“Fantastic session, really engaging and will prove extremely useful to me in the future. Thank you.”

Developing an Effective Business Case

Many thanks to all the participants who attended the Developing an Effective Business Case event in Loughborough today. It was a pleasure to have your company.

Evaluation Comments

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

“Fantastic session, really engaging and will prove extremely useful to me in the future. Thank you.” – Jo Lowry, Healthcare Records Governance and Site Service Manager, University Hospitals of Leicester NHS Trust

“Very useful, have learnt lots of new things.” – Deb West, Business Manager, Lincolnshire Partnership NHS Foundation Trust

“David really knows his stuff!!! Adaptable to lots of areas and knowledgeable to NHS and core values. The course was pitched at the right level for the desired outcome. David uses a lot of current examples of real issues which helped plant the subject clearly.” – Sandra Dowson, Endoscopy and Screening Service Manager, United Lincolnshire Hospitals NHS Trust

“As an area I had limited knowledge the course was well presented and easy to understand the concepts. I liked the practical application exercises and the humour and style of presentation.” – Nicola Hunt, Clinical Specialist Physiotherapist, Nottinghamshire Healthcare – County Health Partnerships

“The tutor was amusing and made what could be a dry subject into an interesting and enjoyable and knowledgeable day – Brilliant!” – Nikki Woodcock, Business Manager, United Lincolnshire Hospitals NHS Trust

“David has made a subject that I have always avoided (as I thought it would bore me to tears!) interesting, fun and useful for my future. Thanks!” – Alison Haywood, Ward Sister, Nottingham University Hospitals NHS Trust

“Excellent activities.” – Roz Young, Matron, Northampton General Hospital NHS Trust

“Enjoyable and useful.” – Sandra Hayes, E-Rostering Manager

“Very enjoyable – thank you! – Gemma Shaw, Quality and Business Performance Manager, Derbyshire Community Health Services

“Really, really useful – thanks.” – Chloe Ashford-Smith, Team Leader, Royal Derby Hospitals NHS Foundation Trust

“A really interesting workshop that was succinct, well-delivered, relevant and what I learned today will be of use in more areas than business planning.” – Sally Watts, Head of Communications, Northampton General Hospital NHS Trust

“I look forward to putting my learning into practice.” – Julie Peach, Therapy team Lead, Leicestershire Partnership NHS Trust

“Thanks David. Worked at a good speed and enabled engagement / discussion / practical.” – Claire Probert, Screening and Imms Manager, NHS England


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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