“The presenter was impressive. He displayed a high level of knowledge, he was a skilled presenter and he managed the material with intellect and wit.”

Developing an Effective Business Case

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


Here are comments from the delegates (reproduced with kind written permission):

“Found the course to be really useful. Challenges you to think differently.” – Nicky Ody, Principal Technician

“The presenter was impressive. He displayed a high level of knowledge, he was a skilled presenter and he managed the material with intellect and wit.” – Alan Blair, Clinical Director – Head of Psychology Service

“Excellent delivery. Holding our attention. Making it interesting and relevant to us.” – Amanda Brikmanis, Patient Experience Manager

“Brilliant. Really enjoyed the day. Felt I have learnt loads in an easy to understand way.” – Vikkiann Theakston, Locality Professional Lead

“The course was extremely well and interestingly presented. The content was very good.” – Marc Sutton, Pharmacy QA Manager

“Really excellent. Thank you.” – Melanie Ryder, Organisational Development Manager

“I liked the combination of individual and group work. Very interactive presentation.” – Rosemary Cunningham, Speech and Language Therapy Team Leader

“Thoroughly enjoyed – you have made something that was a bit of a chore/scary prospect interesting and above all easy to understand.” – Sally Spencer, Senior Sister


The objectives of the day are:
At the end of the workshop, participants will be able to:

  • Use effective analytical techniques to present the need for change
  • List the main sections of a business case
  • List key business planning models and their applications
  • Understand key business planning concepts and how they apply to the NHS
  • Provide all the information necessary to create a successful business case
  • Resources

    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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