“Topics which appear difficult explained in a very simple clear manner – unbelievable! Well worth attending.”

Making the Business Case

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


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

“A very enlightening course – made interesting. Would highly recommend it.” – Pauline Bamgbala, Service Lead Wellbing and Prevention, North East Lincolnshire Care Trust Plus
“Very informative and relevant to NHS. Can see how it can be used effectively.” – Jan Harrison, ETD Manager – IT, NHS Hull
“Topics which appear difficult explained in a very simple clear manner – unbelievable! Well worth attending.” – Zalkernane Luqman, Finance Manager, NHS Leeds
“Eyes wide open when writing my next business case.” – Andrew Donegan, Head of Linen and Catering, Calderdale and Huddersfield NHS Foundation Trust
“Was very good and just right length with gaps / work at the right time.” – Adam Tebbutt, PFM, Leeds Teaching Hospitals NHS Trust
“I now know how accountants think!” – Rebecca Malin, Head of Business Development and Investment, Airedale NHS Foundation Trust
” A fantastic course which held my full attention – no small feat!” – Ruth Middleton, Head of Commissioning, NHS Leeds


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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