Template
AI Business Case Template
Make the funding case for an AI initiative — problem, options, cost, return and risk, in the language a board approves.
AI Business Case Template
01Executive summary
02Problem & opportunity
03Proposed solution
04Cost & investment
05Expected return
06Risks & mitigations
07Recommendation & next steps
What’s inside
Every section, ready to fill in
1
Executive summary
The ask, the outcome and the headline ROI in five lines.
2
Problem & opportunity
What is broken or unrealised, quantified.
3
Proposed solution
The AI approach and why it fits.
4
Cost & investment
One-off and run costs, phased.
5
Expected return
Revenue, time and cost impact with assumptions.
6
Risks & mitigations
What could go wrong and how it is contained.
7
Recommendation & next steps
The decision requested and the first 90 days.
Use case
Who it’s for
Sponsors and project leads who need sign-off and budget for an AI initiative.
When to use it
Before kickoff — to secure funding and align the leadership team on outcomes.
Score readiness first so your business case rests on a real maturity baseline, not assumptions.
Take the assessment firstWant it filled in for you?
Download the template, or have our team build it with your real numbers on a strategy call.