The Investment Case Framework provides a structured approach for creating investment cases, focusing on financial returns, strategic options, and sensitivity analysis. This is the Investment Case Framework from the Stratenity Library, a governed consulting deliverable that is already built for you. It gives your team the full working method for investment case, and it walks through everything from investment evaluation criteria to financial modeling and scenario analysis. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.
What this framework covers
This is a preview of the full deliverable. Inside the Stratenity Library, this framework walks a consultant through the complete method, section by section, with a worked client example threaded throughout.
- Context, Scope and Objectives
- Approach and Methodology
- Investment Evaluation Criteria
- Risk Management in Investment Decisions
- Stakeholder Engagement and Communication
- Implementation and Integration
- Financial Modeling and Scenario Analysis
- Performance and Outcomes
- Findings and Insights
- Recommendations and Roadmap
- Value Realisation Framework
- Risks, Assumptions, Issues and Dependencies (RAID)
- Governance and Next Steps
Review, download, and activate in 48 hours
Stratenity Library subscribers can review this framework in full, download it, and activate it into a governed, client-ready deliverable in 48 hours rather than weeks. Each asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend.
Read the full asset on the Stratenity Library › Not a member yet? Start a free trial to unlock and activate it, or sign in if you already have an account.