“Excellent day. Will definitely look for more sessions by David!”

Writing a Business Case

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

Evaluation Comments

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

“Fantastic insight and knowledge from David. A very informative yet balanced day. David exceeded the objectives of the day.” – Nick Arnold, Security Specialist, East Midlands Ambulance Service NHS Trust

“Very enjoyable course.” – Debbie Jenkins, Therapy Team Leader, Sherwood Forest Hospitals NHS Foundation Trust

“Excellent and enjoyable, thanks.” – Laura Madeley, Clinical Psychologist, Nottinghamshire Healthcare NHS Trust

“Excellent day. Will definitely look for more sessions by David!” – Claire Haynes, Engagement Manager, Southern Derbyshire CCG

“Thank you. V. useful and enjoyable day.” – Catherine Rees, Site Lead OT

“Access to www a wonderful idea!” – Edwell Munyonna, Occupational Therapist, United Lincolnshire Hospitals NHS Trust

“Superb. Eloquent delivery of what could have been a dry subject!” – Dan Illsley, Building Manager, Derbyshire Healthcare 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.

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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