Guidance

The Green Book: templates and support material

Green Book and business case tools and templates for practitioners and reviewers.

• From: HM Treasury
• Published: 16 November 2020
• Last updated: 5 February 2026
  Show all updates

  1. 5 February 2026

     Updated Appraisal Summary Tables document to align with the Green Book 2026. Updated the categories in the shortlist AST template and value for money summary table for consistency. Adjusted the detailed option summary table for accuracy. Removed discount rate tables.

  2. 18 November 2022

     New link to the Green Book accompanying guidance and materials collection page (https://www.gov.uk/government/collections/the-green-book-and-accompanying-guidance-and-documents) to improve signposting.

  3. 30 March 2022

     Checklist for assessing business cases and Appraisal summary tables updated

  4. 16 November 2020

     First published.

Documents

Introduction to templates for Business Cases

ODT, 9.67 KB

This file is in an OpenDocument format

Template for Programme Business Case

ODT, 24.1 KB

This file is in an OpenDocument format

Template Financial Annex 1 – all Business Justification Cases

ODS, 12.8 KB

This file is in an OpenDocument format

Template for medium-cost risk Business Justification

MS Word Document, 44.7 KB

Template for low cost and risk Business Justification Case

ODT, 24.5 KB

This file is in an OpenDocument format

Template for Strategic Outline Case

ODT, 21.3 KB

This file is in an OpenDocument format

Template for Outline Business Case

ODT, 22.2 KB

This file is in an OpenDocument format

Template for Full Business Case

ODT, 18.1 KB

This file is in an OpenDocument format

Checklist for assessing business cases – updated 2022

PDF, 73.3 KB, 2 pages

A short 'plain English' guide for assessing business cases

PDF, 131 KB, 9 pages

Appraisal summary tables – updated 2026

MS Excel Spreadsheet, 51.9 KB

Green Book Supplementary Guidance: Discount Factors

MS Excel Spreadsheet, 55.6 KB

Details

These tools and templates have been designed to support practitioners and business case reviewers in accordance with the Green Book and business case guidance.

Green Book practitioners and reviewers may also benefit from the wider collection of accompanying guidance and materials.