1. Eileen Roden Chalk House Training and Consultancy
A Better Business Case
Eileen Roden
Chalk House Training and Consultancy

2. Eileen Roden 18 years practitioner experience
11 years training and consultancy
Active member of APM, PMI and PMO Flashmob
Conference Speaker and Author
12-Oct-2016

3. Common causes of project failure (OGC)
Lack of clear links between the project and the organisation’s key strategic priorities, including agreed measures of success.
Lack of clear senior management and ministerial ownership and leadership
Lack of effective engagement with stakeholders
Lack of skills and proven approach to project management and risk management
Too little attention to breaking development and implementation into manageable steps
Evaluation of proposals driven by initial price rather than long-term value for money (especially securing delivery of business benefits)
Lack of understanding of, and contact with the supply industry at senior levels in the organisation
Lack of effective project team integration between clients, the supplier team and the supply chain
12-Oct-2016

4. The business case is the root cause of project failure.
12-Oct-2016

5. My observations . . . Template but no process
Knowing the ‘what’ but not the ‘why’
A single option (disguised as three)
Believing money (capital) is the biggest constraint
12-Oct-2016

6. ‘New’ Guidance
12-Oct-2016

7. ‘New’ Mindset about Business Cases
(Cost) justification for the project
Evidence from a structured business planning process
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8. A Better Business Case Business Case Business Case APPLICABLE
Strategic Case
Economic Case
Commercial Case
Financial Case
Management Case
ACHIEVABLE
APPROPRIATE
Business Case
ATTRACTIVE
AFFORDABLE
12-Oct-2016

9. Better Business Case Development
Strategic Outline Case
Strategic Case
Economic Case
Commercial Case
Financial Case
Management Case
Outline Business Case
Strategic Case
Economic Case
Commercial Case
Financial Case
Management Case
Full Business Case
Strategic Case
Economic Case
Commercial Case
Financial Case
Management Case
12-Oct-2016

10. #1 – Template but no process
10 Steps broken down into 35 actions
A range of tools and techniques
Assurance and quality criteria
12-Oct-2016

11. #2 – Knowing the ‘what’, but not the ‘why’
Organisational Overview
Relevant Local Business Strategies, Programmes and Operational Plans
Business Need – Problems and opportunities
SMART Spending (Investment) Objectives – Economy, Efficiency, Effectiveness
Main Benefits – by stakeholder group
Strategic Case
12-Oct-2016

12. #3 – A single option (disguised as three)
Do nothing
What we want
In our dreams
12-Oct-2016

13. #3 – A single option (disguised as three)
Strategic Outline Case
12 options based on scope, solution, delivery, implementation and funding
Outline Business Case
4 options based on spending objectives and critical success factors
Full Business Case
1 recommended option based on economic appraisal
12-Oct-2016

14. #4 – Believing money (capital) is the biggest constraint
Strategic Outline Case
View of:
- Programmes
- Operational plans
Outline Business Case
Outline arrangements for:
- Project management
- Change management
- Benefits realisation
- Risk management
- Post project evaluation
Full Business Case
Agreed arrangements for:
- Contract management
- Contingency plans
12-Oct-2016

15. Questions?
12-Oct-2016

16. e: eileen. roden@chalk. house w: www. chalk
e: w: t: m:
12-Oct-2016