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

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

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

4. Building your Business Case 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.

5. Building your Business Case 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

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

7. Building your Business Case 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

8. Building your Business Case Evaluation of 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.

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

10. Why write a Business Case? 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).

11. The Steps 1.Consider the audience and the key stakeholders. 2.Check the optimum presentation of your business case. 3.Introduction. 4.Background & Current position. 5.National Context. 6.Local Context. 7.Service Redesign. 8.Optional Appraisal. 9.Activity & Movement of Patients. 10.Finance. 11.Impact on other Services. 12.Timescales. 13.Check where you should send the business case when complete.

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

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

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

15. Total Pt Activity Paediatric Consultant SiteTotal nos. adolescent pt 1RBH173 2HH503 3RBH346 4RBH379 5RBH63 TotalRBH & HH1464

16. Activity

17. In-patient Activity

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

19. Reduction in DNA at OPC

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

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

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

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