“Another excellent workshop delivered by David.” – Making the Business Case – Stansted

Making the Business Case

Many thanks to all the participants who attended the Making the Business Case event at Stansted Airport as part of the East Midlands Leadership Academy. It was a pleasure to have your company.

Evaluation Comments

“Great day!” – Michelle Mackay, Neighbourhood Team Manager, Cambridgeshire and Peterborough NHS Foundation Trust

“Another excellent workshop delivered by David.” – Professor Paul White, Consultant Clinical Scientist and Head of Clinical Engineering

“An excellent day, with a huge amount of learning. I feel much better equipped to tackle forthcoming challenges.” – Zoe Oddy, Public Health Pathway Lead. Provide CIC

“Look forward to visiting website / blog for supporting documents and information. Thank you. :)” – Emily Brown, Project Officer, Mid Essex CCG

“Enjoyed having so many interactive activities.” – Roisin Reade, ESD Service Lead, Anglian Community Enterprise

“A very enjoyable session as always. I hope to be able to use what I have learned today.” – Archie Kaul-Mead, Deputy Service Manager, Colchester Hospital University Foundation Trust

“Fantastic course, well delivered. Thanks for an informative day.” – Mark Glenister, Service Manager, Southend University Hospital NHS Foundation Trust

“Excellent course, would really like to take part in the Tenders session.” – Sharon Warner, Deputy Head of Estates and Facilities, East Coast Community Healthcare CIC


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.

Making the 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.

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