“Presenter very good. Extremely impressed, excellent content and group participation. Highly recommend!” – Making the Business Case – Sedgefield

Making the Business Case

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

The Programme for Making the Business Case can be found here.

Evaluation Comments

Here are just some of the evaluation comments from today. All are reproduced with full written permission:

“Excellent course delivered brilliantly.”Steve Clark, Finance Manager, North of England Commissioning Support

“Presenter very good. Extremely impressed, excellent content and group participation. Highly recommend!”Helen Wardale, Finance Manager, North of England Commissioning Support

“Fantastic Course :)”Susan Tute, Directorate Accountant, Newcastle Hospitals NHS Foundation Trust

“I’ve done many business cases and studied business planning however this approach was refreshing, interactive and very simple and straightforward – excellent. I could listen to David present on anything, his presentation style is very engaging. Really enjoyed it – I wasn’t sure I would learn anything but I have and this has been extremely helpful.” Dawn Youssef, Directorate Manager, Newcastle Hospitals NHS Foundation Trust

“Brilliant day.”Lynne Grimely, Business and Compliance Manager

“Fantastic delivery by David.”Peter Summerhill, ICT Support Manager, County Durham and Darlington NHS Foundation Trust

“Really enjoyed the course. Found it very interesting and engaging – would recommend.”
Amy Nesbit, Service Line Manager, Gateshead Health NHS Foundation Trust

“Fantastic workshop making a difficult subject interesting.”David Piggott, Service Improvement Lead, North Tees and Hartlepool NHS Foundation Trust


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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