Each year, benefits professionals around the country spend months determining the plan of action for the next year’s health care. Numbers are crunched. Alternatives are explored. Numbers are crunched again. Finally, all of the information is compiled and presented to the executive team. While we don’t think of it as presenting a business case, that is essentially what we do each year – and we can learn a lot from our peers in marketing, product development and finance about building an effective business case.
Building a business case starts well before you present your proposal. Here are seven steps that, if done early in the process, can improve your chances of success.