| name | financial-modeling |
| scope | co-consult |
| description | Guides the Strategy Analyst through building a full business case for consulting recommendations. Covers ROI analysis, NPV/IRR/Payback Period calculation, scenario sensitivity analysis, and explicitly includes change management cost category. Designed to work iteratively with technical-feasibility (max 2 loops).
|
| version | 1.0.0 |
| last_reviewed | "2026-06-13T00:00:00.000Z" |
| status | active |
| owner | strategy-analyst |
| prerequisites | technical-feasibility, org-readiness-assessment |
Context
Use in Phase 1-2 after technical-feasibility and org-readiness-assessment have produced outputs. Converts complexity grades and risk factors into a complete financial business case for client decision-making.
When to Use
- Building investment justification for a recommended solution
- Comparing financial impact of multiple strategic options
- Presenting business case to C-level stakeholders
Execution Steps
- Gather Inputs:
- Solution definition (from Engagement Leader brief)
technical-feasibility outputs: complexity grade, risk cost range lookup values, preconditionsorg-readiness-assessment outputs: change management cost estimates, training requirements
- Build Cost Model:
- Implementation costs (use technical-feasibility complexity grade as basis)
- Change management costs (explicitly include — sourced from org-readiness-assessment):
- Training and capability building
- Change agent resourcing
- Schedule delay buffer for resistance
- Ongoing operational costs (year 1-3)
- Risk contingency (apply technical-feasibility cost range percentages)
- Build Benefit Model:
- Revenue uplift (quantified where possible)
- Cost reduction / efficiency gains
- Risk mitigation value
- Financial Metrics: Calculate NPV, IRR, Payback Period, ROI
- Scenario Analysis:
- Base case, optimistic, pessimistic
- Sensitivity table: top 3 variables that most impact NPV
- Iteration Protocol:
- Entry condition: Budget constraint confirmed mismatched with cost model
- Max iterations: 2 loops with technical-feasibility
- Exit condition: Cost range fits client budget OR Engagement Leader escalates to client after loop 2
- Output: Pass complete business case to
executive-presentation
Output Format
- Business Case Document: Executive Summary, Investment Overview, Cost Breakdown (incl. change management), Benefit Projections, NPV/IRR/Payback, Scenario Analysis, Recommendation
- Excel-compatible data table for sensitivity analysis
Related Skills
- technical-feasibility
- org-readiness-assessment
- insight-synthesis
- executive-presentation
