eLearning Business Case Template | Miyens
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eLearning Business Case Template

A structured template for building a training business case that gets approved — with all five components, an ROI projection formula, and objection responses.

What's Inside the Template

The template walks you through all five components of a business case that gets approved. Use it as a fill-in-the-blanks structure — add your numbers and context as you go.

01

Problem Statement

A structured section for articulating the specific business problem — not the learning need, but the business outcome that is at risk or being missed. Includes a prompt for connecting to a metric leadership already tracks.

Current situation and performance gap
Business outcome at risk (with data)
Cost of the problem if unaddressed
Stakeholder already aware of this problem
02

Proposed Solution

A concise description of the training solution with scope, format, and delivery details. Pre-formatted for clarity — leadership does not need to understand instructional design terminology.

Training format and delivery method
Number of modules and estimated duration
Target audience and estimated learner count
Implementation timeline
03

Cost Estimate

A two-column table distinguishing development costs from ongoing costs, with a row for learner time cost (the most frequently forgotten line item).

Development or vendor cost
LMS licensing (if applicable)
Facilitator or SME time cost
Learner time off-the-job cost
04

Projected ROI

A conservative-case and realistic-case ROI table using the Phillips formula. Includes example calculations for three common training types with fill-in cells for your numbers.

Conservative ROI scenario (25% benefit attribution)
Realistic ROI scenario (50% attribution)
Payback period calculation
Benefit-cost ratio
05

Risk of Inaction

One of the most persuasive sections of any business case — what happens if the project is not funded. Includes a prompt for quantifying ongoing cost of the status quo.

Projected cost of inaction over 12 months
Regulatory or compliance risk
Opportunity cost (competitor comparison)
Team or retention risk

Bonus Section in the Template

5 Common Objections — With Prepared Responses

The template includes a ready-to-use objection-handling appendix. For each of the five most common budget objections, we provide a structured response framework with a fill-in prompt for your specific numbers.

We don't have budget right now We've done this before and it didn't work Can't we just use YouTube or free resources? Our managers can train people on the job We're too busy right now