“A fabulous day presented well. Highly interactive and fully informative.”

Developing an Effective Business Case

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

Evaluation Comments

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

“Access to documents post-course extremely generous and much appreciated.” – Carolin Tomlinson, Governance Lead Maternity, Nottingham University Hospitals NHS Trust

“All content of the study session was very relevant to me. I have gained confidence in developing a business case and gained insight into what finance requires.” – Julie Dunkley, Ward Sister, Northampton General Hospital NHS Trust

“Good logical presentation of business planning and how to make effective cases.” – Emma Roberts, Head of Service, Nottinghamshire Healthcare NHS Trust

“Really good trainer. Very dry sense of humour but… in a good way! :) Very knowledgeable about the topic.” – Sue Marriott, Lead Pre-Treatment Superintendent, Derby Hospitals NHS Foundation Trust

“A fabulous day presented well. Highly interactive and fully informative.” – Lorna MacDonald, Principal Treatment Superintendent

“Very useful course to help complete a successful business plan / case.” – Sarah Turner, Operational Manager

“Really useful for future projects.” – Craig Smith, Health Records Manager


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. Required fields are marked *

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