“Another inspiring and useful session.”

Making the Business Case

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

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

“I have enjoyed today but more importantly this is helpful in improving my delivery of patient care.” – Pat Phen, Consultant Cardiologist, Basildon and Thurrock University Hospitals NHS Foundation Trust
“Another inspiring and useful session.” – Owen Chinembiri, Informatics Graduate Trainee, Mid Essex Hospital Trust
“Really enjoyed the day – and it was great attending with colleague.” – Nicola Caslin, Locality Operations Manager, Anglian Community Enterprise CIC
“It was great fun!”- Rosie McHearne, Locality Manager, Anglian Community Enterprise CIC
“Many thanks for a useful day.” – Peter King, Head of ICT, NHS South Essex
“Enjoyed the session. Have learnt a lot and come away with a lot of tools to put into practice. Feel I am more able to present a business case.” – Jaya Bawa, Finance Trainee, NHS Graduate Management Scheme
“Excellent, enjoyable, learning experience.”- Steve Stavrinou, Head of workforce, South West Essex PCT


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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