Business Case Fundamentals – With Templates

Price: $149

Tired of business case courses that make you feel a bit lost when talking to Finance, Product, Project, or Sales teams in your company?

Ever sat through a two-day course full of theory you never actually used? Then spent months or even years figuring it out through trial and error at work? Let me save you the time. This course skips the fluff and shows you exactly what works inside real companies.

Most business case courses focus on theory. This one is built on what actually works in large organizations.

In just over an hour, you’ll get practical insights shaped by two decades of hands-on experience creating and presenting high-stakes business cases at global technology and telecom companies like Vodafone, Deutsche Telekom, O2 Telefónica, and Ericsson.

This course is designed for product and project management professionals who want a clear, structured understanding of how business cases are created, presented, and used in real-world settings.

What Makes This Different

• Real Excel models: See actual business case spreadsheets, not empty templates
• Dual perspective: Built and evaluated business cases in governance meetings
• High-stakes investment decisions: Structure cases for major tech initiatives
• Practical focus: No academic theory – just what actually works

What You’ll Learn

• How Finance, Sales, and Tech teams view business cases differently
• Reading Excel summary tabs with revenue, costs, and financials
• When CAPEX, EBITDA, NPV, IRR, and payback period matter
• Structure of governance processes and approval gates
• Direct vs indirect revenue modelling and stakeholder dynamics
• How to present cases that earn Finance team trust

Real Examples Included

• Walk-through of Excel-based business case for a telecom solution
• Word-based business case structure for product managers
• Case study: How a failing case was restructured for approval
• Governance slides and financial models
• Visual examples of NPD alignment

What’s Included

• 65 minutes of structured video training
• Voiceover and slides for each module
• Walk-throughs of Excel and Word business cases
• Downloadable summary guide

This course is grounded in real business scenarios and built for professionals who need to understand how business cases work – not just in theory, but in cross-functional environments where decisions must be justified, approved, and acted on.

Learning Objectives

• Build cases that survive Finance team scrutiny
• Read and interpret Excel financial models
• Present in governance meetings with confidence
• Distinguish product vs project business case styles
• Navigate stakeholder dynamics
• Apply lessons from real-world approval processes
• Avoid common mistakes that kill business cases

Who This Is For

Perfect for:

• Product Managers in large companies
• Project Managers justifying investments
• Business Analysts building financial cases
• Consultants supporting business case development
• Anyone presenting to Finance or governance boards

Not for:

• Complete beginners to business or finance
• Those looking for basic Excel tutorials
• Academic study of business case theory

This course condenses 20 years of experience into 65 minutes of clear, actionable insight. See exactly how business cases work when millions are at stake and decisions require full stakeholder alignment.