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Worksheet

Build the case: the worksheet

Five exercises that turn an operational complaint into a number a committee can defend. Fillable, and yours to take to the meeting.

Worksheet
All lenders
7 pages

The companion to the guide. Five exercises, in order: list every problem without filtering, place them on an impact against effort grid, put a number on the one you are building the case for, lay out three options honestly, and write the recommendation.

The impact against effort grid here corrects a mislabel common in prioritization templates. The high impact, high effort quadrant is not a quick win. It is a strategic bet, and naming it that sets the right expectation with the people funding it.

Fill it in and send it to us before it goes to committee. We will tell you which numbers will get challenged.

Build the case: the worksheet
What you get
  • A problem assessment table to complete with your team
  • The impact against effort grid, correctly labeled
  • Fillable fields for all five numbers, with the floor total kept separate from the estimate
  • A three option comparison and scoring matrix
Resource: Business Case Worksheet
Gated
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