“One of the most relevant NHS courses I have attended. Looking forward to other courses by David Bailey.”

Making the Business Case

Many thanks to all the participants who attended the Making the Business Case event in Wyboston today. It was a pleasure to have your company.

Evaluation

Comments from participants (included with kind written permission from each) included:

“Great day that will be practically useful.” – Louise Walton, General Manager, Cambridgeshire Community Services

“Good interaction and course content. Very helpful.” – Gopa Shah, SLR Accountant, West Hertfordshire Hospitals NHS Trust

“Believe it or not, the economics part of the course was very interesting!” – Andrew Bland, Finance Manager, Luton PCT

“One of the most relevant NHS courses I have attended. Looking forward to other courses by David Bailey.” – Oly Olayomi, Senior Finance Manager, South Essex Partnership University NHS Foundation Trust

“A great introduction to doing something I’m dreading – not any more. The day has made me feel confident in approaching business planning.” – Julie Irving, IT Training Manager, Norfolk and Suffolk NHS Foundation Trust

Resources

Here are the resources from the day – please use the Username and Password given to you to access them – thank you!

PDF File of the PowerPoint slides from the day.

Making the Business Case – Presentation PDF

Word documents created as pro-formas for your use:

Mission Statement Pro-Forma Word
STEEPLE Pro-Forma Word
SWOT – Pro-Forma Word

Other resources:

KPMG Business Planning Sourcebook PDF
KPMG Business Planning Sourcebook PowerPoint
NHS Capital Investment Manual – Business Case Guide PDF
Cabinet Office – Strategy Survival Guide PDF
Cabinet Office – Strategy Survival Guide – Summary PDF
Making the Business Case – Chartered Society of Physiotherapy PDF

The Green Book is HM Treasury guidance for Central Government, setting out a framework for the appraisal and evaluation of all policies, programmes and projects. It sets out the key stages in the development of a proposal from the articulation of the rationale for intervention and the setting of objectives, through to options appraisal and, eventually, implementation and evaluation. It describes how the economic, financial, social and environmental assessments of a proposal should be combined and aims to ensure consistency and transparency in the appraisal process throughout government.

The Green Book

The Magenta Book is HM Treasury guidance on evaluation for Central Government, but will also be useful for all policy makers, including in local government, charities and the voluntary sectors. It sets out the key issues to consider when designing and managing evaluations, and the presentation and interpretation of evaluation results. It describes why thinking about evaluation before and during the policy design phase can help to improve the quality of evaluation results without needing to hinder the policy process.

Magenta Book

davidbaileyfcca

Please get in touch if you would like any further resources or information.

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