“Most comprehensive, clear training session I have attended.” – Making the Business Case – Cambridge

Making the Business Case

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

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


“Really interesting, easy to listen to and understand.”Stephanie Taylor, Deputy Operations Manager

“Thank you. You made the topic of business cases really engaging.”Jo Doggett, Head of Programme Delivery and Resources

“Most comprehensive, clear training session I have attended.”Tazivei Massarira, Physiotherapy Services Manager

“Well presented in an understandable way.”

“Thank you! Brilliant day, it was not easy to say the least, but very enjoyable and I have learnt so much!”

“Excellent session, exactly what I wanted to get out of the day! Thanks.”

“Informative day, made fun and engaging. Looking forward to taking the skills away.”Charity Barnes, OD Manager

“Excellent and really thought-provoking. Thank you.”

“Have an ideal opportunity to put today’s learning into practice for the benefit of patients. Can’t wait to get my nerd on!”

“Useful techniques to help in writing business cases – presented in an interesting way!”

“Informative day with sensible content.” Fliss Parker-Seale, Business Change Manager

“Fantastic introduction to making a business case.”Gareth Whyte


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.
2018-06-19 Making the Business Case PDF

Word documents created as pro-formas for your use:
Mission Statement Pro-Forma Word
STEEPLE Pro-Forma Word
SWOT – Pro-Forma Word
Porter’s Five Forces – 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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