“I have just done a business case and now I can see what I left out and how I could have written it more clearly.”

Making the Business Case

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

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

“Thoroughly enjoyable day on a subject I expected to be quite dry.” – Ijeoma Adele, Deployment Assurance Manager, NHS Midlands and East
“A very useful worthwhile day.” – Maureen Spencer, Manager, East of England Ambulance Service
“I have just done a business case and now I can see what I left out and how I could have written it more clearly.” – Anna Capasso, EAC Manager
“Excellent and relevant to work (whatever part of NHS Trust that happens to be).” – Marcus Hayward, Service Operations Manager
“I look forward to your next one!” – Helena Baxter, Associate Director, Sustainable Hospital Programme, Hinchingbrooke Healthcare NHS Trust
“I didn’t think I could stay awake in this workshop but I did :) Thank you for a very useful and helpful workshop.” – Vicky Demonteverde-Robb, Service Improvement Facilitator, Cambridge University Hospital NHS Foundation Trust
“Very engaging and informative. Thank you!” – Olivia Stewart, Operations Manager (Graduate Trainee), Bedford Hospital
“Enjoyable and highly relevant content.” – Elizabeth Garrood, Co-ordinator and Project Lead for Rare and Rapidly Progressing Neurological Conditions, Hertfordshire Neurological Service


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


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

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