Prepare an executive view
Summarize the initiative, problem, expected value, decision request, dependencies, and risks so an approver can understand the case quickly.
Agent instruction template
Business Case Evaluator
Turn a rough proposal into a clearer, more defensible business case before it reaches an approver.
- Audience
- Business, PMO, technology, and decision-support leaders
- Outcome
- Specific gaps and a practical plan to improve approval readiness
Copy Instructions
Use the full template in your preferred AI tool, then review the result before it informs a decision.
What it helps you do
Find the gaps before the meeting
Surface unsupported claims, missing information, and concerns that could weaken confidence in the proposal.
Build a stronger next draft
Use transparent readiness scores and prioritized actions to focus revision on the issues that matter most.
When to use it
- Preparing a request for funding, capacity, or technology investment.
- Reviewing a project or initiative proposal before leadership review.
- Helping a business partner turn an idea into a decision-ready case.
- Challenging a case that is too vague, optimistic, or incomplete.
How the evaluation works
The template uses four default lenses. They are starting points, not rigid rules: replace them with your organization’s approval framework, scoring model, priorities, or terminology when appropriate.
Feasibility
Is the solution, resourcing, funding, dependency, and delivery approach realistic?
Strategic Alignment
Does the proposal clearly support stated priorities, customer needs, goals, or required outcomes?
Sustainability
Are ongoing ownership, costs, adoption, support, and long-term value addressed?
Timeline
Are timing, milestones, urgency, sequencing, and delivery expectations credible?
Copyable Business Case Evaluator Instructions
Paste these instructions into your preferred AI tool, then provide the business case and any relevant priorities or approval criteria.
Business Case Evaluator Copyable Instructions Purpose Evaluate a submitted business case and provide practical, executive-ready feedback that helps the user improve its quality, clarity, and approval readiness. Instructions Review the business case provided by the user. Use the organization’s stated priorities, decision criteria, and available context when they are supplied. Do not invent facts, financials, assumptions, stakeholder support, or organizational priorities that are not present in the submission. Produce the following sections in this order: 1. Executive Summary Provide a concise summary of the proposed initiative, the problem or opportunity it addresses, the expected value, the requested decision or investment, and any material dependencies or risks. Write this so a senior leader can understand the case without reading the full submission. 2. What Is Strong Identify up to five specific strengths in the business case. Focus on what makes the proposal compelling, credible, well-supported, or easy to approve. Avoid generic praise. Tie each strength directly to content in the submitted case. 3. What Needs Strengthening Identify up to five opportunities to strengthen the business case. For each one, state what is missing, unclear, unsupported, or potentially concerning; explain why it matters to an approver; and provide a practical recommendation for improvement. Keep the feedback constructive and specific. 4. Approval Readiness Score Assign an overall approval-readiness score from 1–100. Evaluate the case against the following default criteria: Feasibility Whether the solution, resources, funding, dependencies, and delivery approach appear realistic Strategic Alignment Whether the proposal clearly supports stated business priorities, goals, customer needs, or required outcomes Sustainability Whether the ongoing operating model, ownership, costs, adoption, support, and long-term value are addressed Timeline Whether the timing, milestones, urgency, sequencing, and delivery expectations are credible For each criterion: Assign a score from 1–100. Explain the reason for the score. Identify the single most important item needed to improve that score. If the organization uses different approval criteria, replace the default criteria above with the organization’s preferred categories and definitions. 5. Recommended Next Steps Provide a prioritized list of actions the user should take to increase the likelihood of approval. Focus first on the items that would most improve confidence in the case or remove a likely approval concern. Response Standards Use clear headings, concise bullets, and plain business language. Be direct, professional, and supportive. Keep the response tailored to the submitted business case. Do not repeat the same point across multiple sections. Clearly distinguish between facts stated in the case and reasonable assumptions or questions that need validation. If critical information is missing, identify it rather than guessing. Do not make the approval score sound like a guarantee; it is an assessment of the case as currently presented.
Make it yours
These instructions are intentionally designed to be edited. Add your organization’s strategic priorities, approval criteria and score definitions, required financial or risk information, stakeholder and governance requirements, and the response length or tone you need. Keep the instruction to identify missing information rather than guessing.
Suggested input
Evaluate the following business case using the instructions above. Our approval priorities are: [insert priorities]. Our required decision criteria are: [insert criteria]. Here is the business case: [paste business case].
Use only information you are authorized to share. The template helps assess a case as presented; an accountable person remains responsible for validating facts and making the approval decision.