“Really enjoyed today. It’s good to be in a session facilitated by someone who understands services in the NHS.”

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):

“A fabulous day – very informative and enjoyable.” – Dr Trez Jordan, Clinical Director, Bassetlaw Health Partnership

“Very good, engaging, informative. Enjoyed it!” – Neil Spencer, Service Improvement Manager, East Midlands Ambulance Service NHS Trust

“Really enjoyed today. It’s good to be in a session facilitated by someone who understands services in the NHS.” – Nichola Mistry, Primary Healthcare Manager Senior Matron, Nottinghamshire Healthcare NHS Trust

“Trainer was very knowledgeable and good presenter.” – Sharon Dosnajh, NHS Newark and Sherwood NHS CCG

“It is a vast topic and David incorporated it all very well in the time available. Thank you very much. I particularly liked the style of presentation and learning through group work.” – Dr Anu Priya, Psychiatry Doctor, Rampton Hospital


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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