“Even if you think you know everything about how to make a business case you don’t! You need this course. Informative useful and fun.” Making the Business Case – Ipswich

Making the Business Case

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

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


“Thank you. I have really enjoyed the day and have learnt lots and feel more confident in being able to produce a business case.”

“Brilliant, smiled the whole day through, even for finance and economics… but will probably still spend too much on shoes and handbags.”

“David made a dry and complicated process a joy to learn about.”Georgina Jones, Transformation Lead, ESNEFT

“Today has clarified the reason why past business cases have failed. I now know how to make them succeed.”

“An informative and practical course that has highlighted the key business planning elements.”

“Really worthwhile course that was very informative and delivered exceptionally well. Thank you.”

“Very engaging and entertaining way to deliver what is a ‘dry’ subject. Very useful tips and tools that I can apply going forward with my work.”

“Very enjoyable course – trainer had an engaging style of delivery that translated some challenging concepts into practical approaches. Thank you.”Rachael Metson

“A thought-provoking and insightful day, delivered with humour. Will enable me to go away and hopefully make a difference!”

“An entertaining and engaging facilitator, who can make a dry subject come to life. His knowledge and experience shines through his delivery.”

“David is an inspiring, engaging trainer with expert knowledge and experience of NHS finance. I really didn’t think business case training would actually be interesting and hold my attention all day!”

“I really enjoyed this training on making a business case. It was informative, pertinent, understandable, useful and fun.” Tracey Welham

“Made a potentially dry subject interesting, engaging and entertaining. I will definitely be putting what I’ve learnt into practice.”Jemima


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.
2019 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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