Developing an Effective Business Case – Kegworth

Developing an Effective Business Case

Many thanks to all the participants who attended the Developing an Effective Business Case event in Kegworth today. The Institute of Gas Engineers and Managers has such great facilities and really welcoming staff.


The objectives of the Developing an Effective Business Case day are that 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
  • Explain the difference between finance and economics and its importance to business cases
  • List key business planning models and their applications
  • Comments

    “Very experienced facilitator who was engaging and interesting, which kept everyone interested in what could have been a very dry topic.”

    “Was an enjoyable day providing me with additional knowledge/skills that I can apply in my organisation.”

    “The content was delivered in a stimulating and engaging way. The facilitator explained concepts that I had previously been aware of (SWOT) but he explained how they can be used to write an effective business case and develop our service. He made finance and economics interesting and understandable (!) and I now understand better the difference between the two and the importance of having them both in a business case. I now feel like I could put together a clear and coherent business case and use the tools that I learnt in this workshop in a wider context in my job.”

    “Fantastic course, could have done with longer. David was an excellent tutor who clearly knew his stuff. Well worth investing the time.”

    “The analytical techniques were very useful, in particular the SWOT analysis, aspects of which I had not covered before in any previous similar training.”

    “David Bailey was very good with his time-keeping.”


    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


    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.