“Techniques which are practical, straight-forward and simple. An idiot’s guide to economics in 25 minutes!”

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 today.

Evaluation Comments

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

“I really enjoyed today – very useful and delivered in a humorous and engaging style – given me lots to think about and take away. Will be recommending to colleagues – thanks!” – Sadaf Adnan, Service Development and Transformational Support Facilitator, North Kirklees CCG

“Techniques which are practical, straight-forward and simple. An idiot’s guide to economics in 25 minutes!” – John Clare, Strategic Mental Health Project Lead, Scarborough and Ryedale CCG

“David was great as ever. Brilliant presenter who makes jargon sound like ABC…” – Mem Van Beek, Resuscitation and Clinical Educator, Airedale NHS Foundation Trust

“I have attended 2 days with David presenting and educating me. His techniques are engaging, the handouts and group exercises were invaluable and I have learnt some valuable material.” – Tracey Hamilton, Head of Patient Safety and Quality, West and South Yorkshire and Bassetlaw Commissioning Support Unit


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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