“David was really good. Very charismatic, funny and very knowledgeable. Really enjoyed the workshop.”

Making the Business Case

Many thanks to all the delegates who attended the Making the Business Case event in Stevenage. It was a pleasure to spend the day with you. Here are a few of the comments made by delegates from the day (reproduced with permission):

Evaluation Comments

“David was really good. Very charismatic, funny and very knowledgeable. Really enjoyed the workshop.”Steven Gill, Financial Analyst, NHS Bedfordshire

“Very interesting and well presented. Good mixture of lecturing and workshops.” Steve Stanley, Finance Business Partner, Queen Elizabeth Hospital (King’s Lynn)

“The whole process was new to me having no financial background. I feel that I am now able to write a conclusive business case.”Carole Watkins, Systems Manager

“Excellent Workshop – thank you.”Julia Castleman, Finance Manager, The Princess Alexandra NHS Trust

“Well presented, very interesting workshop. Presenter definitely knew the topic area and came across to the audience well.” Gita Raja, Deputy Financial Controller, East and North Herts NHS Trust


Here are the resources from the day – please use the Username and Password emailed 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


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