Outline Business Case Template
1. What are the business drivers for the proposal?
The starting point is to list the reasons/justifications for potentially entering
into a service delivery partnership. For reference examples of business
• The service needs an additional range of skills experience or
• The service requires capital investment which would otherwise not
• The need to be more innovative in adopting best practice
initiatives/leading edge service delivery
• If the proposal is implemented, auditable cashable and/or non-
cashable efficiencies are confidently anticipated
• The need to share/reduce risk with another organisation
• If the proposal is implemented service quality benefits are
• To gain access to grant funding which acting alone would not be
• The opportunity to reduce duplication through convergence of
processes & systems between organisations
• The opportunity to enhance business continuity and embed
continuous improved performance in terms of both business
recovery after an incident and workforce/succession planning
2. Organisational context
All proposals need to be considered in the context of the wider Council
• Would the proposal contribute to the delivery of a Corporate
Strategy objective or local area agreement priority?
• Does the proposal directly contribute to the aspiration for a ‘Cleaner
safer more prosperous’ Borough?
• Would the proposal have an impact on organisational structure?
• Would the proposal have an impact on or be dependant on the
outcomes in other projects or service performance?
3. Anticipated outcomes and timescales
Having identified the business reasons/justifications for the proposal the
next stage is to explain the anticipated outcomes and timescales for the
procurement. Questions to address include:
• What specific financial and service benefits are anticipated?
• In terms of timescale why now, is this the most opportune moment?
• How long is it estimated the strategic procurement will take to
• By when is it estimated the first financial/service benefits will be
• What is the proposed duration of the strategic partnership?
• Is it proposed to have a phased or partial implementation to test the
viability of the project?
4. Research undertaken
As part of the business case it is important to provide key service data in
addition to knowledge of the market (including future development
proposals). This data should include:
• Key baseline data for service e.g. number of FTE’s, process costs,
assets/equipment required etc
• Identification of potential service delivery partners
• Benchmark of performance with other Hampshire authorities and
nationally and/or with the private sector where appropriate
• Is there new/proposed legislation or service developments that
need to be prepared for?
• What are the potential constraints that need to be taken into
5. Nature of the strategic partnership
In this section of the business case the nature of the proposed partnership
needs to be explained in terms of:
• What would be the aims of the proposed partnership?
• Is HBC’s role in the proposed partnership clear?
• Is it clear whether the proposed partnership covers operational or
strategic issues or both?
• What are the expected successful outcomes of the proposed
• What is the exit strategy?
6. Budget requirements and future projections
A critical element of the evaluation of any proposal is its forecast financial
impact. Items to consider include:
• Forecast set up costs (primarily staff time) for implementing the
• Explanation of any capital investment required and how it would be
• Clarification of the financial cost/benefit sharing for the proposed
• Explanation of grant funding which could become available
• Forecast savings or added costs (costs may have to increase
initially before savings accrue) over the duration of the proposed
• Outline of the financial risks of entering into the proposed
• Estimate of the costs associated with the proposed exit strategy
7. Supporting documentation
Any proposed strategic procurement would be a new project. As such it is
important to ensure that the standard approach to projects at HBC is
followed by drafting a project initiation document (PID) and risk register
(see Form Zone – Projects for templates).
8. Advice and support
If you have any questions or require some guidance in completing an
outline business case please see Richard Walton the Strategic Services
Adviser located in room 136.