You’ve identified the need for a change project, be that the implementation of a new CRM or digital solution, and you know the benefits it can bring. But how do get investment for the project?

Building a strong business case is essential – it underpins all change projects. However, it is not enough to focus only on the technical information on the options, budgets, timescales. Only focusing on these aspects results in only 3 out of 5 business cases becoming a project. So, technical aspects aside, how do you get the board, and all key stakeholders, on board with the project? Here are some of our top tips.

Talk their language

The board and all key stakeholders need to be shown how the project will directly benefit the organisation. It’s important to talk their language and be able to describe how it will add value to your organisation and your members and beneficiaries. They do not necessarily need or want to understand the specific features and functionality of the digital solution.

Don’t presume they have the same priorities

It is not safe to presume that all directors and board members have the same priorities. Remember they are viewing the project, and the investment, from different angles of the organisation. Therefore, it is important to understand their perspective, values, and motivations as this will allow you to draw strong links between the project, company goals and directors values and motivations resulting in the increased likelihood of buy-in.

Set and manage expectations

It is vital to set expectations with your board members about the nature of change. Set realistic expectations around the chances of success as well as failure. Inform them on the disruptive effect the project will have during its lifetime and the impact it will have on the organisation once the project has gone live. 

Be honest about the details

It’s easy to paint a picture of all the benefits of the project and the value it will bring to your organisation, but it is important to be clear on any hurdles and risk factors. By identifying these risks, you can identify how to overcome them. This will ensure that the board feel like they have the full picture before embarking on the project and enable them t feel that they are able to make an informed decision.

Establish trust and maintain communication

Ensure you establish a trustworthy relationship with your stakeholders. The key to this is communication. Create open and regular channels of communication with your stakeholders. Allow them the opportunity to be heard and share any important issues. This allows for timely resolutions of any issues.

Address the emotions

Any change can stir up a whole host of emotions from frustration, fear, scepticism and feeling threatened. These are often triggered by a lack of information. Don’t restrict yourself from communicating the change through facts and figures, let them know you understand how they feel. This will encourage acceptance and openness to new opportunities.


For further information and expert guidance on building a successful business case, book your free place on our upcoming webinar Modernising your tech and driving your organisation’s strategy