business case template

Page 1 Business Case Template Any proposed commissioning change requires the production of a business case to support the need for change, even if the intervention is relatively modest. For example a commissioning cluster may propose the secondment of a nurse for one year to carry out detailed service utilisation reviews, in order to inform future commissioning plans. The rationale for this investment may be relatively brief, but nonetheless within the context of limited resources a commissioning plan demonstrating benefit is required. Therefore the template for presenting business cases must contain a core element, with sensible expansion of the rationale for change, investment/disinvestment according to the scale of what is proposed. The template below is proposed for use in working up business cases. Business Case Template 2008/09 Ref: Title: 1.0 Introduction Give a brief outline of the current service provision including current pathway for patients and demonstrate the need for improvement. (Include any specific needs analysis here). 2.0 Outline of proposal Describe the change proposal including aims and objectives and new patient pathway, where this applies. 3.0 Outline the evidence base for the planned change(s) (clear references to evidence is adequate) 4.0 Management and monitoring of the service (i.e. for new services how will referral be received and appointments made, what outcomes are Page 1 expected and how measured?) 5.0 Scope of the proposed service (I.e. which patients will be focus for the service, target localities/patient profile, capacity, anticipated demand etc.) 6.0 What will the benefits to patients be? Please indicate here how you have involved public/patients. 7.0 What will be the benefits for clinicians and staff? 8.0 What will be the anticipated benefit for the PCT? (eg, number of reduced admissions /avoided outpatient attendances 9.0 Who is/are the likely providers for this service? (please indicate all that apply) GP practices Community NHS health sector Voluntary sector NHS Secondary care Independent hospital sector Independent NHS providers (i.e. those who qualify for PMS contracts) Independent community providers (i.e. those who qualify for private or APMS contracts) Community Pharmacy Other (please specify) 10.0 If this service intends to move activity to primary care what competence/skills base is required before carrying out this service? If new skills are needed outline the timescale for realising these in the milestones below Milestone Timescale 11.0 High Level Milestones & Page 1 Timescales (i.e. break down the project to indicate what will be achieved by when) Risk Countermeasure 12.0 Risks associated with the proposal and strategy for managing risks (include here what the risks would be if the service fails to meet the objective) 13.0 Financial Implications List a breakdown of all expenses, remembering to add on-costs to staff costs. Add rows for additional costs where necessary Annual Expenses (Likely cost of new service) Year 1 Year 2 Year 3 Capital Costs Staffing Costs, include backfill for clinicians running new service provision, nursing or other clinical staff and admin staff if relevant Premises cost (rooms, heat, light, etc.) Training and supervision costs Equipment & materials (clinical and managerial) Total cost of new service If pump-priming monies required please indicate how much and how you anticipate it will be paid back? Pump priming funding required (list items below) Year 1 Year 2 Year 3 Pump priming anticipated paybaac (list below) Year 1 Year 2 Year 3 Anticipated financial out-turn Year 1 Year 2 Year 3 Anticipated freed up resources achieved through avoided secondary care activity. Please specify: avoided outpatient new & Page 1 follow ups; admissions etc. Cost of new service provision (including any pump priming) Savings to PBC budget NB: the PCT is required to give secondary care organisations 6 months notice of major changes to services including reductions in activity plans. Please bear this in mind when considering when savings are likely to arise. 14.0 Proposed Investment of Savings If your plan is expected to make a net saving please indicate here an outline of how you intend to invest that saving (please be brief). Strategic Area (e.g., elective/unscheduled) Brief outline of service development Outline estimated costs From when would you like to apply this investment?