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Business Case ADR Format
The Business Case format is designed for decisions requiring financial analysis, stakeholder sign-off, and executive-level documentation. It includes SWOT analysis, cost-benefit analysis, and ROI assessment.
About Business Case Format
The Business Case format is:
- •Executive-focused - Clear for non-technical stakeholders
- •Financial - Includes cost-benefit and ROI analysis
- •Comprehensive - SWOT, risks, and implementation planning
- •Formal - Stakeholder sign-off section
Template Structure
markdown
# {NUMBER}. {TITLE}
Date: {DATE}
## Status
{STATUS}
## Executive Summary
{2-3 sentence overview}
## Business Context
{Business situation description}
## Problem Statement
{Business problem or opportunity}
## SWOT Analysis
### Strengths
### Weaknesses
### Opportunities
### Threats
## Options Considered
### Option 1: {Title}
**Cost**: {Estimate}
**Effort**: {High/Medium/Low}
**Risk**: {High/Medium/Low}
**Alignment**: {Strategic alignment}
## Decision
{Chosen option and justification}
## Cost-Benefit Analysis
### Costs
### Benefits
### ROI Assessment
## Implementation
### Timeline
### Resources Required
### Success Metrics
## Risk Assessment
{Risk table with likelihood, impact, mitigation}
## Stakeholder Sign-off
{Sign-off table}
Section Guide
Executive Summary
Brief overview for executives:
- •What decision was made
- •Why it matters to the business
- •Key financial impact
Business Context
Describe business situation:
- •Market conditions
- •Competitive pressures
- •Customer needs
- •Organizational goals
SWOT Analysis
| Category | Focus |
|---|---|
| Strengths | Internal positive factors |
| Weaknesses | Internal limitations |
| Opportunities | External potential gains |
| Threats | External risks |
Options with Business Metrics
For each option, document:
- •Cost: Initial and ongoing
- •Effort: Implementation effort
- •Risk: Overall risk level
- •Alignment: Fit with strategic goals
Cost-Benefit Analysis
Costs:
- •Initial investment
- •Ongoing operational costs
- •Opportunity costs
Benefits:
- •Short-term gains
- •Long-term value
- •Intangible benefits
ROI Assessment:
- •Expected return
- •Payback period
- •Break-even point
Implementation Planning
Include:
- •Phased timeline
- •Resource requirements
- •Key milestones
- •Success metrics (KPIs)
Risk Assessment
| Risk | Likelihood | Impact | Mitigation |
|---|---|---|---|
| {Risk 1} | High/Med/Low | High/Med/Low | {Strategy} |
Stakeholder Sign-off
| Role | Name | Date | Signature |
|---|---|---|---|
| Sponsor | |||
| Technical Lead | |||
| Finance |
When to Use Business Case Format
Best for:
- •Executive-level decisions
- •Significant financial impact
- •Decisions requiring formal approval
- •Cross-departmental decisions
- •Compliance/governance requirements
Consider other formats when:
- •Purely technical decisions
- •Small scope/low cost
- •Quick documentation needed
- •Internal team decisions
Business Case Best Practices
Executive Communication
- •Lead with business impact
- •Quantify benefits where possible
- •Be clear about costs and risks
- •Provide actionable recommendations
Financial Analysis
- •Include all cost categories
- •Consider total cost of ownership
- •Project multi-year costs
- •Account for opportunity costs
Additional Resources
Templates
Template available at:
${CLAUDE_PLUGIN_ROOT}/templates/business-case/adr-template.md