# AI programme investment case

Template id: `investment-case`
Responsible skill: `ai-strategy:investment-case`

The funding case for the AI programme as a whole, across adopting, building and scaling. Individual initiatives inside
the programme use the `business-case` template, owned by `opportunity-management:business-case`. Every price, licence
cost and consumption estimate comes from the organisation's agreements or a licensing partner and stays marked
`[To confirm: ...]` until it does. Never record an estimate as a measured figure.

## 1. Decision requested

| Field | Value |
|---|---|
| Decision requested, in one paragraph | [To confirm: what is asked, of whom, by when] |
| Recommended option | [To confirm: option] |
| Total envelope requested and period | [To confirm: amount and period] |
| First tranche requested now | [To confirm: amount and scope] |
| What happens if the answer is no | [To confirm: consequence] |
| Sponsor presenting the case (by role) | [To confirm: role] |

## 2. Strategic link

| Field | Value |
|---|---|
| Ambition level and vision reference | [To confirm: reference to the `ai-vision-and-principles` document] |
| Strategic outcomes served | [To confirm: outcomes with measures] |
| Maturity archetype and key constraints | [To confirm: archetype and constraints] |
| Roadmap horizon(s) covered | [To confirm: horizons] |

## 3. Options compared

| Option | Scope | Outcomes it can move | Main risks |
|---|---|---|---|
| Do minimum | [To confirm: scope] | [To confirm: outcomes] | [To confirm: risks] |
| Adopt-led | [To confirm: scope] | [To confirm: outcomes] | [To confirm: risks] |
| Adopt and build | [To confirm: scope] | [To confirm: outcomes] | [To confirm: risks] |
| Scale (if relevant) | [To confirm: scope] | [To confirm: outcomes] | [To confirm: risks] |

## 4. Full cost of ownership by option

Complete every category for every option, writing zero where it truly is zero, so omissions are visible.

| Cost category | Do minimum | Adopt-led | Adopt and build | Scale |
|---|---|---|---|---|
| Licences and subscriptions (confirmed with a licensing partner) | [To confirm: cost] | [To confirm: cost] | [To confirm: cost] | [To confirm: cost] |
| Consumption (range, assumptions and owner) | [To confirm: range] | [To confirm: range] | [To confirm: range] | [To confirm: range] |
| People (programme, CoE, Champions time, owners, makers, engineers) | [To confirm: cost or capacity] | [To confirm: cost or capacity] | [To confirm: cost or capacity] | [To confirm: cost or capacity] |
| Partners | [To confirm: cost] | [To confirm: cost] | [To confirm: cost] | [To confirm: cost] |
| Knowledge and data readiness | [To confirm: cost] | [To confirm: cost] | [To confirm: cost] | [To confirm: cost] |
| Governance, assurance and evaluation | [To confirm: cost] | [To confirm: cost] | [To confirm: cost] | [To confirm: cost] |
| Learning and change | [To confirm: cost] | [To confirm: cost] | [To confirm: cost] | [To confirm: cost] |
| Run, support and retirement | [To confirm: cost] | [To confirm: cost] | [To confirm: cost] | [To confirm: cost] |
| Total for the period | [To confirm: total] | [To confirm: total] | [To confirm: total] | [To confirm: total] |

## 5. Benefits by outcome

Ranges, not single figures. State which are assumptions until evidence arrives.

| Outcome | Measure and baseline | Expected range (low to high) | Cashable or non-cashable | Evidence or assumption | Benefit owner (role) |
|---|---|---|---|---|---|
| [To confirm: outcome] | [To confirm: measure and baseline] | [To confirm: range] | [To confirm: type] | [To confirm: basis] | [To confirm: role] |
| [To confirm: outcome] | [To confirm: measure and baseline] | [To confirm: range] | [To confirm: type] | [To confirm: basis] | [To confirm: role] |

| Field | Value |
|---|---|
| Position at the low end of the benefit range | [To confirm: summary] |
| Finance treatment agreed with | [To confirm: finance role and date] |

## 6. Risks

| Risk | Effect on the case | Mitigation | Owner (role) |
|---|---|---|---|
| Adoption slower than planned | [To confirm: effect] | [To confirm: mitigation] | [To confirm: role] |
| Knowledge or data not ready | [To confirm: effect] | [To confirm: mitigation] | [To confirm: role] |
| Consumption above range | [To confirm: effect] | [To confirm: mitigation] | [To confirm: role] |
| Reviewer or owner capacity short | [To confirm: effect] | [To confirm: mitigation] | [To confirm: role] |
| [To confirm: other risk] | [To confirm: effect] | [To confirm: mitigation] | [To confirm: role] |

## 7. Funding tranches

| Tranche | Scope | Amount | Evidence that releases the next tranche | Decided by (role) | Target date |
|---|---|---|---|---|---|
| 1 | [To confirm: foundations and early evidence] | [To confirm: amount] | [To confirm: evidence] | [To confirm: role] | [To confirm: date] |
| 2 | [To confirm: scope] | [To confirm: amount] | [To confirm: evidence] | [To confirm: role] | [To confirm: date] |
| 3 | [To confirm: scope] | [To confirm: amount] | [To confirm: evidence] | [To confirm: role] | [To confirm: date] |

## 8. Funding model

| Field | Value |
|---|---|
| Centrally funded items | [To confirm: items] |
| Business-unit funded items | [To confirm: items] |
| Consumption owner and how it is charged | [To confirm: owner and model] |
| How the approved budget is tracked | [To confirm: route, normally `programme-management:budget-and-capacity`] |

## 9. Assumptions and approval

| Assumption | Owner (role) | Date to confirm |
|---|---|---|
| [To confirm: assumption] | [To confirm: role] | [To confirm: date] |
| [To confirm: assumption] | [To confirm: role] | [To confirm: date] |

| Field | Value |
|---|---|
| Finance review (role and date) | [To confirm: role and date] |
| Decision and conditions | [To confirm: decision and conditions] |
| Decided by and date | [To confirm: body and date] |
| Next review | [To confirm: date, at the next tranche gate] |

> Credit: Template from CopilotForge by Simon Foote (https://github.com/SimonFoote-greensparx/CopilotForge), licensed under CC BY 4.0. Keep this credit when you share or adapt the template; in your own completed document you may keep it as a footer or remove it.