building your business case

Building your Business CaseBuilding your Business Case

Elaine TannerBHF Community Development Manager

Lynda Davies ShaughnessyBHF Clinical Nurse Specialist – Congenital Heart Disease Transition

Royal Brompton & Harefield Foundation NHS Trust

Why should you put together a Why should you put together a business case?business case?

benefits the organisation or Trust

identify gaps in service provision

demonstrate where your service is in comparison to National and local targets

financially viable

well managed

benefits patients


You need to let commissioners/managers know:

what is required

how it will be achieved

a timescale


Once developed a business case can be used for two purposes:

to propose a service change/re-design without financial input

to request funding to make changes in service provision and/or to develop services.

Whatever you use it for it is a ‘snapshot’ of your current

service and gives options for development.


Project description (for development of a service)

why is it needed

which patient group/how many is it targeting

what will be done

how will it be done

who will do it


Project budget:

clarity

content

relevance

accuracy


Once all this is done you will have:

the evidence of need for your area

a fully costed service

an action plan

Make your service known - shout loud and hard for the resources you need


Evaluation of workshops:

Confidence levels rose significantly following the workshops

Few actually used the guide 12 months on but those who had were all successful in their bids for increased resources

The value of this guide seems to be its availability – no-one appears to have had this type of resource previously and welcomed the support and advice it offers.

Building A Business CaseUsing the BHF guide

Lynda Davies ShaughnessyBHF Clinical Nurse Specialist – Congenital Heart

Disease Transition

Royal Brompton & Harefield Foundation NHS Trust

Why write a Business Case?Why write a Business Case?

• BHF funding (of new role – Transition) due to end September 2009.

• Trust now foundation trust so more financially focused need

• business case to satisfy financial board members.

• Management insisted business case was a requirement for future funding of role.

• Prove importance of role as well as financial gain (can be used in future).

The StepsThe Steps

1. Consider the audience and the key stakeholders.2. Check the optimum presentation of your business case.3. Introduction.4. Background & Current position.5. National Context.6. Local Context.7. Service Redesign.8. Optional Appraisal.9. Activity & Movement of Patients.10. Finance.11. Impact on other Services.12. Timescales.13. Check where you should send the business case when complete.

The Steps The Steps

• Consider the audience and the key stakeholders.

• Check the optimum presentation of your business case.

The Steps 2The Steps 2

• Introduction.

• Background & Current position.

• National Context.

• Local Context.


• Service Redesign.

• Optional Appraisal.

• Activity & Movement of Patients.

Total Pt ActivityTotal Pt Activity

Paediatric Consultant

Site Total nos. adolescent pt

1 RBH 173

2 HH 503

3 RBH 346

4 RBH 379

5 RBH 63

Total RBH & HH 1464

ActivityActivity

Total Number of Adolescent Patients in CHD

total pts aged 13-21 years

pts aged 15-18 years

In-patient ActivityIn-patient Activity

230

298

0

50

100

150

200

250

300

No

s of ad

olescen

t CH

D

adm

ission

s

1

2007 / 2008

Nos. of CHD adolescent admissions in 2007 & 2008

2007

2008


• Finance.

• Impact on other Services.

• Timescales.

Reduction in DNA at OPCReduction in DNA at OPC

11

1718

0

2

4

6

8

10

12

14

16

18

1

Patient Group

% Outpatient Clinic DNA 2004-2005

PAEDIATRICS

ADOLESCENTS (16+ inpaeds)

ADULTS (Prev Paed Pts)

9

6

11

0

2

4

6

8

10

12

%

1

Patient Group

% Outpatient Clinic DNA 2008 -2009 (current figures)

PAEDIATRICS

ADOLESCENTS (16+ inpaeds)

ADULTS (Prev Paed Pts)


• Check where you should send the business case when complete.

Step by Step ApproachStep by Step Approach

• Clear concise information.

• Gives good framework.

• Makes sure all important aspects are covered.

The ProcessThe Process

• No help from Trust

• Delighted to receive pack from BHF

• Worked through each heading

• Completed business case

• Funding agreed.

Building a Business caseBuilding a Business case

Thank you for listening.

To order the resource:

www.bhf.org.uk/publications

order code G269

Any questions?

building your business case

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