Personal and Business Competencies / Management Skills

Business case — creation and presentation

Business case creation and presentation training — business case structure, cost-benefit analysis, ROI/NPV/payback, risk analysis, presenting to the board, templates and tools, case studies from various industries.

Why choose this training?

Even the best idea won’t get implemented without a solid business justification. A business case is the tool that convinces decision-makers — the board, investors, project sponsors — that the investment is worthwhile. Many managers miss opportunities to execute valuable initiatives because they can’t effectively justify them.

After completing the training, participants will be able to: create a professional business case with a complete structure, conduct financial analysis using ROI, NPV, payback period and TCO, identify and quantify financial and non-financial benefits, conduct risk analysis with probability matrix and scenarios. These competencies directly translate into higher team management effectiveness.

This training is particularly valuable for: project managers preparing business justifications for initiatives, mid-level managers requesting budgets and resources, business analysts creating decision-making documentation.

What sets our approach apart?

At EITT, we believe the best learning happens through practice. During 2 days of intensive training, participants work on real-world examples and scenarios, ensuring not only theoretical understanding but above all the ability to apply it in practice.

With over 2,500 trainings in our portfolio and a 4.8/5 rating from participants, EITT is a trusted partner in competency development for organizations of all sizes. Our trainers are practitioners with years of experience who share current knowledge and proven solutions.

Looking for training tailored to your team’s needs? Contact us — we’ll prepare a program customized to your requirements.

Benefits

Create a professional business case with a complete structure — problem, options, analysis, recommendation
Conduct financial analysis using ROI, NPV, payback period and TCO
Identify and quantify financial and non-financial benefits
Conduct risk analysis with probability matrix and scenarios
Perform sensitivity analysis and stress testing of key assumptions
Present a business case to the board using data storytelling
Handle tough questions from decision-makers and defend recommendations
Avoid common mistakes — overoptimism bias, hidden costs, lack of alternatives

Who is this training for?

Project managers preparing business justifications for initiatives

Mid-level managers requesting budgets and resources

Business analysts creating decision-making documentation

Change leaders needing to justify transformation to the board

Business development specialists preparing investment proposals

Internal consultants supporting decision-makers

Department directors presenting strategic initiatives to the board

Prerequisites

Basic understanding of finance and accounting (ROI, costs, revenues)
Experience preparing decision-making documents or presentations
Basic proficiency in spreadsheets (Excel/Google Sheets)
Experience in project management or leading business initiatives

Training program

What is a business case — purpose, audience, decision context, differences between business case, feasibility study and project charter
Professional business case structure — problem statement, solution options, cost-benefit analysis, recommendation
Financial analysis — ROI (Return on Investment), NPV (Net Present Value), IRR, payback period, TCO (Total Cost of Ownership)
Identifying and quantifying benefits — financial vs non-financial, tangible vs intangible, valuation methods
Workshop: building a business case step by step — from problem statement to financial analysis

Risk analysis in business case — risk identification, probability-impact matrix, scenarios (best/worst/most likely)
Sensitivity analysis — how changing assumptions affects outcomes, stress testing, break-even analysis
Presenting the business case to the board — presentation structure, data storytelling, handling tough questions
Common business case mistakes — overoptimism bias, hidden costs, lack of alternative options, weak risk analysis
Workshop: presenting and defending a business case before a decision panel (board simulation)

Delivery Methods

Online

Convenience of participating from anywhere
Interactive live sessions with trainer
Materials available for 30 days
No travel costs

On-site

Direct contact with trainer and group
Intensive hands-on workshops
Networking with other participants
Full focus on learning

Training Topics

Frequently asked questions

What are the prerequisites for the Business case — creation and presentation training?

This training is designed for intermediate level participants. A basic understanding of finance and accounting, and experience preparing decision-making documents or presentations are required.

What is the format and duration of the training?

The training lasts 2 days (9:00-16:00), available online or on-site. The program includes lectures, practical exercises and workshops with a board presentation simulation.

Who is this training designed for?

This training is aimed at project managers, mid-level managers, business analysts, and change leaders needing to justify initiatives to the board.