| Business Case Development |
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| Training - Partnership with the Public Management Association |
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The Public Management Association and the Oregon Department of Administrative Services have partnered to offer business case development training sessions on a regular basis since May 2007. Since that time almost 300 people have completed training in this essential management discipline.
Check this section periodically for upcoming training sessions and links for registration.
The training sessions, entitled “Building the Business Case”, are designed for those who will manage case building projects, those who will participate on case-building teams, and those who will be called on to read, evaluate and use business case results.
By the end of the two-day course, participants will be able to determine business case requirements for a typical state government decision, management proposal or plan, regarding:
- The kind of business case required (e.g., cost/benefit analysis, cost effectiveness analysis, or ROI evaluation).
- Financial metrics required to meet the case objectives.
- Appropriate scope for the case.
- Gather necessary background information for the case, interview key people, and develop cost/benefit data.
- Use MS Excel spreadsheet templates to create a business case financial model, develop financial metrics, analyze financial criteria, and produce a professional quality business case report.
- Apply business case results appropriately for decision support or planning.
- Meet state, federal, and professional requirements for business case reporting and documentation.
- A Sample Agenda (pdf)
The Trainer
The training sessions will be provided by Dr. Marty Schmidt, President and founder of Solution Matrix, LTD. Dr. Schmidt has over twenty years of business experience, managing software development, international marketing and sales support, and (since 1987) management consulting on business issues. Dr. Schmidt is a recognized authority on the application of cost/benefit analysis and business case development.
Dr. Schmidt taught graduate and undergraduate level course in statistics, is an author, and publishes often on professional management and business issues. He holds a Ph.D. from Purdue University and an M.B.A. from Babson College.
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| Templates |
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For 2009-2011 Budget Development:
Agencies must submit a business case document (in addition to a POP and/or a Form 107BF14 as appropriate) for all major IT initiatives greater than $1,000,000 – regardless of funding source and whether the project funding will be met with base budget, POP, or other funds.
The business case template and worksheets are provided below for voluntary use. Agencies can use their existing business case templates as long as the core requirements outlined on the IT Budget Development web page are addressed.
Off-Budget Cycle (i.e. Current Biennium)
The template and worksheets provided below can also be used in the off budget cycle (i.e. in the current biennium) to satisfy the business case requirements associated with the IT Investment Review and Approval Policy.
* Note that the Microsoft Word Business Case Template contains instructions that appear in the template as italicized text and checklists through out the document to assist you in completing the business case. The italicized text and checklists are intended to be deleted after the business case is completed.
** Note that the Microsoft Excel worksheets contain:
- Sample data for illustration purposes. Please delete the data and reset the NPV values to zero before entering your project data.
- Blue cells in which your data may be entered and yellow cells that are locked and contain automatic formulas.
- dollar amounts in units of $1,000. So, to enter a cash inflow (i.e. financial benefit) in the amount of $3,900,000 the cell entry would be $3,900. To enter a cash outflow (i.e. a project cost or expenditure) the dollar entry should be bounded in parentheses to indicate a minus. For example a cost of $3,900,000 would be entered as ($3,900)
* Business Case Development Template (doc)
**Business Case Financials Template(xls)
Both the Word template and the Excel worksheets are in their first version. If you have any comments or questions about their use, suggestions for future revisions, or questions about the use of an existing agency business case template contact Darren Wellington at (503) 378-2242.
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| Agency Resources |
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A list of employees by agency who have received Business Case Development training since May 2007 is listed below. These employees can be a resource in helping you build your Business Case.
Agency Resources (pdf)
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| Contact for more information |
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For general questions regarding business case development training, templates, and guidelines please contact Darren Wellington at (503) 378-2242.
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