Business Case Training Hub
Your ideas and initiatives get stuck in approval reviews – not because they lack merit, but because the business case isn’t built for commercial scrutiny.
The frustration is familiar: your ideas are solid, but they get stuck in approval reviews while colleagues with weaker concepts move forward. The difference often isn’t the idea, it’s the business case behind it. Product managers, proposition managers, business owners, and programme managers who can build compelling cases don’t just secure funding – they advance faster. Because commercial competence has become essential, not optional.
Most professionals learn this the hard way: through multiple revision rounds, extended approval cycles, and years of trial and error. There’s a faster way. Whether you’re chasing a promotion, switching roles, or trying to build credibility with finance teams, I’ll teach you the commercial expertise you need to present your ideas with confidence. I’ve learned these skills the hard way – through countless meetings with finance teams, procurement teams, sales and account management, technology partners, and other key stakeholders.
I’ve done this at companies like Ericsson, Vodafone, Deutsche Telekom, O2 Telefonica, and Sky for nearly two decades, and I can show you exactly what you need to know without getting lost in unnecessary theory.
Business Case Builder: Advanced Excel-Based Course
Follow every step of a real business case build. Directly in Excel.
Learn how to model revenues, costs, payback, NPV, and IRR from scratch. Includes a full deep dive and two templates to build cases as you learn.
This is where I show you exactly how to build investment-grade business cases from scratch. You’ll follow me step-by-step through a complete financial model: forecasting revenues, modeling churn, building cost structures, planning CAPEX, and calculating payback, NPV, and IRR – all formatted for executive decision-making.
I’ll walk you through real industry scenarios with the commercial assumptions and governance requirements I’ve learned from countless meetings with finance teams, procurement, sales, and technology partners. You’ll see how every part of the Excel model connects: from revenue logic and cost allocation to summary tab integration and investment evaluation.
You’ll also learn how to interpret cash flows, calculate and explain financial metrics like payback, NPV, and IRR, and understand their impact in both financial and business terms. You’ll finish with two downloadable templates, one blank and one fully built, ready to apply in your own work.
Business Case Fundamentals: Training + Templates
Understand how business cases work with real-world examples and logic.
Explore Excel summaries, stakeholder slides, and governance walkthroughs. Includes two downloadable templates so you can build your own case alongside the training.
You’ll learn how to structure business cases, communicate with stakeholders, and explain proposals in language that resonates with decision-makers. Understand what finance, procurement, sales, and tech teams need to see—and why some cases move forward while others get stuck in endless cycles.
Includes walkthroughs of real business cases, key governance terminology, and two Excel templates (blank and filled) for immediate use.
Business Case Fundamentals: Training Only
Learn how to interpret and explain business cases in enterprise settings.
See Excel and Word examples, stakeholder dynamics, and governance flow. No templates. Use your company’s format with confidence and clarity.
This focused 65-minute training gives you a practical understanding of how business cases are created, explained, and reviewed across real product and project scenarios. Walk through Excel summaries, financial logic, and stakeholder alignment, without needing a template or full Excel deep dive.
FAQs
Who are these courses for?
Product managers, project managers, business analysts, consultants, and business owners who need to build or explain credible business cases.
Do I get Excel templates?
Yes. Business Case Builder and Business Case Fundamentals (with templates) include two templates (blank and worked example). The Training Only course does not include templates.
What financial metrics are covered?
Builder covers payback, NPV, IRR, EBITDA and more. Fundamentals explains when and how these metrics matter in governance settings.
Can I use the templates at work?
Yes. Templates are designed for real-world use, with a blank version to adapt and a worked example to follow.
Is there a refund policy?
No refunds by default. Exceptions: duplicate purchases (Builder + Fundamentals) or unresolved technical issues within 3 business days.
| Feature | Training Only (Udemy) |
Fundamentals + Templates |
Advanced Builder |
|---|---|---|---|
| 65-min Expert Training | ✓ | ✓ | ✓ |
| Excel Template (Blank) | ✗ | ✓ | ✓ |
| Excel Template (Worked Example) | ✗ | ✓ | ✓ |
| Word Business Case Framework | ✗ | ✓ | ✓ |
| Governance Presentation Template | ✗ | ✓ | ✓ |
| Advanced Financial Modeling (NPV, IRR, Payback) | ✗ | ✗ | ✓ |
Need tailored guidance? The Business Case Masterclass offers personalized coaching and hands-on support to develop your own business case from scratch.