Risk toolkit/Build the case
Business Case Template for Risk Tooling
Replace the yellow cells with your numbers and wording. The board one-pager pulls from the other sheets - do not write it by hand unless you are adding a sentence the model cannot hold.
Excel workbook
What is in the file
- Problem statement - what is broken, who feels it, what good looks like in 12 months, and the ask.
- Cost of inaction - hours and day rate for pack production, chasing, and rework, plus a conservative incident range.
- Investment vs do-nothing - three-year stay versus buy, with licence, implementation, internal time, and simple payback.
- Objection handling - the pushbacks you will actually get, by stakeholder, with a reply.
- Board one-pager - the slide. One page.
How to use it
Write the problem in language a NED can repeat. If it needs a second paragraph, it is still a diagnosis, not a problem statement.
Use low estimates on the cost of inaction. Inflated hours get challenged and the whole paper dies. One avoided incident in the range is usually enough; do not stack catastrophe scenarios.
Put the proposed investment in on the same basis as the TCO calculator - licence, implementation, and internal time - not year-one licence alone.
What the objection sheet is for
Replace the role titles with the people in the room. A generic “CFO” reply is less useful than the sentence you will actually say to yours. The types (numbers, contract, security, adoption, timing, outcome, process, legal) tell you which appendix to have behind you.
Want this running as BAU, not a file
Initia is the platform these templates were taken from. Same fields, without the reconciliation.