L&D tools: Building your business case – a practical pathway
Follow this pathway of practical tools to build and present an evidence-led business case for learning. Work through the three structured stages, one step and one conversation at a time.
Follow this pathway of practical tools to build and present an evidence-led business case for learning. Work through the three structured stages, one step and one conversation at a time.
These tools are designed to give L&D specialists and HR professionals the confidence, evidence base, and practical steps to make the case for investing in skills and learning. The tools are structured as a flexible pathway, and include:
The tools are built to use in real organisations, including small ones, where the success of a business case lives in conversations and relationships, not just documents. They help you work you through practical, meaningful actions you can start today, and build on with every business case you deal with.
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Know where you stand before you build anything
The most common reason for business cases failing is that the groundwork was skipped. Stage 1 helps you take stock of what you already know, map the people you need to talk to, and open the conversations that make everything else possible.
Turn your groundwork into a case your organisation can say yes to.
Successful business cases should be presented in the organisation’s language. Stage 2 guides you through producing the key elements of your case: one page, one financial figure, and one well-prepared conversation.
Deliver, report back, and build your credibility for the next case
For any business case, approval is only the halfway point. Stage 3 helps you turn promises into tracked results, results into sponsor-ready updates, and updates into the track record that feeds into your next case.
Use these specialist L&D tools to help you build and align skills to organisational performance
Explore the tools
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