“I thought David was brilliant.”

Making the Business Case

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

Evaluation Comments

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

“Fantastic day – well delivered, engaging and interesting. Lots of exercises to help embed the content of the day into practice which was paced at our speed. Thank you.” – Dr Felicity Nichols, Clinical Psychologist, Lincolnshire Partnership NHS Foundation Trust

“David, you have an apparently effortless ability to convey your obvious wealth of knowledge in an accessible, entertaining and engaging manner. Thoroughly enjoyed today and hope to be able to put the theory into practice soon. I feel fortunate to have come on this training before I have attempted a business case myself.” – Gemma Elliott, Clinical Neuropsychologist, Lincolnshire Partnership NHS Foundation Trust

“I thought David was brilliant.” – Shiraz Haider, Lincolnshire Partnership NHS Foundation Trust

“Superb day’s training.” – Andy Peet, Lecturer / Practitioner, Nottinghamshire Healthcare NHS Trust

“Brilliant. Best one so far.” – Ruth Riches, Incident Investigation Manager, East Midlands Ambulance Service


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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