“Lively and interactive session that was really enjoyable and thought-provoking.”

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.

Evaluation Comments

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

“Really enjoyed my day, learned a lot.” – Victoria Wilkinson, Senior Financial Analyst, Leeds Teaching Hospitals NHS Trust

“Lively and interactive session that was really enjoyable and thought-provoking.” – Kerry Higgins, Divisional General Manager, Hull and East Yorkshire Hospitals NHS Trust

“Was very amusing delivery of every section – made the day fly by and made the subject much more interesting.” – Cath Todd, Children’s Therapy Team Leader, Calderdale and Huddersfield NHS Foundation Trust

“Translated into examples I could understand.” – Tara Cox, Public Health Commissioning Manager, NHS England – North Yorkshire and Humber

“Well delivered and interesting day.” – Mohammed Hussain, Finance Manager, NHS Bradford District CCG

“Great, interactive ‘fun’ event (never thought that word would be used in accountancy terms)!” – Lindsey Ellerton, Finance Manager – Commissioning, NHS East Riding of Yorkshire CCG

“Excellent – course informative as always.” – Nasreen Iqbal, Finance Analyst, Bradford District Care Trust

“Very informative with plenty of exercises for the learner to grasp the concepts.” – Craig Hill, Assistant Management Accountant, Doncaster and Bassetlaw Hospitals 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.

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.