All resources
ROI & Productivity28 August 2026·6 min read

A one-page AI business case: the template that gets a decision

Long AI proposals get politely shelved. A single page with seven fields gets a yes, a no or a specific question, and each of those is progress.

Decision-makers don't need a forty-slide deck about the technology. They need to know what problem is being solved, what it costs, what they will get and when they can stop. A one-page business case forces the author to know these things, and it lets the reader decide in the time they actually have.

The seven fields

  • The problem — one or two sentences, with today's number: hours per week, cost per case, error rate, delay in days. If there is no number, the first task is measuring one.
  • The owner — the named person whose work changes and who is accountable for the result.
  • The proposed change — what will be built or bought, in plain language, and what will deliberately not be included.
  • The target — the metric and the threshold that counts as success, plus the date you will check.
  • The cost — to reach the first decision point, then expected run cost at normal volume, including review time and maintenance.
  • The risks and controls — what could go wrong, how it is limited, and who approves actions that matter.
  • The exit — the result that would lead you to stop, and who decides.

The exit field is the one that makes the case approvable. A decision-maker who can see how to stop is far more willing to start.

How to fill it honestly

  • Use measured numbers — from a sample of real work, not from a workshop estimate.
  • Show a range — a low and high value for savings or return, with the assumption behind each.
  • Include the unglamorous costs — data preparation, integration, security review, training and ongoing monitoring.
  • State what you don't know — an honest unknown with a plan to resolve it is more credible than false precision.

What happens next

A good page leads to one of three outcomes: approval for the first phase, a specific objection you can answer, or a clear no with a reason. All three save weeks. Keep the page updated through the project; at each gate it becomes the record of what was promised, what was measured and what was decided.

Related capability

This is what our Digital Transformation Strategy practice is built around.

See how it's scoped