“The day delivered exactly what it said – all we needed to know about making the business case.”

Making the Business Case

Many thanks to all the participants who attended the Making the Business Case event near Hull today. It was a pleasure to have your company.

Evaluation Comments

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

“The day delivered exactly what it said – all we needed to know about making the business case.” – Judith Roberts, Laboratory Manager, Haematology and Blood Transfusion, Calderdale and Huddersfield NHS Foundation Trust

“Very enjoyable and informative. Learned a lot! Thank you!” – Jem Sutherland, Health Promotion Facilitator, City Healthcare Partnership

“Excellent event, as always. David you have the ability to simplify what appears at first to be a complicated subject matter! Thank you.” – Debbee Walker, Service Manager, North East Lincolnshire CCG

“I now understand the difference between finance and economics and I have a good idea about how to communicate with my finance manager! All topics were covered really well given the time limitations. Really liked the examples given to reinforce the facts. Really useful and helpful day – will be able to put my new found knowledge to immediate use!” – Angela Carling, Laboratory Manager, Hull and East Yorkshire Hospitals NHS Trust

“Brilliant.” – Jill Cunningham, Service Manager, North East Lincolnshire CCG


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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