“Today was excellent – really engaging and enjoyable. David really brought the business case process alive.” – Making the Business Case – Durham

Making the Business Case

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

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


“I will never ever do a SWOT analysis without extending it to have an action plan. Economics v Finance has been a revelation. Thank you” – Anne Sewell

“Excellent training programme which I found informative, well structured, clear and well presented. Enjoyed the whole day.” – Paul Malyan

“Today has given me the tools I need to make the case to improve my service for our patients.”

“Inspirational, a thoroughly enjoyable day. I now feel I can give business planning a go.” – Karen Arkle

“Thoroughly enjoyed the course today. You’ve helped us to take SWOT analysis to another level! Will keep an eye open for any future seminars. Invaluable, many thanks!”

“Today was excellent – really engaging and enjoyable. David really brought the business case process alive.”

“Really interesting and interactive day. Opportunity throughout the day to put learning into practice.”

“A very informative and well delivered course. I would recommend this course to my colleagues.”

“David was thoroughly engaging and can definitely captivate an audience. Making the Business Case was informative, useful and I can definitely put into practice the skills I have learnt today. Thank you very much!”

“A very informative course delivered by an excellent trainer.”

“Very engaging interesting tutor.”

“The day was well structured and paced. All material is presented in an engaging way. I felt comfortable to participate but never forced.”

“A well presented and well paced day delivered with humour to make the message memorable.”

“Took what I thought would be quite a dry subject and made it very useful and interesting.”

“Approached with good humour and relatable examples to bring a fairly mundane subject to life. Thank you.”

“David really brought the subject of business cases to life. His presentation skills really engaged the audience and kept them interested throughout the full day session.”


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.
2018-09-05 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

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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