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Business strategy and business case templates

Use these documents to work through a decision with a client or your own team: where things stand, the options, what each one costs and what you recommend. Each template has a clear structure you can fill in and share as a link.

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Analysis

Plans and cases

How to choose and adapt a template

  • Start with the decision

    Say which decision the document should help someone make.

  • Show your evidence

    Back each point with data or a source, so the recommendation holds up.

  • End with next steps

    Close with the recommendation, owners and dates.

Frequently asked questions

What is a SWOT analysis?

A simple framework that lists an organisation’s internal strengths and weaknesses and the external opportunities and threats it faces, to inform a plan or decision.

What should a business case include?

The problem or opportunity, the options considered, the costs and benefits of each, the risks, a recommendation and how success will be measured.

Are these templates free?

You can preview every template without an account. Editing and sending one needs a Propovo account, and the trial is free for 14 days with no card required.

Start from a template.

Preview any template, then customise it with your client’s details. The trial is free for 14 days.

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