“Fabulous day – made the complex very simple and gave confidence to use it.” – Business Case Development

Making the Business Case

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


“Very well delivered and excellent use of humour. What could have been a very dry and difficult topic was made very interesting and easy to understand. Delivery of topic akin to Professor Brian Cox :-) Thanks.”

“Fabulous day – made the complex very simple and gave confidence to use it.”

“Informative, interesting and interactive – feel this will genuinely make business planning more effective and benefit service improvement and users in the future.”

“David, this training was excellent. A wonderful mix of worked examples to give delegates a meaningful experience and confidence in using these techniques. As a clinician relatively new to the financial and business planning world this has been a brilliant introduction which I can immediately put into practice.”

“Delivery of presentation was enthusiastic and with humour. Helpful to go through the process together in a practical way. Thank you.”

“High quality content, relevant, interesting and entertaining in parts! Thank you.”

“Informative, detailed without being overwhelming.”

“Workshop was really helpful. David was able to explain the purpose of business planning in a way I can understand. It was interactive. I will use what I have learnt and can now understand SWOT analysis.”

“Good insight into the minds and perspectives of accountants and the need to work with them.”

“Engaging – it allowed me to simplify and understand the complex system of business planning.”


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.
2020-02-19 Business Cases 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

Please get in touch if you would like any further resources or information.

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