Watch the video above to walk through this assignment in full. The guide below outlines how to complete your business case and bring your previous assignments together into one credible proposal.
How to Complete Your Business Case and Earn Leadership Support for Digital Change
You have mapped your current tools. You have built your team’s training plan. Now it is time to pull everything together into a business case – something real you can take to leadership. This assignment is where your digital transformation effort moves from preparation into action, giving decision-makers a clear, structured reason to move forward.
Start by opening the business case template from the Plannerly library. It is ready for you to use, with all the key sections laid out and placeholders to guide your writing. You do not need to start from a blank page – the hard work of structuring the document has already been done.
Begin with the executive summary and the problem statement. The executive summary is your opening hook – it should briefly explain the challenge, the opportunity, and the action you are proposing. The problem statement names the real blockers: information scattered across disconnected tools, manual version tracking, unclear responsibilities, and inefficiencies that cost time and weaken delivery. Frame these in terms leadership cares about – risk, cost, and consistency.
Then fill in your proposed solution. This is where you show you are not just pointing out problems – you have a plan. Smarter workflows, connected information management, structured processes, and clear accountability. Outline the expected benefits in practical terms: faster reviews, more consistent deliverables, better coordination, and the ability to scale across projects.
The implementation section is where your previous assignments become powerful. Attach the toolkit table from Assignment 1 showing the gaps you have already identified. Attach the training plan from Assignment 2 showing how the team will be prepared. When leadership sees that you have already spotted the gaps, prepared the team, and planned the rollout step by step – without breaking existing projects – it becomes much easier for them to say “let’s move forward.”
With your toolkit review, training plan, and business case complete, you now have three connected pieces that form a credible digital change proposal. The next step is your digital action plan – the final piece that turns this into a living road map.
Steps to complete the business case assignment
- Open the business case template – access it from the Plannerly library and review the sections before you start writing
- Write the executive summary – keep it short and sharp, covering the challenge, the opportunity, and the proposed action in a few clear sentences
- Define the problem statement – name the specific blockers your team faces and frame them in terms leadership understands: risk, cost, time, and quality
- Present your proposed solution – describe the smarter workflows, connected information management, and structured processes you are recommending
- Outline expected benefits – connect the solution to practical outcomes like faster reviews, fewer errors, better coordination, and scalable processes
- Detail the implementation plan – explain who needs to be involved, what the timeline looks like, and how the rollout can happen step by step without disrupting current projects
- Attach your toolkit review and training plan – include your completed Assignment 1 and Assignment 2 as supporting evidence that you have done the groundwork
What you’ll learn
- How to use the business case template – accessing it from the Plannerly library and filling in each section with clear, practical content
- Why the executive summary and problem statement matter most – understanding that leadership decides whether to keep reading based on the opening sections
- How to present a solution, not just problems – showing that you have thought through the full plan, not just identified what is broken
- How your previous assignments strengthen the business case – connecting the toolkit review and training plan into one credible, evidence-backed proposal
- Why showing preparation earns leadership buy-in – demonstrating that the team is ready and the rollout is planned makes it far easier to get approval
Common questions
Where do I find the business case template?
The business case template is available in the Plannerly library. It includes all the key sections – executive summary, problem statement, proposed solution, expected benefits, and implementation plan – with placeholders and examples to guide you through each one.
Do I need to complete the toolkit and training plan assignments first?
Yes. The toolkit review from Assignment 1 and the training plan from Assignment 2 feed directly into the business case. They provide the evidence that supports your problem statement and implementation plan, making the whole proposal stronger and more credible.
How do I present the rollout without creating fear or disruption?
Focus on a step-by-step approach. Show that the rollout can happen alongside existing projects, not instead of them. Explain who is involved at each stage, what training is in place, and how the change builds gradually. When leadership sees a phased plan rather than a big-bang approach, they are far more likely to support it.
What happens after the business case is complete?
The final step is your digital action plan, which brings all three assignments together into a living road map. With your toolkit review, training plan, and business case connected, you have a complete and credible foundation for leading digital change.
Explore further
- Business case template – access the ready-made template with sections, placeholders, and real-world examples
- Your digital action plan – the final module that brings your toolkit, training plan, and business case into one road map
- Why some great ideas still fail – understand the common reasons digital change stalls and how to avoid them
- Free BIM and ISO 19650 training courses – complete your training and strengthen your credibility as a digital change leader
- BIM Boot Camp – accelerated practical training for teams ready to transform their workflows