“Entertaining and informative. The day flew by.”

Writing a Business Case

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

Evaluation Comments

Comments received from participants included (all with written permission to be reproduced):

“Thank you. Very informative and well presented.” – Mike Edmondson, Public Health Commissioning Manager, NHS England
“I have written a number of business cases over the year and thought I knew how to do it well My future business cases will certainly include much more analysis and consider all costs!” – Antony Mylchreest, Head of Pay Services
“Really good course. Learnt a lot from it that I can apply in practice. Good humour throughout.” – Justin Fowler, Trainee Management Accountant, Doncaster and Bassetlaw NHS Foundation Trust
“The course was at the right level. David kept it interesting and the activities enabled learning to happen without realising – things suddenly made sense.” – Caroline Carter, Workforce Advisor, North Yorkshire and Humber CSU
“Very enjoyable!” – Christine Symonds, Senior Finance Manager, South West Yorkshire Partnership NHS Foundation Trust
“Really enjoyable.” – John Burton, Head of Development, Sheffield Health and Social Care NHS Foundation Trust
“Entertaining and informative. The day flew by.” – Val Doughty, Assistant Service Manager, Sheffield Teaching Hospital NHS 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.

Writing a 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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