“The mix between individuals and group work was very good and kept the session interesting.”

Making the Business Case

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


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

“Excellent thank you.” – Sue Lawrenson, Dietetic Manager, Leeds Community Healthcare Trust
“Thanks – one of those skills you are expected to just know but as ever there is a lot to it.” – Julie Killips, Clinical Lead Dietician, Leeds and York Partnership Foundation Trust
“Great day that kept my interest and had a good balance between facts and group work.” – Anne Hoyle, AD for Allied Health Professionals
“Very good. Will recommend to others.” – Emma Croft, Head Weight Management Service, Leeds Community Healthcare
“Very enjoyable as well as most useful.” – Sara Lewis, Principal Physiotherapist, Airedale NHS Foundation Trust
“Good humoured very professional trainer. Thank you. Would like a ‘trouble shooting’ workshop to review business cases please.” – Tracy Barker, Professional Advisor – Dietetics, Northern Lincolnshire and Goole Hospitals NHS Foundation Trust
“An excellent day. Extremely well delivered.” – Katherine Jones, Acting Head of Therapy Services, Airedale NHS Trust
“The mix between individuals and group work was very good and kept the session interesting. Very funny delivery made a potentially ‘dry’ subject interesting and informative.” – Helen Dixon, Clinical Director for Therapy, Barnsley Hospital NHS Foundation Trust


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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