“This course was like a lightbulb moment for me.” – Making the Business Case – South Tyneside

Making the Business Case

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

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


“Thought provoking. Definitely learnt something today that’s really useful!”

“Brilliant day! Good to network with colleagues. Made a dry subject entertaining and interesting. Thank you.”

“Brilliant day! Lots of new knowledge to take back to the team to improve our business cases.”

“Very informative, enlightening and enjoyable.”

“Quite an achievement to be able to say I thoroughly enjoyed a workshop of business planning!! Engaging, informative and thoroughly relatable. Thank you!”

“Although I’ve written a number of business cases, I have enjoyed the rationale behind the structure. Thoroughly enjoyed today’s course. Thanks!”

“Another great event – full of meaningful content I can take back to my clinical area.”

“This was like a light bulb moment for me. I’ve been writing business cases for years but this will fundamentally change my approach for the better and give me the confidence to deliver it more effectively.”


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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