Facilitating Effective
Business Cases

Workshop-based engagement to collaboratively develop a project or lean business case

Use expert IAG facilitators to quickly elicit and define the essential aspects of the project or epic needed to outline the rationale for approval and prioritization. All in as little as a few days or week.

The business case is an crucial component of the the business portfolio and project management process.

Making the case with a clear understanding of what the project is about, is what IAG has been doing for over twenty years.

IAG is known for quick and efficient facilitation, working collaboratively with our clients, and focusing on just what is needed to get the job done.

We will use industry best practices and proven techniques to create a solid business case. It may be a lean business case, a short-form lite business case, or a comprehensive and detailed document. It all depends on your needs — and we work with you to ensure we are all on the same page.

These are the principles and practices we have used successfully on over 1,500 projects. It does not have to be difficult. It doesn’t have to be complicated. It doesn’t have to take weeks. It’s what we do. Let us help you be successful on your next initiative or planning session.

How It Works

An IAG Senior Consultant acts as the facilitator and coach on one or more 3 hour workshops focused on specific aspects of the business case.


Lead the session(s) through a variety of structured exercises with focused outcomes.


Manage group dynamics, keeping the participants focused and on track

An additional team member may also be engaged (on or off-site through video conferencing) to support the modeling, documentation, analysis, verification, and preparation of the business case.

“I  was very impressed how much was achieved in such a short time. It certainly helps to get everyone together at the table with such a professional facilitator. We should do this every time.”


What you get as part of and in addition to the Business Requirements Document:


Business Drivers, Need, Objectives, Vision


Product/Project Description

(e.g., epic, main features, scope, boundaries, HLRs)


Scope Definition


Strategic Alignment Analysis


Success Criteria


Alternatives Analysis


QFD Requirements Prioritization Template


Key Constraints and Assumptions


Major Risks


Cost Benefit Analysis


Impact Analysis


Major Milestones (Roadmap)


Typical Engagement Schedule

  1. Day 1 (Morning)
    Planning and session preparation
  2. Day 1 (Mid Day)
    Verification of business drivers, goals and objectives
  3. Day 1 (Afternoon)
    High-level project/product definition (e.g., epic hypothesis, context, boundaries, main features)
  4. Day 2 
    Elaboration of product and alternatives (modeling and analysis)
  5. Day 3
    Strategic alignment mapping, impact analysis, risk analysis,
  6. Day 5
    Estimates, cost/benefit analysis, financial assessment (investment appraisal), evaluation and approval

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