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Business Case (Brief Template)
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For further information please contact: Metro South Executive Services Metro South Health, PO Box
4043, Eight Mile Plains QLD 4113 www.health.qld.gov.au/metrosouth
Copyright © The State of Queensland, Metro South Hospital and Health Service 2015
This document is licensed under a Creative Commons Attribution Non-Commercial 2.5 Australia licence.
To view a copy of this licence, visit http://creativecommons.org/licenses/by-nc/2.5/au/
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attribute the authors.
Preferred citation: Name of the document Queensland Government, Brisbane.
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Please remove all blue italicised text before submitting. Use simple language and dot points whenever possible.
Summary Statement
In a short paragraph, using SBAR format, please provide a summary of your business case.
Include;
 The Situation, issue or problem being addressed
 Background
 Your Assessment
 Your Recommendation/s
 The total amount of funding requested
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1. Introduction
Introduce the problem (or opportunity), briefly describe what has happened in the past and what the current status
is at the time of writing the Business Case. Set the scene for why you are developing the Business Case? Why is
a change required?
2 Assessment of the Situation
2.1
Problem Statement
Identify the cause of the problem/s and the effect that this is having on the organisation.
2.2
Evidence of the problem
Summarise evidence of both the cause and effect of the problem. Attach documents if required. Evidence might
include:
 demand forecasts with assumptions;
 client/staff feedback;
 a report or published paper
 key performance indicators (KPIs) on current performance levels; and
 examples of the problem.
2.3
Timing considerations
Indicate if the problem needs to be resolved within a specified timeframe. Delete this heading if not relevant
3 Benefits of this proposal
3.1
Benefits to be delivered
Identify the key benefits that will occur if the problem is solved. Show how this investment will help the organisation
to meet its strategic objectives. Provide links to current operational plans, strategic directions and/or targets.
Include both financial and non-financial benefits.
3.2
Measuring the outcomes
Summarise how you will measure the outcomes using the table below. Include around 5 key outcome measures.
This will be the basis for your evaluation plan.
Measurement
Description
What is
the
measure?
Measure
details
Eg number of
minutes a
patient waits
in the ED
Eg daily
average taken
on 3 days
each month
Baseline Measure
Target Measure
What is the current
state?
(Include interim targets.
Consider $, FTE, rates,
target budget, etc.)
Eg 26 minutes for August
2015
Eg 10 minutes
When will measurement
occur?
Start
Date
Frequency
End
Date
Eg Sept
2015
Eg monthly
Eg Dec
2016
Page 4 of 6
4 Solution/s
This section is to outline, explore and analyse all possible solutions to address the problem. There may be only one
recommended option, delete sections that are not relevant.
4.1
Description of Option/s
Describe the potential options that have been identified to date. Delete this section if you only have one option.
One of these options should be your ‘do nothing’ or Status Quo option. Limit to no more than 3 options. For
example:
Option 1- Status Quo
Option 2 - An option that would achieve the same result as the preferred option
Option 3 - The preferred option
4.2
Comparison of Options
Compare the options by summarising the benefits, risk, costs, timeframes and other relevant criteria. Delete this
section if you only have one option.
Criteria
Option 1
Option 2
Option 3
Benefits
 Patients
 Staff
 Organisation
Risk
 Patients
 Staff
 Organisation
Costs:
 Project
 Recurrent
 Savings/Revenue
Time to implement
Other
5 Recommendation/s
State your recommendation/s and briefly explain your reasoning. Your reasons might include;
 Benefits to patients, staff and organisation
 Risks to patients, staff and organisation
 Costs- Project and Recurrent
 Savings/Revenue $ if known
 Time to implement the option
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6 Estimated Costs
Provide your best estimate of the costs involved and funding required. Identify any potential sources of revenue or
any cost savings that will be achieved by this proposal. Include relevant workings and calculations.
Non-recurrent
Recurrent
Estimated expenditure
 Direct Labour Costs
 Associated Labour Costs
 Non-labour Costs
 Capital Acquisitions
Estimated revenue / cost savings
Estimated net cost to MSHHS
Nominate a cost centre/s to receive and manage funding for the project
Cost centre number
Business Manager
Total funds requested
Date when all funds will
be spent
This will usually be by the end of the financial year
Page 6 of 6