Building your Business Case

1. Elaine Tanner BHF Community Development Manager Lynda Davies Shaughnessy BHF Clinical Nurse Specialist – Congenital Heart Disease Transition Royal Brompton & Harefield Foundation NHS Trust Building your Business Case

2. benefits the organisation or Trust identify gaps in service provision demonstrate where your service is in comparison to National and local targets Why should you put together a business case? • financially viable • well managed • benefits patients

3. You need to let commissioners/managers know: what is required how it will be achieved a timescale Building your Business Case

4. 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. Building your Business Case

5. 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 Building your Business Case

6. Project budget: clarity content relevance accuracy Building your Business Case

7. 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 Building your Business Case

8. Evaluationof 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 your Business Case

9. Building A Business CaseUsing the BHF guide Lynda Davies Shaughnessy BHF Clinical Nurse Specialist – Congenital Heart Disease Transition Royal Brompton & Harefield Foundation NHS Trust

10. 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). Why write a Business Case?

11. Consider the audience and the key stakeholders. Check the optimum presentation of your business case. Introduction. Background & Current position. National Context. Local Context. Service Redesign. Optional Appraisal. Activity & Movement of Patients. Finance. Impact on other Services. Timescales. Check where you should send the business case when complete. The Steps

12. Consider the audience and the key stakeholders. Check the optimum presentation of your business case. The Steps

13. Introduction. Background & Current position. National Context. Local Context. The Steps 2

14. Service Redesign. Optional Appraisal. Activity & Movement of Patients. The Steps 3

15. Total Pt Activity

16. Activity

17. In-patient Activity

18. Finance. Impact on other Services. Timescales. The Steps 4

19. Reduction in DNA at OPC

20. Check where you should send the business case when complete. The Steps 5

21. Clear concise information. Gives good framework. Makes sure all important aspects are covered. Step by Step Approach

22. No help from Trust Delighted to receive pack from BHF Worked through each heading Completed business case Funding agreed. The Process

23. Thank you for listening. To order the resource: www.bhf.org.uk/publications order code G269 Any questions? Building a Business case