Business Case Development

At Williams Primary Care Solutions Ltd we are able to support you with developing your business case for new services/additional income i.e rental on extensions, etc

We have vast experience of business case development for providers all over the UK.  We provide a full service to include all aspects of business case development and allow the practice peace of mind.

Business case


The Business Case is used to obtain commitment and approval for investment in business change, through rationale for the investment.

The Business Case provides a framework for planning and management of the business change.

The ongoing viability of the project will be monitored against the Business Case.

Fitness for purpose checklist:

  • Is the business need clearly stated?
  • Have the benefits been clearly identified?
  • Are the reason for and benefits of the project consistent with the  organisation's strategy?
  • Is it clear what will define a successful outcome?
  • Is it clear what the preferred option is?
  • Is it clear why this is the preferred option?
  • Where there is an external procurement is it clear what the sourcing option is?
  • Is it clear why this is the preferred sourcing option?
  • Is it clear how the necessary funding will be put in place?
  • Is it clear how the benefits will be realised?
  • Are the risks faced by the project explicitly stated?
  • Are the plans for addressing those risks explicitly stated?


The Business Case should contain information covering five key aspects: strategic fit, options appraisal, commercial aspects, affordability and achievability.

Strategic fit

  • Minimum content needed for this section:
  • Description of the business need and its contribution to the organisation's business strategy


  • Why it is needed now
  • Key benefits to be realised
  • Critical success factors and how they will be measured.

Options appraisal

  • Minimum content needed for this section:
  • High level cost/benefit analysis of (ideally) at least three options for meeting the business need
  • Include analysis of 'soft' benefits that cannot be quantified in financial terms
  • Identify preferred option and any trade-offs.

Commercial aspects

  • This section is applicable where there is an external procurement; this section outlines the potential deal. Most of this information will be produced for the Outline Business Case.
  • Minimum content required for this section:
  • Proposed sourcing option with rationale for its selection
  • Key features of proposed commercial arrangements (e.g. contract terms, contract length, payment mechanisms and performance incentives)
  • The procurement approach/strategy with supporting rationale.


  • Minimum content for this section:
  • Statement of available funding and 'ballpark' estimates of projected whole-life cost of project
  • Including departmental costs (where applicable).


  • Minimum content for this section:
  • High level plan for achieving the desired outcome, with key milestones and major dependencies (e.g. interface with other projects)
  • Outline contingency plans e.g. addressing failure to deliver service on time
  • Major risks identified and outline plan for addressing them
  • Provider's plans for the same, as applicable, skills and experience required.

Source information:

  • Procurement documentation
  • Programme/Project management plans and documentation
  • High level requirements
  • Business Strategy


  • For larger projects, the Business Case should be developed in three stages:
  • Preliminary Business Case (or Strategic Outline Case) to confirm strategic fit and business need, typically no more than one or two pages.
  • Outline Business Case - indicative assumptions to support the preferred way forward (including procurement strategy, where applicable), variable length depending on the scale of the project.
  • Full Business Case - validated assumptions to support the investment decision, variable length depending on the scale of the project.
  • The level of detail required at each stage depends on organisational standards and the scale or complexity of the project.
  • For small projects, you may only need to produce the business case in one stage, with confirmation of prices, funding availability etc.