Outline Business Case Template

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					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
  drivers include:
      • The service needs an additional range of skills experience or
         capacity
      • The service requires capital investment which would otherwise not
         be forthcoming
      • 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
         confidently anticipated
      • To gain access to grant funding which acting alone would not be
         forthcoming
      • 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
  objectives e.g.
      • 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
         completion?
     • By when is it estimated the first financial/service benefits will be
         delivered?
   •   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
       account?

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
        partnership?
    • 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
        proposal
   • Explanation of any capital investment required and how it would be
        funded
   • Clarification of the financial cost/benefit sharing for the proposed
        partnership
   • 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
        partnership
   • Outline of the financial risks of entering into the proposed
        partnership
   • 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.