common mistakes and recovery actions

Failure mode 1

Starting delivery with only a vague idea and budget.

Recovery: return to the approved objective or baseline, identify the missing evidence or decision owner, and record the corrective action before proceeding.

Failure mode 2

Treating benefits as marketing language rather than measurable outcomes.

Recovery: return to the approved objective or baseline, identify the missing evidence or decision owner, and record the corrective action before proceeding.

Failure mode 3

Using assumptions as facts.

Recovery: return to the approved objective or baseline, identify the missing evidence or decision owner, and record the corrective action before proceeding.

Failure mode 4

Granting responsibility without authority.

Recovery: return to the approved objective or baseline, identify the missing evidence or decision owner, and record the corrective action before proceeding.

Failure mode 5

Allowing the business case and charter to conflict on objectives or boundaries.

Recovery: return to the approved objective or baseline, identify the missing evidence or decision owner, and record the corrective action before proceeding.

Governance & hand-offs

Keep the document alive after first approval

A project artefact is only useful while its status is known. Give it a unique identifier, version, owner, approval state and effective date. Define what types of change require reapproval and what updates can be made administratively. Retain superseded versions when the record is needed to explain a historical decision, claim, audit, acceptance or lesson.

Use the document in reviews by focusing on exceptions and decisions rather than reading every field aloud. Ask what has changed since the last review, what assumption has been invalidated, what threshold has been crossed, which decision is now due and which action remains without an owner. This converts the artefact from static documentation into a control mechanism.

At hand-off, confirm that downstream users can interpret the identifiers, units, assumptions and status values without relying on the original author. For project close-out, make sure unresolved items have an operational owner and a clear retention location. A closed project should not leave behind orphaned risks, undocumented support obligations, unverified benefits or ambiguous acceptance evidence.

Source fidelity

Source basis and limitations

This page is an original KEVOS handbook synthesis grounded in the uploaded source files. It intentionally paraphrases and restructures the material for practical application rather than reproducing the source documents as images. Where the source contains an illustrative project value, that value remains an example. Where a required blank source was absent, the limitation is stated explicitly rather than silently inventing a missing form.

  • PMBOK+8+Plans+and+Documents/Initiate Project or Phase/Business_Case_BLANK.pdf
  • PMBOK+8+Plans+and+Documents/Initiate Project or Phase/Business_Case_FILLED.pdf

Current authoritative context used for the reference pages: Project Management Institute, PMBOK® Guide — Eighth Edition and the 2026 PMP Examination Content Outline. The article package does not reproduce substantial PMI publication text.

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