Steve Davidson

How to write a
successful
Business Case
Know your organisation
• Direction, Priorities – Strategic,
Financial and Annual Plan.
• Partnerships - STP
• Capital and revenue programme:
• Who heads it / gatekeepers?
• Priorities?
• Process?
• Documents?
• Approvals?
• Support?
• Allied Services – Finance, Procurement,
HR, Finance etc.
 Case of need.
Risk Assessment.
Financial Model.
Maximise Project Management.
Success
Success Criteria.
Timeline.
End Point.
 Focus is key Understand your
Consider staged audience
approach. Layman.

Factual backup Understand the

Stats, market Peers,
Testimonials. Competitors.
Case of
Need Accept limitations Modelling
Capital, Strategic Simulations, Time
Plan. and Motion.

Feasibility and
options?
 Risk assess
Know your
early and
place in the
review
pack.
regularly.

Risk Clinical
partnership
and peer
Maintain focus
on the key

Assessment support.
issue/s.

Publish and Consider other

escalate (e.g. assessments -
Datix). EIA, QIA, PIA.
 Accuracy is key!

Partnership – Clinical, Peers, Industry.

Options – No Change, Options, Worst Case.

Financial Consider staged approach.

Model Consider multiple funds.

Growth, consolidation and decommission.

Capital, revenue and running costs.

Proof of concept and pump priming.

 Feasibility Study
Change Proposal
Greater
Local process
Intelligence and
management.
understanding.

Project
Management Implementation
Confidence in
Business Case delivery.
Financial and
• Light Touch.
other support. • PMO Support - P2
(Prince), Agile etc.
 Risk reduction – Ripple effect?

Improved patient experience.

Cost reduction – Bigger picture.

Success New income.

Criteria Consolidation and/or hub and spoke.

R&I

Staff skilling and greater employer status.

Resilience – Service including workforce.

 Be honest
Consider staged
approach.

Timeline Successful
completion

Use PM and
Maximise
communication.
 Clearly defined across the whole process.

Maintain focus – Don’t drift (be Agile).

Change is inevitable – Accept and adapt.

Consider a staged approach.

End Point Maximise Communication.

PPE and Lessons Learned.

Be a visionary – From small acorns…

Don’t give up!

Questions?

steve.davidson@sky.com